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Project Management Bootcamp
Best Practices, Technology Tools, and Productivity Hacks
by danberger
INTRODUCE YOURSELFICE BREAKER
Agenda
• Why is this Important to Me?• Event Planner vs. Project Manager• Learning Objectives• Why is this Important to You?• Best Practices• The Project Definition Document• Technology Solutions• Asana Deep Dive• Productivity Hacks• Wrap-Up
Every experience is an opportunity
Celebrate Learn Meet
Mister TSE 2014
An Event Planner is a Project Manager with Style.
““
Objective 1:Understand Project Management
Objective 2:Save You Time
Objective 3:Get You Excited (about technology)
Project Management will…Make You Look Good
Project Management will…Make You Feel Good
Communicate it to your teamDon’t just have a to do list
If it can be done in 2 minutes…Do it Now
Get it on paper,To get it off your mind
Six Levels of Focus
Project Definition Document
• Project Overview• Why are we even doing this?
• Objectives• What are we trying to do?
• Scope• What does this project entail? What does it NOT entail?
• Assumptions and risks• What events are you taking for granted?• What are you concerned about?
• Approach• How are you attacking the project?
• Organization• Who are the stakeholders and what are their roles?
• Signature page• Initial effort, cost, and duration estimates
GET UP AND STRETCHBREAK
TECHNOLOGY SOLUTIONSPart II
Email & Calendar: Google Apps
25
Relationship Management: CRM
A good CRM tracks your activities
26
Proposal: BidSketch
Upload Word and PDF proposals, send them to customers, and track when they view it
27
Project Management: Streak
Create folders for your emails and processes within those folders to track progress.
28
Task Management: Google Tasks
Tasks right inside your gmail.
Ideal for linking emails to tasks.
ASANA & INSTAGANTTHands-On
30
Time Tracking: Harvest
Mobile and web time tracking for your vendors, contractors, part-time staff, etc.
31
Time Tracking: RescueTime
Quietly monitors what you’re working on (down to the website) and gives you a weekly productivity report
32
Contracts: LegalZoom
Very affordable boilerplate documents for all of your legal needs
33
Outsource: Elance
Place job posts for any work that you might need to get done.
Some projects are $20. 100% safe with many American contractors.
Communication: Google Drive
Virtual share drive makes sending back and forth emails very easy.
35
Communication: Evernote
Cloud-based solution that let’s you take notes and clip from to/any device.
36
HR: 15-Five
Your direct reports spend 15 minutes writing a weekly report and you spend 5 minutes reviewing it.
37
Email: Yesware
Read receipts for all your emails and no-reply reminders
38
Email: Canned Responses
Use templated replies to save you time
PRODUCTIVITY HACKS
Distraction-free Mode
The Pomodoro Technique
Multi-tasking…Is Making You Stupid
1. Set deadlines2. Set specific times to check email3. Meetings in the morning/afternoon
Delegating• Place a monetary value on your time.• Ask “is it possible to delegate part or all of this task?”• Train others to do your work (ongoing)• Outsource to virtual assistants/interns• Set expectations, priorities and deadlines• Accept that delegating is a two-way street• Take responsibility for the outcomes. The buck stops with you.• Give them ownership and accept the fact there’s a risk• Explain the importance of the task to get buy-in• Regularly check-in to motivate and ensure it meets your
expectations
• Strive to be a jack of all trades and a master of nothing• Hire people smarter than you (AKA specialists)
Objectives and Key Results
• Quarterly stretch goals• Developed by Intel, Perfected at Google• Must be measurable• Top-down• Transparent• .4 is too low, .9 is too high, .7 is just right
Know any cool cats?We Are Hiring!
Staying In Touch
49
(917) 359-7757(877) 9-SEAT-ME
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