Website Project Management: Everything You Need to Know

Madison Zoey Vettorino

Published: December 05, 2023

Have you ever been part of the team responsible for planning or organizing the necessary tasks to  get a website off the ground  (or  redesigned )? If so, you probably know a thing or two about website project management from firsthand experience.

website project management: image shows a hand holding up a lightbulb, with a typewriter and a rocket nearby

I've discovered that playing a role in website project management can be equal parts exciting and overwhelming, depending on the tools used and how efficiently tasks are delegated. However, website project management is an essential part of launching (or relaunching) a website, which is why it's crucial your team knows how to do it well. 

Today, I'll walk you through everything you need to know about website project management, starting off with what it actually is and then diving deeper into the intricacies of how to create and enact a plan. Finally, I'll share some tools that I love when learning how to do website project management. 

What is website project management?

How to create a website project management plan, how to do website project management: helpful tools .

Website project management means the process of planning and organizing tasks associated with creating and upkeeping a website. This includes assigning tasks (think content creation, web development, design, and testing), as well as guaranteeing that the project is completed accurately, in a timely manner, adheres to budget, and meets the goals identified. Your primary tasks include:

Leading the team to define goals and scope.

Assigning subtasks to teammates.

Keeping an eye on your team's progress.

Resolving issues as they pop up. 

Probably the most important thing I've learned about website project management is that it is just as collaborative as it is individual. While working on a website project team, you'll have your own individual subtasks, sure. But you'll also be contributing toward a larger goal — and because of that, it's essential that you don't work in a silo.

I think one major misconception of website project management is that the work ends the moment the site goes live, the redesign launches. That couldn't be further from the truth. Think of your website as where your company lives on the internet — because it is. Just like a real house, you wouldn't expect to never have to renovate, or maintain it, would you? Houses require routine maintenance, and need you to intervene when something breaks. Likewise, websites require the same.

Because of this, website project management isn't a one-and-done thing — you'll have to revisit your website project management plan for years to come, so long as your site exists.

According to Diego Polanco, Principal Creative Project Manager, Creative Ops at HubSpot , the exact tasks associated with website project management vary depending on what company you're working with or the task at hand. "I'd say that my job here has some important differences from any other previous web-related project management roles I've performed in the past," he shares. "Beyond the things a PM usually does related to managing the project constraints (budget, scope, time, risks, quality, and I will allow myself to add communications), here at HubSpot, our creative PMs support the program leads prioritizing the work and making sure it is aligned with the program strategic goals. Understanding the big picture and helping our business partners to stay aligned is key for our programs/projects' success." 

What's the goal of website project management? 

Just like project management at large , the ultimate aim of website project management is to streamline the processes related to building or redesigning a website. With a more seamless workflow, team members are able to complete their work with fewer questions and in a timely manner.

Another goal of effective website project management is that all stakeholders are clued in throughout the process. Depending on what tools you decide to use, you can ensure your entire team has knowledge of due dates, where to find supporting resources, and key milestones they need to hit. I've found that this is especially crucial if you are working with both internal and external stakeholders, as it sets reasonable expectations and allows everyone to be on the same page.

Ultimately, building or redesigning a website is a heavy lift on the entire team — and creating a website project management plan can help guarantee alignment. And, in my experience, an aligned team is a happier one. 

So, your team is embarking on a website project journey. What's the first thing that you should do? There's a clear answer: Make a comprehensive website project management plan. This plan will act as a roadmap throughout your entire project, and because of that, it's invaluable. If you begin your project without a plan in place, you risk chaos. (Does that sound a bit dramatic? Maybe. But if you've ever worked on a website build/redesign without a plan…you know that it's true.)

Now that that's out of the way, let's make ourselves a website project management plan. Buckle up — a lot goes into this process, but I promise it's worth it. 

Connect with the client or stakeholders. 

Your first step is to connect with key stakeholders, or the client, if you work for an agency and are building a website for folks outside your organization. During this initial conversation, is it essential that you define your goals and objectives for the project? What is the team championing the project hoping to achieve from it? 

Without answers to these questions, and a clear goal in mind, I wouldn't advise you to begin. This is also the time to converse about budget and resources allocated for the project, as well as competitor inspiration (if applicable).

Pro Tip:  Make use of  SMART goals  to ensure that you have something tangible to refer back to.

Determine the project scope. 

You have your goal outlined, as well as the answer to the aforementioned questions. Now where do you go? On to define the project scope, of course. In the simplest terms, this gives you insight into what is part of the project — and what isn't. Without a well-defined scope, you and your team will struggle to determine what the project entails and what it doesn't. Scope can help you define boundaries, and boundaries are good.

Another reason defining scope is a must is because without it, stakeholders can lack alignment regarding what will be accomplished during the project. Luckily, combatting any confusion is easy with a conversation identifying the project scope.

Pro Tip:  By clearly defining the project scope, you can avoid a project manager's nightmare: Scope creep .

Set a timeline. 

You have your scope and goals — that's all you need, right? Not quite. It's time to create a reasonable timeline when your website project management team anticipates completing the project. This is crucial for the same reason defining goals and scope are — because without a timeline, there's going to be a lack of alignment. 

Pro Tip:  Try to anticipate any hurdles that may arise and build in time to combat those throughout the project. 

Actually start divvying up tasks — and assign them to your team members. 

It takes a lot of work to get to this point, but once you do, you're ready to identify how you're going to divide up resources and assign tasks. This is your time to break down the project into smaller, more manageable tasks different team members can tackle. Then, assign these tasks to your team members so everyone has a clear idea of what's expected from them. Once this is complete, your team can begin to work on their respective tasks.

Pro Tip:  This step of the process is also when you should identify which resources or tools you want to use — but more on that later. 

Establish communication expectations. 

Do you expect your team members to give you weekly Slack updates about where they're at? What about updating their subtask's Asana card daily so all stakeholders are clued in? Regardless of how you decide you want your team to communicate, it's time to identify best practices for tracking processes. Using a reporting tool to keep track of any difficulties that arise and maintain focus on meeting milestones is also a good idea.

Pro Tip: As a website project manager, your job is far from done here. Be sure your team knows you're accessible to answer any questions and the best way to ask those. 

Of course, there are other steps to the process, including optimizing your website once it has been built or redesigned, as well as testing and eventually pushing the content your team has created live. However, if you follow these steps at the start of your project, you'll be off to a solid start for your website project management plan. 

The tools that you use can make or break how successful and streamlined your project is. That's why a quintessential part of learning how to do website project management is figuring out which tools are worth your time, and which you should pass on.

There are a lot of tools on the market, so it's understandable if you have questions. Here are a few that I recommend looking into as you and your team embark on a website project management journey. 


There are so many reasons to love Asana as a project management tool. For starters, you can easily add collaborators so all stakeholders are clued in throughout the project. You can create a board for your projects where the team can physically move cards (for tasks) to demonstrate the progression of the project. Additionally, you can add subtasks to these cards so everyone's clear on what they need to do.

Asana is also user-friendly and makes it easy to check out upcoming deadlines when you login. Plus, there are ample opportunities for collaboration, as you can like comments to denote that you've seen it, create comment-only projects so now erroneous changes are made, and attach files from your desktop, Google Drive, OneDrive, or DropBox. 

Nifty is another resource you can use to keep your website project teammates on the same page. Nifty boasts plenty of enviable features, including the creation of roadmaps to act as a visual project guide, goal-setting tools, and time-tracking tools, which are especially helpful if you work at an agency and need to bill a client hourly. 

Another great option for website project management is Jira. Jira allows you to make flexible Kanban or Scrum boards that enable your team to collaborate more efficiently. You'll have access to several outstanding features regardless of which type of board you choose. This tool offers invaluable insights into how your team works, as well as drag-and-drop functionality, privacy features to ensure your information doesn't get lost in the shuffle, and the ability to check task status easily.

Polanco shares that his team utilizes a mixture of several different tools to get the job done, which is a valuable reminder to not get too stuck in your ways that you don't think outside the box. "For building plans, there are a lot of tools we can use, from timelines in Asana, wikis in Confluence, roadmaps in Jira to Google Sheets, and sometimes even a graphic with a few tables in Slides can work. Depending on the project uncertainty and the framework you and your team choose to deal with the uncertainty, some tools will make more sense than others." 

However, Polanco has an important reminder: Ultimately, your tools are there to help your team, not hinder them. "Tools should help to close communication gaps and keep everyone in the team aligned," he says. "But I'd say that the most important thing we need to build for creating plans that make sense and we can enforce and make work is trust. Working hard to build trust with my creative stakeholders so we can have all the important and difficult conversations that make a plan feasible is the most important thing." 

Create your website project management plan today. 

Ready to begin creating your website project management plan? Now that you have an outline of how to go about it — and some invaluable insights from one of HubSpot's very own creative project managers —  I hope you feel better equipped to tackle your project. Remember: Prioritize team alignment, don't forget to set SMART goals, and your project will turn out great. 

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10 Best Web Design Project Management Software Tools (2022)

Jitesh Patil

Managing a web design project is complicated. Matching client expectations profitably while keeping your creative team happy can feel like a tightrope-walk. Using the right project management software can help.

In this article, you’ll learn about the top 10 website project management software.  (For other types of projects, check out this comprehensive list of project management tools .)

But first, let’s cover a few basics:

  • Why you need website project management software?

How To Choose A Website Project Management Software?

Let’s dive in.

Why You Need Web Design Project Management Software?

It’s tempting to think that you don’t need a project management tool for a small project or team. However, that’s not true.

There’s so much more to managing web design work. 

  • Work visibility: Do you have the resources and bandwidth to take up a new project? Can you deliver it within the expected timeframe?
  • Delivery management: Are you on track to deliver on time? Which tasks are dragging your project schedule down? Do you need to adjust your delivery schedule?
  • Client communication: Has the client approved the design? How do you get feedback from them? Where do you store client inputs and make them accessible to your team?
  • Workload management: Is anyone from your team overwhelmed with work?  

One tool can rarely fulfill all your web design project management software needs. 

That’s because tools that do a bit of everything fail to do specific things well. Plus, these tools are often too complicated to use. As a result, you end up investing time and money in training and onboarding your team.

In general, you’ll need the following features for managing your website projects:

  • Task management
  • Collaboration & communication
  • Resource management
  • Time tracking & reporting

Based on your needs, you may need more features, such as integrations with code/design repositories, workflow automation, etc.

In addition, budget and ease of use are two other critical factors that’ll affect your choice. Both these factors are also affected by whether you go with a cloud-hosted or an on-premise solution. 

With on-premise software, you’re responsible for the setup, maintenance, and upkeep. But, this adds to the one-time software cost. Plus, it also means that you need a team to keep the software running. 

On the other hand, cloud-based solutions can scale as your team grows. And, you pay a monthly subscription price, which saves on upfront investment.

Best Web Design Project Management Software

Now that you know the why and how let’s look at the top web design project management software.

Toggl Plan - Simple Project Management Software

Toggl Plan is a beautifully simple project tool. Whether you’re a freelance web designer or an agency, you’ll love it’s simple interface and flexible project management features.

  • Planning: Toggl Plan comes with a Project timeline to plan project schedules and the Team timeline to manage team availability.
  • Task management: Manage custom task workflows right from the timelines or Kanban task boards.
  • Team collaboration: Make multiple team members responsible for a task. Collaborating on tasks is effortless with file attachments and comments. Also, you can share a read-only view of the timeline with clients.
  • Quality control: Attach checklists to tasks to improve task completion quality.
  • Time tracking : Track time spent on tasks with the Toggl Track integration.

Price: Toggl Plan has a free plan for solo users with which you can manage unlimited projects. Team plans start at $9 per user per month with a free 14-day trial. You get additional features in paid plans, including recurring tasks, access control, and time tracking.

Podio - Workflow Management Software

Podio is a task management and collaboration tool . It’s fully customizable and can adapt to your team’s way of work.

  • Task workflows: Create custom workflows, manage team tasks, and keep track of project progress.
  • File sharing: Share files and manage revisions on Podio or using integrations on Google Drive and Dropbox.
  • Communication: Chat with instant messaging. Also, you can set up meetings using GoToMeeting integrations.
  • Calendars: Set up and manage personal as well as team calendars. 
  • Integrations: Integrates with Zendesk, Campaign Monitor, Freshbooks, and more.

Price: Podio’s free plan lets you manage up to 5 users. Paid plans start at $9 per user per month. And, come with unlimited tasks, user management, and custom workflows.


FunctionFox - Marketing Project Management Sofrware

FunctionFox is a project tool for creative teams. It helps you manage your entire agency workflow with its time tracking, project management, and dashboard reporting features.

  • Gantt chart: Plan project schedules, and keep track of project progress using interactive Gantt charts.
  • Task assignments: Assign tasks and track task completion.
  • Time & expense tracking: Track time and expense for projects and tasks in real-time.
  • Communication blogs: Communicate within your team using internal communication blogs.
  • Powerful reports: Dissect project data with interactive charts and real-time reports.

Price: FunctionFox does not have a free plan. You get all the necessary website project management features if you subscribe to the Premier plan. The Premier plan costs $50 per month for the first user and $10 per month for each additional user.

Basecamp - Project Management For Remote Teams

Basecamp is an all-in-one toolkit for team collaboration. It doesn’t come with any specific website project management features. However, it can be used as a light-weight project execution tool.

  • To-do lists: Create tasks to do, assign them to team members, and set dues dates.
  • Message boards: Communicate project updates, ask questions, and pitch project ideas.
  • Docs & files: Collaborate using files uploaded to Basecamp or added from online storage tools like Google Drive.
  • Group chat: Ask quick questions and share quick updates with your team.
  • Check-ins: Set up questions to automatically ask your team about project or task progress.

Price: Basecamp’s free Personal plan is suitable for up to 3 projects and 20 users. The Business plan costs $99 per month for an unlimited number of users.

GanttPRO - Gantt Chart Based Project Management

GanttPRO is a visually appealing and highly intuitive project management tool based on Gantt charts. It covers all project management workflows such as task management, resource allocation, and time tracking.

  • Gantt chart timelines: GanttPRO offers an intuitive Gantt chart timeline where it is so easy to plan, schedule, track, and manage activities.
  • Task management: The software comes with more than a dozen of task-specific features for comprehensive management. Besides, a Board view and My tasks list are available.
  • Team collaboration: Easily collaborate on tasks with your teammates right inside GanttPRO with comments, attachments, mentions, and real-time notifications.
  • Resource management: GanttPRO comes with robust resource management that takes into account different scenarios for precise planning.
  • Time tracking: Track time spent on tasks right inside your project management software.

Price: GanttPRO has a free 14-day trial with all the features available. Paid plans for individuals cost $15 user/month. Team plans are available for a minimum of 5 users and cost $8.90 per user per month.

WordPress Project Management by UpStream

web design project management plan

Unlike other tools on this list, WordPress Project Management by UpStream is an on-premise solution. That’s because, you need to set up your own WordPress website to start using this plugin.

  • Milestones & tasks: Create project tasks, assign them to users, and set due dates. Group tasks into milestones to manage deliveries.
  • Issue tracker: Record bugs, assign them to your team, and track progress.
  • Client management: Manage client users, and grant them access to specific projects.
  • Discussion boards: Publish project updates or discuss ideas and issues.
  • Activity feed: Get real-time updates about all the project activities happening in your workspace.

Price: The free version of this plugin comes with all of the above features. Calendar, timeline, and other extensions are available from $79 per year.

Asana - Project Management Software

Asana is an all-in-one project management tool. It comes with features for planning, collaboration, and task management.

  • Planning: Set project goals. Visualize project plans using a Gantt chart timeline or the calendar view. Add task dependencies and milestones. 
  • Task management: Manage tasks using a list view or on Kanban boards. Customize task workflow to match your needs.
  • Collaboration: Collaborate on tasks using shared files and task notes.
  • Workload management: Normalize workloads of overwhelmed and underworked team members.
  • Project portfolio management: Manage multiple accounts or multiple projects for a client account.

Price: Asana’s free plan works for teams with up to 15 members. Paid plans start at $13.49 per user per month and come with timelines and workload management features.

Workamajig - Project Management Software For Creative Teams

Workamajig is a creative work management tool for agencies and in-house teams. It comes with all the features that a web design team needs to manage its entire business workflow.

  • Project management: Plan schedules, manage tasks, and track progress with end-to-end project management.
  • Sales CRM: Qualify leads, close sales, and forecast your sales pipeline.
  • Time tracking: Track time that your team spends on billable projects and bill clients more accurately.
  • Revenue forecasting: Find most-profitable clients, get real-time financial metrics, and accurately predict revenues.

Prices: Workamajig does not have a free plan. Paid plans come at $50 per user per month.

Wrike - Project Management Software

Wrike is a versatile project management software. It comes with some unique features that make it useful for web design teams.  

  • Interactive Gantt charts: Create plans using a simple interface. Visualize project schedule and track progress with Gantt charts.
  • Kanban boards: Visually manage tasks and manage agile teams with Kanban boards.
  • Project templates: Ready-made templates for event management, product delivery, onboarding, and more.
  • Proofing: Get feedback from teammates and clients. Keep it all in one place.
  • Shared team calendars: Plan your team calendar, so you don’t miss out on any milestone.

Price: Wrike free plan includes unlimited projects for up to 5 users. Gantt chart timelines, templates, and proofing features are available in paid plans starting at $9.80 per user per month, paid annually.

Monday is a fun, colorful, and flexible project management software. Its features provide enough to manage work for creative and design teams as well.

  • Planning: Add project goals and map project activities against these goals. 
  • Task management: Manage and track tasks using task lists. Collaborate on tasks by sharing feedback and files.
  • Reports: Assess project performance. Adjust project plans by finding out where things go wrong. 

Price: does not have a free plan. Paid plans start at $10 per user per month for a minimum of 3 users.

Trello - Kanban based task management software

Trello is a simple task management and collaboration software. However, you can also extend it’s core features using add-ons (or powerups as Trello calls them). Core features include:

  • Task management: Create custom task workflows and manage tasks using Kanban boards.
  • Collaboration: Collaborate on tasks with your team using comments and shared files. 
  • Shared calendars: Use the calendar view to plan your team’s shared calendar so you don’t miss out on deadlines.

Price: Trello’s free plan is perfect for up to 10 team projects and unlimited users. Paid plans start at $12.49 per user per month. 

Wrapping Up

Web designers have a lot of good options when it comes to project management tools. But once you know what features you should look for, finding the right project management tool is easy.

To find a tool that fits your team’s needs — decide on a budget, make a list of critical features, shortlist, and try out a couple of tools.

Jitesh Patil

Jitesh is an SEO and content specialist. He manages content projects at Toggl and loves sharing actionable tips to deliver projects profitably.

