27 September 2023

Steps before the first step: Getting a project’s ‘front end’ in order

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Laura Stack* lays out the rules that should be followed at the beginning of every major project if it is not to go off half-cock.


While a journey of a thousand miles really does begin with a single step, what you do before taking that step is crucial.

There are always at least a few things you’ll need to prepare before you head out.

For example, you wouldn’t go camping without packing a tent, sleeping bags, food, and a lighter, would you?

So why go off half-cocked on a work project?

When starting a new project or task, few things are as crucial as the ‘front-end’ work.

Often, this is the sort of thing where you can adapt existing methodologies or create new ones before moving forward.

Begin with the following steps.

Select the right tools

You can use a flat-head screwdriver to loosen a Phillips screw, but it’s extremely inefficient, time-consuming, and frustrating.

So, pick the proper tools to accomplish your job most easily.

In most offices, this will consist entirely of the right programs, apps, and documentation.

Determining what program and what format to create it in (word processor, spreadsheet, or presentation) is often half the battle.

Pick the right people

You might consider this an extension of the first step.

The experience, skills, knowledge, and abilities of your teammates are critical tools.

Match them with the individual aspects of a project, so you all enjoy the most efficient, problem-free project flow possible.

Selecting the right human resources for your project requires careful thought; it can be like assembling a complex puzzle. So, give it the time it needs.

Share the planning

Once you have the above items in place, meet everyone on the team and decide how to complete the project or task most effectively and efficiently.

Your meetings may be physical or virtual but generally hybrid.

This is the time for brainstorming, freewheeling, and hammering out the framework.

This is true whether your team consists of 10 people or just you.

Lay out what you want to do and the drop-dead deadline.

The team can help you break the project down into chunks and responsibilities.

For your piece, determine each step, set milestones, and calculate how much you must do daily to accomplish them.

Minimalise where possible

Here’s where you refine your preparations.

Tighten up the planning. Trim any fat in the project’s procedure, timetable, and even the budget, assuming you have the authority.

‘Lean’ concepts aren’t the best for every situation.

We learned that from the scarcity of face masks, toilet paper, cleaners, and hand sanitisers at the beginning of the COVID-19 pandemic.

However, it does suffice for most projects and tasks.

This is especially true when the knowledge, skills and abilities of the team make up most of the resources needed — aside from time.

Build routines

Over-reliance on routines can become a crutch that just gets you through the day on autopilot.

However, routines often simplify projects by reducing them to the least amount of work and resources necessary.

They especially save time, once internalised, and don’t deplete your decision-making energy, because they require no decisions.

Maintain mindfulness

Even when developing and performing time-saving routines, remain as aware as possible during the preparation phase of a project.

Continue that on into the performance.

Constantly and consistently maintaining what the military calls “situational awareness” will make it easier to spot when something minor goes amiss before it magnifies into something devastating.

You may not see it while on autopilot.

All of the above will get you off to a good start, but take care not to fall into the pit of perfectionism.

If you hunger to get everything just right and plan for every possible contingency, you’ll likely run out of time or never get started.

However, you do need to get most of your ducks in a row.

While you’ll never be able to plan for everything (consider the recent COVID-19 shutdowns), at least you’ll be able to cover all reasonable threats, and deal with most unexpected details on the fly.

*Laura Stack is a keynote speaker, bestselling author, and authority on productivity and performance. She has authored eight books. She can be contacted at theproductivitypro.com.

This article first appeared on Laura’s blogsite.

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