the search for the holy grail: creating tools and processes for your team
DESCRIPTION
The struggle to create and implement new project management processes or tools is a difficult one across all types of teams - agency, in-house, remote, or in office. How do you know which questions to bring to the table when evaluating these tools and resources? Where do you even begin? The good news is the same questions can be applied across all work environments. The bad news is, not all resources are created equally. This talk will arm attendees with an understand of how new systems can be implemented with their own projects or clients, and how these changes can be accomplished with as little pain as possible.TRANSCRIPT
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THE SEARCH FOR THE HOLY GRAIL
CREATING TOOLS & PROCESSES FOR YOUR TEAM
NATALIE SEMCZUK
@TALKANATALKA Picture from Monty Python and the Holy Grail
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WHAT DO I MEAN BY TOOL OR PROCESS???
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TOOL = software, web app, spreadsheet, piece of paper,
notebook, stone tablet, etc. that can be used to aid workflow
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PROCESS = a workflow that is generally held consistent throughout a project, sometimes can be facilitated
or helped with a tool.
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SO, YOU’RE A PM
AND YOU NEED…
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TOOLS OR PROCESSES.
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WHAT NOW?
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1. INVENTORY
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MAP THINGS
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HOW DO YOU CURRENTLY COMMUNICATE?
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IDENTIFY NON-NEGOTIABLES
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WHO ARE THE USERS?
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2. IDENTIFY PAIN
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BOTTLENECKS?
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COMMUNICATION ISSUES?
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COMMON PROJECT ISSUES?
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INTERNAL OR CLIENT-FACING PROBLEM?
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3. COMPANY CULTURE
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REMOTE, DISTRIBUTED, OR IN OFFICE?
OR ALL?
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RIGID OR FLEXIBLE SCHEDULES?
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DOES DESIGN/UI MATTER?
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IS COST IMPORTANT?
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COMPANY SIZE?
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4. RESEARCH, TEST, CHOOSE!
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THIS IS THE (RELATIVELY) EASY PART
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SO MANY OPTIONS!
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MANAGE EXPECTATIONS OF PRODUCTS/PROCESSES
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5. GET FEEDBACK
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IS ANYONE USING IT?
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WHAT’S THE TIME INVESTMENT?
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WHAT’S WORKING OR NOT?
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REPEAT
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RECAP!
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1. TAKE STOCK 2. IDENTIFY PAIN
3. COMPANY CULTURE 4. RESEARCH AND TEST
5. GET FEEDBACK
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THANKS!
NATALIE SEMCZUK
@TALKANATALKA