Project Management 101

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