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Web Design Project Management in 2024: The Ultimate Guide

Web Design Project Management

Wondering how to nail web design project management as a project manager?

Managing a design project is not a walk in the park. While managing projects, you may run into situations where you face missed deadlines, poorly allocated resources, miscommunication between team members, and unclear objectives.

One of the trickiest challenges of managing web design projects is maintaining transparency throughout the project. It prevents you from bending over backward and delivering faulty projects.

Support your project’s journey from idea to its launch using proven project management methodologies, a few steps in the right direction, and a creative design project management software . This concoction is bound to eliminate inconsistencies and help you successfully deliver projects.

In this blog, we will look at what web design project management is, the methodologies, and the steps you can include for effective project management.

So, let’s get started!

What is Web Design Project Management?

It is possible that a web design project can get carried away if too much creativity is involved. But, that is no reason to falter on deadlines and exceed the budget. Also, you might notice that feedback received on work done often goes beyond what was required at first. So, is it acceptable to increase the scope of a project at the time of review?

These are some of the things that you might have wondered about when working on web designs.

But, how do you deal with such things?

With reliable web design project management!

Web design project management refers to managing the scope, timeline, resources, and budget of a project to deliver the final outcomes as per the agreed parameters. It involves controlling the framework of a project by establishing a well-analyzed workflow. It also involves keeping an eye on progress and identifying gaps, if any.

But, before we dive deeper into the steps for ideal web design project management, let’s look at the methodologies that you can incorporate to develop a project management plan.

5 Project Management Methodologies for Website Development

How often have you worked at a breakneck pace to accomplish projects only to stumble right when you least expected it? Well, maybe it’s time to reflect on the very foundation that determines how well you manage your projects.

There are some proven ways of managing projects. Without these, project management for web design projects lacks structure and transparency.

You may be comfortable with implementing a specific technique for your projects. It can also be that you deploy different techniques for handling different projects. Whatever the case, you must analyze each technique’s core characteristics and then select one depending on your needs.

To implement the Agile methodology for web design project management, you break down your project into manageable chunks called cycles or sprints. The cycles or sprints aim at achieving an immediate milestone by the end. For example, these cycles may aim to conduct project research, create wireframes, design the web page, or test the designed page. Each of these goals implies a project milestone that has its individual cycles with a dedicated time period.

Agile projects revolve around flexibility, collaboration, and change management. So for projects that need frequent changes and increased collaboration between team members, agile is the way to go.

Thus, with Agile, you can discuss changes with concerned stakeholders and respond to them faster. So, yes, workflows are altered, and schedules are pushed forward to address the necessary changes in real-time.

Adopting the Kanban methodology in web design project management is great when you want a visual space to manage your projects. Kanban is ideal for projects that demand fewer changes during project execution.

The Kanban board consists of columns that display cards specific to a particular project stage. These columns may be ‘To be done,’ ‘In progress,’ ‘On hold,’ and ‘Completed.’ This means that all your ongoing tasks will be reflected under the ‘In progress’ column, and all your tasks that are completed will reflect under the ‘Completed’ column. Thus, with this, you can simply glance at the board and gather which tasks are at which stage of the project execution cycle.

Also, the cards are elaborate in data which means that each card displays its task name, due dates, assigned users, file attachments, and task brief if any. Thus, you simply have to click on each task to gain information related to that particular task.

As you carry on with the project, the tasks move across different stages. This specifies the flow of the tasks. For example, the card task will come under the ‘In progress’ column,  when you’re working on a task. But, when you complete the task and send it for review, the task card will move to the ‘Under review’ column to reflect that the task has been completed and is currently under review. You can move a task to another column on the dashboard using a quick drag and drop action.

3. Waterfall

For projects that follow a fixed path of execution and demand no changes when in progress, Waterfall is an ideal project management methodology. In this, you set up the workflow as per the web development project plan. You assign the resources and define the due dates.

The gist is that the workflow goes exactly as planned. There are no changes incorporated at any stage of the project.

In this, tasks are planned in a sequential manner. This means that you can only start the next task after completing the previous one. If, in any case, you need to revisit a task, then you have to start the project all over again right from the start. This is akin to the direction of a waterfall, i.e., one-directional. So, yes, the waterfall methodology is not very flexible. But, it is a simple methodology to follow for projects that have a clear goal and do not require changes during their life cycle.

The best way to successfully execute this technique in web design project management is to get clear-cut requirements from your clients before starting your project. This will present a clear objective to be achieved and will enable you to plan your projects better. This will further ensure that you do not have to alter any workflow or re-do a specific task.

Scrum is another methodology that works in cycles and sprints for web design project management.

Here you have a Scrum Master who leads the team in each sprint. Tasks are taken from the backlog and organized in short sprints of two to four weeks. Short 15-minute meetings are held daily to discuss what everyone will accomplish that day.

Once done, the Scrum Master reviews the tasks at the end of the day in what is called a ‘Sprint Review.’ Any gaps spotted are then discussed on the following day during the meeting.

This technique is apt when you’re dealing with complex projects that have rapidly-evolving requirements. With this technique, you can address requirements on a day-to-day basis, eliminating unnecessary wastage of time and effort.

5. Critical Path

Project management for website development can be tricky. Each project has a certain chain of tasks that needs to be monitored closely. If you are on the lookout for a system that enables this, then the Critical Path technique is right for you.

Using this technique, you can set the longest sequence of interdependent tasks as the critical path. This helps define the most important tasks in the workflow so that team members can direct their absolute best efforts towards these tasks, ensuring no missed deadlines and quality issues.

Indicating this path ensures that the most crucial tasks of the project workflow in web design project management are dealt with closely. It helps establish a better foundation that helps build the project on time and as expected.

9 Effective Steps for Web Development Project Management

To successfully run a web design project management process, there are some steps that you must walk through.

So, without further ado, let’s get straight into it!

Step 1: Define Project Scope, Budget, and Timeline

Project implementation begins by creating a website project plan. This step forms the foundation of your project execution stage . What you establish in this step will determine how your project will turn out.

To start with, obtain a comprehensive brief for your project from the client.

The brief must answer the following questions:

  • What are the project goals and objectives ?
  • What are the expected deliverables?
  • What is the scope of the project ?
  • What is the timeline and budget of the project ?
  • How involved will the stakeholders be in the project activities?
  • How will success be measured at the end of the project?

If you have these questions answered, then you have set yourself up for high-quality projects.

Step 2: Identify the Project Management Technique

For reliable website project management, you must identify the right project management technique that you will use to run your projects. As discussed above, these techniques may be Agile, Kanban, Waterfall, Scrum, or Critical Path.

Without a clear technique to follow, you may encounter scattered processes that do not lead to any reliable outcome. On the other hand, having a clear understanding of which technique to follow will set a better picture of how to run your projects.

Note that you can go ahead and deploy different techniques for different types of projects. The idea is to try different methodologies and observe which one complements your team’s and project’s capabilities.

Step 3: Plan and Create the Project Roadmap

Web project management becomes easier when you have a clear roadmap in place. For this, start by ascertaining all the tasks needed to deliver a project. Set the sequence in which these tasks are to be taken up. Also, set up dependencies between them and define the priority , if any. This will help establish the workflow of your project.

Next, analyze resource availability and allocate the resources. Do mention a due date for each task.

Be prepared with a risk contingency plan . This will equip you with immediate and the best measures to take when faced with challenges. To create a well-analyzed plan, rope in the stakeholders, clients, and team members. Discuss what risks they foresee with respect to project implementation . This will help you create the best-optimized plan to encounter any risks, leading to accomplished projects without a hitch.

Step 4: Adopt a Web Design Project Management Tool

Web design project management tools are known to enhance everyday accountability and visibility significantly.

Using a web design project management software, you can:

  • See which team member is working on which task at any given time
  • Visualize project progress and upcoming task deadlines
  • Spot red flags in the workflow
  • Get notifications on real-time progress
  • Adjust workflows as per existing needs
  • Analyze how far you are from completing your project

Adopting the right project management tool will ease your everyday management by providing a platform that offers key project metrics at your fingertips. Remember, a tool must be easy-to-use. Also, it must be affordable and scalable at the same time. These are some of the criteria that you must consider while selecting a tool for your business.

Step 5: Optimize Resources from Start to Finish

Ensure that your web development project plan allocates resources such that no resource is either underutilized or overworked.

While assigning tasks to team members , define each team member’s key roles and responsibilities. Let them in on why you think they are best suited for their assigned tasks. Highlight their key skills and show confidence in their ability to excel. This will add up to their capabilities, enabling them to outperform at their job with an increased sense of self-assurance.

Step 6: Simplify Collaboration Between Teams and Departments

Project management for website development is impossible without collaboration. Designing a web page involves deciding the content of the page, the pictures/videos that will be displayed, the message to be conveyed, the tone of the language, the font of the text, and much more. All of this is no less than an uphill climb.

Being on the same page with these factors involves walking in collaboration with each other while paying heed to everybody’s concerns and opinions.

Effective team collaboration helps run tasks smoothly and deliver projects in line with the expected outcomes. Collaboration also enables you to discuss ideas and plan projects faster. In its best form, collaboration allows team members to identify roadblocks and resolve them at the earliest.

Step 7: Send Deliverables for Client Review and Implement Changes Received

Web development project management involves incorporating feedback received from clients on work done. Designing a web page is subjective and is bound to get changes once completed. Address client advice constructively and integrate changes smoothly. There might be areas where you disagree with the client. The best way is to discuss ideas and find common ground that caters to both your opinions. Remember that the client is the ultimate owner of the project. If you fail to find common ground, then be willing to make changes as the client requires. After all, if the clients are happy, they are more likely to come back to you with further projects.

Also, take note of this step while framing your workflow. Keep some time as a buffer where you will receive feedback and make due changes without impacting the overall project timeline.

Step 8: Launch Project

This is it! It’s time to finally kick off the launch of your project.

But before you actually launch your project, there are a few steps to carry out for effective web design project management. Let’s look at these below:

  • Testing: Check if the website’s fonts are uniform across the page. Ensure that pictures are optimized with alt text, and audio/videos are functioning properly. Also, check for browser compatibility and that all URLs are live.
  • Go Live: In this, you make the website available for users to interact with. In professional terms, you make the code move from the test environment to the production environment.
  • Conduct On-Site and Off-Site SEO activities: Here, you configure your website such that it performs well once launched. Also, check that your site is compatible across multiple devices and browsers.

Once you and your team are done with these activities, your project is now ready to launch. So, go ahead and launch your site!

Step 9: Close the Project

Lastly, don’t miss out on the most crucial step in the web design project management process. Yes, your job is not finished once the project is launched.

Go through the client brief and ensure all deliverables are accomplished. Next, bring together your team and discuss the project implementation process. 

  • Analyze how the project ran. Was it a smooth ride, or did you face frequent hindrances? 
  • Reflect on what were the challenges that you faced. How can you steer clear of these challenges in your upcoming projects? 
  • Were you able to deliver the project within the set timeline and budget?
  • Were the clients satisfied with the final outcome of your project?
  • What were the key takeaways from the project?

These are a few of the many questions that you must review along with your team.

This step will help you significantly in future projects and improve all aspects of your project execution for a high-performing project.

7 Best Web Design Project Management Software Tools

We have curated a list of the top 7 web design project management tools that you can choose from depending on your unique project and team needs.

So, let’s take a look at them.

1. ProProfs Project

Proprofs project helps in web design project management

ProProfs Project is an excellent project management software for web design companies. It provides a collaborative platform that lets you store and manage all your design portfolios in one place. With its powerful dashboard, you can track which tasks are pending and which ones are due at a glance. 

It even allows you to prioritize and set dependencies between tasks, ensuring a crystal-clear workflow from start to finish. Also, you can set timers for approaching tasks so that nothing slips through the cracks. This ensures that projects are launched within the pre-set timeline and budget.

The tool takes the pain out of client billing by generating reliable invoices for web design project management. It tracks accurate, productive hours and offers invoices that can be automated and shared with clients instantly.

Key Features of ProProfs Project:

  • Visualize progress using Gantt charts , Kanban board, and more
  • Offload recurring tasks with automation
  • Share files on the go
  • Receive feedback on the work done via task comments
  • Set up alerts and notifications to stay up-to-date
  • Adjust workflows with a drag and drop
  • Organize tasks by clubbing them under various Sections

Starts at $39.97/month.

Trello is a web design project management tool

Trello is a great web design project management software. It allows you to quickly set up your projects and get started within minutes. You can start from scratch or use its ready-to-use web design template. To use the template, you simply need to tweak the task names, add users, and put in the due dates. This way, you have a ready workflow without the hassle. 

The tool keeps everything organized using Trello cards and provides a well-structured roadmap for you to follow. The card displays all information related to a particular task, such as assigned members, due dates, file attachments, and task brief.

Key Features of Trello:

  • View checklists to track what is done and what is pending
  • Save time on tedious tasks with no-code automation
  • Integrate with third-party applications
  • Access on iOS and Android
  • Monitor progress using Timeline, Calendar, and Map views

Starts at $0.

Asana is a a software for web development project management

Asana is a simple tool for web design teams. It helps speed up web design project management by offering a user-friendly platform that helps bring designers and developers together. You can set up the project schedule and make changes as per evolving needs on the fly. You can set up the level of priority for tasks as ‘Low,’ ‘Medium,’ and ‘High.’ This enables the assigned users to pick up the important/urgent tasks first and accomplish them right at the onset.

You can view progress on projects using List, Board, and Timeline views. Also, you can gain rich insights into how your projects are progressing with ‘On Track,’ ‘At Risk,’ and ‘Off Track’ project status.

Key Features of Asana:

  • Save time with automation
  • Choose from 50+ ready project templates
  • Customize workflows within seconds
  • Integrate with your favorite third-party applications
  • Set milestones and monitor projects effectively

Podio organizes website development projects effectively

Podio helps align people, projects, and processes so that deadlines are met and projects are achieved without any hitch. It provides an intuitive platform for web design project management by defining a clear process of project execution right from ideation to launch. 

You can bring your clients, freelancers, and external stakeholders on board using custom roles and keep them in the loop of where your projects are headed. This avoids frequent check-ins and lets you focus on what’s really important.

You can visualize tasks and analyze them your way using different views. Also, its reporting capabilities give much-needed insight into KPIs without leaving the tool. Besides, you can collaborate with team members and discuss roadblocks instantly using Integrated Chat.

Key Features of Podio:

  • Automate workflows to save time
  • Available on Web and Mobile
  • Attach files to tasks easily 
  • Responsive customer support
  • Integrate with Google Drive, Evernote, and more

Wrike is a web design project management software

Wrike is a versatile and flexible platform for web design project management. It helps establish clear-cut workflows, assign team members, and define due dates. This way, transparency, and accountability are maintained throughout a project’s life cycle, avoiding ineffective project handoffs. Also, you can extract actionable reports that throw light on various metrics and help steer project execution in the right direction.

The tool lets you analyze workload on a day-to-day basis to ensure no resource is either underutilized or overworked. This helps prevent wastage or burnout, allowing optimized resource capacity.

Key Features of Wrike:

  • Store and manage files and docs
  • Tailor project workflows within seconds
  • Access interactive proofing for 30+ file formats
  • Automate multi-level approvals
  • Discuss ideas and roadblocks via threaded conversations

Using Jira web development companies can build project plans

Jira is a powerful platform for web development project management that helps streamline processes and coordinate team efforts. It establishes a well-structured workflow to eliminate misaligned timelines. You can set task status as ‘Concepting,’ ‘In Review,’ ‘Ideating,’ ‘Launched,’ and much more. This helps provide clear task status that enables smooth-flowing projects. The tool also allows you to set priority levels for tasks as ‘Low,’ ‘Medium,’ and ‘Highest.’ This ensures that the team takes up the most important, urgent, or impactful tasks first.

Its agile reporting capabilities help spot gaps or areas for improvement. This helps keep the project on track by addressing roadblocks timely. Thus, you can enhance overall visibility and drive your project forward as scheduled. 

Key Features of Jira:

  • Get started using web design project template
  • Automate workflows with ease
  • Access project data via the mobile app
  • Get email notifications for tasks
  • Secure and compliant platform

7. Basecamp

Basecamp is a feature rich web design project management solution

Basecamp is a feature-rich platform that helps implement your web development project plan and track it in real-time. It offers a space that keeps all your team members, clients, and stakeholders on the same page with project progress. Thus, it unifies your remote team and enables sure-shot project success. The tool offers an easy-to-use interface that requires little to no learning curve.

Using the tool, you can collaborate on tasks and discuss ideas via the Message Board. You can set up notifications and be informed of approaching deadlines. Its advanced checklist enables you to check off work that’s done so that everyone has a clear understanding of what is done and what still needs to be addressed.

Key Features of Basecamp:

  • Create your project dashboard using templates
  • Store and manage files
  • Connect with team members via Group Chat
  • Stay updated with Automatic Check-ins
  • Integrate seamlessly with third-party tools

Boost Productivity Using a Reliable Design Project Management Tool

Don’t we all dream about delivering web design projects that clients love? You can make your dream a reality by implementing the right steps supported by the right tools.

Web design project management is undeniably unpredictable. Not scheduling resources appropriately and carelessly tracking progress even for one task can end up delaying the project by days and weeks. So, incorporate the above-discussed methodologies, steps, and tools into your day-to-day project management workflows to visualize smooth-flowing tasks right from ideation to launch.

Do you want a free Project Management Software?

David Miller

About the author

David miller.

David is a Project Management expert. He has been published in , . As a project planning and execution expert at ProProfs, he has offered a unique outlook on improving workflows and team efficiency. Connect with David for more engaging conversations on Twitter , LinkedIn , and Facebook .

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Design project plan template

What’s the secret to more productive design and creative projects? A smooth creative process.

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Adobe Creative Cloud

Designers have a host of tools to help them  create  designs, but what about a tool to plan and manage the work to take it from brainstorm to approved? Without effective creative project management, teams lose time and productivity going back and forth on a creative brief or spin in circles on a feedback loop.

Instead, web, graphic, and product designers across agencies and companies can rely our creative project management template to start any project strong, and manage it to success with Asana.

Create repeatable processes. Starting from square one with every design project plan leaves you open to wasting time and repeating mistakes. Our template gives you a clear process to get right to work every time.

Collaborate in one place. Design projects involve tons of ideas, files, and feedback. Keeping it all in one place makes it easy to get to get to work and reference it when you need.

Get clarity and accountability. Design processes slow down if details and approvals aren’t clear. Managing your design project with Asana shows who’s doing what by when, and gives them the work context they need—all in a task.

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An Ultimate Guide To Web Design Project Management In 2022

An Ultimate Guide To Web Design Project Management In 2022

Requests, drafts, edits, status updates, deadlines, and endless feedback exchanges, let’s be honest: planning a website design project management is not easy. You know your current system isn’t working, and all your files are scattered across Google Drive and Dropbox. Important information is exchanged in emails and messengers. It makes the whole process seem endless and non-systematic.

