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7/28/2019 The 20 minute course in project management... .pdf
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Fastlane
The 20 minute course in... projectmanagement
If your project plan is still on the back of an envelope and your minutes from the
last meeting are illegible, it’s time for a fresh start, whether that involves Excelspreadsheets or just a filing cabinet
Picture © Bob London
Project management is defined as “the process of planning, organising, staffing,
directing and controlling the production of a system”. Sounds simple enough, but
getting it right involves dedication, stamina and foresight. While others will step in
and out of a project when their skill is required, the project manager is there for
the duration, keeping an eye on both the big picture and the finer detail.
In the case of marketing, the project generally equates to a campaign, product
launch or event – in other words, the lifeblood of the sector. And yet project
management still isn’t traditionally seen as a marketer’s role. You’ll regularly see
project management listed on business training courses, but many marketers are
thrown into project management at the deep end.
Getting started
Marcell Redpath, account director at brand agency Dragon, believes every
project should start with a “kick-off meeting” – a discussion between all theparties involved in the project to set the parameters for what is to be achieved.
“It is imperative to ensure mutual understanding and clarity between everyone
right at the start,” he says. “A successfully managed kick-off meeting will help
safeguard against future problems.”
Ideally, the agenda should focus on three main areas: the brief, roles and
responsibilities and admin. “The brief refers to anticipated deliverables,
outcomes, level of innovation required and measures of success – including what
success looks like,” he explains. “Try to get to the heart of what matters most
for the brand, the project itself, the business and the personalities involved.”
As for roles and responsibilities, Redpath suggests establishing a day-to-daycore team, outlining their duties, as well as identifying the decision makers and
when they’ll be involved. Compile the team according to people’s strengths,
styles, personalities and their own preferences, he adds.
Finally, in terms of administration, Redpath advises agreeing budgets, setting
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Dos and don’ts
Do remember that the
planning of any project
can always be reduced
to three factors: budget,
timeline and the scope of
the work. Ideally you’d
like to meet targets you
set for all three, but in
reality this isn’t always
possible, so decide
which one of the three is
the biggest priority and
allow for flexibility on the
remaining two.
Do ensure your team
always has its eye on
the prize. The overall
purpose and strategy is
far more important as a
motivator than detailedfunctionality.
Do remember the five
roles of any good project
manager: leader,
organiser,
communicator, chaser
and co-ordinator.
Don't accept a working
environment where
failure is seen as aneveryday, accepted
occurrence. If you find
yourself in that situation,
focus on making failure
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timings and formalising the terms of engagement. “At an early stage, try to
ensure against unwanted surprises, such as an increase in spending. Forward
planning and transparency can help secure a great working relationship.”
Document all agreements – notably the brief, financials, timings, status and
responsibilities, he adds. “People interpret requirements differently, so
documenting it encourages clarity. The document will act as a point of reference
for the whole team.”
Assess potential risks
Risk management is keeping an eye on the stuff that could destroy the project.
“Project management textbooks often over ‑complicate this, which I think is why it
is often done poorly,” says Greg Doone, a Project Management Institute
accredited professional and managing director of London-based creative agency
Collective. “In my experience, risk management only works well where there is a
simple, honest conversation once a fortnight between the project manager and
the project sponsor – the most senior person responsible for the outcome.”
One of Doone’s favourite tips for project managers is to avoid confusing e-mail
with communication. “Any number of detailed risk registers or e-mails cannot
compensate for a genuine, serious conversation about potentially critical issuesidentified by the project manager,” he says.
Keep these conversations short and focused on the main risks, he advises, and
make sure you have an agreed approach for dealing with them. “I have worked
on many projects for high-profile brands where the risk list has been over 200
items long. It is always ignored. The shorter the list, the more effective it is.”
Elly Sample, director of marketing and communication at Oxford Brookes
University, believes no project manager can afford to avoid contingency plans.
“In marketing, you’re at the vanguard of the organisation. The variables are
infinite in terms of things that can go wrong. So you do have to be prepared and
ready for the worst.”
She provides an example. “We organised an event in Shanghai last week.
Everything was booked – the speaker, the food, the technology and the clients –
but when it came to the day, the hotel said they knew nothing about us. Another
example is when I was recently supposed to deliver nine marketing activities in
Mumbai but because of the terrorist attacks, I had to find alternative ways to
deliver my messages.”
If the project does encounter a failure that is a result of poor project
management, always put your hands up and say sorry, says Sample. “It’s an
opportunity to show how much you care about the fact that you’ve made a
mistake. Use it as an opportunity to pull the phoenix out of the flames.”
Software
While software is essential, don’t fall into the trap of over-complicating things
with a level of IT sophistication beyond your needs. “There is a plethora of
dedicated software for project management on the market, but Microsoft Project
tends to be the most popular option among marketers,” says Richard Mayer,
Institute trainer and senior lecturer at the University of Derby. “But some people
have complained that ‘you can get to the moon with it and I’m only organising a
conference’. They find it too complex for a simple project, but others value its
flexibility and avoid the features they don’t need. They key is trial and error and
finding out what works best for you personally.”
For those who find themselves drawn to the emergence of the super-smartsoftware options that have grown rapidly over the last several years, or who like
the idea of bespoke programmes, Ranjit Matharu, head of marketing
communications at media intelligence company Cision, has some words of
caution: “While accepting that the computer can categorise, organise and
unacceptable.
Don't let the urgent get
in the way of the
important.
Don't forget to schedule
Christmas and summer
holidays, when things
may slow down or stopaltogether, into your
project plan.
