190628 Why Project Management?
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This document discusses project management and its benefits. It begins by stating that projects are everywhere and defines a project as a temporary endeavor to create a unique product or service. It then discusses the key phases of project management: initiating, planning, executing, monitoring and controlling, and closing. Next, it provides examples of projects an administrator might work on, such as release testing or onboarding. It then lists signs that someone has been practicing project management informally. Finally, it outlines benefits of formal project management for even small teams, such as defining a plan, increasing collaboration, allowing measurement of performance, and setting expectations for change.
190628 Why Project Management?
- 1. Why Project Management? Because projects are everywhere!
- 2. Lead Solutions Engineer Bri Snook I am a Lead Solutions Engineer at Cloud Coach, a local Salesforce AppExchange vendor specializing in Project Management. During my time at Cloud Coach I’ve implemented project management solutions for firms ranging from SMB’s through large scale industry leaders across Healthcare, SAAS, and Education
- 3. Overview Principles of Project Management Benefits of Project Management Project Management + Salesforce Demonstration Q&A
- 4. What really is a project? Project: Temporary endeavor undertaken to create a unique product, service, or result Translation: An activity that is not a part your usual workday routine Admin Examples: ● Salesforce Release Testing ● New App Integration ● Onboarding new employees ○ Training Plans ● Creating a Customer Community Setting overall project direction and defining project objectives INITIATING Formalizing acceptance of the product of the project and bringing the project itself to an end CLOSING Carrying out the plan EXECUTING Measuring progress and taking corrective action when necessary MONITORING & CONTROLLING Devising a workable scheme to accomplish an objective PLANNING
- 5. Signs that you might have been a PM all along... ● Strategy - You listen to problems from your business and come up with solutions ● Initiation - Planning is involved to ensure success of unique activities before commitment ● Timelines - You have activities with set deliverable dates and overall due dates ● Communication - You require collaboration with other employees in your organization ● Transparency - You report status of your initiatives to key stakeholders
- 6. Benefits of Project Management (Even for small teams)
- 7. Benefits of Project Management ● Defines a plan ● Increase collaboration ● Allows us to realize benefits a. KPIs ● Allows us to measure performance a. Schedule b. Financial c. Resource ● Allows for better resource visibility and decision making ● Sets expectation for change ● An audit trail for all the knowledge you’ve gathered in the process
- 9. Finding the ‘Right’ Project
- 11. My Day - End User Experience
- 12. Thank you.