However, the good news is that some viable tools that Internet and software devs offer, like retouching by Photza or creating smooth pictures via Adobe, can be handy for the team, and your clients and, most importantly, assist in accomplishing the projects as planned. So here, we would learn how to manage your design projects without an excessive pile of files on your table and desktop.

What Does Word Management Stand For?

It is a way of organizing your work that complies with all the project demands. To close tasks, meet deadlines and stay within budget. When you have a complicated task from your customer, you need to plan to meet the demands and deadlines; that is why managing design projects is a crucial skill. Organizing the work, like each member, is a puzzle piece in a huge picture.

Listen To Customers

First, begin the process of project management for web design by listening to and understanding your customers’ needs. Then, ask them to make a brief, so you can understand how you can help them. The most standard questions here would be:

1. What does the company do?

2. What is the business purpose of the website (to make sales, generate leads, inform or strengthen the brand, etc.)?

3. Who is the target audience of the resource?

4. Does the customer understand or vision of what functionality the site should provide?

5. What task or “pain” of the user is the company solving through the site?

6. Is there a brand book or corporate identity?

7. Who does the company see as its competitors?

8. Which areas do you like in terms of design (references)?

Divide Your Tasks

When you are done with briefing, identify the assignment and split this huge issue into smaller tasks. As many experts like to say, it is easier to eat the elephant piece by piece instead of trying to squeeze it all entirely at once. Next, present all task elements in a detailed format, and tell your team what to do.

Use Convenient Tools

Apply the best suitable tools. To remember everything and not lose any crucial corrections and pieces of information, stick to any of the trendy apps, like Google or Slack, and others. They can increase the level of supervision and understand which tasks were finished.

Good design project management tools should be customizable both from the group’s whole perspective (with workflows and common task dashboards) and from the individual specialist (to see only their own tasks). Some design management project systems already have everything to make your work more coherent. The only issue you would need to think about is the setting. Knowing which features and options work out for you is crucial.

Try Various Strategies

The development of design web projects can use different popular strategies to be successful:

Kanban framework . The system helps team members to work together online.

Agile . Here you can break your tasks into separate cycles. After each change, the task is forwarded to another specialist until the project reaches perfection.

Waterfall . It is a clear, built chain of actions. The project upgrade won’t follow until a particular person finishes the work.

Scrum . It is a great strategy if you have a substantial graphic website design project management group. The method involves dividing people into smaller parties and giving them time to work out their solutions to the problem and fulfill the stage of the project they are working on. After that, they can meet to discuss the results and catch up with others.

Picking over the options to find the most suitable project system for designers is a significant challenge but solvable. Sometimes you have to practice an individual approach and try different solutions. Continue reading about crisis management and how to avoid them at Flowlu blog.

Brainstorming Sessions

Gather weekly meetings to see that the project’s development goes as planned. However, sometimes it can get stuck. To avoid such situations, you must maintain constant contact with your colleagues. Organize short meetings, brainstorm to overcome complex parts, and inspire your party to proceed with more enthusiasm.

Final Advice

Improve the working activity of your team by integrating a perfectly functioning system. Currently, it is a great solution that lets you be in control and accomplish the task right in time to please the customer. Adjust it to your needs, and you won’t need many tools to work. Everything is in one place. Such an application will assist you in delegating the tasks and observing its movement, so you know when it froze and some of your colleagues need help. Control comes in handy when you need to be on time, stimulates working activity, and generates new ideas.

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Website Project Management: Expert Guide to Web Builds

Lucija Bakić

September 14, 2023

Over 40% of projects fail to meet one of three success criteria: completed on time, on budget, or on target (2015 Chaos Report). So, before you start building your website, go back to the basics and consider the crucial steps of successful website planning .

Website project management is the process of planning, building, and monitoring a website. It includes a diverse development team of designers, developers, and QA engineers, as well as a project manager to oversee the progress. As managing a web project requires smooth cooperation between several departments and disciplines, not to mention close collaboration with the client, efficient project management is essential for unifying and standardizing your workflows. One of the key steps in conducting website project management is choosing a methodology and project management software. In this guide, we’ll take you through all of the main stages of website project management, with useful statistics and tips and tricks that can help you keep complex projects on track. Let’s start with the beginning: how does a typical web project life cycle look?

The Main Phases of Website Project Management

Website project management can be separated into four main steps spanning different periods of the project life cycle: project planning, website design and development, testing, website maintenance, and website security. In the following section, we’ll explore the crucial concerns of each phase and provide examples of good practices that can help you form your own strategy for client projects. See also : End-to-End Project Management: A Beginner’s Guide

Project Planning and Discovery

The main goal of the planning and discovery phase is to establish the needs of the client by identifying the project goals and outcomes. This phase is also sometimes known as the “scoping” phase (check out our in-depth guide on workstreams too). During this time, the project manager and client will put together the terms of the project, during one or multiple interviews, including the answers to the following questions:

  • Who are the project stakeholders? This step is concerned mostly with the feedback process: how will communication be carried out, how frequently, and who will be the main point of contact? Setting this straight will save a lot of time and frustration in the long term. Keep in mind that some project methodologies, such as Agile, put more emphasis on client communications and integrate them through the entire website development process, while Waterfall usually prefers a more hands-off approach.
  • What are the key project deliverables? Essential tasks, as well as their relation to the larger project picture and time frame, should be determined during this step. A project manager will usually create a resource plan that shows the allocation of all agency resources across a certain period of time. This helps agencies determine if team workloads are balanced and if there’s a need for any additional resources. The last thing you want to do is head into a project and experience a bottleneck because of a lack of available talent.


  • What are some of the potential project risks? Project risks are situations that deviate from the preset project plan and require some degree of intervention in order not to negatively impact the project. They can even be positive, such as an unforeseen amount of user engagement with a website. It’s important to identify, note, and monitor these risks so they can be resolved in a timely manner in case of their occurrence.
  • What is the project budget? There are a couple of ways by which your agency can provide its services, including fixed-price, hourly, productized , retainer, or hybrid. Each one is associated with its own benefits and caveats. Though putting down the terms of the project budget will likely be up to the client, it’s the project manager’s duty to try and ensure that realistic goals are set from the get-go. It’s especially important to determine how much post-completion maintenance and support will be included in the initial project price, as well as what it exactly entails, as your client’s expectations might significantly differ from yours. See also : Top 7 Project Budget Management Tools: Optimize Your Project Budgeting

Design and Development

The design and development phase is the most crucial one for website project development: this is when your development team will start bringing the project plan to fruition, i.e. begin the website building process. Although this step can be rather specific depending on your project type, here are some important concepts that can be applied when overseeing and managing development project execution:

  • Start with the large picture: Don’t get bogged down in the minute details. During website planning, start with simple visual prototypes, such as wireframes: Test screens that can be as rudimentary as a scribble with a pencil on a piece of paper. Wireframes help you pinpoint the main concepts of the visual layout and design of the site, with key functionalities and elements such as drop-down menus. By eliminating visual noise, you can get to the basics of what you want the website to do and how you want the user to interact with it. See also : The Ultimate Guide to Creative Project Management
  • Create a single source of truth : A great way to introduce standardized, unified processes across your development and design team is a design system. It’s a set of standards for project-wide UI components and web design principles. According to a survey by Sparkbox, designers might recommend a design system to agencies if: they struggle with consistency (58%), have many web properties (57%), need a more efficient way to work (52%), or have many contributors to web properties (38%). As design systems need to be constantly revised and upgraded, they might not be compatible with shorter projects, but consider implementing them to take more complex website projects to another level.
  • Sort out your core processes : For your dev team, one of the key processes will be setting up environments, i.e. the developer’s workspace. We can distinguish three main types of environments: the development environment, where developers will be building new features; the test environment, where code is tested by QA; and the production environment, where the final product is deployed to become available to users. A good tip is to start pushing code to the production environments some two-thirds into the project, to address any issues that might occur in time before the final launch. Ultimately, whatever you decide on, development strategies should be set up ahead of time to avoid confusion and errors.

Testing and Deployment

Testing is usually carried out by developers during coding and by QA testers throughout various phases of the project execution, depending on your project methodology. The pre-launch period might also include end-user testing, conducted by releasing the product to segments of the audience (beta release) or releasing two versions side by side to compare them (A/B testing). In order to deliver a product that’s as polished as possible, creating a testing checklist that organizes tester feedback into critical and non-critical bugs is essential:

  • Critical bugs : impede core functionalities, must be fixed before launch; for example, website crashing, non-functional components
  • Non-critical bugs : minor issues that do not impact customer experience and can be fixed after deployment, such as visual inconsistencies (wrong font size or color)

Check out testing tips from Productive’s VP of Engineering : Testing the Test Another significant thing to keep in mind is the distinction between bugs and change requests. While bugs denote that something from the original design has a faulty or incomplete implementation, change requests concern adding new requirements or details to originally conceptualized features. Change requests might be addressed after the launch of a project, in agreement with the client and the original project plan, but it’s best for developers to focus on polishing the project as late as the testing and deployment phase. If a significant change to functionalities must be implemented, approach it with the utmost care, as it might interact unexpectedly with other elements and impact your project deadlines. Here are some typical tasks tackled in the late phases of development:

  • Uploading site to domain
  • Integration with analytics & other tools
  • Submitting sitemap for Google
  • Interlinking
  • Client and staff training

Maintenance and Support

The extent of maintenance and support offered after the website launch will differ depending on the agreed-upon terms in the pitching and planning process. Strictly speaking, maintenance doesn’t include the development of additional features, but rather various optimizations that build upon existing features, but this can also vary from project to project. Some examples of services offered during the maintenance and support period are:

  • Website security updates: Keeping 3rd party libraries up to date with the most recent updates to minimize vulnerabilities
  • Performance monitoring & optimization: Improving load times, minifying code, getting the website to run smoothly
  • Scaling for user increase: Assigning additional resources to help the server manage more requests
  • SSL certifications : SSL ensures that user data is secure and verifies website ownership – keeping these up to date can prove challenging for enterprise-level organizations
  • Bug fixing: Even if there are bugs left over from the design project management process, releasing the website to hundreds of users will likely result in unforeseen or edge-case scenario bugs

Try to integrate a maintenance and support period as part of your design project management workflow, even if it requires raising the cost of your services. Maintenance normally amounts to up to 90% of the total cost of ownership of a software product (PMC), meaning that you’ll be missing out on significant profits if you neglect to do so. Keep in mind that this is a win-win for both you and the client: the client gets a more stable, cost-effective product that is functioning as intended, with the added benefit of working with a trusted agency that can provide this service at maximum efficiency. You, the agency, can get either an additional period of funding at a fixed price or even a retainer.

An extremely effective method is to offer a retainer that incorporates maintenance at its core but also bundles a lot of extra value for the client , things like: – Reporting on progress vs. KPIs (e.g. traffic, conversions, search volumes) – Limited ‘free’ time each month for small tweaks to the site – Reporting on downtime, server updates or development work completed – Access to you or specific members of your team by phone to answer questions

Source: Why Web Application Maintenance Should Be More Of A Thing

However, make sure to set boundaries for what maintenance consists of and how many hours per month you’ll be billing – otherwise, you might find yourself doing a lot more than you signed up for.

Three Steps to Successful Website Project Management

According to research by PwC , 77% of all high-performing projects are managed with the help of a project management platform. Despite that, the same survey shows that as much as 44% of project managers do not believe in using software to manage projects. Yet, their agency probably uses some online tools for organizing their workflows, whether it’s Excel, Google Docs, or some type of internal solution. This is a suboptimal way of keeping your projects on track. Even though it might work for simpler projects or smaller teams, your agency will start outscaling rudimentary methods quickly:

Before switching to Productive we were using a lot of different tools to cover our daily operations. At one point we even tried to develop our own tool for time tracking and resource scheduling. We wanted a customizable tool that would fit our needs. As you might guess, the main issue was that everything was dispersed and we were truly losing a lot of time trying to do our profitability and utilization analyses. As we grew, we realized that this kind of setup will present an issue with achieving our business goals.

Jonathan Gundlach, Managing Director at SRH

In the next section, we’ll explore some key elements of successful project execution by providing insightful statistics and first-hand user testimonials. Keep reading to find out how you can improve your project management skills by using the right project management software.

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First Step: Manage Workloads With Project Resourcing

Data shows that most project managers don’t have the luxury of focusing on a single project, but rather perform multi-project management , with 59% running between 2 and 5 projects, and even 15% running more than 10 at a time (RGPM). With such busy, complex workflows, working blind is a recipe for disaster. Project managers need to be in sync with their digital agency’s resources: which skillsets are covered by which seniority levels, how much are teams or particular members being utilized, and what is their cost per service? All of these answers can be covered by creating an efficient resourcing plan. Project management tools with a capacity planning feature, such as Productive, can support high-level resource management with comprehensive overviews that take into account the full picture of your agency resources: Create bookings for your teammates for particular projects and services, and allocate their time per day, per percentage of their overall capacity, or total billable hours. With heatmaps, you can easily reallocate your bookings by checking exactly which employee has too much scheduled work, and which one is underutilized. Productive also integrates leave management, so you can get an accurate overview of your actual resource availability:

There’s, of course, vacation and sick leave, but we also have separate categories for Maternity or Paternity leaves, Student exams… All of those are requested by people and tracked in Scheduling, which automatically recalculates available time a specific person is able to spend on project-related work. That way, we can shape expectations from project managers and clients for the delivery and output on a project. In some cases, we are trying to be proactive about this, so we schedule collective vacation leave, exam time off for students, and other types of predictable time off early in the year.

Luka Marić, Head of Operations at Infinum

Productive’s resource planning also takes into account future staffing by supporting placeholders. Agencies with complex workflows and large teams can benefit from grouping their resources by various filters, including skills, teams, and departments, as well as filtering views by a desired parameter (project, client, etc.) to ensure a more effective planning process. See also : 11 Top Capacity Planning Software for Agency Project Managers

Second Step: Stay on Top of Timeline & Budget

According to research, 43% of agencies mostly or always complete their projects on budget, while only 29% mostly or always complete projects on time (Wellingtone). This statistic is unsurprising to anyone with experience in any type of project management, as a variety of difficulties or roadblocks will likely arise during the process, no matter how well your project was initially planned out. However, what’s important is the distinction between accepting this based on planned outcomes and client feedback, and having to accept it because it caught you fully unaware:

I think that in project management there’s a tendency to focus solely on profitability, but it’s inevitable that projects will go over budget, and that’s ok. However, it’s important to have transparency on where that stands, and Productive gives us that visibility.

Amy Nichols, Director of Operations at Seven2

There are two main features of effective design project management software that can help you gain full project visibility: time tracking and financial forecasting.

#1: Mastering Time Management With Time Tracking

The first is time management in the form of integrated time tracking . Whether you’re running a fixed-priced, hourly, or hybrid type of project, time tracking is essential to gaining key agency insights into the cost of your services, your real agency utilization, and ultimately your profitability.

Utilization rate is the amount of time one employee spends working on client-facing tasks vs. the total amount of time that an employee is available to work.

Source: Agency Utilization Rate: The Most Important Metric For Your Business

If you don’t have time tracking implemented into your workflows yet, you might find some resistance to this change. For creative project management , this issue might become even more exacerbated, as creatives like designers and illustrators could feel like their creativity is being unfairly quantified or micromanaged. In order to make the process of switching to time tracking easier for everyone, make sure to invest in a tool that streamlines the task and makes it as non-intrusive as possible.


For example, Productive provides multiple ways of creating time entries to accommodate various preferred ways of working, including real-time tracking from tasks, manual entry, as well as automatic pulling of booked time from your project resourcing plan. This ensures that teams have a hassle-free way of handling their time entries, while managers get the data they need to manage project timelines and project schedules. See also : 13 Best Agency Time Tracking Software in 2023

#2: Making Decisions Based on Accurate & Timely Data

The SoDa Report on the Global Agency Landscape in 2022 provides interesting insights into how extensively agencies manage their financial data: in fact, more than half of participating agencies – including digital agencies (41%), integrated agencies (14%), brand creative agencies (11%), digital product studios (8%), and others – don’t use integrated project management platforms that provide in-depth, real-time data of their business health. Additionally, very few keep track of key agency metrics that can significantly impact growth and client project success.


What does this mean for you? Well, you can get ahead of the competition by investing in a project management tool that enables you to see just that. Take for example Productive’s Budgeting feature: You can build budgets of any type and get invaluable data that fuel project execution and post-completion insights, as well as streamline day-to-day operations. Additionally, with Productive’s financial forecasting capabilities, you’ll be able to resolve project roadblocks before they even occur.

We were finally able to marry data on our future scheduled work with things like finance, expected revenue, looking at where things are particularly unprofitable or where there’s particular issues with a project. Being able to forecast where projects might be going off the rails and might become unprofitable. Productive has enabled us to pick things up and get ahead of the game.

Miles Scott, COO at Akcelo

With Productive, you can manage your agency’s health by:

  • Forecasting potential sales revenue by tracking leads with the integrated Sales Pipeline
  • Checking your budget spend and future profit margins with the Profitability view
  • Getting automatic warnings for budget overruns, ensuring that you’re never caught off-guard
  • Accessing over 50 agency-focused project templates that are updated in real-time
  • Eliminating time spent on administrative tasks by generating invoices from platform data
  • Managing external costs and supplies with Purchase Orders

For more insights into optimizing your financial management, check out the webinar below:

Third Step: Transparent Communication Across the Board

Last, but definitely not least, we come to the importance of establishing effective team collaboration and communication with all external stakeholders. According to a survey by PMI , the primary cause of failure of strategic initiatives was a lack of clearly defined objectives and milestones to measure progress (37%). As crucial as it is for management roles to fully understand and stay on track with project goals, what many project teams get incorrectly is just how important it is for everyone involved to do the same:

What slows progress and wastes the most time on projects is confusion about what the goals are or which things should come before which other things. Many miscommunications and missteps happen because person A assumed one priority (make it faster), and person B assumed another (make it more stable). This is true for programmers, testers, marketers, and entire teams of people. If these conflicts can be avoided, more time can be spent actually progressing toward the project goals.

Source: Excerpt from How to Make Things Happen

Transparency and clear workflows are most easily achieved by project management software that can provide visualizations of progress through various project views . For example, Productive lets you manage your tasks with list view, board view, calendar view, and more.


What’s so great about a space like this is that all team members can get visibility into a project’s larger picture; depending on how you’re setting up your projects, they can switch through each department’s tasks by switching to different boards, or focus on how their own team is progressing. By keeping task communication and updates on the platform, you can also easily keep everyone updated with all essential information – for example, if a designer from another project needs to step in, they can quickly check the task requirements, what has been done, who was doing it, when it’s supposed to be done, and what the associated dependencies are, all from viewing a single task screen.


