How to Approach Project Management with Success.
Project management can help you keep track of your projects, without the task becoming a whole other job. But as a project manager, you’re juggling a lot in your day-to-day and the hours can quickly disappear. That’s why it’s important to get the right approach, so you can set up and manage new projects in a flash.
Learn more about project management and how to make the most out of it with Adobe.

Find a free a Project Management plan with Adobe.
Download your free, customisable project management plan and get started on your next project today. Save time and boost your workflow with free plans from Adobe.
What you’ll learn:
- What is Project Management?
- The different Project Management elements.
- Key features of a Project Management Approach.
- The benefits of using a Project Management Plan.
Edit plans using Acrobat.
Explore Adobe’s online PDF editor. Add text, sticky notes, highlights, drawings and more to your PDF with ease. Work smart with Adobe.
- What?
- Types
- Features
- Benefits

What is Project Management?
Project management involves applying different methods and processes to help the team complete certain objectives within the set scope and timeline of a project.
The right approach to project management will help you plan, save time, and generally make your everyday tasks more efficient. By using project management plans or software tools, you can:
- Utilising pre-built workflows
- Prioritising tasks
- Aiding team collaboration
- Project tracking.
The different Project Management elements.
Depending on the scope and field of the project, you may want to utilise a different project management plan Some examples of different templates include:
Integrated Marketing Campaign.
Integrated marketing campaign plans assist marketing teams across the hierarchy to create and action their goals. This might include sales objectives, campaign progress, or other KPIs.
It’s a handy way to focus on a project and check which areas are succeeding, and which need support across multiple channels and goals.
Project Budgeting.
Budgeting can be tricky. Project management can help you set budgets, keep track of spending, and forecast any additional costs in a handy, in-depth sheet or software tool.
OKR Tracking.
OKRs (Objectives and Key Results) are a performance metric that, over time, can become difficult to track.
An OKR tracking template is an easy-to-use system that helps you keep tabs on team objectives, results, and goals in a manageable way. It can keep focus points centralised and help you and your team clearly understand your OKRs – ideal for businesses big and small.
Ticketing and Helpdesk.
Project management templates can come in many forms, and one you may not expect is for IT ticket management.
While this is helpful for collecting end-user information on issues, prioritising fixes, and keeping track of an issue’s status, it can also be an amazing source of data to use for a self-service knowledge base in the future.
Event Management.
As anyone who’s ever managed an event can tell you, there’s a lot of spinning plates before showtime. From dates, times, caterers, costs, and presentation slots to attendees and seating, so much goes into planning an event of any size.
An event management plans is a framework to help you plan pre-event and evaluate post-event, giving you much needed data when required. It allows you to assign tasks, predict hours required, and give a better idea of what you need to make your event a success.
Project Planning and Execution.
If you’re looking for a general, comprehensive, and in-depth top-down view of your project’s performance, scope, and deliverables, this may be the ideal project management plan. It can help get a project off the ground and keep track of execution.
It’s also a great way to set and track goals, and then deliver results or progress to those who need to see it.
Construction.
Construction tasks are big projects, even when they seem small. Having a pre-defined approach to construction project management can help you visualise costs, timescales, and materials, and keep track of finished work, or additional jobs.
Key features of a Project Management Approach.
Before you can start using a project management, you need to ensure that it’s fit for purpose. After all, you don’t want to be switching things up and transcribing data mid-project. So, avoid the late nights and caffeine sessions and start out the right way.
Depending on the project you’re managing, you’ll want to ensure you have the following features:
This provides a way to note key deliverables and goals and serves
as the core of most project management plans.
Budgeting is an essential part of project management. Being able to clearly determine cost points can be key for reporting and budgeting.
If you’re handling multiple, intertwined projects, then project tracking can help team collaboration and give you an overview of multiple projects simultaneously. The means you can track any intertwining details, which can be incredibly handy if projects rely on each other.
Being able to order and prioritise tasks can be essential for effectively managing workflow.
The world of IT is growing and being able to include automation or reporting tools as part of project management can greatly boost workflow.
Access to timelines helps to ensure you and your team are on track with any deliverables. Gantt chart timelines, in particular, can give a microscopic, clear visualisation of tasks and their milestones.
The benefits of using a Project Management Plan.
A properly utilised and maintained project management plan has a lot of potential benefits. These include:
With a helpful project management plan, you can save time by reusing tried-and-true frameworks that suit your project best. Gaining this familiarity over time can lead to increased efficiency.
Assigning tasks, completion dates, progress, and priorities can be simple with the proper project management plan. Re-assign work and keep track of which tasks are at which stage in a simple to use, easy to oversee framework.
Determining (and keeping sight of) your key goals is easy with a customised project management template. This enables you to ensure your project maintains pace, and easily report on the project’s success in bite-size pieces.
With an intelligent management framework in place, you can get a sense of your project’s scope – even if it changes throughout the process. This means you can effectively determine and plan resources as required, with the data to back everything up.
Over a project’s lifetime – or post-lifecycle – you may want to report on key statistics. With all the information in one place, you can easily report on these metrics to assist future projects or give updates on in-progress ones.

Download your free Project Management Plan.
Download your free, customisable project management template and get started on your next project today. Save time and boost your workflow with free templates from Adobe.
Work Better with Adobe.
Explore Adobe’s collection of online tools and easily convert file types and edit PDFs whenever and wherever you need to. Work smart with Adobe.
Convert your files
Visit our free PDF converter, select a file and convert it in two ticks. Convert everyday Word docs and Excel sheets, as well as PowerPoints, JPEGs, and more.
Digitise your files
Use Adobe Scan to upload physical documents into a digital format using your phone so you can access them anywhere.
Sign your documents securely
Simply drag your PDF into our free Fill & Sign tool or request e-signatures to get documents signed without needing to send physical copies.