WHERE IS EVERYONE?!




                                          http://www.flickr.com/photos/iqcomputers/5377652439/




The Remote PROJECT MANAGER’s Arsenal
DATE                 AT
       AUG 9, 2011        PARISOMA INNOVATION LOFT
1   Management Approach

    3   Communication Tools (and tips!)

    4   Project Management Tools

        Tying it all together




        Here’s the plan
INTRO
Besides Project Management...
        • Why does my designer insist on using Helvetica?

        • What the hell is SVN, Git, and “version control”?

        • How do I bootstrap my social-graph-local-niche-crowdsourced-
          platform startup?
        • Where exactly is Bangalore, India?




          What do I know?
INTRO




          Questions? Ask away
1.   Define list of to-do’s (and prioritize)
        2.   Assign
        3.   Delegate
        4.   ( Accept / Reject / Troubleshoot )




         Steps for managing a project
INTRO




         Not rocket science
1.   Define list of to-do’s (and prioritize)
        2.   Assign
        3.   Delegate
        4.   ( Accept / Reject / Troubleshoot )




         Steps for managing a project
INTRO




         Not rocket science
YOU ARE NOT THE CENTER OF ATTENTION




        The Problem
INTRO




        Everyone’s busy
YOU ARE NOT THE CENTER OF ATTENTION
             ESPECIALLY WHEN YOU ARE
                  6,484 MILES AWAY



        The Problem
INTRO




        Everyone’s busy in INDIA CHINA
Daily “Standup”
      • What you did yesterday
      • What you’re going to do today
      • Any blockers?


      • Weekly “Planning” determines the current scope




           Your goal: Scrum
SOLUTION




           An approach to project management
• Repetition.
      • Be on time. Don’t go over.
      • Don’t make it suck.




           Scrum approach
SOLUTION




           What makes it work?
• No more random calls
      • Get everything done at once
      • Advanced warning
      • Big picture




           Scrum approach
SOLUTION




           Why everyone will love it
• Reiterate the value, even when it’s not
           obvious
     • Training period (usually 2-3 weeks)




           Scrum approach
SOLUTION




           Don’t get discouraged
FOR PLANNING:    FOR STANDUP:




           Scrum approach
SOLUTION




           How to pull it off
• @bob, @all
                            • #status
                            • room topic

                            • keep it friendly




        Keeping in touch while working
TOOLS




        HipChat
1.   Define list of to-do’s (and prioritize)
        2.   Assign
        3.   Delegate
        4.   ( Accept / Reject / Troubleshoot )




         Steps for managing a project
INTRO




         Not rocket science
THE PERFECTIONIST:                    THE DABBLER:


           •   Goes off and refactors for      •     Likes to play with shiny new
               three days                            technology
           •   Wants to do everything the      •     Enjoys research
               “right way”                     •     May not be an expert
           •   Doesn’t always hit deadlines




           Get to know your team
SOLUTION




           Give the right task to the right person
Different timezones?
      • Assign new features that take a while
      • Rely on local team to put out fires
      • Spell out everything. Provide visual mockups.




           Get to know your offshore team
SOLUTION




           Give the right task to the right person
Project Management Tools
TOOLS




        There are A LOT to choose from
Google Spreadsheet
TOOLS




        https://spreadsheets.google.com
• Pros:
    • Familiar, easy to learn
    • Easy, real-time collaboration

  • Cons:
    • Primitive, limited functionality
    • Unwieldy

  • Good for:
    • “Crunch mode”



        Google Doc
TOOLS




        https://spreadsheets.google.com
Basecamp
TOOLS




        http://basecamphq.com
• Pros:
   • Familiar, intuitive interface
   • Good for discussions
   • Integration with Backpack, Campfire, HighRise

 • Cons:
   • Limited; not meant for bug tracking

 • Good for:
   • Non-profits, small projects, early discovery phases




        Basecamp
TOOLS




        http://basecamphq.com
Pivotal Tracker
TOOLS




        https://www.pivotaltracker.com
• Pros:
   • Easy drag ‘n drop interface
   • Intelligence (velocity, etc.)

 • Cons:
   • Doesn’t allow for a lot of information
   • No milestones

 • Good for:
   • Engineers, small teams, few decision makers



        Pivotal Tracker
TOOLS




        https://www.pivotaltracker.com
• Code repository
                                hosting with
                                commit hooks
                              • Full ticketing
                                system
                              • Group tickets by
                                milestones
                              • Free for teams
                                under 3




        Unfuddle
TOOLS




        http://unfuddle.com
• Pros:
    • Whole project/team support
    • Integrated
    • Access permissions

  • Cons:
    • Overkill for some projects

  • Good for:
    • Team of 2+, especially if requirements are well defined




        Unfuddle
TOOLS




        http://unfuddle.com
Milestones = “Sprints”
TOOLS




        http://unfuddle.com
Milestones = “Sprints”
TOOLS




        http://unfuddle.com
Custom views
TOOLS




        http://unfuddle.com
Estimate effort needed
TOOLS




        http://unfuddle.com
Shared reference
TOOLS




        http://unfuddle.com
MON
      • #Planning

      TUES-THURS
      • #Standup
      • Developer logs looks at tickets in Unfuddle.
      • Work, code, commit. Resolve tickets.
      • Hang out in HipChat. Ask/answer questions.

