Every organization needs strong project management practices to help drive their missions forward. This training will cover free or low-cost easy-to-use technology tools that can help you collaborate better as a team. You will also learn what makes a successful project manager, as well as the "big picture" of project management. This training is suitable for those interested in pursuing project managment, as well as experienced project managers who are seeking avenues for making improvements.

1. Project Management
for non-profits
JERILYN YOUNG, PMP
501COMMONS TECH TALK – SEPTEMBER 12, 2019

2. Tech Talk Objectives
 Develop a working knowledge of structured project management
 Develop an understanding of why project management is important
 Demonstrate project management tools

3. Agenda
 What is a project?
 What is project management?
 What is a project manager?
 Putting it all together
 Tools and Examples
 Close and Wrap up

4. What is a project?

5. “
”
A project is a temporary endeavor
undertaken to create a unique
product, service or result.
PROJECT MANAGEMENT INSTITUTE

6. What is a project?
Projects
 Charter, organization, and goals
 Catalyst for change
 Unique product or service
 Heterogeneous teams
 Temporary – clear beginning and end
Operations
 Semi-permanent charter, organization,
and goals
 Maintains status quo
 Standard product or service
 Homogeneous teams
 Ongoing

7. What is project
management?

8. “
”
Project management is the
application of knowledge, skills,
tools, and techniques to project
activities to meet the project
requirements.
PROJECT MANAGEMENT INSTITUTE

9. What is a project manager?
 A project manager coordinates the project work.
 A project manager needs to understand the processes.
 A project manager does not need to be a subject matter expert (SME).
 A project manager prepares a whole set of plans (Gantt charts only being one of
them) for a project.
 A project manager leads internal and external communication.
 A project manager is a leader in the organization and can guide thoughts and
processes.

10. Project Management Processes

11. Project Management Concepts
Knowledge Areas
 Integration
 Scope
 Time/Schedule
 Budget
 Quality
 Procurement
 Human Resources
 Communications
 Risk Management
 Stakeholder Management
Constraints
 Scope
 Time/Schedule
 Budget
 Quality
 Resources
 Risks

12. Triple Constraint

13. The Big Picture

14. Common Pitfalls
 Unclear objectives
 Lack of senior management support
 Lack of effective project integration
 Inadequate funding
 Change in business priorities
 Original assumptions invalid
 Ineffective team
 Lack of effective communication processes
 Others?

15. Common Success Factors
 Agreement about the goals of the project
 Clear plan for effectively achieving the goals
 Effective communication
 Controlled scope – knowing what this project does and does not include
 Is supported by management
 Others?

16. BIG IDEAS to take away…
 Take the time to define goals and objectives
 All projects are political – you need to be a master of communication to “manage
your messages and stakeholders”
 Work to uncover the real goal
 Resolve conflicting goals
 Understand that any project is an iterative process

17. Tools and
Examples

18. Free Project Management Tools
Trello
Asana
Freedcamp
MeisterTask
Bitrix24
ClickUp
Basecamp
https://www.causevox.com/blog/free
-project-management-tools-
nonprofits/
Redbooth
Teamwork Projects
Smartsheet
Asana
Basecamp
https://www.merchantmaverick.com/t
op-nonprofit-project-management-
apps/
Microsoft Excel
Microsoft Planner
(Office 365)

19. Examples
Trello
 Available Plans
 Free - $0
 Business Class - $9.99/user/month billed
annually
 Enterprise - $20.83/user/month billed
annually
 Fundraiser Event
Asana
 Available Plans
 Basic - $0
 Premium - $9.99/user/month billed
annually
 Business - $19.99/user/month billed
annually
 Website Relaunch

20. Tech Talk Objectives
 Develop a working knowledge of structured project management
 Develop an understanding of why project management is important
 Demonstrate project management tools

21. Thank You

22. Appendix BONUS THOUGHTS
AND IDEAS

23. PMI Definitions
 PM BOK ® - the Project Management Book of Knowledge from which PMI defines terms, standards, and
good practices
 Portfolio – Projects, programs, and operations managed as a group to achieve strategic objectives
 Program – A group of projects and program activities managed in a coordinated way
 Project – A temporary endeavor undertaken to create a unique product, service, or result
 Project Management - The application of knowledge, skills, tools, and techniques to project management
activities to meet project requirements
 Project Manager – The person authorized by the performing organization to direct the team accountable
for realizing the project objectives
 Project Stakeholder – Includes all project team members and anyone impacted by or impacting the
project
 Triple Constraint – The foundation of project management is balancing scope, time, and cost; quality is at
the center of the triple constraint

24. Successful Project Manager Criteria
 Great organization and planning skills
 Strong communication and follow-through
 Has a clear understanding of PM’s role – and is a strong team player
 Able to “say no” by explaining trade-offs and getting commitments for changes to
the plan
 Has and can provide management support
 Is a leader