Collaborative Project Planning

by Martha Kendall Custard
Collaborative project planning is a team-centric method where members collaborate on projects. Learn the benefits, basic elements, and best practices.

What is collaborative project planning?

Collaborative project planning is project management run by the team rather than a dedicated project manager. It’s a method used to plan and coordinate distributed teamwork. When hierarchical barriers are removed, and the team uses the right project management software, decisions are made more efficiently.

This method is an inclusive project planning technique, giving every team member the chance to make critical decisions. Because collaborative project planning is a team-centric project planning strategy that utilizes diverse perspectives and eliminates the need for a traditional project manager, it’s an effective approach across varying industries and organizations. 

Benefits of collaborative project planning

Collaborative project planning is an innovative process especially beneficial for smaller companies with teams that work closely together. Some key benefits collaborative project planning can bring organizations are:

  • Combats departmental boundaries. Eliminates the need for project managers to plan projects behind closed doors. Team members don’t have to wait for orders and are involved in the planning process from start to finish.
  • Boosts productivity. Project planning collaboration gives team members a solid understanding of their part and their responsibilities in the project. Clear expectations and goals combined with collaboration help employees produce higher quality work faster and more efficiently. 
  • Increases innovation. Team members are likely to include external stakeholders like freelancers, partners, customers, vendors, and more, in the process. Discussing elements with external stakeholders brings diverse perspectives into the process, leading to innovation. 
  • Better communication. When teams plan projects on equal ground, ideas flow freely, and communication becomes more honest and efficient. Problem-solving is easier when the entire team puts their heads together and works as one. 

Basic elements of collaborative project planning

Collaborative project planning involves similar elements to traditional project planning. The main difference is the emphasis on effective communication. Here are the basic elements of collaborative project planning:

  • Project scope statement: Outlines the project planning foundation. The scope is where important project details, basic steps, and requirements are outlined. 
  • List of deliverables and due dates: The team outlines all necessary items, milestones, and due dates. This is where the team will divide and assign tasks to each member. 
  • Project schedule: The schedule outlines when tasks and the final project will be completed. It should accommodate for any potential delays and clearly define start and end dates for each task. 
  • Defined roles and responsibilities: Specifying roles and responsibilities for each team member keeps everyone accountable and on track to finish their part of the project on time.
  • Resource allocation: Teams allocate resources, time, and budget to complete the project in the most efficient way possible. 
  • Communication plan: Outlines how team members will communicate with each other throughout the project. It will also outline who reports to whom, when these reports are due, and where project information and knowledge is stored. 

Collaborative project planning best practices

Collaborate project planning requires systems for clear communication and proper organization. To reap the benefits, companies should adhere to the following best practices: 

  • Use the right tools: Collaborative project planning software is necessary to enable communication and organization within in-house and distributed teams. Proper tools create a space for brainstorming discussions, task management, resource management, calendars, and more. These tools allow teams to plan projects together without needing a project manager. 
  • Decentralize knowledge sharing: Collaborative planning requires knowledge to be open and available to the entire team. If team members have to request materials from others to get tasks or responsibilities completed, some benefits are lost to waiting. Information should be easily accessible to team members for smooth project planning. 
  • Encourage and reward honesty: Truthfulness is crucial to collaboration in any format. Advocating for employees to speak honestly about any problems that arise during the project planning process will result in better quality communication and collaboration. When employees aren’t afraid to speak up, issues that impede progress can be resolved before they arise, and teams can collaborate on brainstorming the best solutions.
Martha Kendall Custard
MKC

Martha Kendall Custard

Martha Kendall Custard is a former freelance writer for G2. She creates specialized, industry specific content for SaaS and software companies. When she isn't freelance writing for various organizations, she is working on her middle grade WIP or playing with her two kitties, Verbena and Baby Cat.

Collaborative Project Planning Software

This list shows the top software that mention collaborative project planning most on G2.

Wrike is the most versatile and secure collaborative work management platform. It is easy to use yet powerful and flexible enough to meet the unique business needs companies of all sizes and industries. Create a smooth, user-friendly workflow that links strategy to execution daily in a down-to-earth and accessible way. Additionally, Wrike is a truly global solution with full best in class support in 15+ languages across 130+ countries.

Trello is a collaboration tool that organizes your projects into cards and boards. In one glance, Trello tells you what's being worked on, who's working on it, and where something is in process.

Smartsheet is a modern work management platform that helps teams manage projects, automate processes, and scale workflows all in one central platform.

Rally Software is an enterprise-class platform that’s purpose-built for scaling agile development practices. Provide a hub for teams to collaboratively plan, prioritize and track work on a synchronized cadence. Connect your development work to your company’s most important business initiatives. Measure productivity, predictability, quality and responsiveness with real-time performance metrics.

Powerful Intranet Software that provides companies the ability to share ideas, share documents, merge schedules, upload photos & collaborate on projects all within a single secure site. Cloud-based or local software available.

GenSight is a highly advanced and flexible PPM solution used by many global corporations.

Planforge (formerly ONEPOINT Projects) is the leading provider of integrated project and portfolio management solutions for innovative small and medium-sized businesses. Unlike traditional PPM software, onepoint PROJECTS integrates formal, agile and JIRA projects into a single project portfolio and resource utilization database.

TeamGantt is effortless project planning and collaboration. Intuitive, beautiful gantt charts combined with task level communication and file sharing.

Quire is a task management tool that helps small growing teams turn their ideas into actions in a simple and user friendly UI.

ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate.

Miro offers a complete set of tools to support product development workflows, scaled frameworks, and full-scale Agile transformation. Miro’s built in capabilities for estimations, dependency mapping, private retrospectives, and scaled product planning are complemented by powerful two-way sync with Jira to manage end-to-end workflows in a visual and collaborative surface. Together, these capabilities are designed to fully support distributed teams throughout the product development lifecycle, as they host practices like Sprint Planning, Daily Scrum, Sprint Review, and Retrospectives, visualize and manage their work on a Kanban, or host large scaled product planning workshops.

Bugcutter is a freeware cloud-based project management and team collaboration tool, it provides full customization, access files from Google Drive storage to store big files, fully dropbox integration, time management and live chat.