Our Project Management Methodology is a planning methodology that highlights our premium tool-kit of tools & templates to help you develop a comprehensive approach to project management.
في هذه المحاضرة تحدثت عن التغيير المتوقع حدوثه في النسخة الجديدة للدليل المعرفي لإدارة المشاريع
PMBOK 7th Edition
حيث أعطيت نبذة مختصرة عن النسخ السابقة للدليل المعرفي لإدارة المشاريع ثم تحدثت عن سبب التغيير للنسخة الجديدة وما هي أسباب هذا التغيير.
بعدها تطرقت للتغيير الذي تم من الدليل المعرفي لإدارة المشاريع النسخة السادسة إلى الدليل المعرفي لإدارة المشاريع النسخة السابعة المتوقع صدورها في الربع الرابع من العام 2020
وضحت بالتفصيل التغيير الذي تم على
Standard of the Project Management
وأيضا التغيير الذي تم على
Guide of the Project Management Body of Knowledge
حيث يعتبر هذا التغيير تاريخي بتحول الدليل المعرفي لإدارة المشاريع النسخة السابعة معتمدا على
Principled Based
بديلا عن
Processed Based
مما استدعى ابعاد
Process Groups, Knowledge areas and ITTO
بالكامل في الدليل المعرفي لإدارة المشاريع النسخة السابعة وذلك لكي يكون مناسبا للاستفادة من كل العاملين في إدارة المشاريع بغض النظر عن الطريقة التي سيديرون بها مشاريعهم سواء كانت
Waterfall or Agile or Design Thinking or Lean Startup or Kanban or Hybrid or any approaches
وأيضا تحدثت عن المنصة الرقمية الجديدة التي سيتم نقل كل ما يسهل الممارسة العملية في إدارة المشاريع وربطها بكل ما صدر من معهد إدارة المشاريع
PMI Digital Content Platform: Standards Plus™
يمكنك الاطلاع على المحاضرة على قناتي على اليوتيوب على هذا الرابط:
https://youtu.be/DGaaLKBJMAA
Project Management is a well defined concept found in many guidebooks and Bodies of Knowledge. Putting these guides and BOK’s to work for the benefit of the enterprise is the role of Project Governance
في هذه المحاضرة تحدثت عن التغيير المتوقع حدوثه في النسخة الجديدة للدليل المعرفي لإدارة المشاريع
PMBOK 7th Edition
حيث أعطيت نبذة مختصرة عن النسخ السابقة للدليل المعرفي لإدارة المشاريع ثم تحدثت عن سبب التغيير للنسخة الجديدة وما هي أسباب هذا التغيير.
بعدها تطرقت للتغيير الذي تم من الدليل المعرفي لإدارة المشاريع النسخة السادسة إلى الدليل المعرفي لإدارة المشاريع النسخة السابعة المتوقع صدورها في الربع الرابع من العام 2020
وضحت بالتفصيل التغيير الذي تم على
Standard of the Project Management
وأيضا التغيير الذي تم على
Guide of the Project Management Body of Knowledge
حيث يعتبر هذا التغيير تاريخي بتحول الدليل المعرفي لإدارة المشاريع النسخة السابعة معتمدا على
Principled Based
بديلا عن
Processed Based
مما استدعى ابعاد
Process Groups, Knowledge areas and ITTO
بالكامل في الدليل المعرفي لإدارة المشاريع النسخة السابعة وذلك لكي يكون مناسبا للاستفادة من كل العاملين في إدارة المشاريع بغض النظر عن الطريقة التي سيديرون بها مشاريعهم سواء كانت
Waterfall or Agile or Design Thinking or Lean Startup or Kanban or Hybrid or any approaches
وأيضا تحدثت عن المنصة الرقمية الجديدة التي سيتم نقل كل ما يسهل الممارسة العملية في إدارة المشاريع وربطها بكل ما صدر من معهد إدارة المشاريع
PMI Digital Content Platform: Standards Plus™
يمكنك الاطلاع على المحاضرة على قناتي على اليوتيوب على هذا الرابط:
https://youtu.be/DGaaLKBJMAA
Project Management is a well defined concept found in many guidebooks and Bodies of Knowledge. Putting these guides and BOK’s to work for the benefit of the enterprise is the role of Project Governance
Program Management Office (PMO) tools shouldn't be overly complicated or difficult to use. With PMOView, your organization can quickly mash up data sources and build custom integration points between enterprise leading products like HP PPM, ALM, and Agile Manager.
