Project Management

Project Management Principles for the New Principal Investigator


Project Management Concepts

Project Charter

Concisely explains the project purpose, funding requirements, specific aims and objectives, limitations, budget and all stakeholders. The Charter will act as the starting point of your project and will form the foundation for the rest of your project

Progressive Elaboration

The beauty of project management is progressive elaboration—where the project begins with a simplistic idea and is gradually updated and refined into a detailed plan of execution. This allows you as PI to start small with the information that you know, and then build the project as more information becomes available.

Stakeholder Directory

Lists everyone involved in the project, their name, organization, position, location, and role in the project. Also lists an assessment on their expectations, potential influence, and interests.

Work Breakdown Structure

Defines and sequence all project activities and ultimately decides the project schedule. First, you must define every activity you need to do to complete your project. Start with each of your objectives and then work slowly backwards to identify all activities that will need to be completed to accomplish that objective.

Project Schedule

Represents the start and finish dates for all planned activities. Most project schedules are represented as a Gantt Chart. When you look at the schedule as a whole, you can also consider what activities can be completed simultaneously according to resource and team member availability. Determining the project schedule is an important first step to developing your project budget.

Project Budget

Once you have all activities listed, you can begin to establish the budget for each activity. The Project Schedule can help you visualize the budget for your project, and the timing of expenses over the life of the project.

Effective Meetings

Successful project meetings begin with an agenda with specific objectives. Each meeting should lead to either an information exchange, brainstorming new ideas or directions, or the making of a final decision in regards to the project.

Stakeholder Communications

A project’s success is directly influenced by active stakeholder involvement. Determine your key stakeholders communication needs and communicate only what leads to project success

Control Risk

Negative risks jeopardize the success of your project, just as positive risks offer unexpected opportunities. Build a risk management strategy before they become real situations.


There are several compliance considerations when planning a research project, including study recruitment, data collection, records retention and other similar issues.

Progress Reports

An opportunity to describe a project’s scientific progress, identify significant changes, report on personnel, and describe plans for the future


Identify your primary audience; engage with them early and keep in touch throughout the project.


Publish your findings in the most relevant medical journal and present your research findings to end users in the most useful way.

Future Directions

Begin planning the next step along the continuum of research that is projected by your long-term goal(s).

Project Management Plans

Communications Management

Documents the different types of stakeholder information needs, the frequency and format of the information distribution, and the method of communication along with the people/teams responsible for the communication.

Human Resources

Identifies and documents the required skills, roles and responsibilities of project teams or groups for the various project activities and their reporting relationships.

Research Requirements

Describes how requirements will be prioritized, managed, controlled and details the management and approval procedure for changes to the scope baseline.

Scope Management

Describes how the scope will be managed, controlled and details the management and approval procedure for changes to the scope.

Schedule Management

Describes how the project schedule will be managed, controlled and details the management and approval procedure for changes to the schedule.

Cost Management

Describes how costs will be managed and controlled, and details the management and approval procedure for changes to the cost.

Procurement Management

Describes the procurement process throughout the project procurement life cycle that includes identifying the procurement needs

Configuration Management

A set of formal documented procedures used to identify, document and control any changes to physical and functional characteristics of a product, service, result or component.

Change Management

Documents change requests as a formal proposal or recommendation to change project related documents, or deliverables.

Quality Management

Documents the procedures to be followed to implement the quality policy of the performing organization.

Risk Management

Contained in or is a subsidiary plan of the project management plan and documents how risks will be defined, monitored and controlled throughout the project life cycle

Final Project Report

Summarizes the different project stages into a final report, including a description of your ability to reproduce potentially important findings from your research in other data sets and populations. Includes the method by which you will make your dataset available, if requested



Article publié pour la première fois le 22/05/2018

Further Reading