Project Management 101 (Barcelona edition)

Project Management 101 (Barcelona edition)

A revised version of my Project Management 101 talk for WordCamp Barcelona 2015.

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Chris Van Patten

April 25, 2015
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Transcript

  1. PROJECT MANAGEMENT 101

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

    E N
  3. None
  4. PROJECT MANAGEMENT 101

  5. WHAT IS PROJECT MANAGEMENT?

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

    on time and on budget
  7. WHY?

  8. We’ve all had those projects.

  9. It doesn’t need to be that way!

  10. PLAN!

  11. Plan the project before you win the project.

  12. Start with your proposal

  13. Not writing proposals? You should.

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

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

  16. Proposals help you share your process

  17. Proposals help you define success

  18. BE HONEST

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

  20. SETTING DEADLINES

  21. SETTING DEADLINES (or not)

  22. 1. Make a detailed list of deliverable components

  23. 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
  24. 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
  25. WORKING WITH A TEAM?

  26. Include them in the scheduling process

  27. Assign tasks early

  28. Spread out their deliverables

  29. REMEMBER…

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

  31. WE WON!

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

  33. PROJECT MANAGEMENT SOFTWARE

  34. …will not solve your problems

  35. …but it can help.

  36. WP OPTIONS

  37. P2

  38. O2

  39. More…

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

    use WordPress.
  41. NON-WP OPTIONS

  42. Trello

  43. Basecamp

  44. Asana

  45. TRY THEM ALL

  46. There’s no one right answer.

  47. Use what works for you and your team

  48. ESSENTIAL FEATURES

  49. 1. Ability to assign tasks

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

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

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

  53. PROS

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

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

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

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

    you time in communication (email/phone) PROS CONS 1. Information overload for clients
  58. 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
  59. MIDDLE GROUND

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

  61. KEEPING CLIENTS HAPPY

  62. Sync-up meetings

  63. Communicate consistently

  64. Don’t overshare

  65. Raise problems early

  66. Let go of your pride!

  67. PLANNING FOR THE END

  68. Get a launch list in place in the first few

    weeks, revising as necessary
  69. Address hosting, passwords, and domains at the start of a

    project, not the end
  70. PLANNING FOR AFTER THE END

  71. Create a plan for website maintenance

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

  73. A LITTLE PLANNING CAN GO A LONG WAY

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

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

  76. THANKS :)

  77. @CHRISVANPATTEN cvp.me/wordcampbcn15