This extends beyond the internal project team. By setting up projects with management software, you can easily invite your clients to view your progress and share updates and feedback without infinite back and forth via email. Depending on how you set up permission rights, clients can also get a direct overview of their budgets or employee time sheets. Productive can become the single source of truth for all your essential project data and agency insights, drastically simplifying decision-making, team collaboration, and client relationships.

With software development, we have to build based on estimates, and there’s a lot of things that are or aren’t in your control. A project is made up of hundreds and thousands of tasks and to-dos. If you can explain things reasonably, clients are generally understanding. But if you don’t have the data, you lose that story over the course of months of work. If you lose track of the details, it’s hard for clients to feel OK about the bill they’re getting at the end of the day.

Orion Jensen, CEO at Clear Launch

Honorable Mention: Managing Web Project Documentation

Project documentation is any kind of written material that details steps taken throughout a project’s lifestyle. An example of documentation on a website management project would be the initial project proposal, as well as design and technical documentation. The latter kind contains guidelines for how to maintain website design and make updates and changes, for example, API documentation. Documentation is best managed online, where multiple people can work together and changes are updated in real-time. Certain collaboration tools such as Productive offer their own platforms for sharing and maintaining project documentation .


Best practices related to maintaining project documentation can be heavily dependent on project, methodology, and client-related factors. Still, A general rule of thumb is to be proactive rather than reactive, and maintain documentation throughout the project lifecycle, rather than putting it off until the later project stages. You don’t want to find yourself in a situation where a client is asking for a multi-page document that you haven’t even started. Here are some additional tips from one of Productive’s Frontend Engineers for how to turn documenting from a chore into a habit:

  • Everyone should write documentation : Don’t worry about not being a senior on a project. if you’re unsure if something is correct, you can always ask more experienced colleagues for a review. Not only will you make a small step towards enriching your project’s knowledge database, but also fill in the gaps in your own knowledge.
  • It doesn’t have to be perfect : Formatting, grammar, structure, all of these are things that you can consider later. Don’t get stuck on how to phrase something in just the right way. To make something perfect, you need to have a text in the first place.
  • Document everything that caused you to dig deeper or reach out to a colleague : The best way to create a comprehensive source of knowledge is to make sure that you’re doing a little every day, rather than a lot all at once. If you’ve just resolved a topic, document the answer so that others can benefit from it, too.
  • Delete outdated documentation : Having outdated information is often worse than having no information, as it can cause confusion and lead to errors. Therefore, if you catch something that’s wrong in your documentation, don’t turn a blind eye to it.

See more : Are You Documenting Your Project Enough?

Choosing the Right Project Management Methodology

One of the key skills required to ensure effective project management is knowing which methodology will bring out the strengths of your team and fulfill your client’s needs and project requirements. In the following section, we’ll help you master your agency project management with a list of the main project management methodologies. Check out a summary of their benefits and downsides, with advice on when to implement which web project management method.

Waterfall is a project management methodology traditionally used in construction and manufacturing, both industries that have clear phases with a well-defined product output. It’s characterized by comprehensive project planning and documentation that is used to create a linear, sequential project execution. In Waterfall methodology, project goals are not expected to change, and delivery comes at the end of the development process. Nowadays, Waterfall methodology is somewhat less likely to be utilized than agile for software development, as data shows higher success rates for agile: projects conducted with agile have a 64% success rate to waterfall’s 49% success rate (Ambysoft). This, of course, doesn’t mean that Waterfall doesn’t have its own benefits. The benefits: Project workflows handled through Waterfall methodology are more easily documented and replicated, streamlining future project initiation and planning. As they are more rigid, timelines and budgets are also set more clearly, which can be a benefit during the pitching and execution stage. Progress is more easily ascertained in waterfall projects, as it revolves around clearly delineated phases that follow one after another, which can also contribute to better client-agency transparency. The downsides: Since project plans are seen as set in stone, backtracking is much more challenging and can result in significant delays. Paradoxically, Waterfall methodologies might also result in more need for revision as compared to agile team workflows, since QA is usually slated at the end of development. Ultimately, if the planning phase wasn’t conducted clearly enough, the end product has a higher risk of not turning out how the client imagined with linear, structured processes such as Waterfall. When to consider using Waterfall: The Waterfall methodology can be used to great success for projects with clearly defined requirements, and clients that would prefer to take a hands-off approach to development. This could potentially be used for clients and agencies with a history of working with each other, that have established processes based on previous project performance and a degree of trust between the involved parties.

Agile project management is the principle of breaking down projects into smaller constituents, called sprints. Each sprint will contain a series of tasks that need to be completed and that form potentially shippable websites, usually followed by testing, client feedback, and iteration. Agile is frequently used in software development, though it can be applied to a range of projects, including marketing and design. In fact, 71% of organizations report that they sometimes, often, or always use agile approaches for their projects (PMI). The main tenets of Agile according to the original Agile Manifesto are:

  • Individuals and interactions over processes and tools
  • Working software over comprehensive documentation
  • Customer collaboration over contract negotiation
  • Responding to change over following a plan

The benefits: When you simplify a project into smaller chunks, team members get the benefit of focusing on smaller tasks, which can result in greater productivity and efficiency. Agile also allows for flexibility and adaptivity in the process, as each sprint can be seen as a singular constituent that can be adjusted to fit the whole. This results in improved client relationships, and can help teams deliver high-quality projects that can accurately answer client needs. The downsides: Agile project management is generally unsuitable for traditional organizations that rely on rigid processes or operating methods. Additionally, flexibility and reliance on client communication can be a double-edged sword, as sprints can balloon out of proportion without proper restraint. Even more so than on traditional projects, project managers need to be very in sync with their project resources to be able to take advantage of the flexibility and responsiveness of their agile teams. When to consider using Agile: Consider Agile for complex projects that are difficult to fully map out in the initial project planning phase. Agile can help evolve the project step-by-step, with frequent feedback from the client – rather than spending hours on the planning phase, issues can addressed on the fly to ensure client satisfaction.

Scrum is a framework that helps teams apply the tenets of the agile methodology. It’s most suitable for development companies with smaller teams that can work dynamically. These teams usually include a scrum master and a product owner to oversee and manage progress. Some key values of Scrum project planning are self-management, transparency, adaptation, and inspection.

The goal of Scrum is to track progress on your projects daily and have better metrics – this cannot be done without daily planning and re-evaluating the work that still needs to be completed.

The scrum framework consists of the following main components:

  • Scrum meetings: Usually held daily in order to discuss and resolve potential obstacles and drive continuous improvement.
  • Sprints: Like in agile, project execution in scrum is organized into smaller sprints that deliver value incrementally.
  • Backlogs: The name for the units of work handled in sprints – Product backlogs are the entirety of tasks to be done to finalize a project, organized by priority, while sprint backlogs are sets of user stories to be finalized during a particular sprint.

Kanban is another framework within the agile methodology, used to help improve project progress by providing visualizations through a Kanban board. The key principle of Kanban is continuous flow: tasks are pulled from the project backlog and are moved across the board, signifying the stages of its completion.


The Kanban framework consists of the following main components:

  • Kanban board: An open project space that gives a visual overview of current task progress to project stakeholders.
  • Progress columns: Signifies the status a certain task is in, such as “to be done”, “in progress”, “in review”, or “completed”.
  • Task cards: Each card signifies a particular increment of project progress – they are dragged and dropped between columns, usually by the team members or the project managers during progress review.

Now that we’ve gone through the basics of each project methodology, and how you might best utilize them for your client-based project, it’s important to highlight that these methodologies are just that: tools you use to make your projects easier to manage and more successful. Don’t feel too constrained by rules or what’s recommended on paper – do what’s best for your particular client project and needs, in the context of overall agency operations. See also : Agency Operations 101: Achieve Operational Excellence In fact, certain surveys show that more than half of project managers use hybrid approaches, most frequently a blend of waterfall and agile methods ( RGPM ). A common example of a hybrid approach would be using Waterfall for the project planning phase, i.e. creating a more structured plan, but executing it with Agile to get the necessary flexibility and adaptivity. Another interesting statistic is that 81% of agile teams use some version of Scrum, which includes hybrid models such as Scrumban ( Although Scrumban is usually used to transition from one methodology to the other, it can also be used regularly – frequently by combining a Kanban space with two-week project sprints. There are, of course, other ways that these two philosophies can be merged in practice. As we’ve established, the world is your oyster. Try experimenting and seeing what works best for your team. And if you feel stuck, going back to the basics and reminding yourself why these methodologies were created in the first place is a great way to contextualize your processes, and ultimately gain a deeper understanding of what successful project management is.

For more tips on how to efficiently deliver projects, check out the video below:

5 Tips for Successful Website Project Management

Finally, after going through all of the critical steps of the web design project management process, here are our final tips for delivering a successful client website project. Keep in mind that the final result is just one part of the battle. Maintaining a healthy project life cycle is key to ensuring satisfaction for your project team and your client, and for driving long-term improvement for future agency ventures.

Get Buy-In From All Client Project Stakeholders

One of the key factors for a project’s success is making sure that everyone is aligned on its goals and objectives. This can help your internal team focus and execute project milestones more effectively, but it can also help prevent any misunderstandings with the client that could possibly derail the project. A good way to achieve this is to periodically address the larger picture in sync meetings, as well as manage an open project space where everyone can keep track of updates.

Be Prepared for Change as a Project Manager

This tip is more mindset-oriented: as a project manager, don’t get bent out of shape when something doesn’t go according to plan. In the dynamic world of web project management, this is more likely than the opposite. So, if you can’t stop change from happening, take steps towards being prepared for it. Having a reactive tool in place that can help you reschedule your resources and check the impact of change on the entire project can go a long way.

Be Flexible and Adaptable While Managing

Following up on the above, try to think out of the box when dealing with unexpected or unforeseen situations. For example, if a task isn’t progressing according to plan for whatever reason, take a step back and try to fit it into the larger picture. Maybe it doesn’t impact the overall result as much as you might initially think. Additionally, make sure to embrace feedback and be open to adjusting your strategies. Continuous testing and iteration are a great way to deliver a polished product.

Celebrate Successes During the Website-Building Process

Don’t forget to empower your team by celebrating when things are going well. Although it’s a common practice to hold a project review after sign-off, make sure to leave some time to acknowledge the small victories along the way. Fostering a positive work environment is a very significant factor in delivering a polished end result and fulfilling client needs.

Invest in a Web Project Management Tool

Finally, all of this will be much easier to achieve if you support your processes with a comprehensive design project management tool. From ensuring more transparency, to providing you with real-time insight into financial health and streamlining administrative tasks, these tools can turn a headache into a walk in a park. Before investing in a tool, make sure to do your research and find a solution that fits your agency and project needs. See more : The Best Creative Agency Project Management Software In 2023 If you’re looking for an all-in-agency management solution for agencies that can support the entire project management process, book a demo with Productive and start your 14-day free trial today.

Content Specialist

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6 essential steps to planning a website design project

web design project management plan

Follow this step-by-step guide to learn the modern process of planning a website design project in Milanote, a free tool used by top creatives.

Before you begin choosing the fonts and images for your website, it's crucial to make a solid plan and answer some key questions... What's the purpose of the website? Who's the audience? What content should it have? What should it look like? The project plan helps your whole team understand the size and scope of your project before a single line of code is written. It ensures you and your client are on the same page through every step of the project.

In this guide you'll learn the essential steps to plan a website design project...

  • 1. Project plan Set up a place to plan your project
  • 2. Brief Define the concept and goals
  • 3. Target audience Define your ideal customer
  • 4. Moodboard Set the visual direction
  • 5. Sitemap Map out the structure of your website
  • 6. Content Plan the copy & imagery for each page

1. Project plan

Traditionally, a project plan might be scattered across various emails, to-do lists, spreadsheets, and documents, making it hard to keep track of everything. A central project plan combines these artifacts into one easy-to-access place. It will evolve over the lifespan of your project but usually includes:

  • Customer personas
  • Your ideas and sketches
  • Inspiration and moodboards
  • Website content for each page
  • A checklist of tasks
  • Client feedback

website design plan guide step01

Create a new board for your project plan

Create a new board

Drag a board out from the toolbar. Give it a name, then double click to open it.

Choose the Website Design Plan template

Choose a template

Each new board gives you the option to start with a beautiful template.

It’s crucial to set a strong foundation from the start. A clear, inspiring, and informative brief provides the structure and direction for designers to do their best work. Website Design briefs typically include information about the brand/client, goals, specific deliverables, visual references, target audience, and important dates.

website design brief guide step 06

First, open the Brief board

You’ll find the board to create your brief on the Project Plan board. Double-click the Brief to open it and start adding the goals, deliverables and defining the audience.

web design project management plan

Double-click the  Brief  board to open it.

Define the background of the project

The first thing to define is why the project is happening. Spend time with your client, have them lead you through the vision in their own words and ask questions like... What problem is this project trying to solve? What lead up to it? What will change if this project is successful?

web design project management plan

Add a note to describe the background.

Drag a note card onto your board

Start typing then use the formatting tools in the left hand toolbar.

Write clear goals & deliverables

How will you know if the project is a success? Having a clear, realistic and measurable goal will help keep your team on the same page. For example, are you trying to increase inbound leads, or double the number of sales enquiries in 1 year? Alongside this, list any specific deliverables that will help you achieve your goal.

web design project management plan

Add a to-do list to describe the deliverables.

Drag a to-do list onto your board

Start typing then press "Enter" to create a new item. Add a title to your to-do list using the left hand toolbar.

Include brand references

Add any additional materials that will help your team get to know the brand. Describe the tone of voice, brand values, color, font, logo specs, and other related guidelines. This gives everyone easy access to important assets throughout the project and saves time hunting through emails and folders.

web design project management plan

Drag brand files onto your board.

Upload a file or document

Click the "Upload" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.

Share the finished brief with your team

Once you’ve made any final tweaks, it’s time to share the completed brief with your team or client, organize a kickoff meeting, and get started. If you want to learn more about writing a website design brief, check out our in-depth Website Design Brief guide .

web design project management plan

Share the brief with your team.

Share a read-only link with others.

Click Share in the top right of your board. You can add a Welcome message for viewers, allow comments, set a password or embed the board in another app or website.

3. Target audience

If you want to design a successful website, it's crucial to know who will be using it. That's where customer personas come in. Customer personas (or buyer personas) are fictional, composite characters that represent a segment of your audience—based on customer research. They're used by marketers, designers and creative teams to paint a clear picture of the target audience. They'll help you choose a design style and write content that will connect with your customers.

Persona guide step06

Open the Persona board

You’ll find this board on your Project Plan board. Double-click the Persona board to open it and start mapping out your ideal customer.

web design project management plan

Double-click the  Persona  board to open it.

Choose the  Persona  template.

Gather existing customer data

Good personas are built on real data and insights. They're a true representation of your ideal customer or a key segment, not a made-up character. There are usually many good sources of information available, including your website analytics, recent surveys or real-life conversations with customers. Quotes from actual customers can really help bring your research to life. Start by collecting it all in one place.

web design project management plan

Drag files and documents from your computer.

Describe pain points & the ideal experience

Defining your customer's pain points is extremely important, as removing these challenges will likely be the key to winning your customer's loyalty. Next, switch modes and describe the ideal experience. This is the creative part of the process. It's where you can set aside any current limitations and imagine the best experience for your persona.

web design project management plan

Add notes to describe the pain points & ideal experience.

Bring your persona to life

Now it's time to start adding that carefully collected research. Authenticity is critical for developing empathy. Your persona needs enough detail to allow you to step into someone's shoes and see your products and services from their perspective.

Give your persona a real name and upload a representative photograph. Add in some basic demographic information such as age, marital status, occupation, location or income level as a snapshot.

web design project management plan

Choose a photo to represent your persona.

Use the built-in image library

Search over 3 million beautiful, free photos then drag images straight onto your board. Powered by Pexels.

Add notes to summarize your persona.

Refine & share

Once you have everything you need, it's time to organize your content into logical topics. The goal here is to present the most important points in an inspiring and concise format. Highlight important parts, add titles and share it with your team or client so they can get to know who'll be using your website.

If you want to learn more about creating a customer persona, check out our in-depth Customer Persona guide .

web design project management plan

Create a column to group related topics (like research).

Drag a column onto your board

Name it, then drag any relevant notes, images or boards into your column to stay organized.

Invite a team member or client to provide feedback.

Invite editors to your board

Open the "Share" menu from the title bar of your board. Add email addresses of the people you'd like to collaborate with—they'll receive an invitation via email.

4. Moodboard

Next, it's time to start exploring some visual directions with a moodboard. Moodboards can help you visualize any aspect of your project. They can be literal and practical (featuring fonts, color schemes and images that you actually plan to use in the final design) or they can be more about exploring tone and mood. You can create a moodboard for each of these separately or mix them all into one board. There are no strict rules.

website design moodboard template 06

First, open the Moodboard

You’ll find the board to make your moodboard on the Project Plan board. Double-click on the Moodboard to open it and start adding inspiring references.

web design project management plan

Double-click the  Moodboard to open it.

Collect existing material

Start by adding any existing material you have—this could include client references, positioning statements or images you've saved as inspiration. Just drag them onto your board. They might not make it into the final moodboard, but they're still a great place to start.

web design project management plan

Drag files from your computer.

Add inspiring imagery and motion

The imagery you choose to include in your moodboard can have big influence on the look and feel of your project, so choose carefully! These images can define things like tone, cropping and color.

If you're the type of person who keeps a collection of images in an inspiration library , now's the time to see if you've already got something that could work. Or you can start by searching for visual elements from around the web. There are lots of fantastic sites where you can find great visual inspiration for free, like Dribbble , Behance and Designspiration .

web design project management plan

Use the built-in image library.

Install the  Milanote Web Clipper

Save images from other websites straight to your board.

Save content from the web

With the Web Clipper installed, roll over an image (or highlight text), click Save, then choose the destination in Milanote. Return to your board and find the content in the "Unsorted" column on the right.

Transform your board from messy to organized

Once you have all your inspiration and color references in one place, the next step is to arrange your ideas to create the perfect composition. Start by exploring composition and introducing hierarchy. Place a key element such as a logo to anchor your board, and change the size and position of the remaining elements to indicate their importance and relationships to one another.

When you're ready, share it with your team or client and ask for their feedback and ideas.

web design project management plan

Resize your images to add hierarchy.

Resize images

Drag the corner of an image to resize it. Double-click the corner to return it to its original size.

Invite your team or client to collaborate

You’ve finished the moodboard!

Now that your moodboard is complete, you have a powerful starting point for your webiste design project. Remember, you can create multiple moodboards to explore different visual directions at any time.