** PMP® Training: https://www.edureka.co/pmp **
This Edureka tutorial on Project Management Fundamentals will give you the list of terms used mostly by the Project Managers along with other fundamental concepts in Project Management. Below are the topics covered in this tutorial:
1. Project
2. Project vs Program vs Portfolio
3. Project Management
4. PM Terminologies
5. PM Phases & Knowledge Areas
Follow us to never miss an update in the future.
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Find out what are the most popular steps in Project management. This was prepared for my CIPD Intermediate Level 5 Diploma in Learning and Development.
This slide is a discussion of Traditional Project Management V Agile Project Management. Where and how both fits in, why should we go for Agile Project Management, What is Agile etc. is dealt in detail,
https://mloey.github.io/
We will discuss the following: Develop Project Charter, Develop Project Management Plan, Direct and Manage Project Work, Monitor and Control Project Work, Perform Integrated Change Control, Close Project or Phase.
A Project Management Office, abbreviated to PMO, is a group or department within a business, agency or enterprise that defines and maintains standards for project management within the organization. The PMO strives to standardize and introduce economies of repetition in the execution of projects.
PMP Lecture 1: Introduction to Project ManagementMohamed Loey
https://mloey.github.io/courses/pmp2017.html
https://www.youtube.com/watch?v=XUoEr6kee6k&list=PLKYmvyjH53q13_6aS4VwgXU0Nb_4sjwuf&index=1&t=2s
We will discuss the following: History of Project Management, Project Management, Program Management, Portfolio Management, Project Management Office, PMBOK, PMI.
PMP® Training Video | PMBOK® Guide Sixth Edition Training | PMP® Certificatio...Edureka!
***** PMP® Training : https://www.edureka.co/pmp *****
This Edureka tutorial on PMP® Training will give you a complete insight of PMP® Certification along with various integral topics of PMP and its exam preparation process. This tutorial helps you to learn the following topics:
1. Project & Importance of Project Management
2. Relationship of Project, Program, Portfolio & Operations Management
3. Key Components of Project Management
4. Tailoring
5. Project Management Business Documents
Follow us to never miss an update in the future.
Instagram: https://www.instagram.com/edureka_learning/
Facebook: https://www.facebook.com/edurekaIN/
Twitter: https://twitter.com/edurekain
LinkedIn: https://www.linkedin.com/company/edureka
Program Management Office (PMO) tools shouldn't be overly complicated or difficult to use. With PMOView, your organization can quickly mash up data sources and build custom integration points between enterprise leading products like HP PPM, ALM, and Agile Manager.
** PMP® Training: https://www.edureka.co/pmp **
This Edureka tutorial on Project Management Fundamentals will give you the list of terms used mostly by the Project Managers along with other fundamental concepts in Project Management. Below are the topics covered in this tutorial:
1. Project
2. Project vs Program vs Portfolio
3. Project Management
4. PM Terminologies
5. PM Phases & Knowledge Areas
Follow us to never miss an update in the future.
Instagram: https://www.instagram.com/edureka_learning/
Facebook: https://www.facebook.com/edurekaIN/
Twitter: https://twitter.com/edurekain
LinkedIn: https://www.linkedin.com/company/edureka
Find out what are the most popular steps in Project management. This was prepared for my CIPD Intermediate Level 5 Diploma in Learning and Development.
This slide is a discussion of Traditional Project Management V Agile Project Management. Where and how both fits in, why should we go for Agile Project Management, What is Agile etc. is dealt in detail,
https://mloey.github.io/
We will discuss the following: Develop Project Charter, Develop Project Management Plan, Direct and Manage Project Work, Monitor and Control Project Work, Perform Integrated Change Control, Close Project or Phase.
A Project Management Office, abbreviated to PMO, is a group or department within a business, agency or enterprise that defines and maintains standards for project management within the organization. The PMO strives to standardize and introduce economies of repetition in the execution of projects.
