A P R I L 2 7 , 2 0 2 3
Effective Project
Management: How to
Grow High-Value
Partnerships
P R E P A R E D F O R :
1
2
Norah Medlin
I N T R O D U C T I O N –
- Lives in Joliet (West Chicagoland), IL
- 15+ years of experience in Software Development
- Loves to build & guide unique ad-hoc rockstar
teams
- Passionate about agile project management,
automation, mentorship and open source culture
- Member of the SCA since 2004
T E C H N I C A L P R O J E C T M A N A G E R
A T M E D I A C U R R E N T
/in/shannonmedlin
- Drupal - Language Agnostic
- DevOps - Linux/Bash
- REST API - Entrepreneurship
Skills
About
3
Erik Schwenke
I N T R O D U C T I O N –
• From St. Louis, MO
• 9 years experience in project management /
Certified Scrum Master
• Manage largest retainer clients at Mediacurrent
• Passionate about building long-lasting
relationships and incorporating Agile into
projects
• Nerd creds: winner of a Mediacurrent speed
typing contest (100+ WPM club!)
S R . T E C H N I C A L P R O J E C T M A N A G E R
A T M E D I A C U R R E N T
/in/erikschwenke
• Scrum/Agile • Google Analytics
• Process Management • Budgeting
• SEO • SQL
Skills
01 Getting Started
02 Kicking Off
03 Keep it Going
04 Discovery-first
05 Phased Approach
Overview
4
5
01
Getting Started
6
New Client Sync with Primary Stakeholders
T E A M B U I L D I N G –
• Helps to make the sales handoff less
awkward when starting relationship with
a new client
• If the official kickoff is a formal dinner, this
is like a happy hour
• Limit the conversation to your primary
point(s) of contact
• Use findings to set the stage for how you
want to run your eventual kickoff call
with the full team / stakeholders in place
7
Scheduling Kickoff Workshop
(New Engagement for Existing Client)
T E A M B U I L D I N G –
Who should attend the kickoff workshop?
Ask for names, titles and email addresses.
When should the kickoff workshop
take place?
Include a link to a scheduler or list of times
for the client to select.
Does anyone on your team require
accommodations?
Inclusion/Accessibility requirements and
inclusivity statement.
T O :
S U B J E C T :
Client Contact
Kicking Off Our Project!
Hi Client Contact,
We’re excited to be working together!
To get started, we need to cover a few things
so we can have a successful project.
I wanted to ask you a few questions…
8
Q and A
What do your initial
communications with your
clients look like?
9
02
Kicking Off
10
Kickoff Workshop (Client Facing)
T E A M B U I L D I N G –
S T A K E H O L D E R S
C E O
K E Y C O N T A C T
P R O D U C T O W N E R
P R O D U C T O W N E R
S T A F F M E M B E R S T A F F M E M B E R
K I C K O F F M E E T I N G
11
Internal Kickoff
T E A M B U I L D I N G –
“ R A - R A ” M E E T I N G
C E O
K E Y C O N T A C T
D E C I S I O N M A K E R
D E C I S I O N M A K E R
S T A F F M E M B E R S T A F F M E M B E R
P R O J E C T T E A M
12
03
Keep it Going
13
Stakeholder Analysis/RACI
T E A M B U I L D I N G –
A C T I V E L Y E N G A G E D
K E E P I N F O R M E D
M O N I T O R
K E E P S A T I S F I E D
CEO
Decision
Makers
Key
Contacts
I N T E R E S T / A V A I L A B I L I T Y
Main
Contact
I
N
F
L
U
E
N
C
E
Dept
Head
Scan for
Miro Template
14
Next Steps Email
T E A M B U I L D I N G –
What did you cover during Kickoff?
Provide a brief value statement and/or list.
What are some immediate next steps?
Here is your opportunity to set some
expectations about what value you intend
to provide next or what you need from the
client in order to move forward.
When will you meet next/what’s the next
milestone?
As the team starts digging in, it is good to
remind everyone about the next meeting
and/or milestone. Remember, not everyone
things multi-dimensionally, a calendar invite
or graphic during the meeting might not be
enough.
T O :
S U B J E C T :
Client Contact
What’s Next?
Hi Client Contact,
Please extend my thanks to your team for their
participation in the Kickoff Workshop today. It
was great to get to know everyone just a little
bit better and have an item to start digging into
right away! :)
Here are some next steps…
15
04
Discovery-first
16
A world without a Discovery-first Approach
D I S C O V E R Y - F I R S T A P P R O A C H –
Proposal &
Sign off
Design &
POC
Build
Design &
POC
Change
Order
Change
Order
17
Q and A
Have an experience like this
you would like to share?
18
Empowering Decision Makers With
a Discovery-first Approach
D I S C O V E R Y - F I R S T A P P R O A C H –
Requirements &
Envisioning
Build Deploy & Rollout
19
04
Phased Approach
20
Onion Diagram
P H A S E D A P P R O A C H –
Sprint
Sprint
Sprint
Deliverable
Deliverable
21
Phased Agile
P H A S E D A P P R O A C H –
22
Q and A
Has anyone worked with a multi-phased
approach like this before?