Next, we'll start mapping out the structure and content for each section on the website.

Sitemaps are the perfect way to plan the content and structure of your website. Designers, copywriters and marketers use them to map out website categories before jumping into the interface design phase. They become an invaluable reference for the whole team when estimating how much work is involved to build the website.

sitemap guide step03

First, open the Sitemap

You’ll find the Sitemap board on the Project Plan board. Double-click to open it and start planning the categories and structure of your website.

web design project management plan

Double-click the  Sitemap board to open it.

Brainstorm your website categories

What type of content do you need to include on your website? Get together with your team or client and start adding content ideas. This is the time to get creative—add as many ideas as you can. Consider what's most important to your users as well. Are there insights from recent customer research or surveys you've run?

web design project management plan

Drag out a board for each category on your website.

Organize your categories

Once you've added your content ideas, it's time to start organizing them into groups. The easiest way to do this is to visually group similar content together. Just drag and drop content into clusters. Themes will start to emerge naturally. You can also use color to help unify each group of content.

web design project management plan

Drag boards into clusters.

Select a board, then choose the color option in the left toolbar.

Add structure & hierarchy

There are a few different ways you can structure your website content, but the most common is the tree structure, which we'll use in this example. Start by moving your homepage to the top of your board. All your content categories will fall below home. Next, move your content categories under home and start to tidy things up. Lastly, use arrows to show the relationship between content.

web design project management plan

Drag lines from one board to another to show relationships.

Use lines to connect objects

Select an object, then drag the arrow from the top right. Connect the line to another object to create a quick diagram.

Your sitemap is done

Your sitemap is a great way to visually explain the hierarchy of your website to your team. Now you have the perfect birds-eye view of how your website fits together. Next, we'll start mapping out the actual content for each page.

A great content plan is the most important step in creating an engaging website. It's where you map out the copy, imagery and structure you need so your team knows what to design and build.

website content plan guide 08

Open a page on your Sitemap

Choose a page on your sitemap that you'd like to plan the content for. Double-click the board to open it and start adding ideas, images and planning the structure.

web design project management plan

Double-click a board to open it.

Add ideas for content

Start adding ideas for the written content that might appear on this page. It doesn't have to be the final copy but it will give everyone a feel for what you're aiming to communicate. Think about the key messages you want to communicate, sub-titles and even SEO keywords you need to include. Don't worry about the structure of it yet—just get it out of your head!

web design project management plan

Add notes to explore ideas for content.

Sketch the rough layout

If you have a picture in your head of head of how the page could be structured, grab a pen and sketch it out. Even if it's just some boxes and arrows, it's a great way to figure out which messages are more important than others. A simple sketch is also a useful reference for the developers who will need to build the website.

web design project management plan

Click the Pen tool and sketch a rough page layout.

Sketch ideas on the board

Click Draw in the lefthand toolbar to sketch anywhere on a board. Press Save to commit a sketch.

Add images and video

Next, think about the images that would suit this page. Again, these don't have to be the final images, but they'll help bring it to life. You can use images from the web or open Milanote's built-in image library to quickly find inspiring examples.

web design project management plan

Choose example images from the image library.

Embed video from Youtube.

Embed Youtube videos or audio tracks in a board

Copy the share link from Youtube, Vimeo, Soundcloud or many other services. Drag a link card onto your board, paste your link and press enter.

Collaborate and build on your ideas

Whether you're working on a client project or collaborating with a team it can be helpful to bounce ideas off other people. As writer Louisa May Alcott said, "It takes two flints to make a fire."

A collaborative content plan is especially helpful for this step as you can easily connect and work together online. Bringing everyone onto the same page (figuratively and literally!) in real-time allows you to collaborate on copy, images and layout allowing you to create a coherent and engaging website.

web design project management plan

Invite someone else to edit to your board.

You're all done!

Hopefully, this guide has helped you and your team better plan the design and content for your website. If you're just starting a new website, use the Website Design Plan template below to get set up in minutes.

Plan your website design project

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The Ultimate Checklist for Website Project Management

  • Vartika Kashyap
  • on Blog Business
  • Updated on: 14.06.20

Website Project Management

A successful website project heavily depends on a good project management process, and for the process to be good, there needs to be a checklist of essential elements that need to be covered. 

Too many developers and designers initiate the process without taking the time to devise a proper plan. Any time you begin creating a website, it’s vital to divide your time wisely for planning (two-thirds) and execution (one-third) to actually save you time and effort in the long run. 

As a project manager, you’ve got to coordinate the client’s demands with your team members (developers, designers, writers) to help you deliver successful websites faster and more efficiently. You need to have a strategy that focuses on identifying the business objectives and building tactics to accomplish them. 

With the help of this article, we’ll demonstrate how having a step-by-step process for a website can organize your thoughts, actions, and speed up the overall process. 

**You can further increase the speed of the overall process with Elementor by visually designing a website with absolutely no coding requirements.

The Website Project Management Checklist

1. collect information, 2. organize the design, 3. start development, 4. milestones and meetings, 5. follow up.

Before you start your web project and start building a new website on WordPress, you need to know what the specifics are and have a clear understanding of what the future finished site should look like. 

To that end, you absolutely must talk to your client, and not only that, but you’ve got to dive into the client’s world with complete and total immersion. Not only will it help you, but it will also help your clients to focus on their requirements. 

This is the most important step in managing your project, as it will define all the following steps and the time and resources you’ll need to spend. A good tactic to employ is to ask them to describe their business in 3-5 sentences. 

Consider the following:

Different websites have different purposes: some sell products, others convey specific information, some will offer customer support, while others still are for entertainment or ecommerce. You have to define the objectives of the website. 

A person comes with different needs, looking to solve different problems. Look for what you are specifically trying to accomplish by building this website — make money or share information. This will also help you to prioritize your work. 

Target Audience

“Start with the end in mind” and know which specific group of people will help you reach your goals. Know the ideal person you’re talking to, what they care about, and what functionality they expect. Give thought to how each user section will interact with the website — this will help determine the best style for your site.

Make sure to understand that you can’t cater to every possible target audience, and if the client insists that there are more than 3, ask to rank and prioritize them accordingly. 

At this stage, you will also want to understand the client’s budget and come to an agreement as to what will constitute a successful project, so that these issues don’t come up later. 

**Luckily, with Elementor , you’ll have the most accurate estimate of how much time and resources you’ll have to spend on the project. 

Also, be sure to define and include the web design deliverables , including the content. It will reassure the client and will help you avoid scope creep . 

Now that you’ve got that information, it’s time to decide what to do with that information and how to present it. 

It’s time to get all that information and start laying out the look and feel of the website. 

Because no one wants to waste time and energy re-doing it. You can draft a non-functional version ( prototype ) for your client to see what the final product will look like. If the website is really small, you may, instead, consider using wireframes that will focus on the website’s structure. 

Using a layout you can create the structure, visualize the content, and get an overview of the basic functionality. It provides a general understanding of the final website, including colors, logos, images, and the overall feel. 

Further, the client will send you feedback after the review process. The cycle keeps on repeating until the client is completely satisfied with all design aspects. 

This stage is also where you will consider the team you’ll require to make this project successful like the creative team — which will include web designers and writers and the development team. 

With these topics covered, you’ll be able to come up with a budget and set a payment plan, preferably, with an up-front deposit. 

Arrange everything that will be needed to implement the project. Take a strategic approach to keep code organized to avoid any hassles as you go. 

Build a development framework

If you’re using Ruby on Rails or a content management system or any framework implement it and get it running. 

Thousands of developers are using Elementor  to design great looking pages for their site, further extending the functionality.

Develop and test interactivity

Before you add the static content, take care of this. Some developers like to get forms and validation up at this stage as well.

Fill with content

Make sure you obtain all the required graphics and content and then upload it all, giving careful attention to detail and making sure that you don’t leave any placeholders (aka lorem ipsum) where content needs to be. 

Verify links and functionality

Walk through every single page you built and make sure everything is in working order. Check that the navigation works properly, that you have social media links, that the user experience is good, and that the website works on mobile devices. If a contact form is involved, make sure that you test it. 

Additional Improvements

We recommend that you also take a moment to set up Google Analytics and optimize your SEO. To make sure that the website and its content is truly successful, you should include good page titles, relevant keywords as well as tags and descriptions. 

Also, optimizing page load speed is paramount to the success of any website and the satisfaction of any client. 

Project schedules and milestones are a powerful component in project management because it shows the key events and maps forward movement in your plan. It shows more than just progress. Set the most important events of your web development as milestones on a Gantt chart software, easily viewable, and mapped by the project team. 

Ask yourself these questions if you are not sure what your milestones are.

  • Is this a deliverable or a task?
  • How does this impact the final deadline?
  • Will this progress the project?
  • Will this event impact the project?

Create weekly milestones and have daily/weekly team meetings or clients to show your progress. In case there are no milestones and discussions, you will end up delaying the project delivery.


There are many things subject to change on the roadmap to app development. Some things may not work, but it’s good to be clear on how you construct schedules and how they assign priorities.

After you finish your development plan, make sure you have a clear communication line for the follow-up. The better your lines of communication, the fewer surprises. Some methods of improving your communication are:

Start Queries: Put forward questions about how everyone on the team approaches their work and see if they connect to the idea of a roadmap. Ask them questions like:

  • How do you prioritize your tasks?
  • What are the things you plan on? 
  • What potential challenges do you expect?

What’s Next: It is best to go hand-in-hand with your client to understand future expectations. Ideally, keep your client in the loop about what is expected and what will come next. You and your team should have a clear idea for better planning and troubleshooting problems.

Save Time & Reduce Costs With Elementor

The list of tools and the checklist mentioned above will help you stay on track and ensure you don’t miss any critical steps in your website development. Keep in mind that the website development project should follow the above checklist and doesn’t just start with coding and end with the final launch of your website . This will save you from unexpected troubles and have full control over your project. If you are looking for additional resources to help you with your project, check out this free web design project proposal template . 

**With Elementor , you’ll have a clear understanding of the resources you will require, as well as the time you will have to spend on the project. Building sites is easy with Elementor, especially since it’s free. 

Bonus Tip: Website Project Management Software

Although businesses can hire the best developers to handle different projects who have the best ideas and strategies for the development of a website, the right toolset can increase efficiency. 

Here’s a roundup of the most useful project management tools:

  • Flock — for team communication
  • ProofHub — for project management
  • Zoom — for video conferencing
  • PomoDoneApp — for time tracking
  • Timetastic — staff leave planner
  • Jira — good for large software projects. 
  • Trello — free to use.
  • Asana — good for medium-sized projects. 
  • Chanty – team collaboration

* The author of this article is affiliated with ProofHub.

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Website Design Project Plan Template

Website Design Project Plan Template

Planning a website design project can be a daunting task, especially when there are multiple stages and tasks involved. But fear not, because ClickUp's Website Design Project Plan Template is here to make your life easier!

With this template, web design agencies and freelance designers can:

  • Streamline the entire website design process, from initial concept to final launch
  • Effectively manage and assign tasks to team members for seamless collaboration
  • Keep track of project deadlines and milestones to ensure timely delivery
  • Maintain quality standards and meet client requirements with ease

Say goodbye to messy spreadsheets and endless email chains. ClickUp's Website Design Project Plan Template has everything you need to create stunning websites efficiently. Start using it today and watch your productivity soar!

Website Design Project Plan Template Benefits

When it comes to website design projects, having a solid plan in place is crucial. With the Website Design Project Plan Template, you can:

  • Streamline your workflow and keep your team on track from start to finish
  • Clearly define project milestones and deliverables to ensure timely delivery
  • Effectively manage client expectations and ensure their requirements are met
  • Stay organized by breaking down the project into manageable tasks and assigning responsibilities
  • Maintain quality standards by incorporating best practices and design guidelines
  • Improve collaboration and communication with clients and team members
  • Easily track progress and make adjustments as needed to keep the project on schedule and within budget

Main Elements of Website Design Project Plan Template

ClickUp's Website Design Project Plan Template is an essential tool for web design agencies and freelance designers to efficiently manage their website design projects. Here are the main elements of this template:

  • Custom Statuses: Track the progress of your tasks with three customizable statuses - Complete, In Progress, and To Do, ensuring that you have a clear overview of the project's current state.
  • Custom Fields: Utilize custom fields to add additional information relevant to your website design project, such as client name, project deadline, priority level, or any other specific requirements.
  • Different Views: Access your project plan in three different views - Doc, Board, and List. The Doc view allows you to create and collaborate on detailed project documentation, the Board view provides a visual Kanban-style board for easy task tracking, and the List view offers a structured list format for a comprehensive overview of all project tasks.

With ClickUp's Website Design Project Plan Template, you can effectively manage your web design projects, streamline communication, and deliver exceptional websites to your clients.

How To Use Website Design Project Plan Template

If you're embarking on a website design project, the Website Design Project Plan Template in ClickUp can help you stay organized and ensure a smooth process. Here are four steps to effectively use this template:

1. Define your objectives and goals

Before diving into the design process, it's crucial to clearly define your objectives and goals for the website. Consider what you want to achieve with your website, whether it's increasing online sales, improving user experience, or enhancing brand visibility. By establishing clear goals, you'll have a solid foundation for the rest of your project.

Use Goals in ClickUp to outline your objectives and track progress towards achieving them.

2. Create a timeline and milestones

To keep your website design project on track, it's essential to establish a timeline with specific milestones and deadlines. Break down the project into smaller tasks and allocate timeframes for each stage, such as wireframing, design, content creation, and development. This will help you stay organized and ensure that everything is completed within the designated time frame.

Utilize Gantt charts in ClickUp to create a visual timeline and set milestones for each phase of the project.

3. Collaborate with your team and stakeholders

Website design projects often involve multiple stakeholders and team members. Effective collaboration is key to ensuring that everyone is aligned and working towards the same vision. Use ClickUp's Board view to create tasks and assign them to team members, allowing everyone to see their responsibilities and progress. Encourage regular communication and feedback to ensure that everyone's input is considered.

Take advantage of ClickUp's Board view to collaborate with your team and stakeholders throughout the project.

4. Test, review, and iterate

Once the website design is complete, it's crucial to thoroughly test and review every aspect of the site. Check for any bugs, inconsistencies, or usability issues. Collect feedback from stakeholders and users to identify areas for improvement. Based on the feedback received, iterate and make necessary adjustments to enhance the website's performance and user experience.

Use tasks and comments in ClickUp to track and address issues, collect feedback, and iterate on the website design.

By following these steps and utilizing ClickUp's features, you can effectively use the Website Design Project Plan Template to guide your website design project and ensure a successful outcome.

Get Started with ClickUp’s Website Design Project Plan Template

Web design agencies or individual freelance web designers can use the Website Design Project Plan Template to effectively manage and organize the various stages and tasks involved in creating a website, ensuring timely delivery, meeting client requirements, and maintaining quality standards.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create stunning websites:

  • Use the Doc view to create and store all project-related documentation, such as design briefs, wireframes, and style guides
  • The Board view will help you visualize the project's progress and track tasks in a Kanban-style board
  • Use the List view to get a comprehensive overview of all tasks and their status
  • Customize the custom fields to include specific information like priority, client feedback, or estimated hours
  • Organize tasks into three different statuses: Complete, In Progress, To Do, to keep track of progress
  • Update statuses as you work on tasks to keep team members informed of progress
  • Monitor and analyze tasks to ensure maximum productivity and on-time delivery.
  • Project Management Project Plan Template
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How to create an effective website project plan

Ben Brigden - Senior Content Marketing Specialist - Author

Developing a website is sometimes a lengthy, complicated, and expensive process. But with a well-thought-out website project plan, it doesn’t need to be.

If you’ve decided to launch a new website, or you’re redesigning your current one, trying to organize everything can be difficult.

You may already be very busy, which can make finding time for a new project extra hard. A website project plan will help you manage your time and make sure you stay on track to hit your targets.

Why do you need a website project plan?

Without a solid plan, it can be tricky to bring the vision for your new website to fruition.

A website project plan allows you to have control over the direction your site will take. It helps you to make sure that, step-by-step, you’re building the site that you want.

How to build a website project plan

There are 3 things that should form the basis of every website project plan:

Research (and lots of it)

A list of things you need

The tasks you have to complete

Starting with some good research, try to gather a list of the things you need your website to do and make note of what you require to get the job done.

Website project plan template

Create websites your clients love. Whether you’re working on a brand new website or a redesign, use our website project plan template to streamline the process from beginning to end.

Try our website project template

Just like making a shopping list, deciding between what you need and what you don’t need can be tough.

So, to make things a little easier for yourself, try answering some of these important questions:

What do you want your website to achieve? 

It’s crucial to know exactly what you want your website to achieve. It allows you to set clear goals that align with your business  objectives  and helps to inform the structure and content of the site. 

Those goals could include hitting a traffic target for your site within a designated time frame or converting a certain number of visitors on important landing pages. 

You should always keep your customers front of mind. Constantly review whether your site is giving customers a great user experience or not. If you serve up a sub-par offering, they won’t stick around for long. 

A high-quality customer experience is also going to keep Google happy, as they will look favorably on sites that have a high level of visitor engagement – giving you an opportunity to rank higher in search results.

Blog post image

What’s your project’s budget? 

Drawing up a budget for your site and allocating where you intend to spend it will ensure that you stay within your means. 

A smaller website which uses a premium wordpress theme that’s already been created will naturally be cheaper than a large site which uses a custom style.

Take note of any key features that must be present on your site. Sticking to this list of features makes it easier to cut out frilly extras that you don’t require. In some cases, you may have to go slightly over-budget to cater for your business needs. Allow for scenarios where certain parts of the project may cost a little bit more than expected, while tracking profitability .

Keep in mind that some expenses will continue after your website goes live. Hosting , adding new improvements and the upkeep of your site will all cost you money on a continuous basis. 

Ultimately, your budget shouldn’t be a set figure, but rather a range that takes into account the potential variation in costs.

What tasks do you need to accomplish? 

The bones of a website project plan will consist of the various tasks that you need to complete to make your website a reality.

Once you know what you want the site to look like, and you’ve committed to a budget, you can start breaking your plan down into these tasks. 

Look at how the completion of each task impacts the end goal and prioritize the work that is most essential to your business objectives. Typical tasks in a standard website project plan may include selecting a domain name, choosing a host, constructing a site map, creating your site design and building pages. 

It can be useful to identify subtasks within these tasks. This lets you keep track of how they are progressing in more detail.

Blog post image

How long will it take to complete the project? 

After you’ve got all of your tasks in order, come up with a time frame that you want them completed within. Do the same for your subtasks. Breaking down key deliverables into smaller ones will make it much easier for you to manage your workload. 

Be aware that you may not be able to begin working on certain tasks until you have finished with a previous one. In your website project plan, try to sort tasks in the order you hope to complete them.

