Project Management With Trello

Katrina Gallagher

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Slides & Links

Why would you use Trello

for project

management?

Trello Project Management

Benefits

● Reduce email clutter

● Improve accountability

● Improve communication

● Increase efficiency

● Have a high level overview of projects

● Improve your quality control and output

● Keep relevant people updated

● Increase flexibility

● Reduce risk

● Streamline processes

● Standardise process

● Works well with existing tools (e.g. file server)

What could you use

Trello for?

https://trello.com/b/wFECC39M/wedding-bridesmaid-board

https://trello.com/b/DnZvFigA/agile-board

https://trello.com/b/mo04wOm4/editorial-calendar

https://trello.com/b/nPNSBZjB/trello-resources

https://trello.com/b/lGQZunS7/company-overview

https://trello.com/b/IKlQKXVW/entrepreneurs-break-resources

https://trello.com/b/rbpEfMld/data-science

https://trello.com/b/hsyajmhd/template-car-maintenance

https://trello.com/b/60Mi1puj/1-1-sample

https://trello.com/b/19hj63vU/template-study-notes

https://trello.com/b/aPFI7CqI/template-sales-pipeline

https://trello.com/b/yXU8TZDc/softwareleadweekly-com

https://trello.com/b/tqcbOCXq/it-support

https://trello.com/b/1Jz6SorC/the-dev-board

https://trello.com/b/fDsPBXFt/board-of-templates

For a limited time: http://www.appsumo.com/trello-gold-freebie/

Practical: Playing with Trello

Features

● Set up an account

● Create an organisation

● Set up boards

● Add checklists

● Add people

● Add stickers

● Add labels

● Change the background

● Mention people

● Subscribe to the boards

● Install the mobile app

How do you manage

your resources?

Brainstorm

● How do you allocate resources?

● How do you check project requirements against goals?

● What are your time constraints?

● How much budget do you have for each stage?

● What human resources do you require to complete each

stage?

● Do these humans need training?

● How will your humans communicate?

● What are your IT requirements?

Project resources

Project roles and

responsibilities

● Do you need experts from different areas of the

business?

● Do you involve the client and other stakeholders?

● What is your approval process?

● Who identifies training needs?

● Who manages meeting schedules and how?

● When do you produce reports, how, and who to?

Project roles & responsibilities

Monitoring Projects

● Update task status (to do, doing, requires review, done)

● Remind people & re-schedule uncompleted tasks

● Update project elements

● Request additional budget/resources/time

How will you monitor & steer

projects?

What is your structure & what are

your rules?

For my next project...

Project: Make Toast

https://www.youtube.com/watch?v=_vS_b7cJn2A

QUESTIONS ANYONE?

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Thanks for listening!

Credits & Further Reading:• Inspiring Trello Boards: https://trello.com/inspiringboards • How to use Trello to organise your life: http://lifehacker.com/how-to-use-trello-to-organize-your-entire-life-

1683821040• Interesting uses of Trello: http://www.quora.com/What-are-some-really-interesting-examples-of-public-

Trello-boards • How to plan a wedding: https://tabithaneal.wordpress.com/2014/06/27/trello-the-way-to-plan-a-wedding/ • Manage staff CPD: http://www.prasadgupte.com/blog/effective-one-on-one-team-interaction-using-a-

simple-trello-board/ • Trello Resources: https://trello.com/b/nPNSBZjB/trello-resources • Project management communication - https://fishphilosopher.wordpress.com/2014/09/29/edu-627-

effective-communication-and-project-management/ • Trello - https://trello.com/