Using Pre-project Planning to Manage Workload

Pre-project planning can be an important process for libraries managing large project portfolios. The process allows anyone within an organization to put forth a potential project, and it clearly articulates the process both for developing an idea into a project and for approving and prioritizing projects.

Drawing from experience, the authors introduce a preliminary step for proposing projects before the project management principles are applied.

Benefits of the process include: promoting stakeholder input; preventing organizational overwhelm; documenting the library’s project portfolio; and improving communication, transparency, and decision-making. Libraries implementing this process should define a project for their organization, build buy-in among those involved, and ensure that approved projects advance library goals.

This chapter is largely practical and derived from experience. It provides an in-depth look at pre-project planning, a concept largely ignored in the project management literature.