HOW TO PROJECT M

ANAGE YOUR

SMALL BUSINESS

Karen Taylor

@Copyright 2018 Project Complete

WHY KAREN & PROJECT MANAGEMENT?

• Business Mentor • Over 25 years in big corporate

companies • Always worked on Projects • Believe that small businesses

can change & grow using Project Management tools & techniques

HANDS UP?

ARE YOU A HIGH ACHIEVER?

80% of people do not even think of goals! 16% don’t write home down! 4% write them down! 1% write them down & regularly review them

These are the HIGH ACHIEVERS!!!

😃

1.SET GOAL 2.MAKE PLAN 3.GET TO WORK 4.STICK TO IT 5.REACH GOAL

IS IT EASY?

SET GOAL

MAKE PLAN - BREAK IT DOWN

MAKE PLAN - FOCUS!

MAKE PLAN - PRIORITISE

• Since 2011

• Good for to-do lists & simple plans

• Boards based

• Create cards

• Add tasks

•Share tasks •Add due dates & reminders •Emails reminders •Colour Code •Drag & drop tasks anywhere •Add attachments

• 2008 by facebook co-founder Dustin Moskovitz to improve productivity at facebook and stop emails!

• More complicated projects, plans, CRM • Easier to see the bigger picture • Can use boards like Trello

• Can have projects on your own or shared • Based around tasks

•Group tasks •Add headings •Allocate people to tasks •Add attachments •Add due dates, tags & colour codes •emails reminders

ASANA - CUSTOMER RELATIONSHIP MANAGEMENT

MILANOTE

• 2017

• no app as yet!

• 1000 free notes, images & links

• Very visual

• Bulletin Board

• Drag & drop from anywhere

• Good for website design, graphic designers, interior designers…

• Vision board

MILANOTE

•Boards within Boards •Shared boards •Sends alerts for board changes •Add colour codes •Add check lists

MAKE IT WORK

•Allocate time •1-2 hrs a week •Organised •Focussed

STICK TO IT!

ACCOUNTABILITY

•Monthly Accountability •Review weekly tasks •Keep on track •Keep motivated •Accountability Buddy

BULLET JOURNAL

•If you like pen & paper •Weekly tasks, events & notes •To-do list from tool

•Simple bullets

TRACKING

ANY QUESTIONS ???