
- and change agents help ensure staff are able to fully utilise the new capabilities.Enabling cross-functional changes
- Almost every functional unit within a modern organisation relies on change management to enable it to:
- Align the change plan to the business’s overall strategy.
- Improve internal and external services and requests.
- Track and resolve issues.
Engaging people with the change processA key part of managing change
in an organisation is to engage those people affected by a change initiative. Staff will be involved in the change process eventually, therefore communicating and engaging with staff about a change plan early helps lay the groundwork for its later success.
Preparing for organisational transition
Change managers
are often appointed to make organisational change go smoothly. They use
change management frameworks
- to make changes such as:Restructuring job roles.
- Restructuring business processes.
- Implementing new technologies.
- Decreasing resistance to a change initiative
- Resistance is inevitable in any change initiative because people often find it unsettling being asked to work in new and different ways. So, change managers can often expect a denial reaction from staff. It takes time to overcome those reactions. When change managers
- are transparent from day one, the less resistance they are likely to face.Improving performance and productivity
- When an organisation adapts improved ways of working, it tends to increase productivity. At the same time, it encourages innovation. As a result, it guarantees improved performance and places an organisation in a healthier environment better able to succeed.
- Reducing costs
- When positive change is applied correctly, it helps to reduce waste and therefore reduce costs. Effective change management helps an organisation make smart choices. It increases productivity, decreases risks, and helps to improve the profitability of an organisation.
- Change management principlesClear communication
- : Ensure transparency and regular updates throughout the process.
- Leadership involvement
- : Leaders must champion change and encourage desired behaviours.
Stakeholder engagement
: Involve and listen to those affected by the change.
- Process improvement: Focus on refining and optimising business processes.
- Proactive
- risk management
- : Identify, assess, and mitigate potential challenges.
- Continuous feedback and adaptation: Monitor outcomes and adjust strategies where necessary.
- Change management processes
- Identify the need for change
- : Recognise drivers such as technological advancements, market shifts, or process inefficiencies.
- Define the vision and objectives: Set clear goals for what the change will achieve.Engage stakeholders: Involve key groups early to build support and address concerns.
- Develop a change management plan
- : Outline actions, timelines, resources, and communication strategies.
- Implement the change
- : Launch the initiative, ensuring leadership guidance and active support from change agents
Leadership
: Inspiring and motivating team members to perform at their best
- Communication
- : Clearly conveying ideas, expectations, and instructions to all parties involved
- Problem-solving
- : Addressing and resolving challenges and obstacles efficiently
Adaptability
- : Adjusting strategies and plans as necessary to meet changing circumstances
- Organisation
- : Managing multiple tasks and priorities simultaneously without losing focus.
- : The role of leaders in inspiring, directing, and supporting people through transitions.This role is crucial to the success of any project. It acts as the glue that holds the project together and maintain the entire process moving in the right direction. This role keeps the project aligned with organisational goals, ensure deadlines are met, and foster collaboration and communication among team members. By expertly balancing constraints such as time, budget, and scope, this role significantly increase the chances of achieving the desired project outcomes and delivering value to all stakeholders.
Risk managementProject sponsor
: Identifying, analysing, and mitigating risks that arise during change initiatives.The
Process improvementproject sponsor
- : Reviewing and enhancing business processes to align with new goals. plays an important part in starting and supporting
- FAQsprojects
- What is change management and why is it important? from initiation through completion. This role, typically held by someone at an executive or senior management level, champions the project and ensures it is in alignment with organisational objectives. Some of the key responsibilities that fall under the project sponsor’s domain include:
Change management is the process of guiding organisations, individuals, or teams through transitions. It is important because it enables smoother implementation of change, reduces resistance, and ensures that strategic objectives are achieved efficiently.Securing funding and resources for the project
- What are common change management frameworks?Approving the project charter and project scope
- The most common frameworks are Kotter’s 8-Step Process, Lewin’s Change, and the Making high-level decisions related to the project
- ADKARProviding resolution to any escalated issues.
framework. Each provides a structured approach to planning and implementing change.Project sponsors act as the connection between the project team and senior-level stakeholders. They are responsible for clearly communicating the value and progress of the project to these stakeholders. The project sponsor is also the final person with accountability for the project budget and results.
