Trello for Project Management and Successful Teams


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Using a project management software can increase your productivity, communication, accountability, and trust within teams. Learn how to design a process flow and how to translate that into the setup of a project management like Trello.

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Trello for Project Management and Successful Teams

  1. 1. : : Stephanie Leishman Twitter: @hatchsteph Email: Web:
  2. 2. “If you can’t describe what you are doing as a process, you don’t know what you are doing.” – W. Edwards Deming
  3. 3. : Principles of project management and how to use Trello Including: • How to create an organization • How to create a board • How to manage members • Types of workflows and how to set up a workflow • How to add, assign, and move cards
  4. 4. 1 Improve communication 2 Control access for more security 3 Facilitate onboarding and training 4 Increase accountability 5 Build collaboration 6 Hold effective team meetings : :
  5. 5. Improve communication: avoid the chaos of email. 1 • Discuss items without having to repeat the context. • Separate tasks and address them independently. • If people ask for or share info via email, ask them to post or find it in the project management system. • Follow up on tasks in the system; use email only for urgent or off-task communication. : :
  6. 6. Keep membership and access up to date. 2 • No need to hunt for email addresses or wonder if you’ve cc’d everyone. • Remove access when someone leaves the team. • Make it easy for people to tag each other on tasks and messages. : :
  7. 7. Onboard new members efficiently. 3 • When new people new joins the team, make sure they are added to the system. • New members will immediately see all projects, events, discussions, and announcements on the boards. You won’t need to find past emails and forward information. • Walk new members through the projects, processes, and resources by using the system in training. : :
  8. 8. Increase accountability with an effective workflow. 4 • Assign individuals to all tasks. • Organize tasks and projects and the process steps. • Identify potential bottlenecks. • Make sure all team members know the steps they must complete to finish a project and not skip critical steps. : :
  9. 9. Decision Task Queue
  10. 10. Write message Is text final? Yes No Approve message Brett Paola Schedule message
  11. 11. Incoming requests Development or content? Development Fulfill request Belle Sebastian Fulfill request Content Close request
  12. 12. Build collaboration through transparency. 5 •Openly share progress. •Quickly bring key events or announcements to everyone’s attention. •Ask for help and learn from each other. : :
  13. 13. Hold effective team meetings. 6 • Review throughout the week how projects are progressing so that less meeting time is used for progress updates and more time is focused on issues and solutions. • View the project boards together in team meetings. • Enter and assign action items in the system as they are being discussed in the meeting. : :
  14. 14. Keep card titles short. 1 • Have more to say? Put it in the description. • Titles should clearly convey what will be found in the card. 2 Put key info in description; everything else in comments. • Don’t ask a question in the title or description of a card. • If you are writing something you would expect someone to reply to, it should be a comment.
  15. 15. : : web / email /