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THE SEARCH FOR THE 
HOLY GRAIL 
CREATING TOOLS & PROCESSES 
FOR YOUR TEAM 
NATALIE SEMCZUK 
@TALKANATALKA 
Picture from Mo...
WHAT DO I MEAN BY TOOL 
OR PROCESS???
TOOL = software, web app, 
spreadsheet, piece of paper, 
notebook, stone tablet, etc. that 
can be used to aid workflow
PROCESS = a workflow that is 
generally held consistent throughout a 
project, sometimes can be facilitated 
or helped wit...
SO, YOU’RE A PM 
AND YOU NEED…
TOOLS OR PROCESSES.
WHAT NOW?
1. INVENTORY
MAP THINGS
HOW DO YOU CURRENTLY 
COMMUNICATE?
IDENTIFY NON-NEGOTIABLES
WHO ARE THE USERS?
2. IDENTIFY PAIN
BOTTLENECKS?
COMMUNICATION ISSUES?
COMMON PROJECT ISSUES?
INTERNAL OR CLIENT-FACING 
PROBLEM?
3. COMPANY CULTURE
REMOTE, DISTRIBUTED, OR IN OFFICE? 
OR ALL?
RIGID OR FLEXIBLE SCHEDULES?
DOES DESIGN/UI MATTER?
IS COST IMPORTANT?
COMPANY SIZE?
4. RESEARCH, TEST, CHOOSE!
THIS IS THE (RELATIVELY) EASY PART
SO MANY OPTIONS!
MANAGE EXPECTATIONS OF 
PRODUCTS/PROCESSES
5. GET FEEDBACK
IS ANYONE USING IT?
WHAT’S THE TIME INVESTMENT?
WHAT’S WORKING OR NOT?
REPEAT
RECAP!
1. TAKE STOCK 
2. IDENTIFY PAIN 
3. COMPANY CULTURE 
4. RESEARCH AND TEST 
5. GET FEEDBACK
THANKS! 
NATALIE SEMCZUK 
@TALKANATALKA
The Search for the Holy Grail: Creating Tools and Processes For Your Team
The Search for the Holy Grail: Creating Tools and Processes For Your Team
The Search for the Holy Grail: Creating Tools and Processes For Your Team
The Search for the Holy Grail: Creating Tools and Processes For Your Team
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The Search for the Holy Grail: Creating Tools and Processes For Your Team

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The struggle to create and implement new project management processes or tools is a difficult one across all types of teams - agency, in-house, remote, or in office.

How do you know which questions to bring to the table when evaluating these tools and resources? Where do you even begin? The good news is the same questions can be applied across all work environments. The bad news is, not all resources are created equally. This talk will arm attendees with an understand of how new systems can be implemented with their own projects or clients, and how these changes can be accomplished with as little pain as possible.

Published in: Leadership & Management
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The Search for the Holy Grail: Creating Tools and Processes For Your Team

  1. 1. THE SEARCH FOR THE HOLY GRAIL CREATING TOOLS & PROCESSES FOR YOUR TEAM NATALIE SEMCZUK @TALKANATALKA Picture from Monty Python and the Holy Grail
  2. 2. WHAT DO I MEAN BY TOOL OR PROCESS???
  3. 3. TOOL = software, web app, spreadsheet, piece of paper, notebook, stone tablet, etc. that can be used to aid workflow
  4. 4. PROCESS = a workflow that is generally held consistent throughout a project, sometimes can be facilitated or helped with a tool.
  5. 5. SO, YOU’RE A PM AND YOU NEED…
  6. 6. TOOLS OR PROCESSES.
  7. 7. WHAT NOW?
  8. 8. 1. INVENTORY
  9. 9. MAP THINGS
  10. 10. HOW DO YOU CURRENTLY COMMUNICATE?
  11. 11. IDENTIFY NON-NEGOTIABLES
  12. 12. WHO ARE THE USERS?
  13. 13. 2. IDENTIFY PAIN
  14. 14. BOTTLENECKS?
  15. 15. COMMUNICATION ISSUES?
  16. 16. COMMON PROJECT ISSUES?
  17. 17. INTERNAL OR CLIENT-FACING PROBLEM?
  18. 18. 3. COMPANY CULTURE
  19. 19. REMOTE, DISTRIBUTED, OR IN OFFICE? OR ALL?
  20. 20. RIGID OR FLEXIBLE SCHEDULES?
  21. 21. DOES DESIGN/UI MATTER?
  22. 22. IS COST IMPORTANT?
  23. 23. COMPANY SIZE?
  24. 24. 4. RESEARCH, TEST, CHOOSE!
  25. 25. THIS IS THE (RELATIVELY) EASY PART
  26. 26. SO MANY OPTIONS!
  27. 27. MANAGE EXPECTATIONS OF PRODUCTS/PROCESSES
  28. 28. 5. GET FEEDBACK
  29. 29. IS ANYONE USING IT?
  30. 30. WHAT’S THE TIME INVESTMENT?
  31. 31. WHAT’S WORKING OR NOT?
  32. 32. REPEAT
  33. 33. RECAP!
  34. 34. 1. TAKE STOCK 2. IDENTIFY PAIN 3. COMPANY CULTURE 4. RESEARCH AND TEST 5. GET FEEDBACK
  35. 35. THANKS! NATALIE SEMCZUK @TALKANATALKA

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