- How do you overcome resistance to change?The relationship between the sponsor and the PM is vital to the success of the project. This role oversees the day-to-day operations of the project, while the sponsor provides strategic guidance and support by:
- Overcome resistance by communicating benefits clearly, involving stakeholders, offering support and training, addressing concerns promptly, and recognising employee contributions throughout the transition.Offers strategic direction
- What role do leaders play in change management?Provides political support
Leaders set the direction, communicate the vision, build trust, allocate resources, and provide motivation and support to drive successful change.Eliminates organisational barriers.
How can employees be engaged during change initiatives?This strong partnership guarantees that the project is on track, has enough resources and is well aligned with business goals. By actively engaging with and supporting project sponsors, the PM increases the likelihood of project success and stakeholder satisfaction.
Engage employees by involving them early, asking for input, addressing worries, providing training, celebrating successes, and continuously seeking feedback to make improvements.Project team members
- Subscribe to our exclusive offers and promotionsProject team members are a collection of skilled and experienced professionals who apply their specialised knowledge to help projects meet their goals. These team members can take on many different titles or roles, including: Developers and engineersSubscribe nowDesigners and other creative specialists Quality assurance (QA) testers Business analysts
- Subject matter experts.
Project team members’ primary responsibilities include:
- Completing the tasks assigned to them within the specified timelines
- Maintaining quality standards throughout the project
- Reporting progress and any challenges encountered to the PM
Contributing ideas to problem-solving and innovative solutions.
- Collaboration
- plays a significant role in the success of any project. Team members are expected to:
- Communicate effectively and consistently with all stakeholders and team members
Share knowledge and resources
Assessing team skills and capacity
- Evaluate the skills and expertise of available team members
- Identify any skill gaps that need to be filled, or training provided< Enhance your skills with our expert-led courses
- Consider the current workload and capacity of the team.<
Evaluating budget and technology needs
- Determine the available budget and potential sources of funding
- Identify the software, tools, and technology requirements for the project< Instructor-led
- Assess the need for any additional licenses or subscriptions.< Simon BuehringIntroduction to Project Management course
Identifying physical resource requirements
- List the equipment, materials, and resources needed for the project
- Determine the workspace or facility requirements
Step 5: Map out your project timeline
Mapping out a project timeline involves creating a schedule that outlines when tasks should be completed, and milestones achieved.<
Creating a project schedule
- Break the project down into tasks and subtasks< Instructor-led
- Estimate the duration and effort required for each task
- Assign resources to each task.
Setting milestones and deadlines< Unveiling the impact of Senge’s system thinking model on change management£999 +vat
- Identify key project milestones
- Set realistic deadlines for deliverables and milestones
- Consider external factors that may impact the timeline.ehring
Visualising the project timeline19 Feb 2026< Assistant PM
- Use project management tools like Gantt charts to visualise the timeline < An
- Highlight critical path activities and dependenciesUnlock the potential of Senge’s system thinking model to improve change management. Scroll down to discover how this approach can transform your organisational processes.
- Indicate task relationships and durations.
Step 6: Manage project changes
Change is a common part of most projects. Setting up a process for dealing with change can help keep the project on track and avoid disruption. Planning for change management
- Document the process for submitting and reviewing change requests
- Define the criteria for evaluating the impact of proposed changes
- Identify who has the authority to approve changes. < Assisting the PM.
Establishing change control processesChange management skills
- Set up a change request form or system
- Establish a change control board or designated approversSimon Buehring
- Develop a process for communicating approved changes to the project team.19 Feb 2026< Gets first-hand experience of making top-level decisions
By following these six steps, you can create a well-thought-out and detailed project plan that will set you up for success. It’s important to remember that a project plan is not set in stone and should be reviewed and updated regularly throughout the project’s lifecycle.
