This document outlines an agenda for a project management bootcamp covering best practices, technology tools, and productivity hacks. The agenda includes an introduction, learning objectives, a discussion of why project management is important, a deep dive on the project definition document and Asana project management software, and tips for improving productivity. The document provides overviews of various project management and productivity technologies such as Google Apps, CRM software, proposal tools, task managers, time trackers, document sharing platforms, and communication tools to help attendees select options to improve their work.

1. Project Management
Bootcamp
Best Practices, Technology Tools, and
Productivity Hacks
by
danberger

2. ICE BREAKER
INTRODUCE YOURSELF

6. Agenda
• Why is this Important to Me?
• Event Planner vs. Project Manager
• Learning Objectives
• Why is this Important to You?
• Best Practices
• The Project Definition Document
• Technology Solutions
• Asana Deep Dive
• Productivity Hacks
• Wrap-Up

7. Every experience is an opportunity
Celebrate
Learn
Meet

10. “
An Event Planner is
a Project Manager
with Style.
“

11. Objective 1:
Understand Project Management

12. Objective 2:
Save You Time

13. Objective 3:
Get You Excited (about technology)

14. Project Management
will…
Make You Look Good

15. Project Management
will…
Make You Feel Good

17. Don’t just have a to do list
Communicate it to your team

18. If it can be done in 2 minutes…
Do it Now

19. Get it on paper,
To get it off your mind

20. Six Levels of Focus

21. Project Definition Document
• Project Overview
• Why are we even doing this?
• Objectives
• What are we trying to do?
• Scope
• What does this project entail? What does it NOT entail?
• Assumptions and risks
• What events are you taking for granted?
• What are you concerned about?
• Approach
• How are you attacking the project?
• Organization
• Who are the stakeholders and what are their roles?
• Signature page
• Initial effort, cost, and duration estimates

22. BREAK
GET UP AND STRETCH

23. Part II
TECHNOLOGY SOLUTIONS

24. Email & Calendar: Google Apps

25. Relationship Management: CRM
A good CRM tracks your activities
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26. Proposal: BidSketch
Upload Word and PDF proposals, send them to
customers, and track when they view it
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27. Project Management: Streak
Create folders for your emails and processes
within those folders to track progress.
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28. Task Management: Google Tasks
Tasks right inside your gmail.
Ideal for linking emails to tasks.
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29. Hands-On
ASANA & INSTAGANTT

30. Time Tracking: Harvest
Mobile and web time tracking
for your vendors, contractors,
part-time staff, etc.
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31. Time Tracking: RescueTime
Quietly monitors what you’re working on (down
to the website) and gives you a weekly
productivity report
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32. Contracts: LegalZoom
Very affordable boilerplate documents
for all of your legal needs
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33. Outsource: Elance
Place job posts for any work that you might
need to get done.
Some projects are $20. 100% safe with many
American contractors.
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34. Communication: Google Drive
Virtual share drive makes sending
back and forth emails very easy.

35. Communication: Evernote
Cloud-based solution that let’s you take
notes and clip from to/any device.
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36. HR: 15-Five
Your direct reports spend 15 minutes writing a
weekly report and you spend 5 minutes reviewing it.
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37. Email: Yesware
Read receipts for all your emails and no-reply reminders
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38. Email: Canned Responses
Use templated replies to save you time
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39. PRODUCTIVITY HACKS

40. Distraction-free Mode

41. The Pomodoro Technique

42. Multi-tasking…
Is Making You Stupid

43. 1. Set deadlines
2. Set specific times to check email
3. Meetings in the

44. Delegating
•
•
•
•
•
•
•
Place a monetary value on your time.
Ask “is it possible to delegate part or all of this task?”
Train others to do your work (ongoing)
Outsource to virtual assistants/interns
Set expectations, priorities and deadlines
Accept that delegating is a two-way street
Take responsibility for the outcomes. The buck stops
with you.
• Give them ownership and accept the fact there’s a risk
• Explain the importance of the task to get buy-in
• Regularly check-in to motivate and ensure it meets
your expectations
•
•
Strive to be a jack of all trades and a master of nothing
Hire people smarter than you (AKA specialists)

45. Objectives and Key Results
•
•
•
•
•
•
Quarterly stretch goals
Developed by Intel, Perfected at Google
Must be measurable
Top-down
Transparent
.4 is too low, .9 is too high, .7 is just right

48. Know any cool cats?
We Are Hiring!

49. Staying In Touch
danberger
dan@socialtables.com
(917) 359-7757
(877) 9-SEAT-ME
http://www.slideshare.net/socialtables
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