PMP Lecture 1: Introduction to Project ManagementMohamed Loey
https://mloey.github.io/courses/pmp2017.html
https://www.youtube.com/watch?v=XUoEr6kee6k&list=PLKYmvyjH53q13_6aS4VwgXU0Nb_4sjwuf&index=1&t=2s
We will discuss the following: History of Project Management, Project Management, Program Management, Portfolio Management, Project Management Office, PMBOK, PMI.
PMP® Training Video | PMBOK® Guide Sixth Edition Training | PMP® Certificatio...Edureka!
***** PMP® Training : https://www.edureka.co/pmp *****
This Edureka tutorial on PMP® Training will give you a complete insight of PMP® Certification along with various integral topics of PMP and its exam preparation process. This tutorial helps you to learn the following topics:
1. Project & Importance of Project Management
2. Relationship of Project, Program, Portfolio & Operations Management
3. Key Components of Project Management
4. Tailoring
5. Project Management Business Documents
Follow us to never miss an update in the future.
Instagram: https://www.instagram.com/edureka_learning/
Facebook: https://www.facebook.com/edurekaIN/
Twitter: https://twitter.com/edurekain
LinkedIn: https://www.linkedin.com/company/edureka
Guid to implement initiating and planning processesmohamed fawzy
How to implement initiating and planning processes to manage the project and the most important processes Templates with description of all components.
Your Challenge
Companies are approving more projects than they can deliver. Most organizations say they have too many projects on the go and an unmanageable and ever-growing backlog of things to get to.
While organizations want to achieve a high throughput of approved projects, many are unable or unwilling to allocate an appropriate level of IT resourcing to adequately match the number of approved initiatives.
Portfolio management practices must find a way to accommodate stakeholder needs without sacrificing the portfolio to low-value initiatives that do not align with business goals.
Our Advice
Critical Insight
Failure to align projects with strategic goals and resource capacity are the most common causes of portfolio waste across organizations. Intake, approval, and prioritization represent the best opportunities to ensure this alignment.
More time spent with stakeholders during the ideation phase to help set realistic expectations for stakeholders and enhance visibility into IT’s capacity and processes is key to both project and organizational success.
Too much intake red tape will lead to an underground economy of projects that escape portfolio oversight, while too little intake formality will lead to a wild west of approvals that could overwhelm the PMO. Finding the right balance of intake formality for your organization is the key to establishing a PMO that has the ability to focus on the right things.
Impact and Result
Eliminate off-the-grid initiatives by establishing a centralized intake process that funnels requests into a single channel.
Improve the throughput of projects through the portfolio by incorporating the constraint of resource capacity to cap the amount of project approvals to that which is realistic.
Silence squeaky wheels and overbearing stakeholders by establishing a progressive approval and prioritization process that gives primacy to the highest value requests.
Project Management Professional (PMP) FundamentalsSowmak Bardhan
Project management is needed because it ensures what (read: Project) is being delivered, is right, and will deliver real value against the business opportunity.
Every client has strategic goals and the projects that we do for them advance those goals. Project management is important because part of a Project Manager’s duties is to ensure there’s rigor in architecting projects properly so that they fit well within the broader context of our client’s strategic frameworks.
Good project management ensures that the goals of projects closely align with the strategic goals of the business.
Understand the Project Cycle Management & Its Phases IntroductionDivya Malik
By implementing project management, businesses can establish clear goals and objectives for their initiatives, develop comprehensive plans to achieve those goals, allocate resources effectively, and manage risks and uncertainties. With project management, businesses can also improve communication and collaboration among team members, streamline decision-making processes, and ensure that projects are completed within budget and on time.
Taking smaller bites with PMP-Bite series - 5 Process Groups to master and ac...May Wong, PMP
I was constantly overwhelmed by the 618 pager PMBOK guide. At the beginning of each chapter - as I saw the framework for that syllabus, my palms get sweaty. I dread the upcoming few hours of pouring over the dry notes.
These are the very reasons why I've create a PMP-Bite series. A compilation of 'small-bites' focusing on the more frequently asked topics, and delivered to you in 'bite-size'.
Here's a chapter about the 5 Process Groups
BPP Training on Project Management - Day 1Imoh Etuk
This training was about exposing the employees of the Lagos State Public Service to the Contemporary Project Management Practices they can adopt to Enhance Project Delivery in the Pandemic Era for the Lagos State Public Service.