Managing paperwork and digital files related to the project
How to become a project management consultantUpdating and maintaining
project management software
Knowledge TrainSupporting financial tracking and budget reports
19 Feb 2026Helping to coordinate team schedules and resource allocation. DocumentationAre you ready to take the leap into project management consulting? Our guide will give you an overview of the steps and key job boards to land your first role. Kickstart your consulting career in project management now. is the heart of a project administrator’s job. This includes: Developing and organising
- project plans Compiling progress reports and status updates
- Archiving important communications and decisions Ensuring compliance with organisational policies.
- Administrators leave a paper trail and detailed record of project actions and decisions. This documentation is a valuable tool for decision-making, performance reviews, and sharing knowledge for future projects
- . It also contributes to the organisation’s long-term success and efficiency.Senior project management rolesSenior PMA
Senior PM
takes on more senior and advanced project management responsibilities, often based on extensive experience and a proven track record in handling complex initiatives. Their role may include:
Managing multiple interconnected projects
- or : A user-friendly tool for creating and collaborating on Gantt charts, with features for task tracking, file sharing, and programmesproject management Designing and implementing strategic
- GanttPRO project management methodologies: A customisable Gantt chart software with features for resource management, task assignment, and team collaboration Mentoring and developing junior PMs and team members
- SmartsheetProject management examples Project management KPIsManaging high-level stakeholder relationships.: A spreadsheet-like platform that combines the functionality of a project management tool with Gantt chart visualisation. The essentials of Lewin’s change model for successful change management Such professionals typically have:
These tools make it easy for Knowledge Train Knowledge TrainA history of successful project deliveriesproject managers19 Feb 2026Simon Buehring19 Feb 2026Advanced to create clear and informative Gantt charts that show project timelines and milestones at a glance. 19 Feb 2026 certifications
Resource management toolsThese project management examples cover a range of industries and situations, showing you what effective project management looks like and highlighting some common project management pitfalls to avoid in your own project management career. Discover the most important KPIs in project management. Check out our project management KPIs guide and learn how to use them. (e.g. PMP,
Proper Learn how Lewin's change model can guide your organisation through change. Uncover practical strategies and insights to facilitate smooth transitions. Scroll down for more information. PRINCE2 Practitionerresource allocation ) and management is critical to any project’s success, so having a resource management tool can be an important part of project planning. Consider these options for managing your team’s resources: Deep industry-specific knowledge.
- Resource Guru In leading : A resource scheduling and team capacity planning tool that helps project managers avoid overallocation of team members complex initiatives
- Float , Senior PMs:: A resource planning and workload management tool with visual resource planning capabilities Align projects with organisational goals
- ForecastInterview with Madeleine Parsley Project management podcastsOversee significant budgets and resources: A project and resource management tool with features for visual planning, team capacity management, and AI-powered insights. Is Change Management the course for you? Address risks across diverse project domains
By utilising these tools, you can optimise your resource utilisation and ensure that team members are not overallocated.Sevcan Yasa Knowledge TrainPromote innovation and process improvements.
Useful project plan templates19 Feb 2026Simon Buehring19 Feb 2026Their strategic vision and leadership enable them to navigate intricate project landscapes effectively. By prioritising tasks, balancing competing interests, and optimising resource allocation, Senior PMs significantly contribute to enhancing an organisation’s project management capabilities and overall performance.
There are many kinds of useful project plan templates to organise all the information you need. The ones we’ve highlighted in this list are the ones we’ve found to be the most beneficial to your project planning. 23 Feb 2026 Project director
General project plan templateIn this video, Madeleine Parsley describes how her career was helped by taking a PRINCE2 Foundation and Practitioner course with Knowledge Train. Selecting the right podcasts in project management can be a great way to gain advice and insight. Our list of the best project management podcasts will bring you some of the best views from the experts in the field.Project directors
A Thinking about change management training? Learn what these courses involve and decide if it’s the right fit for you by reading further. hold senior leadership roles and are responsible for managing entire project portfolios within an organisation. Key responsibilities include:general project plan template Aligning project portfolios with strategic business objectives should include the following: Optimising resource allocation across multiple projects
- Project overview and objectives Establishing project management standards and methodologies
- Scope and deliverables Evaluating and reporting on overall portfolio performance.
