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Project Management 101 (Barcelona edition)

Project Management 101 (Barcelona edition)

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

Chris Van Patten

April 25, 2015
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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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  3. PROJECT
    MANAGEMENT
    101

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  4. WHAT IS PROJECT
    MANAGEMENT?

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

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  6. We’ve all had those projects.

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  7. It doesn’t need to be that way!

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  8. Plan the project before
    you win the project.

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  9. Start with your proposal

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  10. Not writing proposals? You should.

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

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  12. Proposals help you
    set expectations

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  13. Proposals help you
    share your process

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  14. Proposals help you
    define success

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

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  16. SETTING DEADLINES

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  17. SETTING DEADLINES
    (or not)

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  18. 1. Make a detailed list of deliverable
    components

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  19. 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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  20. 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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  21. WORKING WITH A
    TEAM?

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  22. Include them in the
    scheduling process

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  23. Assign tasks early

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  24. Spread out their deliverables

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

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

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  27. PROJECT MANAGEMENT
    SOFTWARE

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  28. …will not solve your problems

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  29. …but it can help.

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

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  31. NON-WP OPTIONS

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  32. TRY THEM ALL

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  33. There’s no one right answer.

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  34. Use what works for
    you and your team

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  35. ESSENTIAL FEATURES

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  36. 1. Ability to assign
    tasks

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

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  38. 1. Ability to assign tasks
    2. Ability to set due dates
    3. Basic task discussion

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  39. SHOULD GIVE MY
    CLIENT ACCESS?

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

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

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

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  43. 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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  44. 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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  45. MIDDLE GROUND

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

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  47. KEEPING CLIENTS HAPPY

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  48. Sync-up meetings

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  49. Communicate consistently

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  50. Don’t overshare

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  51. Raise problems early

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  52. Let go of your pride!

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  53. PLANNING FOR THE END

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

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

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  56. PLANNING FOR
    AFTER THE END

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  57. Create a plan for website
    maintenance

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  58. Who’s responsible for the project

    when you’re done?

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  59. A LITTLE
    PLANNING
    CAN GO A LONG WAY

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

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

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  62. @CHRISVANPATTEN
    cvp.me/wordcampbcn15

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