prevent crash & burn. launch successful projects

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Evaluating Online Project Management Software How Do You Choose?

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Page 1: Prevent Crash & Burn. Launch Successful Projects

Evaluating !Online Project Management !

Software

How Do You Choose?

Page 2: Prevent Crash & Burn. Launch Successful Projects

Popular on-line project management software:!

• There are lots of tools • Each tool has raving fans & passionate

adversaries • There is no one right answer for everyone

The real question is !What’s best for you, in your situation?

Page 3: Prevent Crash & Burn. Launch Successful Projects

Q: How do I know what is the right tool for me?

!

A: It depends. !

Let’s go through some questions

Page 4: Prevent Crash & Burn. Launch Successful Projects

Why are you looking at !project management !

software?

Page 5: Prevent Crash & Burn. Launch Successful Projects

Why are you looking at !project management software?

• Want to get organized • Too much going on to keep up with • Don’t know who is assigned what • People missing deadlines • Changing priorities • Other reasons

Page 6: Prevent Crash & Burn. Launch Successful Projects

How many projects are !happening at once?

Page 7: Prevent Crash & Burn. Launch Successful Projects

How many projects are !happening at once?

• Only one project • Many projects • Too many projects

Page 8: Prevent Crash & Burn. Launch Successful Projects

How many people !are on your team and !what are their roles?

Page 9: Prevent Crash & Burn. Launch Successful Projects

How many people are on your team !and what are their roles?

• List the name of each team member • List every role that each person performs • List each of your vendors and partners • List each of their team members

It gets complicated, because one person !may fill more than one role.

Page 10: Prevent Crash & Burn. Launch Successful Projects

In which time zone !does each team !

member operate?

Page 11: Prevent Crash & Burn. Launch Successful Projects

• If everyone is in the same time zone, you are very fortunate. • Most teams span the globe, and scheduling is challenging. • For meetings, be considerate of who is awake before dawn

and who is awake after sunset. • Be conscious of the time lag for email. If you send an email

when someone is sleeping, they are not going to respond until they are awake.

• When communicating deadlines, be clear which time zone is being used.

In which time zone does each !team member operate?

Page 12: Prevent Crash & Burn. Launch Successful Projects

What level of detail do !you need to manage inside !

the software?

Page 13: Prevent Crash & Burn. Launch Successful Projects

How much detail do you need to go into?• As you organize your project, you will have phases,

deliverables, and task lists. • Does the team need detailed instructions on what to do

or are they managing their workflow somewhere else. • How are handoffs being handled? How does someone

know when they are ready to start a task? • How much detail do you need to put into a status

report? Do you need to report that a task is in progress, or do you need the percentage complete?

• What makes your boss happiest?

Page 14: Prevent Crash & Burn. Launch Successful Projects

What is your !working style?

Page 15: Prevent Crash & Burn. Launch Successful Projects

What is your working style?

• Visual or verbal • Lists or post-its • Office, cube or coffee shop • Formal or casual culture • Proactive or reactive • Simple or complex • Micro-manage or hands-off

Page 16: Prevent Crash & Burn. Launch Successful Projects

What does it take to !be successful? !

(at project management)

Page 17: Prevent Crash & Burn. Launch Successful Projects

What does it take to be successful? !(at project management)

• Setup the system as it makes sense for your situation • Assigning tasks, due dates, and responsibilities • Teaching everyone how to use the system • Manage project changes and update the plan • Consistently reminding everyone to use the system • Create status report templates and set calendar

reminders for when they are due. • Accountability and actually using the system • Follow-up, follow-up, follow-up • Communication, communication, communication

Page 18: Prevent Crash & Burn. Launch Successful Projects

Comparing Project !Management Software

Page 19: Prevent Crash & Burn. Launch Successful Projects

Basecampwww.basecamp.com

Page 20: Prevent Crash & Burn. Launch Successful Projects

Basecampwww.basecamp.com/pricing

Pricing as of July 2014

Page 21: Prevent Crash & Burn. Launch Successful Projects

Asanawww.asana.com

Page 22: Prevent Crash & Burn. Launch Successful Projects

Asanawww.asana.com/pricing

Pricing as of July 2014

Page 23: Prevent Crash & Burn. Launch Successful Projects

TeamworkPMwww.teamwork.com

Page 24: Prevent Crash & Burn. Launch Successful Projects

TeamworkPMwww.teamwork.com/pricing

Pricing as of July 2014

Page 25: Prevent Crash & Burn. Launch Successful Projects

Smartsheetwww.smartsheet.com

Page 26: Prevent Crash & Burn. Launch Successful Projects

www.smartsheet.com/pricingSmartsheet

Pricing as of July 2014

Page 27: Prevent Crash & Burn. Launch Successful Projects

Trellowww.trello.com

Page 28: Prevent Crash & Burn. Launch Successful Projects

Trellowww.trello.com/pricing

Pricing as of July 2014

Page 29: Prevent Crash & Burn. Launch Successful Projects

Flowwww.getflow.com

Page 30: Prevent Crash & Burn. Launch Successful Projects

Flowwww.getflow.com/pricing

Pricing as of July 2014

Page 31: Prevent Crash & Burn. Launch Successful Projects

Other project management software products:

Genius Project On-Demand

AtTask Liquid Planner

www.robohead.netRobohead

Workzone

Wrike

Jira

Sharepoint

dotProject

Huddle

AceProject

Zoho Projects

www.workzone.com

www.wrike.com

www.attask.com

www.attask.com

www.microsoft.com/sharepoint

www.dotproject.net

www.huddle.com

www.aceproject.com

www.zoho.com

www.liquidplanner.com

www.geniusproject.com

Page 32: Prevent Crash & Burn. Launch Successful Projects

Summary: Remember these things

• Your team has to use it. • Communication and follow-up are key. • It takes time to adapt to new processes. • The end result will be worthwhile

Page 33: Prevent Crash & Burn. Launch Successful Projects

Experience Your Business, Transformed.

Rachel Kersten, [email protected]

Presented by

For more information: www.quantifying.com