- Timeline and milestones Project directors play a critical role in managing resources and stakeholder relationships:
- Resource allocation Coordinating cross-functional teams and departments
- Budget and cost estimatesPRINCE2 glossary Interview with Sasha MartinNegotiating with senior executives and external partners
- Risk management Is change management a good career choice? Balancing competing priorities and resource demands.Simon Buehring Sevcan YasaIdentifying and mitigating portfolio-wide risks.
This type of template is a good all-round starting point for most 19 Feb 2026Simon Buehring19 Feb 2026Project directors contribute to:projects 19 Feb 2026 Maximising return on investment for project initiatives.Access a comprehensive PRINCE2 glossary of terms to support your understanding and exam preparation. Essential for students and practitioners alike. In this video, Sasha Martin describes how expectations were surpassed when she took her PRINCE2 training course with Knowledge Train.Fostering a culture of continuous improvement
Resource utilisation template Considering a career in change management? Read this article to understand why it's a growing field and how to get started. Mentoring and developing project management talent.
A Their strategic vision and leadership skills are essential for driving organisational success through effective project portfolio management. By optimising resource utilisation and stakeholder engagement, project directors significantly enhance an organisation’s project delivery capabilities.resource utilisation template Enhance your skills with our expert-led courses may include the following:
- Resource names and roles
- Allocated hours per task/project
- Capacity and availability Instructor-led
- Utilisation rates. PRINCE2 Foundation exam mock questionsProject portfolio management toolsIntroduction to Project Management course
A resource utilisation template will prevent your team members from becoming overallocated and is the key to managing your team effectively.What qualifications do change managers need?
Project cost management template Simon BuehringSimon Buehring£499 +vat
A project cost management template could include the following:Simon Buehring19 Feb 202619 Feb 2026
- Cost categories (e.g. labour, materials, equipment)19 Feb 2026 See all dates
- Estimated and actual costs Access a full PRINCE2 Foundation exam sample for free. Perfect for assessing your readiness for the actual exam.Explore the features of different project portfolio management tools and how to choose the right one for your needs. Read on for a detailed guide.
- Budget variance analysisDiscover the essential qualifications needed by change managers and how these credentials can boost your career. Read on for detailed information.
- Cost forecasting.
A project cost management template is the most effective way to stay on top of costs and keep your project within budget. Instructor-led
Project timeline template Project Management Essentials
A project timeline template £999 +vat could include the following:
- Task names and duration Project communication plansPRINCE2 renewal and AXELOS membershipSee all dates
- Start and end dates Specialised project management roles
- Dependencies Knowledge TrainSimon BuehringCreative PM
- Milestones and deadlines. 19 Feb 20266 Mar 2026Creative PMs
Project timeline templates provide a quick snapshot to all team members for understanding what their tasks are and how they relate to the rest of the project and when the milestones and overall deadline are. are responsible for leading
Program risk register template Project success heavily depends on having an effective project communication plan. Our thorough guide helps you create an effective strategy to keep stakeholders informed and proactive during every stage of your project.Understand the validity of your PRINCE2 qualification and how AXELOS membership can benefit your career. Learn more about renewal processes by reading on.projects
A that have a creative or design component. Special considerations for this type of PM include:program risk register template Managing brainstorming and idea generation may include the following: Handling creative workflows and approvals
- Risk descriptions Maintaining brand consistency
- Probability and impact assessments Negotiating between client expectations and creative vision.
- Mitigation strategies Skills and qualities important for managing creative projects include:
- Risk owners and status updates. Strong visual and design sensibilities
A risk register template is a great way to keep your projects under control from the risk perspective. Developing your project management career Excellent communication skills
With these key tools and templates, project managers will be able to plan better and will be more successful in project delivery. Flexibility and adaptability
Best practices for effective project planning Sevcan Yasa Ability to translate client needs into a creative brief.
