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Project Management 101

Chris Van Patten
November 16, 2014

Project Management 101

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

Chris Van Patten

November 16, 2014
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  1. PROJECT

    MANAGEMENT

    101

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

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  4. @ N A R J C A S T

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

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  6. PROJECT

    MANAGEMENT

    101

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  7. WHAT IS PROJECT
    MANAGEMENT?

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  8. Coordinating the various
    elements of a project to complete
    it on time and on budget

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  9. WHY?

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  10. We’ve all had those projects.

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  11. It doesn’t need to be that way!

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  12. PLAN!

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  13. Plan the project before you win the project.

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  14. Start with your proposal

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  15. Not writing proposals? You should.

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  16. Not writing proposals? You should.
    (You don’t even have to share them with the client!)

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  17. Proposals help you set expectations

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  18. Proposals help you share your process

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  19. Proposals help you define success

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  20. BE HONEST

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

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  22. SETTING DEADLINES

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  23. SETTING DEADLINES
    (or not)

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  24. 1. Make a detailed list of deliverable
    components

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  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

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  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

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  27. WORKING WITH A TEAM?

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  28. Include them in the scheduling process

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  29. Assign tasks early

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  30. Spread out their deliverables

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  31. REMEMBER…

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

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  33. WE WON!

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

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  35. PROJECT MANAGEMENT SOFTWARE

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  36. …will not solve your problems

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  37. …but it can help.

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  38. WP OPTIONS

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  39. P2

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  40. O2

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  41. More…

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  42. Just because you can use WordPress

    doesn’t mean you should use WordPress.

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  43. NON-WP OPTIONS

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  44. Trello

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  45. Basecamp

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  46. Asana

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  47. TRY THEM ALL

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  48. There’s no one right answer.

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  49. Use what works for you and your team

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  50. ESSENTIAL FEATURES

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  51. 1. Ability to assign tasks

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  52. 1. Ability to assign tasks

    2. Ability to set due dates

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  53. 1. Ability to assign tasks

    2. Ability to set due dates

    3. Basic task discussion

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  54. SHOULD GIVE MY CLIENT ACCESS?

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  55. PROS

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

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  57. 1. Keeps everyone on exactly
    the same page

    2. Saves you time in
    communication (email/
    phone)
    PROS

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  58. 1. Keeps everyone on exactly
    the same page

    2. Saves you time in
    communication (email/
    phone)
    PROS CONS

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  59. 1. Keeps everyone on exactly
    the same page

    2. Saves you time in
    communication (email/
    phone)
    PROS CONS
    1. Information overload for
    clients

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  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

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  61. MIDDLE GROUND

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  62. Share a “high level overview”

    project with broader tasks

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  63. KEEPING CLIENTS HAPPY

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  64. Sync-up meetings

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  65. Communicate consistently

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  66. Don’t overshare

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  67. Raise problems early

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  68. Let go of your pride!

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  69. PLANNING FOR THE END

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  70. Address hosting, passwords, and domains at
    the start of a project, not the end

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  71. Get a launch list in place in the first few
    weeks, revising as necessary

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  72. PLANNING FOR AFTER THE END

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  73. Create a plan for website maintenance

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  74. Who’s responsible for the project

    when you’re done?

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  75. A LITTLE
    PLANNING
    CAN GO A LONG WAY

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

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

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  78. THANKS :)

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  79. @CHRISVANPATTEN

    !
    cvp.me/wordcampyyz14

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