      THURS-FRI
      • I review resolved tickets.
      • Update tickets for next week.


        Tying it all together
END




        A week in the life of a PM

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Remote Project Manager's Arsenal

  • 1. WHERE IS EVERYONE?! http://www.flickr.com/photos/iqcomputers/5377652439/ The Remote PROJECT MANAGER’s Arsenal DATE AT AUG 9, 2011 PARISOMA INNOVATION LOFT
  • 2. 1 Management Approach 3 Communication Tools (and tips!) 4 Project Management Tools Tying it all together Here’s the plan INTRO
  • 3. Besides Project Management... • Why does my designer insist on using Helvetica? • What the hell is SVN, Git, and “version control”? • How do I bootstrap my social-graph-local-niche-crowdsourced- platform startup? • Where exactly is Bangalore, India? What do I know? INTRO Questions? Ask away
  • 4. 1. Define list of to-do’s (and prioritize) 2. Assign 3. Delegate 4. ( Accept / Reject / Troubleshoot ) Steps for managing a project INTRO Not rocket science
  • 5. 1. Define list of to-do’s (and prioritize) 2. Assign 3. Delegate 4. ( Accept / Reject / Troubleshoot ) Steps for managing a project INTRO Not rocket science
  • 6. YOU ARE NOT THE CENTER OF ATTENTION The Problem INTRO Everyone’s busy
  • 7. YOU ARE NOT THE CENTER OF ATTENTION ESPECIALLY WHEN YOU ARE 6,484 MILES AWAY The Problem INTRO Everyone’s busy in INDIA CHINA
  • 8. Daily “Standup” • What you did yesterday • What you’re going to do today • Any blockers? • Weekly “Planning” determines the current scope Your goal: Scrum SOLUTION An approach to project management
  • 9. • Repetition. • Be on time. Don’t go over. • Don’t make it suck. Scrum approach SOLUTION What makes it work?
  • 10. • No more random calls • Get everything done at once • Advanced warning • Big picture Scrum approach SOLUTION Why everyone will love it
  • 11. • Reiterate the value, even when it’s not obvious • Training period (usually 2-3 weeks) Scrum approach SOLUTION Don’t get discouraged
  • 12. FOR PLANNING: FOR STANDUP: Scrum approach SOLUTION How to pull it off
  • 13. • @bob, @all • #status • room topic • keep it friendly Keeping in touch while working TOOLS HipChat
  • 14. 1. Define list of to-do’s (and prioritize) 2. Assign 3. Delegate 4. ( Accept / Reject / Troubleshoot ) Steps for managing a project INTRO Not rocket science
  • 15. THE PERFECTIONIST: THE DABBLER: • Goes off and refactors for • Likes to play with shiny new three days technology • Wants to do everything the • Enjoys research “right way” • May not be an expert • Doesn’t always hit deadlines Get to know your team SOLUTION Give the right task to the right person
  • 16. Different timezones? • Assign new features that take a while • Rely on local team to put out fires • Spell out everything. Provide visual mockups. Get to know your offshore team SOLUTION Give the right task to the right person
  • 17. Project Management Tools TOOLS There are A LOT to choose from
  • 18. Google Spreadsheet TOOLS https://spreadsheets.google.com
  • 19. • Pros: • Familiar, easy to learn • Easy, real-time collaboration • Cons: • Primitive, limited functionality • Unwieldy • Good for: • “Crunch mode” Google Doc TOOLS https://spreadsheets.google.com
  • 20. Basecamp TOOLS http://basecamphq.com
  • 21. • Pros: • Familiar, intuitive interface • Good for discussions • Integration with Backpack, Campfire, HighRise • Cons: • Limited; not meant for bug tracking • Good for: • Non-profits, small projects, early discovery phases Basecamp TOOLS http://basecamphq.com
  • 22. Pivotal Tracker TOOLS https://www.pivotaltracker.com
  • 23. • Pros: • Easy drag ‘n drop interface • Intelligence (velocity, etc.) • Cons: • Doesn’t allow for a lot of information • No milestones • Good for: • Engineers, small teams, few decision makers Pivotal Tracker TOOLS https://www.pivotaltracker.com
  • 24. • Code repository hosting with commit hooks • Full ticketing system • Group tickets by milestones • Free for teams under 3 Unfuddle TOOLS http://unfuddle.com
  • 25. • Pros: • Whole project/team support • Integrated • Access permissions • Cons: • Overkill for some projects • Good for: • Team of 2+, especially if requirements are well defined Unfuddle TOOLS http://unfuddle.com
  • 26. Milestones = “Sprints” TOOLS http://unfuddle.com
  • 27. Milestones = “Sprints” TOOLS http://unfuddle.com
  • 28. Custom views TOOLS http://unfuddle.com
  • 29. Estimate effort needed TOOLS http://unfuddle.com
  • 30. Shared reference TOOLS http://unfuddle.com
  • 31. MON • #Planning TUES-THURS • #Standup • Developer logs looks at tickets in Unfuddle. • Work, code, commit. Resolve tickets. • Hang out in HipChat. Ask/answer questions. THURS-FRI • I review resolved tickets. • Update tickets for next week. Tying it all together END A week in the life of a PM