OPPMTM ONE-PAGE

PROJECT MANAGER

Get everyone on the same page… Literally.

www.oppmi.com

MANAGE ANY PROJECT WITH A SINGLE SHEET

OF PAPER• What is a project?• Reduce any project to a one-page

document. • PLAN and communicate essential

details.• Works for management,

team members, customers, and stakeholders.

WHY USE A COMMUNICATION TOOL?Communication was the main differentiator separating the top 2% of project managers from the rest. (Research by Andy Crowe, author of multiple books on project management.)

What is the core information that any person needs to know about your project –

• Before you start?• At any point in the process?

OPPMTM OVERVIEWFree video: https://www.oppmi.com/project-management-

training-videos.cfm

Objectives… What and Why? Overall and by task.Tasks… How? High level tasks for the

project.  Owners…  Who has responsibility?Timeline… When will the task will be worked

on? Plans for completion.Cost… How much? Current budget metrics.

Is action if necessary?Summary… very briefOther Metrics.. Included newer format

STEPS FOR USING OPPMTMComplete the header:

• Project Leader• Project Title• Current Date• Project Objective

Who’s on the team?• Get task owner agreement!

Sample For WYSO Art of Note

Complete header info.Who’s on the team?

TASK LISTS AND

OBJECTIVES• List all the tasks.• What are the sub-

objectives.• Use the matrix to

identify the objective of each task.

SAMPLE TASKS:

SAMPLE OBJECTIVES:• Clear Communications• Relaxed Fun Ambiance• Well – Organized • Successful Fundraising

Use the matrix to identify each task objective. If there are tasks that don’t align with an objective – can they be removed?

SET UP TIME LINE:

& INDICATE WHEN EACH TASK HAPPENS:

LIST TASKS WITH OWNERS:

• Try to have single owners.

• Be creative with large groups.

• Use color if it helps.

MORE METRICS:• Budget

• Other measurements

SUMMARY / FORECAST:• How is the project going?• What is coming up?• Quick synopsis of major milestones, risks, issues,

opportunities, etc. (3 minute or <)

UPDATING OPPMTM : • Shift date line to the right to indicate

current time period.• Fill in progress dots – or “x” for

completion. Open circles mean a task has fallen behind.

• Update metrics.• Fill in summary and forecast.• Update task list as needed – this is a

living document.

OPPMTM DEMO

CCMA – large conference that includes per-survey / post survey.

Art of Note Gala – large number of players.

NEXT TOOL: “Insight Dashboard”

DASHBOARD – ANOTHER PROJECT MANAGEMENT / COMMUNICATION TOOL

• Key Accomplishments• Next Steps• Concerns / Issues… paired with

• Plans to resolve• Key Areas with Time Line and Notes.

KEY AREAS MATCH SUB-TEAMS

CONTACT INFO EDITABLE VERSIONS

OR FURTHER TRAINING

Libby BestulOutreach SpecialistSchool of Human Ecology / Cooperative Extension

and Interim Asst. Director for Center for Financial Security

Lbestul@wisc.edu608-262-2611