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Project Management Frameworks in Jira Work Management

Effective project management involves coordinating various aspects such as processes, tools, and team members to ensure the successful execution of work. By implementing a project management framework, teams can map out the progression of individual project steps – from beginning to completion.


What are project management frameworks?

A project management framework lays out the procedures, tasks, resources, and tools necessary to guide a project. It’s composed of three parts: the project life cycle, the project control cycle, and tools & templates.

The project life cycle outlines how you will set up your project. Typically, it consists of five phases: initiation, planning, execution, monitoring, and closure.

  1. Initiation: Before planning and setting a timeline, a project needs to be defined at a high level. This involves determining the business case, goals and objectives, major deliverables, and success criteria.
  2. Planning: During the planning phase, a detailed plan is developed. Team members will usually answer questions about the project's goal, key performance indicators (KPIs), scope, budget, risks involved, team members' roles, and tasks required to meet milestones.
  3. Execution: This is when the team goes heads down and completes the project tasks they identified. As the team continues to work on their project to-dos, they also become engaged with the monitoring phase.
  4. Monitoring: During this phase, team members evaluate the project regularly to ensure that they meet task deadlines, avoid scope creep, stay within budget, and remain committed to the goal. This usually happens at the same time as the closure phase.
  5. Closure: To successfully complete the project, the team must finalize loose ends, which may include a post-mortem or retrospective to review successes and areas for improvement, presenting a final report to stakeholders, and retaining project documentation for future reference.

In the project control cycle, it’s important to actively monitor and manage the project. This involves managing and mitigating risks, tracking progress across teams and team members, and communicating project statuses with stakeholders. There are typically five stages in the project control cycle.

  • Stage 1: During the initial stage of a project, a plan is drafted that will serve as a guide for all teams involved. This plan should be carefully crafted in order to ensure that everyone is on the same page and knows what their role is throughout the project.
  • Stage 2: The next stage consists of keeping a close eye on the progress of the project across all team members involved. The aim of this stage is to ensure that everything runs smoothly and efficiently.
  • Stage 3: Team members assess the real progress made and compare it with the planned progress.
  • Stage 4: Team members should then evaluate if there have been any deviations from the initial plan and analyze their potential implications. It’s also critical to assess the impact of any changes made and ensure that they are aligned with the project objectives.
  • Stage 5: During the final stage of the project, there may need to be adjustments to ensure that everyone is on the right path.

Using tools and templates can help teams establish a solid foundation for implementing project management frameworks. These templates help to reduce the workload needed to prepare a project plan and documents. By using standardized outlines, content, and examples, team members can easily improve the efficiency and effectiveness of their projects.

Types of project management frameworks

There are a range of frameworks that can be utilized for various project types, team sizes, industries, and budgets. Below are examples of the most common project management frameworks:

  • Agile project management is an iterative approach to managing software development projects that focuses on continuous releases and incorporates customer feedback with every iteration.
  • Scrum is an agile project management framework that assists teams in organizing and managing their work using a set of values, principles, and practices. This framework is designed to be flexible and adaptable, allowing teams to respond quickly to changes in their environment.
  • Kanban is a great way to manage tasks and improve processes. It emphasizes real-time communication of capacity and full transparency of work. By representing work items visually on a board, team members can easily see the state of every piece of work at any time.
  • Lean is a methodology that focuses on continuous process improvement, efficient resource management, and effective work management. The ultimate objective of this framework is to enhance productivity and add value while minimizing waste.
  • Waterfall is a conventional sequential framework for planning and executing projects. Each phase ends before the next one begins, so there is no overlap between them.

Project management framework best practices

Effective communication is crucial for project success. When teams have clear and consistent channels, they can collaborate seamlessly, make better decisions, and achieve their goals more efficiently.

Having a repository for notes, documents, comments, and milestones can provide significant benefits during the review process and future projects. By using lessons from previous projects, changes can be made to the new framework to improve efficiency.