Upon successful completion of the training, participants s were to apply the generally recognized practices of project management acknowledged by the Project Management Institute (PMI) to successfully manage projects by:
• Getting started with project management fundamentals.
• Identifying organizational influences and project life cycle.
• Working with project management processes.
• Initiating a project.
• Planning a project.
• Planning for project time management.
• Planning project budget, quality, and communications.
• Planning for risk, procurements, and stakeholder management.
• Executing a project.
• Managing project work, scope, schedules, and cost.
• Controlling a project.
• Closing a project.
The Impact of COVID-19 in B2B MarketingDemand Metric
In Q2 2020, we asked marketing leaders at mid-sized B2B companies in the USA abouthow the COVID-19 pandemic has impacted their plans for the year.
Here’s what we found.
In 2018, Return Path and Demand Metric partnered to study the state of email marketing to equip marketers with data and best practices to improve the use of email.
Engagement is the key to getting email into subscriber inboxes. This relationship to deliverability made engagement a logical next candidate for the study. Return Path and Demand Metric partnered again to study engagement and its relationship to email deliverability.
Infographic Vidyard Video Marketing 2018Demand Metric
For far too long, the emphasis on video content marketing has been on production quality; the higher the quality, the more marketing value a video is presumed to have. While quality is certainly an important aspect of video content, producing quality video does not guarantee video content marketing success. Success is very much a function of how well video content and viewing data integrate with the marketing technology stack, and how the sales team leverages the intelligence. In this fifth annual video content marketing report, Demand Metric and Vidyard partnered on research to better understand the use of video for sales and marketing, how performance is being measured, and what impact video is having. This study’s focus is on the use of video in marketing, the maturity indicators such as measuring video content performance, and how video viewing data is integrated with marketing automation platforms (MAP) and customer relationship management (CRM) systems. This report shows what progress, if any, has been made in the fifth year of this study. These study results provide insights and data useful for helping marketers get the highest possible return on their video content investment.
Download the PDF: https://www.demandmetric.com/content/digital-marketing-best-practices-report
It has been said that “All Marketing is Digital Marketing.” And with good reason! In the last decade (or less), the marketing environment has been transformed.
Marketing has moved from an environment in which traditional marketing, brick and mortar storefronts and Digital Marketing options all competed for the time, attention and resources of the marketing department to one in which Digital Marketing reigns supreme – with an occasional nod in the direction of the storefront, or traditional marketing (direct mail, print advertising, etc.)
One of the biggest challenges of Digital Marketing is the speed of which it has taken over the marketing organization, often in an ad hoc, uncoordinated fashion.
Demand Metric’s research has consistently shown that Digital Marketing has a very significant and positive impact on the organizations that are employing it when they do so by following best practices and processes in a coordinated, holistic approach.
In this Best Practices Report on Digital Marketing we will cover the Digital Marketing landscape in five distinct categories - Content Marketing, Social Media Marketing, Mobile Marketing, Video Marketing and Public Relations
Download the PDF: https://www.demandmetric.com/content/content-marketing-solution-study
Our Content Marketing Solution Study presents the insights, landscape and vendors within the content marketing space. Demand Metric defines content marketing as the strategies, processes and software technology that enable marketing departments to automate, measure and improve the performance of marketing strategies, activities and workflows.
These strategies and activities include: Email Marketing, Multi-channel Campaign Management, Inbound/Search Marketing, Landing Pages, Lead Generation, Lead Management, Lead Scoring, Lead Nurturing, Social Marketing, Marketing Resource Management, Event Management, Engagement Marketing and Marketing Analytics.
The three foundation functions of marketing automation systems are – email marketing, campaign management and lead management. While the most advanced and sophisticated marketing automation systems have extending capabilities far beyond this base, these functions are core to a Marketing Automation system.
Download the PDF: https://www.demandmetric.com/content/seo-technology-overview
SEO is no longer just about search.
In fact, SEO, which in its early days focused primarily on keywords
(finding, optimizing, ranking), is now a baseline factor of a broader Internet
Marketing strategy across the Enterprise.
This new SEO-driven market segment that has been called Web
Presence Management (WPM) is based on the reality that keywords no
longer drive search results, but rather optimized content does.
As the SEO market matures, quality measures, such as reputation, trust,
content relevance and author authority, are replacing the old quantity
metrics, such as keyword rankings and link volume.
