Coordinating the various
elements of a project to complete
it on time and on budget
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WHY?
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We’ve all had those projects.
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It doesn’t need to be that way!
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PLAN!
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Plan the project before you win the project.
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Start with your proposal
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Not writing proposals? You should.
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Not writing proposals? You should.
(You don’t even have to share them with the client!)
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Proposals help you set expectations
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Proposals help you share your process
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Proposals help you define success
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BE HONEST
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Bluster will come back to bite you.
BE HONEST
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SETTING DEADLINES
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SETTING DEADLINES
(or not)
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1. Make a detailed list of deliverable
components
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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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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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WORKING WITH A TEAM?
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Include them in the scheduling process
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Assign tasks early
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Spread out their deliverables
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REMEMBER…
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We haven’t even won the job yet!
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WE WON!
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How do you meet the expectations you’ve set?
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PROJECT MANAGEMENT SOFTWARE
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…will not solve your problems
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…but it can help.
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WP OPTIONS
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P2
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O2
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More…
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Just because you can use WordPress
doesn’t mean you should use WordPress.
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NON-WP OPTIONS
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Trello
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Basecamp
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Asana
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TRY THEM ALL
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There’s no one right answer.
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Use what works for you and your team
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ESSENTIAL FEATURES
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1. Ability to assign tasks
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1. Ability to assign tasks
2. Ability to set due dates
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1. Ability to assign tasks
2. Ability to set due dates
3. Basic task discussion
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SHOULD GIVE MY CLIENT ACCESS?
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PROS
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1. Keeps everyone on exactly
the same page
PROS
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1. Keeps everyone on exactly
the same page
2. Saves you time in
communication (email/
phone)
PROS
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1. Keeps everyone on exactly
the same page
2. Saves you time in
communication (email/
phone)
PROS CONS
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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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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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MIDDLE GROUND
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Share a “high level overview”
project with broader tasks
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KEEPING CLIENTS HAPPY
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Sync-up meetings
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Communicate consistently
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Don’t overshare
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Raise problems early
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Let go of your pride!
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PLANNING FOR THE END
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Address hosting, passwords, and domains at
the start of a project, not the end
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Get a launch list in place in the first few
weeks, revising as necessary
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PLANNING FOR AFTER THE END
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Create a plan for website maintenance
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Who’s responsible for the project
when you’re done?