The Search for the Holy Grail: Creating Tools and Processes For Your Team

39
THE SEARCH FOR THE HOLY GRAIL CREATING TOOLS & PROCESSES FOR YOUR TEAM NATALIE SEMCZUK @TALKANATALKA Picture from Monty Python and the Holy Grail

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 of The Search for the Holy Grail: Creating Tools and Processes For Your Team

Page 1: The Search for the Holy Grail: Creating Tools and Processes For Your Team

THE SEARCH FOR THE HOLY GRAIL

CREATING TOOLS & PROCESSES FOR YOUR TEAM

NATALIE SEMCZUK

@TALKANATALKA Picture from Monty Python and the Holy Grail

Page 2: The Search for the Holy Grail: Creating Tools and Processes For Your Team

WHAT DO I MEAN BY TOOL OR PROCESS???

Page 3: The Search for the Holy Grail: Creating Tools and Processes For Your Team

TOOL = software, web app, spreadsheet, piece of paper,

notebook, stone tablet, etc. that can be used to aid workflow

Page 4: The Search for the Holy Grail: Creating Tools and Processes For Your Team

PROCESS = a workflow that is generally held consistent throughout a project, sometimes can be facilitated

or helped with a tool.

Page 5: The Search for the Holy Grail: Creating Tools and Processes For Your Team

SO, YOU’RE A PM

AND YOU NEED…

Page 6: The Search for the Holy Grail: Creating Tools and Processes For Your Team
Page 7: The Search for the Holy Grail: Creating Tools and Processes For Your Team
Page 8: The Search for the Holy Grail: Creating Tools and Processes For Your Team
Page 9: The Search for the Holy Grail: Creating Tools and Processes For Your Team
Page 10: The Search for the Holy Grail: Creating Tools and Processes For Your Team

TOOLS OR PROCESSES.

Page 11: The Search for the Holy Grail: Creating Tools and Processes For Your Team

WHAT NOW?

Page 12: The Search for the Holy Grail: Creating Tools and Processes For Your Team

1. INVENTORY

Page 13: The Search for the Holy Grail: Creating Tools and Processes For Your Team

MAP THINGS

Page 14: The Search for the Holy Grail: Creating Tools and Processes For Your Team

HOW DO YOU CURRENTLY COMMUNICATE?

Page 15: The Search for the Holy Grail: Creating Tools and Processes For Your Team

IDENTIFY NON-NEGOTIABLES

Page 16: The Search for the Holy Grail: Creating Tools and Processes For Your Team

WHO ARE THE USERS?

Page 17: The Search for the Holy Grail: Creating Tools and Processes For Your Team

2. IDENTIFY PAIN

Page 18: The Search for the Holy Grail: Creating Tools and Processes For Your Team

BOTTLENECKS?

Page 19: The Search for the Holy Grail: Creating Tools and Processes For Your Team

COMMUNICATION ISSUES?

Page 20: The Search for the Holy Grail: Creating Tools and Processes For Your Team

COMMON PROJECT ISSUES?

Page 21: The Search for the Holy Grail: Creating Tools and Processes For Your Team

INTERNAL OR CLIENT-FACING PROBLEM?

Page 22: The Search for the Holy Grail: Creating Tools and Processes For Your Team

3. COMPANY CULTURE

Page 23: The Search for the Holy Grail: Creating Tools and Processes For Your Team

REMOTE, DISTRIBUTED, OR IN OFFICE?

OR ALL?

Page 24: The Search for the Holy Grail: Creating Tools and Processes For Your Team

RIGID OR FLEXIBLE SCHEDULES?

Page 25: The Search for the Holy Grail: Creating Tools and Processes For Your Team

DOES DESIGN/UI MATTER?

Page 26: The Search for the Holy Grail: Creating Tools and Processes For Your Team

IS COST IMPORTANT?

Page 27: The Search for the Holy Grail: Creating Tools and Processes For Your Team

COMPANY SIZE?

Page 28: The Search for the Holy Grail: Creating Tools and Processes For Your Team

4. RESEARCH, TEST, CHOOSE!

Page 29: The Search for the Holy Grail: Creating Tools and Processes For Your Team

THIS IS THE (RELATIVELY) EASY PART

Page 30: The Search for the Holy Grail: Creating Tools and Processes For Your Team

SO MANY OPTIONS!

Page 31: The Search for the Holy Grail: Creating Tools and Processes For Your Team

MANAGE EXPECTATIONS OF PRODUCTS/PROCESSES

Page 32: The Search for the Holy Grail: Creating Tools and Processes For Your Team

5. GET FEEDBACK

Page 33: The Search for the Holy Grail: Creating Tools and Processes For Your Team

IS ANYONE USING IT?

Page 34: The Search for the Holy Grail: Creating Tools and Processes For Your Team

WHAT’S THE TIME INVESTMENT?

Page 35: The Search for the Holy Grail: Creating Tools and Processes For Your Team

WHAT’S WORKING OR NOT?

Page 36: The Search for the Holy Grail: Creating Tools and Processes For Your Team

REPEAT

Page 37: The Search for the Holy Grail: Creating Tools and Processes For Your Team

RECAP!

Page 38: The Search for the Holy Grail: Creating Tools and Processes For Your Team

1. TAKE STOCK 2. IDENTIFY PAIN

3. COMPANY CULTURE 4. RESEARCH AND TEST

5. GET FEEDBACK

Page 39: The Search for the Holy Grail: Creating Tools and Processes For Your Team

THANKS!

NATALIE SEMCZUK

@TALKANATALKA