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Project Management With Trello
Katrina Gallagher
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Slides & Links
Why would you use Trello
for project
management?
Trello Project Management
Benefits
● Reduce email clutter
● Improve accountability
● Improve communication
● Increase efficiency
● Have a high level overview of projects
● Improve your quality control and output
● Keep relevant people updated
● Increase flexibility
● Reduce risk
● Streamline processes
● Standardise process
● Works well with existing tools (e.g. file server)
What could you use
Trello for?
https://trello.com/b/wFECC39M/wedding-bridesmaid-board
https://trello.com/b/DnZvFigA/agile-board
https://trello.com/b/mo04wOm4/editorial-calendar
https://trello.com/b/nPNSBZjB/trello-resources
https://trello.com/b/lGQZunS7/company-overview
https://trello.com/b/IKlQKXVW/entrepreneurs-break-resources
https://trello.com/b/rbpEfMld/data-science
https://trello.com/b/hsyajmhd/template-car-maintenance
https://trello.com/b/60Mi1puj/1-1-sample
https://trello.com/b/19hj63vU/template-study-notes
https://trello.com/b/aPFI7CqI/template-sales-pipeline
https://trello.com/b/yXU8TZDc/softwareleadweekly-com
https://trello.com/b/tqcbOCXq/it-support
https://trello.com/b/1Jz6SorC/the-dev-board
https://trello.com/b/fDsPBXFt/board-of-templates
me: http://www.appsumo.com/trello-gold-freebie/
Practical: Playing with Trello
Features
● Set up an account
● Create an organisation
● Set up boards
● Add checklists
● Add people
● Add stickers
● Add labels
● Change the background
● Mention people
● Subscribe to the boards
● Install the mobile app
How do you manage
your resources?
Brainstorm
● How do you allocate resources?
● How do you check project requirements against goals?
● What are your time constraints?
● How much budget do you have for each stage?
● What human resources do you require to complete each
stage?
● Do these humans need training?
● How will your humans communicate?
● What are your IT requirements?
Project resources
Project roles and
responsibilities
● Do you need experts from different areas of the
business?
● Do you involve the client and other stakeholders?
● What is your approval process?
● Who identifies training needs?
● Who manages meeting schedules and how?
● When do you produce reports, how, and who to?
Project roles & responsibilities
Monitoring Projects
● Update task status (to do, doing, requires review, done)
● Remind people & re-schedule uncompleted tasks
● Update project elements
● Request additional budget/resources/time
How will you monitor & steer
projects?
What is your structure & what are
your rules?
For my next project...
Project: Make Toast
https://www.youtube.com/watch?v=_vS_b7cJn2A
QUESTIONS ANYONE?
For more tips
sign up to the newsletter
Digitangle.co.uk
Thanks for listening!
Credits & Further Reading:
• Inspiring Trello Boards: https://trello.com/inspiringboards
• How to use Trello to organise your life: http://lifehacker.com/how-to-use-trello-to-organize-your-entire-life-
1683821040
• Interesting uses of Trello: http://www.quora.com/What-are-some-really-interesting-examples-of-public-
Trello-boards
• How to plan a wedding: https://tabithaneal.wordpress.com/2014/06/27/trello-the-way-to-plan-a-wedding/
• Manage staff CPD: http://www.prasadgupte.com/blog/effective-one-on-one-team-interaction-using-a-
simple-trello-board/
• Trello Resources: https://trello.com/b/nPNSBZjB/trello-resources
• Project management communication - https://fishphilosopher.wordpress.com/2014/09/29/edu-627-
effective-communication-and-project-management/
• Trello - https://trello.com/

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Project Management with Trello by Digitangle