How to Project Manage

(allthethings)
And Look Super Smart While Doing It

Pam Pauley
Partner Account Manager, West Coast
ppauley@salesforce.com
Agenda

What is a Project?
What is Project Management?
Project Lifecycle
What is a Project?

Any work…
1. With a beginning & end.
2. Creates a product, result, or service.
3. Includes a defined schedule, scope, and
resources.

Projects are everywhere, which means you can

apply project management to almost everything!
What is a Project Manager?
Someone who manages projects, duh.

A Project Manager uses knowledge, skills, and tools

to manage a project from start to finish
with the goal of meeting project requirements.
Project Manager
Project Lifecycle
5 Stages of Project

Initiate Plan Execute Control Close

• Define project • Define major • Debrief
• Get approval deliverables • Risk • Party!
from • Break down • Go forth and management
stakeholders tasks conquer! • Monitor/apply
• Identify • Identify risks changes
sponsor • Find a team!
I just got assigned a project, yayyy!
Okay but seriously, now what?

Give your project some meat by creating the Project Objective Statement (POS)!

What is the project? What is its purpose?

How long will it take to complete?
How much will it cost?

Resources

*This will be part of the document your stakeholders sign off on, so make sure it’s clear for all audiences to understand.
 The Customer Hub will be a page on the Pardot
website to act as a one-stop place for all Pardot
customers to find the resources they need to be
successful. This project will be completed by May 30,
2016, with an estimate of 150 work hours required
across the Pardot business.
Making a Project Manageable
By breaking it down into smaller tasks

Determine the major “asks” or deliverables

List out all tasks needed to complete each deliverable
Identify key project milestones
Managing Risk
The lurker in the back of the room who can’t wait to screw up your project.

“Quality is planned instead of inspected.”

Risk Example:
A cruise ship could hit an iceberg and cause it to sink.

Owner Prevention Trigger Contingency

(cause) action
Cruise ship • Inspect • Icy waters • Deploy
crew navigational • poor lifeboats
tools for navigation • Alert
accuracy system emergency
• Avoid icy • inattention channels
waters from captain
• Evacuation
drills/educati
on
Closing the Project
You did itttt!

Post-mortem meeting
• What did we accomplish?
• What did we do well?
• What can we do better?

Document when needed for future reference

What I Learned
Fwiw

Importance of managing expectations for success of project

Status updates
Spending time on planning is always worth it
Breaking down tasks may seem overwhelming at first, but it’s really helpful!
thank y u