Advanced SEO solutions now weigh campaign performance metrics
(based on brand building, site traffic and conversion) more heavily than
keyword rankings.
This reality is based on changes in the way customers search, the
increasingly integrated omni-channel marketing environment and,
most notably, changes to Google’s Search Engine Results Page (SERP)
algorithms that favor page content freshness, density and content-rich
media over standard keyword search.
All of this means that Modern Marketing Organizations (MMOs) must
re-evaluate their SEO strategies, processes and campaigns.
In this report we will examine the state of the market, share results from the
SEO Benchmark Study, evaluate the strengths and weaknesses of 15 top
SEO solutions in our vendor landscape to help organizations choose the
best solution for them, highlight the current trends in SEO that will have an
impact on Enterprise SEO initiatives and provide some recommendations
for the way forward as SEO is redefined right before our eyes.
Demand Metric defines Search Engine Optimization Platforms
as those frameworks, tools and technologies that use searchrelated
functionally to secure high visibility and web presence
for brands, products, services and companies through the use
and management of elements, such as keywords, links, content
relevance and social signals tracking.
In its fourth year, this report on video marketing metrics highlights best practices including video hosting to how video viewing integrates with the sales funnel.
Formalizing the Sales Support Function How-To GuideDemand Metric
Executive Summary
At the highest level, the Sales Support function is responsible for ensuring that the Sales & Marketing departments have the tools, resources, and systems they need to achieve current and future sales revenue targets.
Read this brief 2-page guide to learn:
Director of Sales Support Roles & Responsibilities
Action Plan for formalizing the sales support function
Read this report to learn how to assess your current level of effectiveness, and if necessary, hire an experienced Director of Sales Support.Download our Director of Sales Support Job Description to get started!
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
How to Launch a Mobile App Guide How-To GuideDemand Metric
Executive Summary
A mobile app is a software application designed for smartphones, tablets and other mobile devices that has been built on a mobile operating system such as iOS, Android, Blackberry and Windows.
Mobile apps were originally developed for productivity and information retrieval. Today, over 91% of all U.S. citizens have their mobile device within reach 24/7 (Morgan Stanley). The rising use and accessibility of mobile phones has influenced many companies to enter this growing market with new and innovative use cases.
This How-To Guide discusses the benefits of creating a mobile app, things to consider before building a mobile app and an action plan to help you launch your new app.
Read this brief 5-page guide to understand the following:
Benefits of creating a mobile app
Things to consider
Action plan for launching your mobile app
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Getting Started with Agile Marketing How-To GuideDemand Metric
Executive Summary
Agile Marketing is a method for planning and executing a marketing plan borrowed from the world of software development. Instead of long, “waterfall” methods of development that too often result in delayed or out-of date products launching later than planned, the Agile method follows a simple process of build, measure, and learn. Marketers all over the world are adopting this method to the extent that 2013 has been dubbed “the year of Agile Marketing".
This How-To Guide defines why Agile Marketing is important and outlines its key principles and identifies and action plan for getting started.
Read this brief 5-page guide to understand the following:
How to apply agile methods to marketing
Important terminology
How Agile Marketing is currently being used
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Entering the European Market Successfully How-To GuideDemand Metric
Executive Summary
Leaving your domestic comfort zone to operate in another country or even continent requires careful planning. Expanding into new geographical markets is very exciting, but also very nerve-wracking. Any firm considering entering into international business transactions must understand that doing business abroad is not a simple task. It is stimulating and potentially profitable in the long-term but requires much preparation and research prior to the first transaction.
Europe is probably the most heterogeneous continent on our globe, making understanding market potential more challenging than in more homogeneous markets. Because of the European Union, it’s tempting to view Europe as a single market. In reality, you must consider each country as a market, because each country has a different mix of history, culture, language and business etiquette.
This How-To Guide will describe the steps required to successfully expand into the European market.
Read this 7-page guide to understand the following:
Understand market potential
Identify product-market comibinations
Identify a local partner
Launch and start selling
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Driving SEO with Press Releases How-To GuideDemand Metric
This How To Guide will explain how press releases can boost SEO efforts, how to write press releases for SEO, the pros and cons of doing so and conclude with an action plan on using press releases in your SEO efforts.
