Project Management - Simplified - 239

In this episode, Mike and Jody discuss project management and what it has to do with Sales Skills.

Questions Answered:

• What does project management have to do with Sales Skills?
• How do you break project management down?
• How does it change if we are a small organization?
• What are the elements of project management?

Key Takeaways:

• Planning - can I put together a plan that will help me execute? Assess risks, identify gaps.
• Resources - what resources are required?
• Accountability
• Interactions that we have with our customers - managing an account
• Deals that we have with customers - opportunities we might be working on.
• Objectives - ex: putting together a plan to execute on Q1 objectives
• Someone needs to be responsible for managing these aspects
• Be deliberate about the focus of the project at any given time
• If you are a smaller organization, you can use project management to identify gaps where you may want to lean on others.
• Freelancers can be a good option for smaller organizations
• Many small organizations utilize tools such as Trello boards or individual blocks of data on a spreadsheet or in a calendar.
• Elements involved in project management:
  • Planning
  • Resource Identification - people, time, money, things (tech, etc..)
  • Time table for execution
  • Associate each task in the plan to the resources you have available. This helps to identify risk.
• Don’t overcomplicate it!
• Use project management concepts as a way to create clarity and focus.

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