How to Project Manage (allthethings)And Look Super Smart While Doing It

Pam PauleyPartner Account Manager, West Coastppauley@salesforce.com

Agenda

What is a Project? What is Project Management? Project Lifecycle

What is a Project?

Any work…1. With a beginning & end.2. Creates a product, result, or service.3. Includes a defined schedule, scope,

and resources.

Projects are everywhere, which means you can apply project management to almost everything!

What is a Project Manager?

A Project Manager uses knowledge, skills, and tools

to manage a project from start to finish with the goal of meeting project

requirements.

Someone who manages projects, duh.

Project Manager

Project Lifecycle

Initiate• Define

project• Get

approval from stakeholders

• Identify sponsor

Plan• Define

major deliverables

• Break down tasks

• Identify risks

• Find a team!

Execute

• Go forth and conquer!

Control

• Risk management

• Monitor/apply changes

Close• Debrief• Party!

5 Stages of Project

Give your project some meat by creating the Project Objective Statement (POS)!

What is the project? What is its purpose? How long will it take to complete? How much will it cost?

*This will be part of the document your stakeholders sign off on, so make sure it’s clear for all audiences to understand.

I just got assigned a project, yayyy! Okay but seriously, now what?

Sche

dule

Resources

Scope

The Customer Hub will be a page on the Pardot website to act as a one-stop place for all

Pardot customers to find the resources they need to be successful. This project will be

completed by May 30, 2016, with an estimate of 150 work hours required across the Pardot

business.

Making a Project Manageable

Determine the major “asks” or deliverables List out all tasks needed to complete each deliverable Identify key project milestones

By breaking it down into smaller tasks

Managing Risk The lurker in the back of the room who can’t wait to screw up your

project. “Quality is planned instead of inspected.”

Risk Example: A cruise ship could hit an iceberg and cause it to sink.

Owner Prevention Trigger (cause)

Contingency action

Cruise ship crew

• Inspect navigational tools for accuracy

• Avoid icy waters

• Evacuation drills/education

• Icy waters• poor

navigation system

• inattention from captain

• Deploy lifeboats

• Alert emergency channels

Closing the Project You did itttt! Post-mortem meeting• What did we accomplish?• What did we do well?• What can we do better?

Document when needed for future reference

What I Learned Fwiw

Importance of managing expectations for success of projectStatus updatesSpending time on planning is always worth itBreaking down tasks may seem overwhelming at first, but it’s really helpful!

thank y u