Tips for creating successful project plans 19 Feb 2026 Balancing creativity and project constraints can be achieved by:
To help your projects go more smoothly, I have compiled a list of best practices for effective project planning. These tips will help you create successful project plans and increase the likelihood of your projects succeeding. Setting realistic deadlines that allow for creativity
Involving stakeholders in the planning process In this webinar, Richard Tulley explores the most effective ways to advance in project management. Managing budgets without compromising quality
To make your project planning more effective, it is important to Shielding the creative team from distractionsinvolve all the stakeholders Adapting project management methodologies to creative workflows.
Project management consultants bring valuable experience from working with diverse organisations, helping companies refine their project management processes and achieve their objectives more effectively.
Project governance
Project governance refers to the framework and processes that ensure effective oversight and strategic alignment of projects within an organisation. Components include:Steering committee:
- High-level direction and decision-making
- Approving major project changes and resource allocation
- Ensuring projects align with organisational objectives.
Project Management Office (
PMO
)
:
Develops and maintains project management standards and practices
Provides support and guidance to project teamsMonitors project performance and portfolio health.
Key benefits of project governance include:
- Maintaining consistency across
- projects
- Facilitating informed decision-making
Optimising resource utilisation
Ensuring regulatory compliance.
- Effective project governance improves project success rates, enhances stakeholder satisfaction, and maximises the value delivered by project initiatives.
- Conclusion
- Project management roles
vary and are essential to a successful project and organisational success. We’ve provided an overview of 25 key project management roles, each with distinct responsibilities and skills. We invite you to evaluate your own skills and interests to see where you might fit in this spectrum. Understanding these roles will help you contribute effectively and advance in the field of project management.
Enhance your skills with our expert-led courses
Instructor-led
Introduction to Project Management course
- £499 +vat
Search Registered VAT: GB872413526. Knowledge Train ®
Agile, RESILIA
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Effective , and the Swirl logo are registered trademarks of the PeopleCert group. Used under licence from PeopleCert. All rights reserved. AgilePMproject planning{"@context":"https://schema.org","@type":"ImageObject","contentUrl":"https://www.knowledgetrain.co.uk/training-courses/project-management-core-roles.webp","description":" Illustration of core project management roles: the sponsor provides support, the manager plans, and team members execute tasks.","license":"https://www.knowledgetrain.co.uk/license","acquireLicensePage":"https://www.knowledgetrain.co.uk/license","creditText":"Knowledge Train","uploadDate":"2024-10-02T09:00:02.000Z","copyrightNotice":"© 2024 Knowledge Train Limited. All rights reserved.","creator":{"@type":"Organization","name":"Knowledge Train","url":"https://www.knowledgetrain.co.uk"}} Functional® is a critical aspect of successful and AgileBAproject management{"@context":"https://schema.org","@type":"ImageObject","contentUrl":"https://www.knowledgetrain.co.uk/training-courses/project-management-supporting-roles.webp ","description":"Puzzle pieces showing supporting roles: Assistant Project Managers, Coordinators, Administrators, PMO.","license":"https://www.knowledgetrain.co.uk/license","acquireLicensePage":"https://www.knowledgetrain.co.uk/license","creditText":"Knowledge Train","uploadDate":"2024-10-02T09:00:02.000Z","copyrightNotice":"© 2024 Knowledge Train Limited. All rights reserved.","creator":{"@type":"Organization","name":"Knowledge Train","url":"https://www.knowledgetrain.co.uk"}}The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. ®. By utilising the steps and best practices outlined in this guide, you can develop robust project plans that: are registered trademarks of Agile Business Consortium Limited. All rights reserved. The APMG International AgilePM and Swirl Device logo, APMG International AgileBA and Swirl Device Logo, APMG International Change Management and APMG International Better Business Cases and Swirl Device logo are trademarks of The APM Group Limited, used under permission of The APM Group Limited. All rights reserved. Better Business Cases™ is a trademark of Her Majesty’s Treasury. All rights reserved. DevOps Foundation
