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Laying out your project in a project plan provides you with a canvas that lets you pivot wisely. If you can’t compromise on the stimulus for the study, there might be other ways to meet your dates on time-such as reducing your sample size, which would also reduce the time necessary for both recruiting and your research sessions. Perhaps a wireframe would suffice, letting you meet your research goals without delaying the project. Maybe your stimulus doesn’t need to be so interactive. Knowing that your prototyper’s unavailability would delay your project by one week would give you time to rethink your entire plan as necessary. But having a set plan lets you quickly modify dates on the fly and make the right decisions to help move your project forward. His unavailability would delay all of the subsequent dependencies in your study plan-likely forcing you to push out your research sessions to a future date. For example, you may have planned for your prototyper to spend a week building out tasks for your study, but he might not be available when you need him. You can plan all you want, but ultimately, there are myriad things that are completely out of our control.
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Having a set plan lets you quickly modify dates on the fly and make the right decisions to help move your project forward. Planning helps you manage changes to schedules as they arise. If you’re able to use one of these project-management applications successfully, you’ll feel a greater sense of control over your project because the effort of reworking dates that slip or dealing with other risks is significantly less than trying to figure them out manually-and much more reliable than a crystal ball.
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Plus, you can WYSIWYG your way through the plan by dragging the task bars in the chart to update your starting and ending dates, which recompute automatically! This capability alone, is worth the cost of learning these applications. Visualizing the project lets me see whether conflicts exist with other projects I might be working on. This feature is probably the biggest reason I use project-management software.
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( Download a rudimentary project-plan spreadsheet template that includes basic research tasks, with formulas for calculating ending dates that are based on days of effort and exclude weekends.)Īnother great feature that the project-management applications offer is Gantt charts, which let you visualize your projects over time. After wrestling with these applications for a while, I’ve managed to use both of these project-management applications with some level of intermediacy-though certainly not mastery! If you need to compute dates and times, you can also do this using formulas in Excel or Sheets. For example, if I think writing my discussion guide is going to take five days, I can enter 5 days into the effort column and, assuming I’ve already entered a starting date, the ending date recalculates. Something these project-management applications can do for you that the simple ones can’t do out of the box is automatically recalculate task’s durations and starting and ending dates.
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You should consider any additional effort of figuring out how to use these applications.
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But, if you want to get a little fancier, you could use project-management software such as Microsoft Project Manager or OmniGroup’s OmniPlan. Table 1-A sample project planĪ simple spreadsheet program such as Microsoft Excel or Google Sheets works just fine for planning a study. Everyone can see when each task is supposed to happen and can then plan around your expectations for when they need to be available to complete any tasks for which they are responsible. The project plan is a useful artifact during weekly check-in meetings with your product team.
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The task breakdown, or project plan, effectively serves as your rear-view mirror as you navigate the project’s timeline. If dates slip, as they often do, you’ll be better able to manage your project and determine when you can again meet its deadlines.
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A great way to ensure predictability is to put your project-manager hat on and break down your research project into a series of tasks, which lets you create more accurate time estimates and be more transparent with your stakeholders. This helps all of the stakeholders who are involved in a project to plan and scope their efforts accordingly. There’s nothing more comforting than knowing that you can complete your research project on time.