Pairing Atlassian tools such as Jira with Confluence allows teams to manage projects while collaborating on content. Jira makes it easy to plan, track, and manage your projects, while Confluence centralizes project-related documentation and resources.


什么是 Jira Work Management?

Jira Work Management is a project management tool that makes it easy for business teams to plan, collaborate, deliver, and report on work – all in one place. Built on the Jira platform, Jira Work Management connects business teams with software teams working in Jira Software, enabling cross-functional teams to plan, track, and deliver work together on a single platform.

From campaign launches to new employee onboarding, Jira Work Management helps business teams – from Marketing, Design, Operations, HR, and beyond – tackle any type of work with customizable workflows, forms for easy intake, flexible views like Lists, Calendars, Boards, Timelines, and more.

Benefits of Jira Work Management for project management

By using Jira Work Management for project management, teams can effortlessly manage their projects, no matter how complex. Here are some of the many ways Jira Work Management unlocks value for teams:

  1. It’s built for every use case. Jira Work Management gives business teams the power of Jira, wrapped in a friendly, intuitive interface, with easy-to-use templates, configurable workflows, and limitless automations.
  2. It unlocks visibility for strategic decision-making. Team leads easily get a clear view of what their team is working on with just a few clicks, from quick snapshot summaries to pre-configured reports.
  3. It bridges cross-functional teams. Jira Work Management connects with Jira Software to enable business and software teams to easily build shared roadmaps, cross-team workflows, dependencies, and more.
  4. It lets you do incredible work in context. Spend less time context-switching by working on Confluence pages directly within Jira Work Management, and use integrations like Slack, Figma, and more to bring all your most-used apps into one place.

Using Jira Work Management for project management frameworks

Jira Work Management simplifies the process of following your project management frameworks, making it effortless to stay on track.

  • Jira Work Management’s Board view can help you optimize your workflow by utilizing a Kanban board. This makes it easier to visualize the progress of tasks, establish priorities, and allow team members to provide updates and comments with greater autonomy.
  • Jira Work Management's Timeline view makes project planning with Gantt charts a breeze. It allows for easy task assignment, deadline management, and dependency linking.

Whether you need custom workflows, automations, or processes like approvals or intake, Jira Work Management is purpose-built to make your projects successful – no matter how small or complex.

Defining your project goals and objectives

When starting a project, it’s important to establish clear goals and objectives. Goals offer a broader perspective of what the project aims to accomplish and should align with the overall business objectives. Objectives are more precise statements that describe tangible deliverables that the project will produce. By setting both goals and objectives, you can ensure that your project remains focused and in line with broader priorities.

Jira Work Management integrates with other Atlassian tools to enable a connected workspace where you can tie goals and objectives to every project, and easily work on project content and documentation. You can link projects to goals in Atlas, and create a project plan in Confluence to define project details and objectives.

Confluence integrates with Jira Work Management to make it easy to work on project documents without having to switch tabs and leave Jira Work Management. You can also bring Jira Work Management project views into Confluence pages and easily share what your team is working on directly within a project document.

Jira Work Management 列表视图中的协作模式

Pages tab in Jira Work Management with Confluence integration

Creating a project structure

A well-organized project structure helps ensure that all participants understand their roles, responsibilities, and what they need to do. It serves as a guide for running a project smoothly. Without proper structure and organization, a project can quickly become chaotic and unmanageable.

To create a project structure in Jira Work Management, you can easily use one of the pre-made templates available in the template library. These templates are pre-configured for different types of work and team use cases – from Marketing, Design, Operations, HR, Sales, and more. If you need to make adjustments to fit your team’s needs, each template can be easily customized.

JWM templates

Templates in Jira Work Management

Developing a project timeline

A project timeline is an essential tool for teams to gain a complete understanding of the tasks and activities involved in a project. It offers a comprehensive overview of the entire project from start to finish, making it easy for you to identify when each task begins and its corresponding deadline. Additionally, it helps determine if any given task relies on another.