Some tasks might actually have to be worked on after the site has launched, but you should still have a finish line in mind.

Who’s going to work on the website? 

Once all is said and done, someone is going to have to put the website project plan into action. If all you require is a simple website, it might be possible to do this yourself. But taking on a more  complex project  will often require an experienced team.

After you’ve got the gang together, assign your  project’s tasks  to the relevant members of the team. Be mindful that some tasks may require multiple team members.

Ask your team to keep you updated on the work they’re doing and find out what resources they need from you.

Writing up your website project plan 

After you’ve answered all of these key questions, you’ll need to construct a plan around the information you’ve gathered. 

A reliable and effective way to do this is by using  project management software made for teams , like Teamwork, for example.

A project management tool can simplify your website project plan, as it lets you easily monitor all of the work that needs to be done.

You can carefully manage your project each step of way, making sure your website turns out exactly as you had intended it to.

Blog post image

Implementing the website project plan 

Once you’ve finished making your website project plan, it’s time to put it into action.

Sort your tasks by priority and assign them out to your team, then monitor your progress each step of the way so that you know what’s done and what’s not.

With the help of a well-structured website project plan, you can avoid unnecessary problems and stay on track to publishing your ideal website.

Ben Brigden - Senior Content Marketing Specialist - Author

Ben is a Senior Content Marketing Specialist at Having held content roles at agencies and SaaS companies for the past 8 years, Ben loves writing about the latest tech trends and work hacks in the agency space.

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How to Write a Project Management Plan [4 Examples]

By Midori Nediger , Dec 11, 2023

Project Management Plan Blog Header

Have you ever been part of a project that didn’t go as planned?

It doesn’t feel good.

Wasted time, wasted resources. It’s pretty frustrating for everyone involved.

That’s why it’s so important to create a comprehensive project management plan   before your project gets off the ground.

In this guide, we’ll explore how to create and design a successful project management plan.

We’ll also showcase easy-to-customize project plan templates you can create today with our user-friendly drag-and-drop editor. Let’s get started!

  Click to jump ahead:

What is a project management plan?

What are the 5 stages of a project management plan, what are the 7 components of a project management plan, 5 things you need to know before creating a project management plan, how do you write a project plan, the takeaway: project plan best practices.

A project management plan is a formal document that defines how a project is going to be carried out by outlining the scope, goals, budget, timeline and deliverables of a project. Its crucial role lies in ensuring the project stays on course.

You write a project plan  during the project planning stage of the  project life cycle , and it must be approved by stakeholders before a project can move on the execution stage.

If some of these terms are new to you, you can get up to speed with this post on project management terms . 

This means your project plan must be engaging, organized, and thorough enough to gain the support of your stakeholders.

web design project management plan

Further Reading : New to project management? Read our blog post on the 4 stages of the project life cycle .

The importance of a project management plan

A well-developed project management plan sets the foundation for a successful project by providing a roadmap that guides the project team toward successful project completion. A good project management plan can ensure that:

  • Project objectives and goals are clearly defined and understood
  • Project scope is effectively managed
  • Resources are allocated efficiently to maximize productivity and minimize waste
  • Risks are identified, assessed and mitigated
  • Project tasks and activities are well-organized and executed in a timely manner.
  • Communication among team members , stakeholders and project sponsors is effective and transparent
  • Changes to the project are properly evaluated, approved and implemented
  • Lessons learned and best practices are documented for future reference and improvement
  • Stakeholders are engaged and satisfied with the project outcomes
  • The project is delivered within the specified timeline, budget and quality standards

The Project Management Institute (PMI) outlines five key stages of the project management plan, which are commonly known as the project management process groups. These stages provide a framework for managing projects effectively. The five stages are as follows:

Initiation: This is the first stage of the project management plan. It involves identifying and defining the project’s purpose, objectives and scope.

Planning: In the planning stage, detailed plans are developed to guide the execution and control of the project. This includes defining project deliverables, developing a project schedule, estimating resources and costs, identifying risks and creating a comprehensive project management plan.

Execution: The execution stage involves putting the project plan into action. Project tasks are performed, resources are allocated and project team members work towards achieving project objectives.

Monitoring and Control: During this stage, project progress is regularly monitored and actual performance is compared against planned performance. Key performance indicators (KPIs) are tracked, and necessary adjustments are made to keep the project on track. This stage involves assessing risks, addressing issues and changes and ensuring that project objectives are being met.

Closure: The closure stage marks the end of the project. It involves finalizing all project activities, completing any remaining deliverables, obtaining client or stakeholder approval,and formally closing out the project. Lessons learned are documented and a project review is conducted to identify areas for improvement in future projects.

It’s important to note that these stages are iterative, and project management is often an ongoing process. Throughout the project lifecycle, project managers may need to revisit and adjust plans based on changing circumstances and new information.

Before you start assembling your own plan, you should be familiar with the main components of a typical project plan .

A project management plan should include the following sections:

  • Executive Summary: A short description of the contents of the report
  • Project Scope & Deliverables: An outline of the boundaries of the project, and a description of how the project will be broken down into measurable deliverables
  • Project Schedule: A high-level view of project tasks and milestones ( Gantt charts are handy for this)
  • Project Resources: The budget, personnel, and other resources required to meet project goals
  • Risk and Issue Management Plan: A list of factors that could derail the project and a plan for how issues will be identified, addressed, and controlled
  • Communication Management Plan: A plan for how team and stakeholder communication will be handled over the course of the project
  • Cost and Quality Management Plan: This section encompasses the project’s budget, cost estimation,and cost control mechanisms. It also includes quality assurance and control measures as well as any testing or verification activities to be performed.

Basically, a project plan should tell stakeholders what needs to get done, how it will get done, and when it will get done.

That said, one size doesn’t fit all. Every project management plan must be tailored to the specific industry and circumstances of the project. You can use a project management app for smoother project planning.

For example, this marketing plan looks client facing. It is tailored to sell the client on the agency:

web design project management plan

Whereas this commercial development plan focuses on specific objectives and a detailed timeline:

Light Commercial Development Project Management Plan Template

With those basics out of the way, let’s get into some tips for creating a project management plan that’s as engaging as it is professional.

Further Reading : If you’re looking to create a proposal, read our in-depth business proposal guide. Then try our job proposal templates or business proposal templates .

Before diving into creating a project management plan, it is crucial to have a clear understanding of the project objectives and the expectations of stakeholders involved.

Without a firm grasp of these fundamental elements, your project may face significant challenges or fail to deliver the desired outcomes.

Here are key points to consider when creating a project management plan:

  • Project Objectives: Clearly understand the project objectives and what you want to achieve. Identify the desired outcomes, deliverables and the purpose of the project.
  • Scope of the Project: Determine the boundaries and extent of the project. Define what is included and excluded to ensure clarity and prevent scope creep .
  • Stakeholders: Identify all stakeholders who will be impacted by or have an interest in the project. Understand their needs, expectations and level of involvement.
  • Resources: Assess the resources required to execute the project successfully. This includes human resources, budget, equipment and materials. Determine their availability and allocation.
  • Risks and Constraints: Identify potential risks, uncertainties and constraints that may affect the project. Understand the challenges, limitations and potential obstacles that need to be addressed.

Now that you have these key areas identified, let’s get started with creating your project plan!

To write a successful project plan, follow these 5 steps below to create an effective project plan that serves as a valuable tool for project management:

1. Highlight the key elements of your project plan in an executive summary  

An executive summary is a brief description of the key contents of a project plan .

I t’s usually the first thing stakeholders will read, and it should act like a Cliff’s-notes version of the whole plan.

It might touch on a project’s value proposition, goals, deliverables, and important milestones, but it has to be concise (it is a summary, after all). First, make sure you develop a proof of concept .

In this example, an executive summary can be broken into columns to contrast the existing problem with the project solution:

web design project management plan

The two-column format with clear headers helps break up the information, making it extremely easy to read at a glance.

Here’s another example of a project management plan executive summary. This one visually highlights key takeaways with big fonts and helpful icons:

web design project management plan

In this case, the highlighted facts and figures are particularly easy to scan (which is sure to make your stakeholders happy).

But your executive summary won’t always be so simple.

For larger projects, your executive summary will be longer and more detailed.

This project management plan template has a text-heavy executive summary, though the bold headers and different background colors keep it from looking overwhelming:

Green Stripes Project Management Plan Template

It’s also a good idea to divide it up into sections, with a dedicated header for each section:

web design project management plan

Regardless of how you organize your executive summary, it should give your stakeholders a preview of what’s to come in the rest of the project management plan.

2. Plot your project schedule visually with a Gantt chart

A carefully planned project schedule is key to the success of any project. Without one, your project will likely crumble into a mess of missed deadlines, poor team management, and scope creep.

Luckily, project planning tools like Gantt charts and project timelines make creating your project schedule easy. You can visually plot each project task, add major milestones, then look for any dependencies or conflicts that you haven’t accounted for.

For example, this Gantt chart template outlines high-level project activities over the course of an entire quarter, with tasks color-coded by team:

web design project management plan

A high-level roadmap like the one above is probably sufficient for your project management plan. Every team will be able to refer back to this timeline throughout the project to make sure they’re on track.

But before project kickoff, you’ll need to dig in and break down project responsibilities by individual team member, like in this Gantt chart example:

web design project management plan

In the later execution and monitoring phases of the project, you’ll thank yourself for creating a detailed visual roadmap that you can track and adjust as things change.

You can also use a project management tool to keep your team organized.

Further Reading:   Our post featuring  Gantt chart examples  and more tips on how to use them for project management.

3. Clarify the structure of your project team with a team org chart

One of the hardest aspects of project planning is assembling a team and aligning them to the project vision.

And aligning your team is all about communication–communicating the project goals, communicating stakeholder requests, communicating the rationale behind big decisions…the list goes on.

This is where good project documentation is crucial! You need to create documents that your team and your stakeholders can access when they have questions or need guidance.

One easy thing to document visually is the structure of your team, with an organizational chart like this one:

web design project management plan

In an organizational chart you should include some basic information like team hierarchy and team member contact information. That way your stakeholders have all of the information they need at their fingertips.

But in addition to that, you can indicate the high-level responsibilities of each team member and the channels of communication within the team (so your team knows exactly what they’re accountable for).

Here’s another simple organizational structure template that you can use as a starting point:

web design project management plan

Create an organizational chart with our organizational chart maker .

4. Organize project risk factors in a risk breakdown structure

A big part of project planning is identifying the factors that are likely to derail your project, and coming up with plans and process to deal with those factors. This is generally referred to as risk management .

The first step in coming up with a risk management plan is to list all of the factors at play, which is where a risk breakdown structure comes in handy. A risk breakdown structure is a hierarchical representation of project risks, organized by category.

This risk breakdown structure template, for example, shows project risk broken down into technical risk, management risk, and external risk:

web design project management plan

Once you’ve constructed your risk breakdown structure, you’ll be ready to do a deep dive into each risk (to assess and plan for any triggers and outcomes).

Streamline your workflow with business process management software .

5. Plan ahead: create project status reports to communicate progress to stakeholders

As I mentioned earlier, communication is fundamental in any project.

But even so, something that’s often overlooked by project managers is a communication management plan–a plan for how the project team is going to communicate with project stakeholders . Too often, project communication defaults to ad-hoc emails or last-minute meetings.

You can avoid this by planning ahead. Start with a project kickoff meeting and include a project status report template as part of your communication plan.

Here’s an example of a simple project status report that you might send to stakeholders on a weekly basis:

web design project management plan

This type of report is invaluable for communicating updates on project progress. It shows what you’ve accomplished in a clear, consistent format, which can help flag issues before they arise, build trust with your stakeholders , and makes it easy to reflect on project performance once you’ve reached your goals.

You might also want to include a broader status report for bigger updates on a monthly or quarterly basis, like this one:

web design project management plan

The above template allows you to inform stakeholders of more major updates like new budget requirements, revised completion dates, and project performance ratings.

You can even include visualization of up-to-date project milestones, like this example below:

web design project management plan

Want more tips on creating visuals to enhance your communications? Read our visual communication guide for businesses . 

4 Project management plan examples

A project management plan is probably the most important deliverable your stakeholders will receive from you (besides the project itself).

It holds all of the information that stakeholders will use to determine whether your project moves forward or gets kicked to the curb.

That’s why it’s a good idea to start with a project management plan template. Using a template can help you organize your information logically and ensure it’s engaging enough to hold your stakeholders’ attention.

Construction bid proposal template

Your construction bid proposal is probably competing against several other bidders. So, it’s important to get it right.

Start with a meticulous project overview, like in the second page of this template:

web design project management plan

Though you may think this project will be similar to others you’ve done in the past, it’s important to nail the details.

This will also help you understand the scope of work so you can estimate costs properly and arrive at a quote that’s neither too high or low. Ontario Construction News has great advice on this process.

Simple project management plan template

This simple project management plan template that clearly lays out all of the information your stakeholders will need:

web design project management plan

Simple project management communication plan template

A key part of project management is making sure everyone’s in the loop. A project communication plan ensures everyone knows how, where, who and when the team will communicate during the course of the project. Also construction scheduling is a critical aspect of the project management plan as it helps to ensure that all necessary tasks are completed within the allocated time frame and budget.

The key is to figure out what kind of communications is valuable to stakeholders and what is simply overwhelming and won’t lead to better decisions.

This template clearly outlines all of these factors to help manage expectations and eliminate confusion about what will get communicated and when:

Simple Project Management Communication Plan Template

Commercial development project plan template

The below project management plan template is simple and minimal, but still uses a unique layout and simple visuals to create an easy-to-read, scannable project overview.

This template is perfect for building or construction management , or any technical projects:

Nordic Commercial Development Project Plan Template

When picking a project plan template, look for one that’s flexible enough to accommodate any changes your stakeholders might request before they’ll approve the project. You never know what might change in the early planning stages of the project! You can also use project management tools to help you with your planning!

  • Use headers, columns, and highlights to make your executive summary easy to read
  • Plot your project schedule with a Gantt chart (with tasks color-coded by department or team member)
  • Use visuals like organizational charts and risk breakdown structures to communicate across your team and with stakeholders
  • Pick a flexible template that you can update to align with stakeholder requests

Run and collaborate on creative projects more smoothly.

Plan, manage, and track product launches and campaigns.

Stay organized and communicate critical details to teams.

Streamline and scale manufacturing operations.

web design project management plan

See how TeamGantt helps teams like yours meet deadlines, streamline communication.

web design project management plan

Successful marketing project starts with a plan.

Track event details and to-dos.

Scope out roadmaps and manage backlogs.

Manage design, copy, and video work.

Learn all about gantt charts and how to use them to manage projects more easily.

Hear real testimonials from real TeamGantt customers.

web design project management plan

How to Plan a Website Development Project: Templates & Examples

web design project management plan

Designing a website goes far beyond aesthetics. You’ve got content strategy, user experience, marketing funnels, and code to think about too. And if you want to launch your website on time and budget without cutting back on quality, your first step should always be a project plan.

We created a free website planning template to help you tackle your next web design project with ease. Use this ready-to-go framework to knock out a successful website project plan efficiently.

Developing a website? Here’s why you need a project plan

It’s easy to jump right into a website build, migration, or redesign project without thinking through the details—especially if you feel pressure to deliver the work quickly. But taking time to create a thoughtful web development plan can make all the difference between stress and success.

You’ve probably heard it said before: Failing to plan is planning to fail. And that’s especially true with website projects that involve multidisciplinary teams and complex scopes of work. 

Skipping a website project plan leaves deadlines, dependencies, and scope unclear. And confusion over any of these inevitably leads to delays. Writers, designers, and developers will spin their wheels trying to get it right, meaning more time spent on revisions. And there’s no source of truth to keep scope creep from wrecking your timeline. 

No matter how busy your team or eager your stakeholders are to get started, the extra time it takes to put a clear plan in place is absolutely worth it. Everyone will be happier with the end result, and it will be a whole lot easier to finish on time and budget.

Now that you know why planning is so important , let’s break down how to create a project plan for your website design.

Website development process checklist

Website projects typically include the following phases, which can be adjusted based on the timing and scale of the project.

web design project management plan

1. Project definition and discovery

The initial planning and discovery phase lays a solid groundwork for success. Think of it as your chance to set a clear vision and scope for your site, while learning as much as you can about your users and competitors. 

Here are the steps you’ll want to take to start your web design project off right.

  • Set clear website goals. Everyone involved in the website project should know why it’s being created or redesigned. Define the overarching goals (e.g., sales growth, lead generation, community education) and what actions you want visitors to take. This will inform content and design and make it easier to deliver the desired results. 
  • Formulate a budget. A budget sets clear parameters around the scope of the project. It enables you to make smart decisions about what features to include, where to spend your project time, and when to call in reinforcement from third-party resources. 
  • Do a competitive analysis. It’s important to understand the landscape of options your customers have at their fingertips. Research competitor websites, and pay attention to the story they tell and how they’re meeting customer needs. Look for opportunities to set your brand apart and turn first-time visitors into lifelong customers.
  • Conduct user research. Don’t forget to include users in the discovery phase of your website project. Develop buyer personas and customer journey maps to understand your audience better. Do usability testing to see how people interact with your current site (or competitor sites if you’re building a new one from scratch). Use those findings to guide your content and design strategies. 
  • Document project requirements . Project requirements define what your website should do and/or include. Work closely with your stakeholders to spell out the features, functions, and tasks that need to be completed to deliver a win. Capturing these details before work begins can go a long way in avoiding delays and discontent later.
  • Establish your project team and roles. Burnout can be a real drag on productivity. So figure out who has the bandwidth to do the work on time—and what role they’ll play in the project’s success—before you start handing out assignments. Use a RACI chart to define roles and responsibilities so there’s no confusion about who’s doing what once work gets underway.
  • Kick off the project. Your team and stakeholders should be on board with the plan before it’s locked in. Get everyone together to review the timeline and requirements, and be sure to leave room for feedback.

2. Content strategy & architecture

Content gives voice to your brand and sets a foundation for building trust with your audience. These steps can help you structure and write content that keeps users engaged so you’ll be on track to meeting your website goals.

  • Gather and assess content. Before you put words to pixels, take time to catalog existing content, and research SEO opportunities. Then work with stakeholders to identify gaps and determine what needs to be created. This is also a great time to make sure you’re up-to-speed on the brand voice and style. ‍
  • Create a sitemap. Next, create a plan for how content will be structured and organized on your website. A sitemap outlines all the pages on your site and how they relate to each other. This ultimately helps Google know how to crawl your site—but it also provides a basic framework for building content out page-by-page.

web design project management plan

  • Write content. Now it’s time to get to work writing! Digital attention spans are short, so keep messaging clear, simple, and concise. Your audience should always be the focus of your content. Build content around their needs and desires, and make it easy for users to find their way from problem to solution quickly. 
  • Establish a process for upkeep. Web content can go stale fast. Be sure to map out a process for keeping it fresh and compliant once your site goes live. That way there’s no confusion about who’s in charge of updates.

