5.17 Plan Communications Management

5.17 Plan Communications Management
Inputs Tools & Techniques Outputs

The process of deciding who needs what information, when they need it, how it will be delivered, and by whom. It results in a communications management plan that guides message content, channels, frequency, responsibilities, and feedback across the project life cycle.

Purpose & When to Use

This process ensures the right people receive the right information at the right time, using effective channels. It reduces misunderstandings, supports decision-making, and aligns expectations. Use it at the start of the project, at phase gates, and whenever there are major changes in stakeholders, scope, technology, or risk. It applies to predictive, agile, and hybrid approaches, with the level of detail tailored to project complexity and organizational norms.

Mini Flow (How It’s Done)

  • Review key inputs: charter, business case, stakeholder register, schedule and milestones, risk log, team charter, lessons learned, and organizational policies and tools.
  • Analyze stakeholder needs and constraints: influence, information needs, language, time zones, accessibility, confidentiality, and preferred channels.
  • Choose communication modes: interactive (meetings, calls), push (email, notifications), and pull (repositories, dashboards), balancing speed, clarity, and record-keeping.
  • Define message attributes: purpose, audience, owner, frequency, format, level of detail, and success criteria for understanding and action.
  • Set roles and responsibilities: who drafts, reviews, approves, sends, and archives; include alternates and backups.
  • Establish cadence and calendars: recurring meetings, reporting cycles, and cutoff times aligned to time zones and decision windows.
  • Select tools and technology: collaboration platforms, dashboards, repositories, and security settings, considering licenses and compliance.
  • Plan escalation and urgent communications: triggers, time limits, and channels for issues, risks, and changes.
  • Define feedback and measurement: surveys, read receipts, attendance, action closure rates, and retrospective reviews.
  • Document the communications management plan: matrices, templates, glossary, protocols, and archival rules; integrate with the project management plan and stakeholder engagement plan.
  • Gain agreement and socialize the plan: validate with sponsor, key stakeholders, and the team; baseline as needed and update through change control.

Quality & Acceptance Checklist

  • All key stakeholders are identified with clear information needs and access methods.
  • Channels, frequency, formats, and owners are defined for each communication.
  • Time zones, language, and accessibility requirements are addressed.
  • Security, confidentiality, and regulatory constraints are covered.
  • Escalation paths and response time expectations are stated.
  • Tools are approved, supported by the organization, and have backups if unavailable.
  • Templates and naming conventions are provided for consistency and clarity.
  • Integration with schedule, risk, change, and procurement communications is explicit.
  • Feedback mechanisms and effectiveness measures are specified.
  • Plan approval is recorded and version control is in place.

Common Mistakes & Exam Traps

  • Confusing communications planning with stakeholder engagement; planning defines information flow, engagement defines how you build and maintain relationships.
  • Choosing tools before analyzing stakeholder needs and organizational policies.
  • Over-communicating low-value details or under-communicating decision-critical information.
  • Ignoring time zones, language, and accessibility, leading to low participation.
  • Using the wrong mode for sensitive or urgent topics, such as email instead of a live discussion.
  • Assuming agile teams do not need a plan; they still need lightweight, visible rules and cadences.
  • Failing to plan for vendors and partners, including contractually required communications.
  • Not measuring effectiveness or collecting feedback, so ineffective messages persist.
  • Treating the plan as one-time; it should be reviewed and updated as stakeholders or risks change.

PMP Example Question

Midway through a project, several stakeholders say they receive long reports but miss key decisions. What should the project manager do next?

  1. Tell the team to shorten all reports to one page.
  2. Move all communications to a chat application for faster responses.
  3. Review feedback, reassess stakeholder information needs, and update the communications management plan.
  4. Ask the sponsor to enforce attendance at weekly status meetings.

Correct Answer: C — Review feedback, reassess stakeholder information needs, and update the communications management plan.

Explanation: The problem signals a planning gap. The best action is to adjust the plan based on stakeholder needs and measurement, then implement targeted changes to channels, formats, and cadence.

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