Stories?
Thank You
For Questions or More Information
Norah Medlin
norah.medlin@mediacurrent.com

MidCamp 2023 - Effective Project Management

  • 1.
    A P RI L 2 7 , 2 0 2 3 Effective Project Management: How to Grow High-Value Partnerships P R E P A R E D F O R : 1
  • 2.
    2 Norah Medlin I NT R O D U C T I O N – - Lives in Joliet (West Chicagoland), IL - 15+ years of experience in Software Development - Loves to build & guide unique ad-hoc rockstar teams - Passionate about agile project management, automation, mentorship and open source culture - Member of the SCA since 2004 T E C H N I C A L P R O J E C T M A N A G E R A T M E D I A C U R R E N T /in/shannonmedlin - Drupal - Language Agnostic - DevOps - Linux/Bash - REST API - Entrepreneurship Skills About
  • 3.
    3 Erik Schwenke I NT R O D U C T I O N – • From St. Louis, MO • 9 years experience in project management / Certified Scrum Master • Manage largest retainer clients at Mediacurrent • Passionate about building long-lasting relationships and incorporating Agile into projects • Nerd creds: winner of a Mediacurrent speed typing contest (100+ WPM club!) S R . T E C H N I C A L P R O J E C T M A N A G E R A T M E D I A C U R R E N T /in/erikschwenke • Scrum/Agile • Google Analytics • Process Management • Budgeting • SEO • SQL Skills
  • 4.
    01 Getting Started 02Kicking Off 03 Keep it Going 04 Discovery-first 05 Phased Approach Overview 4
  • 5.
  • 6.
    6 New Client Syncwith Primary Stakeholders T E A M B U I L D I N G – • Helps to make the sales handoff less awkward when starting relationship with a new client • If the official kickoff is a formal dinner, this is like a happy hour • Limit the conversation to your primary point(s) of contact • Use findings to set the stage for how you want to run your eventual kickoff call with the full team / stakeholders in place
  • 7.
    7 Scheduling Kickoff Workshop (NewEngagement for Existing Client) T E A M B U I L D I N G – Who should attend the kickoff workshop? Ask for names, titles and email addresses. When should the kickoff workshop take place? Include a link to a scheduler or list of times for the client to select. Does anyone on your team require accommodations? Inclusion/Accessibility requirements and inclusivity statement. T O : S U B J E C T : Client Contact Kicking Off Our Project! Hi Client Contact, We’re excited to be working together! To get started, we need to cover a few things so we can have a successful project. I wanted to ask you a few questions…
  • 8.
    8 Q and A Whatdo your initial communications with your clients look like?
  • 9.
  • 10.
    10 Kickoff Workshop (ClientFacing) T E A M B U I L D I N G – S T A K E H O L D E R S C E O K E Y C O N T A C T P R O D U C T O W N E R P R O D U C T O W N E R S T A F F M E M B E R S T A F F M E M B E R K I C K O F F M E E T I N G
  • 11.
    11 Internal Kickoff T EA M B U I L D I N G – “ R A - R A ” M E E T I N G C E O K E Y C O N T A C T D E C I S I O N M A K E R D E C I S I O N M A K E R S T A F F M E M B E R S T A F F M E M B E R P R O J E C T T E A M
  • 12.
  • 13.
    13 Stakeholder Analysis/RACI T EA M B U I L D I N G – A C T I V E L Y E N G A G E D K E E P I N F O R M E D M O N I T O R K E E P S A T I S F I E D CEO Decision Makers Key Contacts I N T E R E S T / A V A I L A B I L I T Y Main Contact I N F L U E N C E Dept Head Scan for Miro Template
  • 14.
    14 Next Steps Email TE A M B U I L D I N G – What did you cover during Kickoff? Provide a brief value statement and/or list. What are some immediate next steps? Here is your opportunity to set some expectations about what value you intend to provide next or what you need from the client in order to move forward. When will you meet next/what’s the next milestone? As the team starts digging in, it is good to remind everyone about the next meeting and/or milestone. Remember, not everyone things multi-dimensionally, a calendar invite or graphic during the meeting might not be enough. T O : S U B J E C T : Client Contact What’s Next? Hi Client Contact, Please extend my thanks to your team for their participation in the Kickoff Workshop today. It was great to get to know everyone just a little bit better and have an item to start digging into right away! :) Here are some next steps…
  • 15.
  • 16.
    16 A world withouta Discovery-first Approach D I S C O V E R Y - F I R S T A P P R O A C H – Proposal & Sign off Design & POC Build Design & POC Change Order Change Order
  • 17.
    17 Q and A Havean experience like this you would like to share?
  • 18.
    18 Empowering Decision MakersWith a Discovery-first Approach D I S C O V E R Y - F I R S T A P P R O A C H – Requirements & Envisioning Build Deploy & Rollout
  • 19.
  • 20.
    20 Onion Diagram P HA S E D A P P R O A C H –
  • 21.
  • 22.
    22 Q and A Hasanyone worked with a multi-phased approach like this before? Stories?
  • 23.
    Thank You For Questionsor More Information Norah Medlin norah.medlin@mediacurrent.com