Using project management tools
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Transcript of Using project management tools
Project Management Tools, Processes and Strategies for Multi-Stakeholder Projects
Presented by: Colleen LaRose
Successful Project Management Requires a Balanced Skill Set
Interpersonal Skills (most highly correlated to project success)
Business Acumen (aligning project’s measurable objectives with goals, mission and
vision)
Technical Project Management Skills (such as the software tool)
Interpersonal SkillsInternal pr skills/team buildingEmailsIn person meetingsOnline meetings (“Go To meeting” and skype)WebinarsLinked In group (and sub groups)Blog Talk radioWebsite/podcastsYou Tube channelTwitterSlideshare
Business AcumenUnderstand/agreement on goals and outcomesEstablish defined objectives
(what is to be measured…how…why)
Flow charts to define processes Gantt chartsClear expectations and regular reporting
(who, when and where)
Excel spreadsheetsCalendarsSurveys
Technical SkillsNo one software tool is best. Depends on:
project culturecollaboration neededtype/size/length of projectInputs generatedoutcomes data
Considerations. full project management? document sharing?task assignment?customer relationship management?collaborative calendar?
May require consultant assistance to determine which product and implement training.
Key to success - not the software tool but the training and skills of the project managers.
Grants Management – (Efficiency - Tasks, Time, Budget)
Most important is to accomplish goals of the grant…not to learn reporting software.
Some examples:Microsoft Project/Sharepoint and Primavera are complex and time-consuming.Base Camp, Smartsheet, Clarity, Solve 360, Quick Base, Team Work PM, Project Manager, ASANA (simpler, require some modifying, set up for corporate structures) CRM may be enough to coordinate outreach activities at each location.
Could allow schools to use excel, then roll up into Microsoft Project
Before choosing a reporting strategy, need to know…
Organization structure (who is getting reports)
Current state (“as is”)Desired state (“should be/goals”)
Grant Maximization - (Effectiveness - Achieving Goals)Synchronist Business Information Systems –
Addresses employer needs Aligns workforce development and economic development
Satisfaction with the community?
Value to the community?
ROI? Growth potential? Risk of leaving/downsizing?
What’s the problem?How can we help?
High Growth and High ValueOften at greatest riskProblems usually around workforceHigh ROI
V A L U E
G
R
O
W
T
H
Which Businesses Need and Deserve Help?
High Value, Low GrowthLow Value, Low Growth
High Growth, Low Value
Synchronist lets you plot companies, using data in meaningful ways.
Startups
Retraining for other opportunities
Examples: Moldmakers, Insurance Industry
How are these efforts sustained when the grant money is gone?
Record of WorkEasily transferable dataPartners willing to carry mission forwardClear path for continuation
Start with the end in mind.
SummaryProject Management Tools, Processes and Strategies
for Multi-Stakeholder Projects Establish goalsUse balanced set of skills:Interpersonal, Business Acumen, Technical Skills
Develop efficient processes Drive effective outcomes Create sustainability from the beginning