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Managing Projects: An Outline for Social Entrepreneurs Rizwan Tayabali. 2009. http://www.socialeffect.org | [email protected] | http://twitter.com/rizwantayabali London +44 7932 884788

Managing Projects - A Guide For Social Entrepreneurs

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Overview of the key things you should know about managing projects. The content essentially applies to any type of enterprise, but the presentation is slightly tweaked for projects that have a social impact.

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Page 1: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects:An Outline for Social Entrepreneurs

Rizwan Tayabali. 2009.

http://www.socialeffect.org | [email protected] | http://twitter.com/rizwantayabali

London +44 7932 884788

Page 2: Managing Projects - A Guide For Social Entrepreneurs

This session covers a broad view of the different aspects of managing projects

Page 3: Managing Projects - A Guide For Social Entrepreneurs

There are 2 basic approaches

Waterfall & Agile

Page 4: Managing Projects - A Guide For Social Entrepreneurs

Waterfall = Step by step to create one final delivery

Page 5: Managing Projects - A Guide For Social Entrepreneurs

Agile = Short cycles with lots of deliveries

Page 6: Managing Projects - A Guide For Social Entrepreneurs

You might find it easier to start with the Waterfall approach

Page 7: Managing Projects - A Guide For Social Entrepreneurs

The Project Life-Cycle

Page 8: Managing Projects - A Guide For Social Entrepreneurs

Project Elements

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Page 9: Managing Projects - A Guide For Social Entrepreneurs

Project Elements

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Page 10: Managing Projects - A Guide For Social Entrepreneurs

Winning Pitches = Be selective. Don’t mass apply.

Do your research. Provide what’s asked for and not just what you have.

Page 11: Managing Projects - A Guide For Social Entrepreneurs

Project Brief = Summary of Key Information

Aims | Budget | Timeframe | Deliverables

Page 12: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 13: Managing Projects - A Guide For Social Entrepreneurs

Deciding to Proceed = Be strategic. Don’t just chase money.

Use your mission and goals to see if the project fits.

Page 14: Managing Projects - A Guide For Social Entrepreneurs

Project Elements

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Page 15: Managing Projects - A Guide For Social Entrepreneurs

Deliverables = Agree outputs. Set expectations.

Produce sensible contracts.

Be realistic. Impress but don’t over-commit.

Page 16: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 17: Managing Projects - A Guide For Social Entrepreneurs

Estimation = Figure out the tasks, roles, materials, and

timeframes.

Estimation is guesswork. Plan to be wrong.

Page 18: Managing Projects - A Guide For Social Entrepreneurs

Contingency = Build in buffers

Estimate in real working hours i.e. 5 a day. & add 20% to your overall timeframe.

Page 19: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 20: Managing Projects - A Guide For Social Entrepreneurs

Structure = Assign the right team.

Define the roles needed, and clarify the hierarchy.

Page 21: Managing Projects - A Guide For Social Entrepreneurs

Resourcing = Involve the right people.

Avoid taking on projects you can’t deliver. Outsource for skills you don’t have.

Page 22: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 23: Managing Projects - A Guide For Social Entrepreneurs

Costing & Budgeting = Estimation + Expenses + Overheads.

Involve an accountant to ensure you’re getting it right.

Page 24: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 25: Managing Projects - A Guide For Social Entrepreneurs

Managing Teams =Have faith in others’ abilities.

Inspire. Communicate. Collaborate.

There are 4 types of teams, and each needs different forms of leadership.

Page 26: Managing Projects - A Guide For Social Entrepreneurs

Unwilling & Unable

Willing & Able

Unwilling & Unable

Willing & Able

Novice Teams need direction and telling

Experienced Teams can manage themselves

Page 27: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 28: Managing Projects - A Guide For Social Entrepreneurs

Stakeholders = Any individual or group that impacts or is

impacted by your project.

For each one, identify 1) what you need from them

2) how important they are, and 3) what they need from you.

Page 29: Managing Projects - A Guide For Social Entrepreneurs

Create a schedule (communications plan) for engaging with your stakeholders.

It will help you manage expectations.

Page 30: Managing Projects - A Guide For Social Entrepreneurs

Finally, take time to build strong relationships with clients and funders.

Trust and goodwill make all the difference when things go wrong

Page 31: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 32: Managing Projects - A Guide For Social Entrepreneurs

Managing Time = Break activity into tasks, and projects into

small milestones.

You can manage time through Gantt charts, but Microsoft Excel is

probably the easiest option.

Page 33: Managing Projects - A Guide For Social Entrepreneurs

Try and capture actual time spent on a task vs. the budgeted time for it.

It will help you get better at estimation.

Page 34: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 35: Managing Projects - A Guide For Social Entrepreneurs

Managing Profits = Track profit & loss on an ongoing basis.

Compare against estimated profits.

Avoid accommodating new outputs and activities without costing or charging for them.

Page 36: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 37: Managing Projects - A Guide For Social Entrepreneurs

Monitoring Outcomes = Set targets (KPIs). Track them faithfully.

Target outcomes that achieve both the client’s aims and also your long term

social strategy.

Page 38: Managing Projects - A Guide For Social Entrepreneurs

In the long run it is the overall social outcomes that will define the success of

your venture.

Page 39: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / BriefGo/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & Budgeting

Team Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

Project Elements

Page 40: Managing Projects - A Guide For Social Entrepreneurs

Evaluating Projects = Run team and project reviews.

Be critical, but don’t point fingers.

Document what you’ve learnt and write up case studies. Get references if you can.

Page 41: Managing Projects - A Guide For Social Entrepreneurs

So to summarise…

Page 42: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects

Pitching / Brief Go/No Go Decision

Deliverables & Expectations

Estimation & Contingency

Resourcing & Structure

Costing & BudgetingTeam

Management

Stakeholder Management

Time Management

Profit Margins

Monitoring Outcomes

Learning / Evaluating

ResearchMission & Strategy

Contracts

Buffers

3rd Parties / Outsourcing

Accounting

Leadership Theory

Comms Planning

Milestones & Feedback Cycles

Saying No

KPIs

Reviews

Page 43: Managing Projects - A Guide For Social Entrepreneurs

For more info…

Download this at http://www.slideshare.net/rizwantayabali

Visit my blog at http://www.socialeffect.orgor

Mail me at [email protected] or

Connect with me at http://twitter.com/rizwantayabali

Page 44: Managing Projects - A Guide For Social Entrepreneurs

Managing Projects:An Outline for Social Entrepreneurs

Rizwan Tayabali. 2009.

http://www.socialeffect.org | [email protected] | http://twitter.com/rizwantayabali

London +44 7932 884788