- Clearly define project scope and objectives{"@context":"https://schema.org","@type":"ImageObject","contentUrl":"https://www.knowledgetrain.co.uk/training-courses/project-management-senior-roles.webp","description":"Pyramid showing senior roles on top: Directors oversee projects, Senior Managers handle project portfolios.","license":"https://www.knowledgetrain.co.uk/license","acquireLicensePage":"https://www.knowledgetrain.co.uk/license","creditText":"Knowledge Train","uploadDate":"2024-10-02T09:00:02.000Z","copyrightNotice":"© 2024 Knowledge Train Limited. All rights reserved.","creator":{"@type":"Organization","name":"Knowledge Train","url":"https://www.knowledgetrain.co.uk"}} ®
- Allocate resources efficiently Functional is a registered mark of the DevOps Institute. “PMI”, “PMBOK
- Identify and mitigate risks proactively{"@context":"https://schema.org","@type":"ImageObject","contentUrl":"https://www.knowledgetrain.co.uk/training-courses/project-management-specialised-roles.png","description":"Illustration of specialised project management roles: Consultants with gears, Governance Teams with a chart.","license":"https://www.knowledgetrain.co.uk/license","acquireLicensePage":"https://www.knowledgetrain.co.uk/license","creditText":"Knowledge Train","uploadDate":"2024-10-02T09:00:02.000Z","copyrightNotice":"© 2024 Knowledge Train Limited. All rights reserved.","creator":{"@type":"Organization","name":"Knowledge Train","url":"https://www.knowledgetrain.co.uk"}} ®
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Remember that project planning is not a one-time activity but an ongoing process. Review and update your plans regularly to ensure they remain relevant and actionable. Embrace thorough project planning techniques to enhance your {"@context":"https://schema.org","@type":"ImageObject","contentUrl":"https://www.knowledgetrain.co.uk/training-courses/project-management-roles-infographic-v1.0.webp","description":"Project management roles infographic","license":"https://www.knowledgetrain.co.uk/license","acquireLicensePage":"https://www.knowledgetrain.co.uk/license","creditText":"Knowledge Train","uploadDate":"2024-10-02T09:00:02.000Z","copyrightNotice":"© 2024 Knowledge Train Limited. All rights reserved.","creator":{"@type":"Organization","name":"Knowledge Train","url":"https://www.knowledgetrain.co.uk"}} Knowledge Train Ltd is an Introducer Appointed Representative of NewDay Cards Ltd for the Newpay finance product provided by NewDay Ltd. NewDay Cards Ltd acts as a credit broker, not a lender. We will introduce you exclusively to Newpay finance products provided by NewDay Limited under this Introducer Appointed Representative arrangement. Finance available from other lenders is not covered by this arrangement. NewDay Ltd and Newday Cards Ltd are authorised and regulated by the Financial Conduct Authority (ref nos 690292 and 682417 respectively).project management skills and consistently Related articles deliver successful projects Preferences .
FAQs
What’s the difference between a project plan and a project charter? The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.Search
AA project charter starts the project and defines the main goals and scope. A project plan outlines the detailed steps, timelines, and resources needed to complete the project.
How often should I update my project plan?
Review and update your project plan regularly, at least once a week or after major milestones. This helps ensure that the plan stays relevant and accurate.
Can I use the same project plan template for all my projects?
You can start with a standard template but be sure to customise it for each project’s specific needs and characteristics. Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
What should I do if my project plan isn’t working?
Revisit the plan and identify where things are going wrong. Adjust as needed and get input from stakeholders and team members on how to improve.
How detailed should my project plan be?
A project plan should be detailed enough to guide the project execution without being so detailed that it becomes unmanageable. The level of detail will depend on the project’s complexity and size. Preferences
What’s the best way to share my project plan with stakeholders?WBS – Work Breakdown Structure Request a quoteStatistics
Use collaborative project management tools or shared documents to share your project plan. Visualise key information in an easily digestible format, such as Gantt charts or project dashboards.
How can I ensure my team follows the project plan?Knowledge Train
Communicate the plan’s importance regularly, conduct progress check-ins, and use 19 Feb 2026 project management software Statistics to track tasks and deadlines.If you want to ensure that your project is managed successfully, then you need to be sure to use the Work Breakdown Structure. Read this guide to learn more about this valuable tool and how you can use it.
These are some of the most asked questions about writing a project plan. Remember that project planning is an iterative process and being flexible and communicative will help you stay on track and achieve project success.