For decades, press releases were the basic building blocks of a public relations strategy. A company that wanted press coverage would write and issue a press release. The more skilled the company was at media relations, the better this strategy worked. Press releases still serve this purpose, although a new and important use of press releases has evolved as a tool for Search Engine Optimization (SEO).
For companies whose websites are key to revenue generation, the SEO benefits are the primary motivation for writing and issuing press releases. If releases also produce favorable media coverage, that’s viewed as a bonus. The benefits of this SEO strategy result from the links a press release can produce back to the issuer’s website. These links are known as backlinks. The more external, authentic backlinks a website has pointing to it, the higher it ranks on a Search Engine Results Page (SERP). While this strategy is conceptually simple to grasp, executing it effectively requires some insider knowledge of both media relations and SEO.
Read this brief 8-page guide to understand the following:
How press releases boost SEO
Writing press releases for SEO
The pros and cons of a press release SEO strategy
Using press releases in your SEO efforts
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com to make a content request.
Calculating Customer Lifetime Value How-To GuideDemand Metric
Executive Summary
This How-To Guide details the definition of customer lifetime value (CLV), the advantages of calculating CLV and the standard formula for calculating CLV.
Common sense tells us that the longer a customer is in relationship with a company, the more profitable that customer relationship is. However, many companies put the emphasis on new customer acquisition and not enough effort is made to retain existing customers. This is a mistake, because the financial impact of retaining customers is substantial: companies can increase profits by as much as 100% by retaining just 5% more of their customers. For these reasons, CLV is a crucial metric that most organizations overlook mainly because its definition and purpose are not entirely known. Understanding the monetary value each customer represents to your organization can help you budget correctly for your business needs, strategically plan your marketing initiatives and improve long-term relationships with your customer base.
Read this brief 4-page guide to learn about:
Customer Lifetime Value
The advantages of calculating CLV
The standard formula for calculting CLV
Use the Customer Lifetime Value Calculator to get started!
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Lead Scoring: Five Steps to Getting Started How-To GuideDemand Metric
Executive Summary
This How-To Guide will help marketers score leads by showing how to set up a simple lead scoring system and then refine it over time.
Lead scoring applies mathematical formulas to rank potential customers. It is chiefly used to identify prospects that are ready for direct sales contact. Because the calculations are automatic, the scores are consistent, current, and can include more variables than any manual assessment. This saves marketers work, ensures that all qualified leads are sent to sales promptly, and keeps non-qualified leads out of the sales system.
Read this brief 11-page guide to learn about:
The case for lead scoring
Setting up a simple lead scoring system
Refinements to improve results over time
Companies that follow this process will quickly gain immediate benefits from lead scoring and have a solid foundation for future growth.
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com to make a content request.
Executive Summary
Social media are now part of every business and consumer activity, joining telephone, Web, broadcast, and face-to-face interactions as primary communication channels. This means that all marketing, sales, and service organizations should include social media as part of their basic activities. Yet social media are still new enough that many organizations are still struggling to learn how to use them, while others are learning how to use them most effectively.
This How-to-Guide provides an overview of social media applications and emerging best practices for deploying social media at your company.
Read this 9-page guide to learn:
The definition of social customer relationship management (CRM)
The main functions needed for social CRM
The vendor landscape for social CRM
Social CRM best practices
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Executive Summary
This How-To Guide will explain the components of a Marketing Resource Management (MRM) system, provide an action plan for deployment, and conclude with a plan for implementation.
Marketing Resource Management (MRM) systems control the administrative processes that support customer-facing marketing programs. This distinguishes MRM from marketing execution systems that store customer databases and deliver marketing messages through email, Web ads, and other channels. MRM may be sold independently or as a component of comprehensive marketing management systems which also provides execution.
MRM functions fall into two primary clusters. The first involves functions related to company-level marketing management, including program planning, scheduling, budgeting, and cost reporting. The other cluster relates to program management, including task lists, purchasing media and materials, and content creation, approvals, storage, and distribution. Some MRM systems specialize in a few of these functions. Others specialize in additional functions such as customizing content for local offices or dealers or in marketing reporting and analysis. Systems may also be tailored to specific industries or companies of a certain size.
