Let’s develop the “Plan Phase” of the Penon’s SAIL method to drive projects from start to finish. This framework in 6 phases (vision, plan, build, deliver, operate) helps project managers achieve outstanding results, whether for small projects or large-scale initiatives.

The Plan phase is where ideas take shape. It’s about translating the project’s vision into a concrete roadmap, assigning resources, and anticipating challenges. Effective planning ensures that every team member knows what to do, when to do it, and how their contributions fit into the bigger picture.

Here are 3 essential tricks to master the Plan phase:

1 – Be Smart About Defining Workstreams: The Strategic Balance

The key is to find the right balance between business logic, team organization, business functions and technical steps, locations. It really requires experience in program management to find the right workstream structure; but the good news is – you can adjust it on the way.

My Tricks to define the best workstream structure, I visualize the project in its execution phase to shake the workstream definition and necessity. What does it contain? Who will be the leader? What outcome? Is it relevant?… A well-designed workstream should align with both business goals and operational realities. When I finished my workstream structure, I’m almost able to tell the project story.

2 – Set Quarterly Objectives with Monthly Sub-Objectives

Instead of working with vague timelines, I divide the project into quarterly objectives, each supported by monthly sub-objectives and activities. This approach helps me align team’s efforts with strategic goals while providing clear, short-term milestones.

This trick helps all actors (stakeholders, management and project teams) to be accountable, visualize the steps, and engage momentum. It creates a sense of urgency and progress.

3 – Prioritize what is critical or not (must have, should have…)

Not all tasks and objectives are equal. So, I categorize tasks and goals based on their importance:

• Must-have: Critical for project success.
• Should-have: Important but not urgent.
• Could-have: Nice to have if time and resources allow.
• Won’t-have: Not a priority.

This trick helps clarify priorities, align teams, and stay focused on essential deliverables.

What about you…

Of course, these are just few tricks – We (at Penon) have more tricks and methods to share with you all.
You need a program manager or some help with a project.
Reach me out.

Written by Jean-Christophe Laurent,
jclaurent@penonpartners.com