Project Management 101 (Barcelona edition)

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