Companies buy MRM systems when their marketing programs become too complicated to run in a less systematic fashion. This, along with the systems’ high cost, originally meant that MRM was used almost exclusively by large marketing organizations with hundreds of marketers in multiple offices. More recently, the growth of digital marketing has meant that even small marketing organizations need to manage many different programs and content versions across multiple channels, and to introduce new versions more quickly. This expanded complexity has rarely been accompanied by a corresponding expansion of staff, adding to the pressure for more efficient operations. At the same time, costs have decreased as MRM capabilities were added to integrated marketing suites and as stand-alone MRM products became available as vendor-hosted services (Software as a Service, or SaaS). The result has been increased use of MRM systems among companies of all sizes.
Read this 7-page guide to learn about:
The components of a Marketing Resource Management (MRM) system
An action plan to deploy an MRM system
How to implement an MRM system
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
The session includes a brief history of the evolution of search before diving into the roles technology, content, and links play in developing a powerful SEO strategy in a world of Generative AI and social search. Discover how to optimize for TikTok searches, Google's Gemini, and Search Generative Experience while developing a powerful arsenal of tools and templates to help maximize the effectiveness of your SEO initiatives.
Key Takeaways:
Understand how search engines work
Be able to find out where your users search
Know what is required for each discipline of SEO
Feel confident creating an SEO Plan
Confidently measure SEO performance
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User JourneysSearch Engine Journal
Digital platforms are constantly multiplying, and with that, user engagement is becoming more intricate and fragmented.
So how do you effectively navigate distributing and tailoring your content across these various touchpoints?
Watch this webinar as we dive into the evolving landscape of content strategy tailored for today's fragmented user journeys. Understanding how to deliver your content to your users is more crucial than ever, and we’ll provide actionable tips for navigating these intricate challenges.
You’ll learn:
- How today’s users engage with content across various channels and devices.
- The latest methodologies for identifying and addressing content gaps to keep your content strategy proactive and relevant.
- What digital shelf space is and how your content strategy needs to pivot.
With Wayne Cichanski, we’ll explore innovative strategies to map out and meet the diverse needs of your audience, ensuring every piece of content resonates and connects, regardless of where or how it is consumed.
10 Video Ideas Any Business Can Make RIGHT NOW!
You'll never draw a blank again on what kind of video to make for your business. Go beyond the basic categories and truly reimagine a brand new advanced way to brainstorm video content creation. During this masterclass you'll be challenged to think creatively and outside of the box and view your videos through lenses you may have never thought of previously. It's guaranteed that you'll leave with more than 10 video ideas, but I like to under-promise and over-deliver. Don't miss this session.
Key Takeaways:
How to use the Video Matrix
How to use additional "Lenses"
Where to source original video ideas
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
In this presentation, Danny Leibrandt explains the impact of AI on SEO and what Google has been doing about it. Learn how to take your SEO game to the next level and win over Google with his new strategy anyone can use. Get actionable steps to rank your name, your business, and your clients on Google - the right way.
Key Takeaways:
1. Real content is king
2. Find ways to show EEAT
3. Repurpose across all platforms
SEO as the Backbone of Digital MarketingFelipe Bazon
In this talk Felipe Bazon will share how him and his team at Hedgehog Digital share our journey of making C-Levels alike, specially CMOS realize that SEO is the backbone of digital marketing by showing how SEO can contribute to brand awareness, reputation and authority and above all how to use SEO to create more robust global marketing strategies.
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
Search Engine Marketing - Competitor and Keyword researchETMARK ACADEMY
Over 2 Trillion searches are made per day in Google search, which means there are more than 2 Trillion visits happening across the websites of the world wide web.
People search various questions, phrases or words. But some words and phrases are searched
more often than others.
For example, the words, ‘running shoes’ are searched more often than ‘best road running
shoes for men’
These words or phrases which people use to search on Google are called Keywords.
Some keywords are searched more often than others. Number of times a keyword is searched
for in a month is called keyword volume.
Some keywords have more relevant results than others. For the phrase “running shoes” we
get more than 80M relevant results, whereas for “best road running shoes for men” we get
only 8.
The former keyword ‘running shoes’ has way more competition from popular websites to
new and small blogs, whereas the latter keyword doesn’t have that much competition. This
search competition for a keyword is called search difficulty of a keyword or keyword
difficulty.
In other words, if the keyword difficulty is ‘low’ or ‘easy’, there won’t be any competition
and if you target such keywords on your site, you can easily rank on the front page of Google.