3. Visual design & prototyping

While content begins before—and even informs—design, these phases typically overlap. Work in tandem to ensure content and design align closely to deliver a positive user experience.

  • Create a mood board. A mood board captures the visual elements of your design concept and may include colors, fonts, branding, and image styles. Use this collage to communicate your general vision to stakeholders and get buy-in on the look and feel of the website before going all-in on design.

web design project management plan

  • Build out a wireframe. Give shape to the user experience by sketching out how content will be structured on your web pages at a high level. Wireframes help further define content needs and provide another handy tool for securing stakeholder buy-in early on in the design phase.

web design project management plan

  • Design a mockup or prototype. Once you’ve nailed down your design direction, bring your vision to life by designing a prototype. Loop developers in on your mockup to ensure you’re aware of any technical limitations that might affect design. Be sure stakeholders sign off on your prototype before handing your final design off to the dev team for build-out.

4. Website build & development

It’s finally time for your content and design to come together into a functional website. Many web developers use the Agile methodology to get work done. Feel free to build sprints into your gantt chart or set up a Kanban board for your project to ensure your process aligns with their preferred workflow.

  • Front-end development : This step is all about delivering a smooth experience for users. Front-end developers apply the visual styles to content and pages and add interactive functionality to the site, like video, animation, and navigation menus. They also work to ensure your website meets accessibility standards and is responsive across devices. 
  • Back-end development: Back-end developers handle server-side programming for the website. This may include creating and managing  databases, coding the business logic, and connecting the front-end sites to back-end systems or external services. Not all websites will require back-end infrastructure.

5. Final site review & QA testing

All the pieces and parts have come together, and you’re almost ready to launch! The only thing standing between you and going live is final review and QA. Do one last check to clean up copy, test buttons and forms, and ensure your website looks good on multiple devices. 

6. Website launch & promotion

It’s all systems go at this stage! Rally the troops to deploy your new website and promote it across all your marketing channels. Be sure to celebrate this major milestone as a team!

7. Maintenance & monitoring

Don’t forget to determine how you’ll measure performance and handle site maintenance and features additions down the road. That way you’ll have a game plan in place to ensure your website keeps up with industry trends and customer needs as they evolve down the road.

Website project plan example and templates

Now that you know how the website development process works, let’s take a look at how these basic steps come together in a plan.

Gantt chart example for website development project

A gantt chart enables you to map out a clear timeline for your website project plan so everyone can see how work is progressing and where things are falling behind. Think of it as a bird’s-eye view of all your tasks and milestones.

Here’s an example of a website development gantt chart we created in TeamGantt to schedule and track project tasks on a visual timeline.

web design project management plan

Save time with our free online website planning templates

Create your own project plan with our free online gantt chart template for web development projects. Using a template cuts down the time spent building your project plan so you can get to work more quickly and easily see what’s been completed and what’s coming down the pipeline.

Need to factor extra steps like photography or videography into your plan? Give our multimedia website project plan template a try!

How to use TeamGantt to manage your website project plan

Ready to put your new website planning template to work for you? Use these simple tips to plan and track your next website project easily in TeamGantt.

‍Set dependencies between related tasks 

Website development tasks typically have to be completed in a particular order. For instance, you can’t efficiently build a website without creating content and design elements first. Dependencies connect dependent tasks on your gantt chart so work gets done in the right order.

Use milestones to track key website meetings, dates, and approvals

Call out key dates, deadlines, approvals, or deliverables in your website project by using milestones . Hit your launch date, or hold that important meeting right on schedule!

web design project management plan

Ask your team to update progress as they complete tasks

TeamGantt makes it easy to invite your team to the project . Once you’ve assigned team members to the website project, remind everyone to update the percent complete as they work through their tasks. That way you don’t have to spend time chasing down updates.

web design project management plan

Centralize important project notes, updates, files, and approvals

Collaboration is easy with TeamGantt’s discussion feature . Post detailed instructions in the Notes section, or attach key documents, like the creative brief . Upload content drafts or design mockups for review, and capture feedback and approvals in the Comments section. Tag someone in a comment to notify them about important updates.

web design project management plan

Use a project board to create a Kanban workflow for your team

If some folks aren’t too keen on managing day-to-day tasks in a gantt chart, use Board view to set up a Kanban workflow for your team. This view automatically converts all your gantt chart tasks into project board cards, and vice versa. Set up as many columns as you need, and customize their labels and percent complete to fit your process.

In the website project board example below, we created columns for To Do , Doing , and Done and set the To Do percentage to 0% and the Done percentage to 100%.

web design project management plan

Review project status with your team in List view

List view is helpful for standup meetings or quickly reviewing upcoming deliverables in the project. Simply toggle to the List tab at the top of your gantt chart for a clean and simple view of task start and end dates. You can drag and drop tasks to rearrange the order, update progress, track time, or collaborate on tasks easily in this project view.

web design project management plan

Identify scheduling conflicts early in Calendar view

Calendar view enables you to turn your gantt chart into a calendar in one click. That makes it easy to see how tasks are stacking up on any particular day, week, or month and resolve bottlenecks ahead of time. Open multiple projects at a time , then switch to Calendar view to see where things get too crunchy for your team.

web design project management plan

Create a website project plan with TeamGantt

Ready to get started on your next web design project? We’ve created a free website planning template for you in TeamGantt so you can jump right in!

Customizing the template is quick and easy, thanks to TeamGantt’s drag and drop simplicity. And since everything’s online, your whole team can collaborate on activities in real time.

Sign up for a free TeamGantt account today , and save time on project setup with our free website project plan template!

web design project management plan

web design project management plan

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web design project management plan

Website Development Project Plan: Meaning, Steps, and Execution

They say every outstanding website development process begins with a project plan, and we 100% agree. Developing a website is just like constructing a building. You must start with a solid foundation and architectural plans before people begin using it or it won’t live up to its expectations.

A lot of developers are not aware of what goes into a website development project plan. In this article, Techosquare - the leading ecommerce website development firm in India - will tell you about crucial steps to plan and deliver web development projects.

Let’s understand the meaning and importance of web development planning first!

Meaning of ‘plan’ in website development project

We bet most of you are aware of this abbreviation called PLAN. Those who aren’t, plan in a web development project basically stands for:

  • Prepare: Spot your target visitors, website aspirations, and primary-secondary goals.
  • Landscape: How do you want the website to perform? To be more precise, what sort of features do you want for your website?
  • Aesthetics: How do you want your website to look? Select the color palette and imagery that meet your aesthetic goals.
  • Navigation: Think what will make browsing quick and amazing for your visitors.

web design project management plan

Importance of website development plan

According to a report by Cision PR Newswire, more than 60% of small and medium-sized businesses spend their money in designing and developing a website every year, yet many fail to earn profits and generate business value due to poor performance, design issues, and bad functionality. Need more facts? Here you go:

73% of mobile internet users reported that they encountered websites that were either too slow to load or were not responsive at all. 70% of business websites lack the most basic element of website design development called CTA (call to action) on their homepage.

But guess what? Issues like these can be avoided completely with proper website development planning and project management. With the help of a website development project plan, developers are able to build websites that delight visitors and deliver superb experiences.

Website development project plan: Steps involved

Now that we understand the importance of a web development plan for a business website, it’s time to learn about the steps involved in it. But first, make sure to have these three factors in place:

Project manager: Managers act as bridges between team members and make sure that project progresses at the decided pace. For a website development project, you need a person who can lead the development team. Hire a full-time project manager if your business operates on an adequate level. You can also ask someone from your existing team to lead.

web design project management plan

Project management platform: A good project management platform will help your project manager and development team lay out a solid foundation for your website while providing tools to scope out the milestones, key deliverables, and roles before executing the website development plan. It will also keep it up to date and let you track progress every once in a while. Evaluate platform characteristics cautiously to estimate their suitability for your web development team.

Project management methodology: For those who don’t know, a project management methodology is a set of principles and practices that help organize a web development project to ensure optimal performance. Some popular project management methodologies for delivering websites are XP and PRINCE2. Train your website development team in chosen management methodology before starting work on planned projects. Explain it within your project management platform! Did you take care of the above aspects? Great! It’s time to execute your website development plan.

Website development plan: Execution

The following are the steps to carry out the process of website programming:

#1 Planning

Planning with your client will help achieve site goals, and allows for efficient use of time and development resources. Ask your client to define what customers want in the clearest terms possible. Ask questions like:

  • What type of website is required?
  • Who is the target audience?
  • How many web pages are required?
  • How often will the content be updated?
  • Is CMS required (content management system)?
  • Are there any references worth checking out?
  • What’s the web development budget?
  • Which third-party integrations are required?

Once you find answers to these questions, write them down. They will help you formulate goals for your website development project and define its scope.

The next phase involves discussing your client’s website specification with your project team. This phase is important as it will help you translate the client requirements into a fool-proof website project plan.

Address the  following questions with your crew:

  • What needs to be done for the client?
  • How does the project break down into tasks?
  • Which team member will perform which task?
  • How much of the client’s budget will the web development project require?
  • Where are the dependencies in the project?

With these primary questions answered, you will be able to lay out a basic project plan, describing when and how the website development project plan will be carried out. Discuss it with your client and wait for the approval.

Once your client gives a green signal, move to the next step!

#2 Building

The building phase is the most crucial phase of any website development project. Why? Because it’s the part where you and your team will create things your client wished existed. It is the part where your client’s site will be brought to reality. From the information gathered to this point, you have to determine the layout, content, look, and functionalities of the site.

A good branding, infrastructure, and layout will not only make the website look attractive but will also help the visitors understand the core message and connect with the brand. Long story short, you will be planning and setting up the foundation of your website development project.

Some popular activities involved within this phase are: 

  • Define the website name and tagline
  • Conclude logo, color palette, fonts, and page layouts
  • Buying a domain name or hosting service
  • Build a sitemap to display web pages and their relations 

web design project management plan

Note: Some of these are already present with client and shared with the team

Imagine going to a painting exhibition and looking at an 11 x 14 painting canvas with absolutely nothing in it. You might feel baffled and angry at the same time. Your client's reaction will be the same if a website with no content gets delivered.

Gather all the content needed for the website. You will be working on the following aspects during this phase of your web development project:

  • Identify content needed for web pages, testimonials, privacy policy, terms of use, FAQs, etc.
  • Arrange stock images and graphics
  • Organize content in a content repository
  • Proofread and finalize content

Note: Some clients share imagery and text on their own and delegate the task of arranging the same to the web design and development company.

Here comes the most important phase of your web development project. After deciding on branding, infrastructure, layout, and content for your client, start planning, designing, and developing the website pages. The following are some important activities that will happen during this phase:

  • Web pages designing based on layout styles and content
  • Setting up a sandbox server
  • Designing page elements such as buttons, CTAs, and testimonials.
  • HTML, CSS, and Javascript authentication.
  • Developing functionalities like a blog, ecommerce store, or content management system.
  • Organizing web pages based on the sitemap
  • Reviewing design and making changes based on client’s approval.

We suggest you do regular team meetings during the build phase. This will keep your website development and management team on top of all deliberations.

Everything you need to know about PHP website development in India .

#3 Optimization

According to Alan Perlis, optimization hinders revolution. Website optimization after the designing and development process is important because it can help visitors feel more fortunate with their visits to your client’s website. In other words, people who come to your client’s site hoping to find the answer to a question will find a solution to their problem using different platforms.

From minifying scripts and CSS to improving cross-browser performance and enabling gzip compression to optimizing images, this is the phase where your website development team will plan and bring the client’s site up to the highest grade.

In case you have no idea of how you can improve the site’s performance, Techoquare suggests checking out different website speed optimization checklists on the internet. Assign optimization tasks to a relevant team member if needed.

#4 Finalization

By the heading, you might have guessed what our next step of the website development project plan is going to be about! During the finalization, crucial steps will be taken from beginning to end in order to complete the client’s web project. Relatively complex, it covers the following phases:

Initial testing is the phase where your web development team will authenticate website functionality and confirm if it matches the client’s demand. On the basis of his requirements, certain tests may be conducted. Some of the known activities performed during this phase are:

  • Checking if the website matches current web standards
  • Making sure if the functionality is working as expected
  • Fixing issues that arise during testing
  • Check if the website design is responsive and work fine on all devices
  • Improving the website loading speed
  • Ensuring accessibility for differently-abled people.

web design project management plan

Done with testing and fixing website problems? Great! Now it’s time to make the client’s website and support systems operational. In simple words, it is time to GO LIVE.

Here are some activities that will be planned and performed during this phase of the website development project:

  • Uploading site to the client’s hosting server
  • Removing robots.txt file to allow bots to crawl webpages
  • Creating and submitting an XML sitemap to search engines
  • Training client team to create and update website
  • Writing and passing the website’s documentation to the client.

If you read the above point carefully, we mentioned training the client team to create and update the website. Well, this point is all about that. It is obvious that website problems will occur at some point in the future. A staff training and development program will make your team more all-rounded and better skilled to address those weaknesses at every factor of their job.

Train people who are going to manage the website after its launch. This not only includes your staff but also your client and her team members.

#5 Create a project schedule

The last step of creating a website development project plan is to create a project schedule. It involves mapping the activities and phases to specific dates. Remember all the activities we talked about above? During this phase, they will become your project tasks with start and end dates.

Since project management scheduling process may feel a bit foreign to some teams, we have curated a list of steps you can take to build yours:

  • Define your project goals
  • Identify all stakeholders
  • Determine your final deadline
  • List each step or task to cover all bases
  • Assign a team member responsible for each task
  • Work backward to set due dates for each task
  • Organize your project schedule using a specific tool and share it with your team.

web design project management plan

There you go!

We told you about all the crucial steps of the website development project plan. Making a plan for your client’s business website is crucial as it will help you and your team make sure that the end product comes out the right way.

We hope this blog will help developers and business owners learn the critical steps involved in creating a plan for a website project. Thinking of taking your brick-and-mortar business online? Send us an email at [email protected] to start a discussion.

Check out these blog resources for more web design and development insights:

Ecommerce website development cost in 2021

Custom web development company in India

Learn how to hire offshore PHP developers in India

web design project management plan

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Sample Web Design & Development Project Work plan & Methodology

Web design project methodology:.

The following is an example description of our methodology for developing projects and executing the services we sell to our clients as well as the communication channels used to ensure clear, effective communication at every level.

Phase I:  Project Inception

Creation of Work Plan & Clarification of Project Goals by FDG Web staff.

To understand the business case and needs behind the individual specifications listed, we must return to our clients a work plan. The work plan is not merely a reiteration of the specifications, rather it is the mapping of the proposed solutions and how they will meet the client’s goals for each phase of development.

The Work Plan consists of:

  • The Software Framework, System, Software or other solution(s) implemented to meet the client’s particular needs.
  • The modifications & custom programming to be made in order to meet the client’s needs.
  • The step-by-step workflow for each custom, “non-housekeeping” function included in the solution(s).
  • The determination of the project area(s) and what version controls will exist.
  • The areas that are considered to be “Discovery” by either the client or FDG (or both) and the workflow for guiding everyone through the Discovery Phase for features, process and functionality.
  • The “content plan” which details what assets will be provided, who is responsible for integration of content and in what format it is to be received in. The content plan may have several different processes based on the client’s needs and the functionality of the website.
  • Who the project manager and staff responsible for the work plan are and their contact information.
  • Where the project will exists in our Project Management system and how easy it is for the client to interact with it from their browser or mobile device.
  • What the testing plan will be and why we use the “Exploratory Testing Method” as opposed to manual scripted testing approach.
  • An outline of the expected times in which meetings or presentation of deliverable will occur and what decision-trees may need to exist. It is important to make sure that the client understands when a critical decision point is going to be reached for an individual function, feature or development milestone. The Work Plan helps outline these things in a more natural language.

Upon submission to the client, the client will sign off on the plan or suggest revisions. The sign-off can occur as a unilateral agreement via email or fax, but just not phone.

  Phase 2:  Design Concepts & Framework

Depending on the overall schedule and specifications, we will have a creative cycle that includes the creation of one or more flat mock-ups (JPG/PDF) that acts as an initial wireframe for the design process.

Example Website Sitemap

Example Website Sitemap

This is done to track all iterative builds in the design process and allow viewing or reference to previous mock-ups in the design process.

Upon completion of this process, we will have a viable wireframe and walk through of all primary pages and features of the website and the client will sign-off on the concept and design framework. The sign-off can again occur as a unilateral agreement from the stakeholders via email or fax, but just not phone.

  Phase 3:  Web Development

Development occurs concurrently in most cases, with the design team working on the HTML/CSS templates for all pages, views, modules and features of the website – while the development team begins building the database schema, framework and installation(s) that occur prior to design integration.

Each team as a Lead and that lead is the main point of contact for the work being performed. The Lead or the Project Manager may be in contact with the client directly, however it is the PM’s responsibility to manage and organize all contacts so there is no confusing on who is responsible for what tasks.

Typical the breakdown looks as follows:

Project Manager Designer (Lead)

  • Additional Designer

Programmer (Lead)

  • Additional Programmer
  • UI Programmer (Design Integrator)

Leads may talk directly to the client in order to get information and direction. All communications via email get logged into the Project Management System. If a phone call results in a decision or action(s) to be taken – the Lead is responsible for re-capping or summarizing what was decided and posting it to the Project management System.

This is an easy to take step that allows a summary of what was discussed to be quickly verified with the client.

Development will have different phases depending on the project. Phases will be outlined in the Work Plan. Besides the actual design, development, integration and eventual deployment of the project – all development must include:

  • Complete testing of deliverable(s) across all target browsers.
  • Complete testing of all alternate content across all target devices.
  • ADA compliance testing (if applicable)
  • Load & stress tests for all target hardware.
  • Security testing, anti-SQL injection, securing all inputs and reviewing vulnerabilities and vulnerability management (E.g. mod_security rule sets)
  • All software, open source, third-party apps and technologies are logged into the Vulnerability Database so we can be notified of any changes, patches or updates that must be applied irregardless of where we are at in the development or release cycle. E.g.
  • User testing (blind or focused)
  • Client has a release checklist and who to contact with edits, changes, updates or bug fixes upon release.
  • Client understands what information they should try to ask for from users who report problems or bugs in the system.
  • Client stakeholder testing and sign-off

  Phase 4:  Release

Release is ready when the client has signed-off on the deliverable(s) and functionality as demonstrated. Release adheres to its own schedule depending on the needs of the client.

In the case where a project is migrating to a new server, and will involve a DNS switch – we must ensure that the client and their staff understand what that will entail and how best to blunt any trouble typically associated with DNS propagation.

