Project Management 101

38bc9be7f4f140d1f719c1faeed29a6c?s=47 Chris Van Patten
November 16, 2014

Project Management 101

First presented at WordCamp Toronto 2014, on 16 November 2014.

38bc9be7f4f140d1f719c1faeed29a6c?s=128

Chris Van Patten

November 16, 2014
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Transcript

  1. PROJECT MANAGEMENT 101

  2. @ C H R I S VA N PAT T

    E N
  3. None
  4. @ N A R J C A S T

  5. B L A S T O F FA P P.

    C O M
  6. PROJECT MANAGEMENT 101

  7. WHAT IS PROJECT MANAGEMENT?

  8. Coordinating the various elements of a project to complete it

    on time and on budget
  9. WHY?

  10. We’ve all had those projects.

  11. It doesn’t need to be that way!

  12. PLAN!

  13. Plan the project before you win the project.

  14. Start with your proposal

  15. Not writing proposals? You should.

  16. Not writing proposals? You should. (You don’t even have to

    share them with the client!)
  17. Proposals help you set expectations

  18. Proposals help you share your process

  19. Proposals help you define success

  20. BE HONEST

  21. Bluster will come back to bite you. BE HONEST

  22. SETTING DEADLINES

  23. SETTING DEADLINES (or not)

  24. 1. Make a detailed list of deliverable components

  25. 1. Make a detailed list of deliverable components 2. Get

    a calendar (or white board or whatever) and lay out the project components week by week
  26. 1. Make a detailed list of deliverable components 2. Get

    a calendar (or white board or whatever) and lay out the project components week by week 3. Better safe than sorry — always give yourself much more time than you think you need
  27. WORKING WITH A TEAM?

  28. Include them in the scheduling process

  29. Assign tasks early

  30. Spread out their deliverables

  31. REMEMBER…

  32. We haven’t even won the job yet!

  33. WE WON!

  34. How do you meet the expectations you’ve set?

  35. PROJECT MANAGEMENT SOFTWARE

  36. …will not solve your problems

  37. …but it can help.

  38. WP OPTIONS

  39. P2

  40. O2

  41. More…

  42. Just because you can use WordPress doesn’t mean you should

    use WordPress.
  43. NON-WP OPTIONS

  44. Trello

  45. Basecamp

  46. Asana

  47. TRY THEM ALL

  48. There’s no one right answer.

  49. Use what works for you and your team

  50. ESSENTIAL FEATURES

  51. 1. Ability to assign tasks

  52. 1. Ability to assign tasks 2. Ability to set due

    dates
  53. 1. Ability to assign tasks 2. Ability to set due

    dates 3. Basic task discussion
  54. SHOULD GIVE MY CLIENT ACCESS?

  55. PROS

  56. 1. Keeps everyone on exactly the same page PROS

  57. 1. Keeps everyone on exactly the same page 2. Saves

    you time in communication (email/ phone) PROS
  58. 1. Keeps everyone on exactly the same page 2. Saves

    you time in communication (email/ phone) PROS CONS
  59. 1. Keeps everyone on exactly the same page 2. Saves

    you time in communication (email/ phone) PROS CONS 1. Information overload for clients
  60. 1. Keeps everyone on exactly the same page 2. Saves

    you time in communication (email/ phone) PROS CONS 1. Information overload for clients 2. Limits your flexibility
  61. MIDDLE GROUND

  62. Share a “high level overview” project with broader tasks

  63. KEEPING CLIENTS HAPPY

  64. Sync-up meetings

  65. Communicate consistently

  66. Don’t overshare

  67. Raise problems early

  68. Let go of your pride!

  69. PLANNING FOR THE END

  70. Address hosting, passwords, and domains at the start of a

    project, not the end
  71. Get a launch list in place in the first few

    weeks, revising as necessary
  72. PLANNING FOR AFTER THE END

  73. Create a plan for website maintenance

  74. Who’s responsible for the project
 when you’re done?

  75. A LITTLE PLANNING CAN GO A LONG WAY

  76. You won’t solve every problem on day one

  77. (But you will solve many of them.)

  78. THANKS :)

  79. @CHRISVANPATTEN ! cvp.me/wordcampyyz14