Jira Work Management 的时间线视图提供了一个甘特图,显示相关的时间线和任务以及任务依赖关系。这可以帮助团队轻松了解即将到来的任务、项目时间表和总体时间线。缩小图表后,团队成员可以查看概述,了解需要完成的工作、每项任务的负责人,以及任务的截止时间的概览。

JWM 时间线

Jira Work Management 时间线视图

分配任务和职责

分配项目角色是一种有效的方法,可以让团队成员对自己的工作抱有主人翁精神。通过对任务的质量和及时完成负责,每个团队成员都为项目的成功做出了贡献。这种问责制还有助于团队负责人识别和应对可能会遇到的各种挑战,例如延误或资源缺失。

在 Jira Work Management 的每项任务中,您可以轻松地分配任务负责人,并设置优先级、开始日期、截止日期,以及要包含的其他自定义信息。

JWM 任务视图

Jira Work Management 任务视图

监控和跟踪进度

有效的项目监控可以帮助每个人保持专注,解决所出现的各种问题,并让经理能够与团队沟通,同时密切关注资源、任务和截止日期等基本组成部分。

Jira Work Management 的 “摘要” 视图提供了项目活动和统计数据的概述,让报告事宜变得更加轻松。您可以查看进度、活动、优先级、工作类型和工作量的高级快照。

JWM 摘要视图

Jira Work Management 摘要视图

与团队沟通和协作

当团队成员可以实时合作处理内容时,协作和沟通会变得毫不费力。Jira Work Management 的实时协作编辑模式提供多人参与体验,可在情境中实时进行更新。此外,它还让团队成员能够在面板、列表、日历和时间线视图中查看同时在线的人员。

JWM 协作模式

Jira Work Management 实时协作模式

当项目正在进行时,您可以通过添加评论和更改任务状态,确保在每项任务上团队可以保持同步。Jira 的自动化库简化了创建自动化规则的流程,以便通过电子邮件、Slack、Microsoft Teams 或团队认为方便的其他平台发送更新。

要与开发者团队合作?Jira Work Management 的共享发布日期功能让您的团队可以将 Jira Software 中的发布日期直接添加到 Jira Work Management 日历中,以便于协调和调整您的工作。业务和软件项目也可以与 Advanced Roadmaps 相关联,以实现跨职能可见性和依赖关系映射(适用于 Jira Software Premium 和 Enterprise 计划)。

日历视图

日历视图中的共享发布日期

审查和分析您的项目

评估项目的进度不仅有助于增强项目,还可以让团队成员在成就和挑战中吸取经验教训。

Jira Work Management 的 “报告” 选项卡可让您轻松访问一系列报告。这些报告显示了特定人员、项目、版本的统计数据或事务相关信息。

JWM 报告

Jira Work Management“报告” 选项卡

要创建和查看完全自定义报告,您可以使用 Jira 仪表板来创建个人仪表板,并添加小工具来跟踪您正在处理的任务和事务。仪表板旨在显示小工具,这些小工具可帮助您在不同的图表中整理项目、任务和成就。

如果您已订阅 Jira Work Management Premium 计划,并且希望同时了解多个项目的工作情况,可以使用“概述”功能,轻松查看跨多个项目的工作汇总摘要、日历和时间线视图。

开始为您的项目启用 Jira Work Management

通过定义明确的项目框架,团队可以改善协作、提高效率并降低风险。但是,管理复杂的项目需要使用适当的工具,这正是 Jira Work Management 派上用场的地方。

借助 Jira Work Management 灵活的项目视图、可自定义的工作流程和自动化规则以及报告功能,您可以轻松创建能够满足团队特定要求的项目管理结构。

免费试用 Jira Work Management(最多 10 名用户),或者使用您的 Jira Software 计划访问 Jira Work Management。立即开始使用 Jira Work Management 模板