In the case where an internal DNS switch is made, the client will advise us as to what systems will be impacted and to what degree.

Regardless if it is a new site, replacing an older site or a hybrid … both the client and FDG Web will agree upon a release schedule and when the system should not be used until the release is complete.

In the case of ecommerce deployments we will typically have a synch of customer and order data prior to the release – then synch again after the release is completed.

In the case where a website, intranet or application can been build on an existing domain, we will synch any production data (if applicable) backup the BETA build, backup production again and roll the BETA into the root of the website.

As soon as the new site/project is live, we will rebuild the Google XML site map, verify and resubmit it again to get the site indexed correctly.

As soon as the project is released and active, we immediately undertake the following steps for live, production testing:

  • Mod_Rewrite for friendly urls is functioning correctly.
  • All forms submit and connect to their mail servers.
  • All transactions perform correctly.
  • All robots.txt, exclusion files or other items designed to hide the website has been removed where applicable.
  • All 300/301 redirects have been put in place to redirect traffic from non-functioning urls to their new equivalents.
  • A catch-all redirect is put in place for all other 404 errors, etc.
  • All debuggers used have been switched to IP-only so no errors are displayed to users.
  • All other items identified in the project’s launch list, as developed internally on are tested again.

Phase 5:  Evaluation & Maintenance

Now that the website or application has active users, we can quickly determine any additional needs or troubleshooting that may be required.

The project manager may begin to receive change requests or bug fixes from client. Requests may also begin to come into Leads depending on the area of responsibility and who is making the request.

  • All bugs are logged and tested.
  • All updates are made in a timely manner.
  • All requests which appear to be feature-requests are logged and discussed with the Project Manager who can formulate a business case or explanation to the client.
  • Many clients will just forward user feedback directly to FDG Web staff .. which is valuable in the case of bugs, user issues, etc, however, suggestions or features to be added should first be presented to the client prior to engaging any further development. Users should not be modifying the clients specification upon release is the issue we would be trying to filter out of post-release troubleshooting.
  • Post-release we will have refreshed the BETA area and all development, bug fixes or additions are added here prior to promoting it to production.
  • Post-release we will have scheduled a time to discuss with the client any post-release issues or unfinished features, or third-party integration that may still need to be implemented.
  • Maintenance shall be performed according to the schedule outlined prior to release.

Post-release evaluation shall be organized and executed in conjunction with the client’s desires by the FDG Web project manager. While we have formal surveys, we can submit to the client, often the client doesn’t want any extra homework or obligations at this phase. In this situation we will discuss the satisfaction of the project with the client in-person or over the phone and publish the notes internally for additional feedback and/or action.

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21 project management templates to organize any workflow

Hero image with an icon of a Gantt chart for product roadmaps and project management

I recently went on a 20-hour road trip that involved stuffing three adults, two dogs, a baby, and two grandparents' worth of Christmas gifts into a Subaru Forester. 

While turning said compact SUV into Mary Poppins' handbag, I realized the only way to make it work was to abide by a structure I could replicate when we had to unload at hotels along the way.

That's what project management templates are to project managers: replicable systems of organization that keep everything efficiently structured.

If you're one of those people packing all those tasks and teams into a single, unified, potentially 4WD structure, these downloadable templates should help you set a workflow foundation.

What are project management templates?

In our case, these are shareable spreadsheets that can be customized and inserted into processes across various project types. They give people (you) effective starting places for building out repetitive processes, so you don't have to start from scratch every time. 

While project managers in particular may use them most, other team leads could find them useful for iterative processes within HR, financial, sales, and marketing teams.

Project management template example

To illustrate, here's an example of a project management template in action:

A marketing executive for a software company uses a project plan template to start every new campaign proposal. This template summarizes the goals, tasks, timelines, and budget, so they can submit a structured proposal to get approval from stakeholders before kicking off the campaign.

Project management planning templates

These project management planning templates can be used for a wide range of project types. Use these for basic plan proposals, briefs, organization, and even management role descriptions.

1. Project management template

 Mockup showcasing Zapier's project management template

That's it; the search is over. If you're looking for a one-stop project management template, you can probably just stop here. This baby has it all: project names, color-coded priority markers, description fields, deliverable timelines and progress, and hour tracking. 

Best for: Effectively organizing multiple projects in one place

2. Project plan template

Mockup showcasing Zapier's project plan template

For those who like to apply a little structure to new projects (generally a key characteristic of most project managers), this project plan template has you covered. Designed for general use, it's got fields for overall timelines, individual task timelines, goals, and resource expense tracking. 

Best for: Showing what you plan to do, how long it'll take, and how much it'll cost

3. Gantt chart project plan template

Mockup showcasing Zapier's Gantt chart template

If Gantt is your chart of choice, this is the template for you. This project scheduling spreadsheet visualizes your project, so you can easily see where tasks and phases stand at a glance. Just fill it in with your dates and task names, update the dates, and let the spreadsheet do the rest of the heavy lifting.

Best for: Visually tracking project progress and timelines

4. Project proposal template

Mockup showcasing Zapier's project proposal template

For those who need a more formal, standardized method of kicking off projects, a template for a project proposal makes sense. By clearly laying out your project's timelines, budget, purpose, methodologies, and risks, you can help ensure stakeholder buy-in is—like the plastic topper holding suitcases and baby toys on top of a Subaru—secured.

Best for: Outlining project concepts for early buy-in

5. Business project proposal template

Mockup showcasing Zapier's business project proposal template

If you need a slightly less detailed project proposal for business use cases, this document should help. This simpler version of our project proposal template includes fields for an executive summary, multiple goals, a task roadmap, a schedule, a budget, and necessary resources.

Best for: Simplified project proposals for business use cases

6. Project brief template

Mockup showcasing Zapier's project brief template

Whether you need a document to submit a project for approval or just like the clarity of starting projects with a concise summary, a project brief covers your bases. This simple project management template has only a few fields that give a very basic, high-level overview of a project that's either under consideration or underway.

Best for: Succinctly summarizing an upcoming or in-progress project

7. Agile feature rollout Kanban board template

Mockup showcasing Zapier's agile feature rollout template

Agile teams are their own animal, and they get their own Kanban board template to match. This highly detailed spreadsheet even has drag-and-drop functionality to mirror typical Kanban software functionality as projects progress through feature rollout phases. To use this one, check out more detailed spreadsheet DIY instructions .

Best for: Agile teams with structured feature rollouts

8. Construction project template

Mockup showcasing Zapier's construction project template

If you're looking to plan a construction project, try this template. A variation on the general project management spreadsheet, this one has simplified fields for timelines with day totals, cost estimates, and customizable dropdowns for assigning tasks to relevant contractors and personnel.

Best for: Planning projects in construction or with multiple contractors

9. Project manager planner template

Mockup showcasing Zapier's project manager planner template

For team leads looking to lasso multiple projects and team members into a single, easy-to-review document, this project manager planner template could be your rope. (Pardon the rodeo metaphor—I come from a cow town.) This simple template can be organized by filters, like task, date, assignee, and project status, to give you an instant look at who's doing what, when, and for how long. 

Then, fill in the assignee block as you go to keep track of utilization by period. I recommend using this as a recurring template with a structured timeline: start it fresh by week, month, sprint, or project.

Best for: Organizing tasks and tracking team member utilization

Budgeting and financial templates

Though some of the project management planning templates above include fields for projecting budgets, they may not allow for the kind of granularity you need for more detailed budgeting or expense reporting. That's where these come in.

10. Project budget allocation template

Mockup showcasing Zapier's project budget allocation template

For a more detailed look at the likely costs of executing a project, you'll need a project budget allocation template. This form is dedicated solely to communicating the estimated costs and allocated amounts for specific items within a project to give all stakeholders a more transparent financial picture.

Best for: Calculating and communicating budgets for specific items in a project

11. Resource management project plan template

Mockup showcasing Zapier's resource management template

When you're planning a project, you also need to plan for expenses. This resource management plan template can serve as your one-stop shop for all things project budget so you can break resources down into quantities and estimates.

Best for: Detailed estimates for individual resources

12. Timesheet template

Mockup showcasing Zapier's timesheet template

Most of these templates are for bigger-picture planning and documentation from the manager's perspective, but managers are just one piece of the project puzzle. This timesheet template should help your team members track the time they spend working on a daily basis.

Best for: Tracking individual working time

13. Timesheet invoice template

Mockup showcasing Zapier's timesheet invoice template

While the timesheet template is designed for general clocking in and out, this invoice is perfect for drilling into individuals' time spent on specific tasks, so you can stay on top of—and ideally under—budgets.

Best for: Individual time and cost logging by task

14. Project-based invoice template

Mockup showcasing Zapier's project-based invoice template

If you want your teams to submit time and incurred costs on completed projects and tasks without having to clock in and out manually, a simpler project-based invoice template is probably more your speed. 

Best for: Reporting the costs of completed projects and tasks

Sales and marketing templates

All the templates up to this point should be great options for generalists, but sales and marketing projects tend to have their own unique workflows. These templates may not apply to all project managers, but they should help sales and marketing managers and team leads stay on top of their projects.

15. Sales dashboard template

Mockup showcasing Zapier's sales dashboard template

As your completed projects stack up, it'll be worth your while to see how those projects are performing. This—quite frankly, very impressive—sales dashboard spreadsheet gives you a high-level, real-time view of individualized performance by team member. While it's geared toward sales performance tracking, it can also be formatted to show accrued expenses by individual, project, or team.

Best for: Visualizing accrued revenues or expenses

16. Social media calendar template

Mockup showcasing Zapier's social media calendar template

Take it from someone who gets anxious at the thought of social media posting: social media can be complicated. But it doesn't have to be if you use this calendar template to help align teams on content scheduling. This should help you get a clear picture of upcoming holidays and track posting patterns, so you can maximize your efforts with less anxiety. (I'll stick to making drafts and then deleting them.)

Best for: Organizing social media content schedules

17. Content calendar template

Mockup showcasing Zapier's content calendar template

If your content marketing operation tends toward robusticity, this is the template you didn't know you've been waiting for (and probably the last occasion I'll ever have for using the word "robusticity"). Use this template to keep all your content ducks in a row, whether you're recording podcasts, filming ads, writing blog posts, or even just hiring someone to do all the above for you.

Best for: Organizing content-related tasks and timelines

18. Marketing project proposal template

Mockup showcasing Zapier's marketing project proposal template

Sure, all project proposals have the same basic foundation: goals, timelines, projected expenses, slick color-coding, etc. But this marketing-specific project proposal template is specially formulated to help marketing team leads get buy-in, so they can prove the impact and import of their impending campaign.

Best for: Securing buy-in for marketing projects

19. Sales project proposal template

Mockup showcasing Zapier's sales project proposal template

Designed to flexibly include either B2C or B2B use cases, this sales-oriented project proposal template will help sales team leads prove viable ROI for their initiatives. Fill it out with pain points, timelines, and descriptions to show this sales project is worthwhile for all parties involved.

Best for: Outlining sales proposals with quotes

20. Marketing communication plan

Mockup showcasing Zapier's marketing communication plan template

Every great marketing campaign starts with one thing (along with money, personnel, time, software…): a plan. This communication plan template will set you up for success with an easy-to-follow reference document that aligns all team members on dates, projects, and contacts.

Best for: Creating a simple reference for aligning marketing teams

21. Annual marketing strategy calendar template

Mockup showcasing Zapier's annual marketing strategy calendar template

For those marketing team leads who like to think ahead—so, all marketing team leads—an easily editable calendar is your best friend. This spreadsheet is separated by tab to help you organize campaign timelines, project start and end dates, and relevant milestones, so you can ensure all projects line up with greater team goals and availability.

Best for: Organizing high-level annual strategy

Benefits of using a project management template

Can you manage a project without a template? Sure. But you can also try to cook Julia Child's coq au vin on your own—or you could just use her recipe.

The obvious reason for using any template is simplicity, but there's a lot more to gain than just time and effort. Here's why you should consider using a project management template like one of the above:

Workflow standardization: Incorporating standardized templates into workflows ensures all stakeholders know what to expect and keeps procedures consistent.

Scalability: As shareable and iterable assets, templates scale easily and ensure processes stay standardized as teams grow.

Improved organization: When you use templates with preset fields, you know every document is labeled, searchable, and includes the information you expect.

Transparency: With clearly outlined timelines, budgets, tasks, resources, and workflows, templates give everyone a clear idea of what's entailed in each element of their unique processes.

Automation: The best thing about templates is that they can be integrated with automation triggers, so they can be shared, filled, and delivered automatically.

Automating your project management templates

Now that you've got a truckload (compact-SUV-load doesn't quite have the same ring) of project management templates at your disposal, you can make them even more powerful with automation.

You can use Zapier to create no-code automations, so your Google Sheet template can talk to all the other apps you use. Here are some examples to get you started, but you can connect Google Sheets to thousands of other apps with Zapier.

Send emails via Gmail when Google Sheets rows are updated

Google Sheets logo

Send Slack messages whenever Google Sheets rows are updated

Slack logo

Or you can use Zapier's simple project plan template to keep track of everything in one app.

Zapier is a no-code automation tool that lets you connect your apps into automated workflows, so that every person and every business can move forward at growth speed. Learn more about how it works .

Templates alone can be hugely helpful when managing projects. But when you add automation to the mix, you can make them even more powerful, creating more structured workflows that seamlessly incorporate the tools your team depends on.

Related reading:

The best free project management software

How project management automation makes your job easier

How to streamline project management with automation and AI

How to make the most of your project management software

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Bryce Emley

Currently based in Albuquerque, NM, Bryce Emley holds an MFA in Creative Writing from NC State and nearly a decade of writing and editing experience. His work has been published in magazines including The Atlantic, Boston Review, Salon, and Modern Farmer and has received a regional Emmy and awards from venues including Narrative, Wesleyan University, the Edward F. Albee Foundation, and the Pablo Neruda Prize. When he isn’t writing content, poetry, or creative nonfiction, he enjoys traveling, baking, playing music, reliving his barista days in his own kitchen, camping, and being bad at carpentry.

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    Free Web & Creative Design Project Plan Template [2023] • Asana templates | Project planning | Design project plan Design project plan template What's the secret to more productive design and creative projects? A smooth creative process. Use template Sign up to use this template. INTEGRATED FEATURES Tasks Custom fields Project views

  8. The definitive guide to website project management

    Create websites your clients love. Whether you're working on a brand new website or a redesign, use our website project plan template to streamline the process from beginning to end. Try our website project template What is website project management?

  9. The Complete Guide To Design Project Management » Elementor

    Step 6: Establish a culture of feedback. This part of the design project management process feels like a sprint to the finish line. First, designers get feedback and make intricate tweaks or significant changes to get closer to the client's vision. Then days feel like hours and hours feel like minutes.

  10. An Ultimate Guide To Web Design Project Management In 2022

    An Ultimate Guide To Web Design Project Management In 2022 August 4, 2022 5 min read Requests, drafts, edits, status updates, deadlines, and endless feedback exchanges, let's be honest: planning a website design project management is not easy.

  11. Website Project Management: Expert Guide to Web Builds

    The Main Phases of Website Project Management. Website project management can be separated into four main steps spanning different periods of the project life cycle: project planning, website design and development, testing, website maintenance, and website security. In the following section, we'll explore the crucial concerns of each phase ...

  12. How to Plan a Website Design Project: The 2024 step-by-step guide

    1. Project plan Set up a place to plan your project Traditionally, a project plan might be scattered across various emails, to-do lists, spreadsheets, and documents, making it hard to keep track of everything. A central project plan combines these artifacts into one easy-to-access place.

  13. The Ultimate Checklist for Website Project Management

    Here's a roundup of the most useful project management tools: Flock — for team communication. ProofHub — for project management. Zoom — for video conferencing. PomoDoneApp — for time tracking. Timetastic — staff leave planner. Jira — good for large software projects. Trello — free to use. Asana — good for medium-sized projects.

  14. Website Design Project Plan Template

    ClickUp's Website Design Project Plan Template is an essential tool for web design agencies and freelance designers to efficiently manage their website design projects. Here are the main elements of this template: Custom Statuses: Track the progress of your tasks with three customizable statuses - Complete, In Progress, and To Do, ensuring that ...

  15. Website Project Plan Template

    Our website project management template will help you move quicker and focus on the most important tasks. By using our website project plan template for your next website, you can ensure that your team never misses a step.

  16. How to create an effective website project plan

    A website project plan allows you to have control over the direction your site will take. It helps you to make sure that, step-by-step, you're building the site that you want. How to build a website project plan There are 3 things that should form the basis of every website project plan: Research (and lots of it) A list of things you need

  17. How to Write a Project Management Plan [4 Examples]

    A project management plan is a formal document that defines how a project is going to be carried out by outlining the scope, goals, budget, timeline and deliverables of a project. Its crucial role lies in ensuring the project stays on course.

  18. Web design project plan template

    This template is divided into these five steps: Step 1: Plan - Define resource, customer research, analytics audit, digital asset management, UX evaluation. Step 2: Reach - SEO, landing pages, newsletters, marketing campaigns. Step 3: Act - Design and copywriting, customer profiling.

  19. Website Planning Checklist with Free Templates & Examples

    1. Project definition and discovery The initial planning and discovery phase lays a solid groundwork for success. Think of it as your chance to set a clear vision and scope for your site, while learning as much as you can about your users and competitors. Here are the steps you'll want to take to start your web design project off right.

  20. Website Redesign Project Plan 2023: A 17-Step Planning Guide

    1. Pick the Right Stakeholders for Your Project's Team. Make sure you understand the nature of the project, and once you know the goals, assign specialists you trust from your agency team to the web redesign project. You must be open and honest with your clients about the entire redesign process.

  21. Website Development Project Plan: Meaning, Steps, and Execution

    Organize content in a content repository. Proofread and finalize content. Note: Some clients share imagery and text on their own and delegate the task of arranging the same to the web design and development company. Phase 3: Design and development. Here comes the most important phase of your web development project.

  22. Web Design (Website) Project Plan Template for Web Designers

    Create your project. Web Design Project Plan Template consists of typical ready-made tasks. This template gives you a pre-defined structure of your event. If you need to create your own project or haven't found your ideal template, create it in GanttPRO. You only need a few minutes to create the first chart in the tool.

  23. Sample Web Design & Development Project Work plan & Methodology

    Leads may talk directly to the client in order to get information and direction. All communications via email get logged into the Project Management System. If a phone call results in a decision or action(s) to be taken - the Lead is responsible for re-capping or summarizing what was decided and posting it to the Project management System.

  24. 21 project management templates

    12. Timesheet template. Make a copy. Most of these templates are for bigger-picture planning and documentation from the manager's perspective, but managers are just one piece of the project puzzle. This timesheet template should help your team members track the time they spend working on a daily basis.