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Have you ever been put in charge of a large or important project that involved many tasks, sub-tasks, dates, decisions, and people?
Chances are, you felt overwhelmed at some point while managing the project. This is where a workback schedule can save the day!
What Is A Workback Schedule?
A workback schedule is a tool used to map out a project’s timeline and its major tasks in reverse order: from the delivery date back to the start date .
This type of project management tool is helpful when:
You have a strict deadline
You have a shorter timeframe than you're used to
You have various people contributing to the project
How To Build One
Note your project due date.
My sister's bridal shower date is set for August 15th 2021
Note the tasks that need to done.
Cake ordered and pickup scheduled for the morning of the party
Backyard cleaned and furniture set up
Decorations purchased and put up
Gift bought from registry and wrapped
Note how long each task should take.
Cake: pre-order 1 month prior
Backyard: get help from family the weekend prior
Decorations: buy 2 weeks ahead
Gift: start browsing NOW in case shipping is slow
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Put It All Together
Once the due date, tasks, and length of tasks are determined — put it all together in a spreadsheet!
Key columns to include:
Milestones or tasks (what is happening)
Delivery or due dates (when it's happening)
Responsibilities (who is doing it)
The Finished Product
Once complete, share the schedule with everyone involved. This will make sure instructions are clear and concise, and hold everyone accountable for their assigned tasks. If someone sees a potential barrier or delay — take note, and edit your schedule accordingly!
VOILÀ!
Final Tips and Tricks...
Quiz
Which scenario would benefit from a workback schedule?
All of these scenarios would benefit from a workback schedule because their deadlines are still fairly far out. If you have a group project due tomorrow, it may be too late for this schedule — time to hustle and finish it all now!
Take Action
Get together with your team and put together your own workback schedule!
This Byte has been authored by
Lexie Morris
Onboarding Specialist