Tips from the top
Lea Raudsepp is a
training consultant who
tutors marketers in
project management.
She is also founder of
Fibre Training, which
specialises in
communication skills A written brief is a vital
project tool so be
prepared to compile one.
Without it your project is
open to
misunderstanding and
Chinese whispers.
Marketing is full of
subjective language. If
your stakeholder wants a
campaign that is
“exciting” or an exhibitionstand that is “dazzling”,
find out what those
words mean to them.
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compare against preset instructions faster than the human, the machine cannot
think and adapt. You need to plan for such fallibility or ensure that marketing and
monitoring software retains a human editorial touch,” he says.
Meanwhile, Elly Sample warns: “Don’t get tied into the detail so much that the
completion of the plan somehow becomes more important than delivering the
outcome of the project. In other words, don’t get so caught up in the software
that it stops you achieving what you want.”
Peter Green, Institute trainer and specialist in project management, agrees. Heis a big fan of Excel spreadsheets, even for complex projects. “If you can see
things at a glance, you’re much less likely to get bamboozled.”
Managing teams
“Gaining the continued support of the different team heads is vital in any project,”
says Steve Davis, president of GSI Commerce Europe. “One of the best ways
to achieve this is to set up a steering committee, involving the team heads, which
meets infrequently but is updated regularly. This will ensure there is a clear,
uncrowded and scheduled place for each team to be represented.”
Depending on time constraints, it can also be useful to arrange a shared projectroom for the team, he adds. “Even if all the teams are only together for one day
a week, it can make a considerable difference to momentum. The most
important consideration is to ensure your team feels a sense of community within
the project.”
Gill Kelley, a learning and development specialist and Institute trainer, says
another way to achieve this sense of community is by focusing on team building
very early on. “Research has shown that making the experience as human as
possible counts for a lot. Think about things like Justmeet.com, which puts you in
a conference room as opposed to just a conference call. So often project
leaders are selected because they’re good at meeting goals, and the human
aspect gets neglected. Ensure that doesn’t happen.”
Meetings schmeetings
At the core of any project failure is lack of communication, says Greg Doone,
but, he warns, “a crap meeting is a waste of time, while a good one is
invaluable”.
“When I was 21 my first job was as trainee project manager for a big electronics
firm. It was a lovely place to work and everyone was very nice to each other.
But . . . meetings . . . took . . . forever . . .”
As the “young keen buck”, Doone decided to remove all the chairs from the
meeting room for an intranet project he was running. “It was easily the mosteffective meeting on the project. The next week no-one turned up and the next
the chairs were back, but everyone had got the point. Our goal was not just to
be there for an hour, we were there to get something done. To run a good
meeting you need to take the responsibility of actually running it,” says Doone.
Have an agenda, he suggests, intervene to stop people rambling (it’s your
project) and learn when to park stuff people can’t agree on.
William Buist, managing director of team performance and collaboration
consultancy Abelard Management Services, believes the acronym POST can
come in useful when planning meetings.
“The P is for purpose. Setting the purpose of the meeting allows those who are
invited to see immediately how it is relevant to them. During the meeting you can
keep checking that the discussion is ‘on topic’. The O is for output. Defining what
the meeting will produce is key. Many meetings go on beyond their usefulness
To achieve a deadline
you need a timing plan.
By all means use popular
tools such as Gantt
charts, but the main thing
is simply to remember
that you need a list of
dates with corresponding
actions to achieve a
deadline.
Most problems can be
avoided with contingency
planning. Brainstorm
what can go wrong and
have a strategy ready to
prevent the problem or
to deal with it if it does.
If you need participation
from other departments
make sure theyunderstand WIIFM –
“What’s in it for me?”
Sell them the benefits of
participating.
Don’t let the virtual world
screen out the human
touch. E-mail is all very
well, but we work best
with others when there is
a human side to our
relationships.
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because no end point has been defined. If it’s a decision, you can start the
meeting by asking if people are already decided and, if not, asking what else
they need in order to decide.”
S is for structure. “Defining a structure means you can identify who you need at
the meeting and helps keep things focused because you’ve thought things
through in advance.” Finally, T is for timing. “Defining the timing means people
can join when their contribution is required and leave when they’re no longer
needed, which keeps numbers down.”
Are you ready to plan a project?
Your organisation is launching a new product, so you:
(a) Are quite happy to be given a brief playing to your individual strengths.
(b) Have a natural urge to help organise and co-ordinate, but you take a
backseat for fear of treading on toes.
(c) Are 100 per cent sure you can lead the project, so you work on
demonstrating your key project management skills.
Your organisation decides to launch a bespoke piece of project
management software. You:
(a) Do what you’re told. If it keeps the bosses happy, you use it.
(b) See it for what it is – an over-complicated piece of IT that’s slowing everyone
down, but it’s not for you to say so.
(c) Take a stand. Good project management doesn’t need advanced software
and so you suggest a better option.
You have spotted that a project may be falling off the rails, so you:
(a) Recognise that it’s not your problem, so you just get on with your individual
job.
(b) Think about raising it as a risk, but you don’t want to look silly if you’re
wrong.
(c) Flag up the potential problem immediately and find ways to address it if your
gut feeling is right.
Mostly (a)s: Sorry, but you don’t have the makings of a project manager. You
might be a good marketer, but you’re a sheep when it comes to management.
Mostly (b)s: You have the potential, but stop being so soft. If you’re going to
take on a project management role, you’ll need to be far more assertive and a
much better communicator.
Mostly (c)s: Get managing. Your bosses would be mad not to give you a
leading role.
Kate Hilpern is a freelance journalist for titles including Coaching at Work
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