Some keywords are searched for, just to know or to learn some information about something,
that’s their search intention. For example, “What shoe size should I choose?” or “How to pick
the right shoe size?”
These keywords which are searched just to know about stuff are called informational
keywords. Typically people who are searching this type of keywords are top of a Conversion
funnel.
Conversion funnel is the journey that search visitors go through on their way to an email
subscription or a premium subscription to the services you offer or a purchase of products
you sell or recommend using your referral link.
For some buyers, research is the most important part when they have to buy a product.
Depending on that, their journey either widens or narrows down. These types of buyers are
Researchers and they spend more time with informational keywords.
Conversion is the action you want from your search visitors. Number of conversions that you
get for every 100 search visitors is called Conversion rate.
People who are at different stages of a conversion funnel use different types of keywords.
Come learn how YOU can Animate and Illuminate the World with Generative AI's Explosive Power. Come sit in the driver's seat and learn to harness this great technology.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.\
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
SMM Cheap - No. 1 SMM panel in the worldsmmpanel567
Boost your social media marketing with our SMM Panel services offering SMM Cheap services! Get cost-effective services for your business and increase followers, likes, and engagement across all social media platforms. Get affordable services perfect for businesses and influencers looking to increase their social proof. See how cheap SMM strategies can help improve your social media presence and be a pro at the social media game.
Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
Most small businesses struggle to see marketing results. In this session, we will eliminate any confusion about what to do next, solving your marketing problems so your business can thrive. You’ll learn how to create a foundational marketing OS (operating system) based on neuroscience and backed by real-world results. You’ll be taught how to develop deep customer connections, and how to have your CRM dynamically segment and sell at any stage in the customer’s journey. By the end of the session, you’ll remove confusion and chaos and replace it with clarity and confidence for long-term marketing success.
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• Uncover the power of a foundational marketing system that dynamically communicates with prospects and customers on autopilot.
• Harness neuroscience and Tribal Alignment to transform your communication strategies, turning potential clients into fans and those fans into loyal customers.
• Discover the art of automated segmentation, pinpointing your most lucrative customers and identifying the optimal moments for successful conversions.
• Streamline your business with a content production plan that eliminates guesswork, wasted time, and money.
Traditional Store Audits are Outdated: A New Approach to Protecting Your Bran...
Project Management Playbook
1. Follow this simple step-by-step guide to develop a project management
playbook that aligns with the traditional phased approach.
PROJECT MANAGEMENT
Playbook & Toolkit
3. Issue Log TemplateStrategy Scorecards
Key Success Factors
Tool
Responsibility
Assignment Matrix
Earned Value
Analysis Template
Lessons Learned
Template
Post-Project
Evaluation
Project Change
Request Log
Work Breakdown
Structure Template
Business Case
Template
Project Management
Maturity Assessment
Change Management
Plan Template
Project Approval Form
Project Plan Template
Feasibility Study
Template
Project Management
Office Charter
Stakeholder Analysis
Matrix
Project Portfolio
Template
Project Charter
Template
Project Management
Template
Project Budget
Template
Risk Management
Plan Template
PROJECT MANAGEMENT
Framework
Leverage the framework below to quickly empower
your organization’s project management strategy.
Click the buttons below to access all related
training, tools, templates, and other resources.
Project Change
Request Form
Project Status Report
Template
Project Acceptance
Document
Project Milestones
Template
Deliverable Approval
Template
Risk Assessment Tool
Project Closure
Checklist
Quality Log Template
PLAN2 CONTROL4 CLOSE5EXECUTE31 INITIATE
4. 4PROJECT MANAGEMENT
Initiate Plan Execute Control Close
1 2 3 4 5
Introduction
How to Use this Playbook
Our playbook consists of five stages, each with a description,
steps and action items. Action items include using our premium
tools & templates. Our intention with this playbook is to support
you in achieving your project management goals. This will be
accomplished by helping you:
Improve the effectiveness & efficiency of project
management in your organization
Organize and support your project management office
Standardize the templates used by your project
managers
Before You Get Started…
A Project Management Office (PMO) is a group or department within
a business that defines and maintains standards for project manage-
ment within the organization. Among other things, tasks may include
monitoring and reporting on active projects and reporting prog-
ress to top management for strategic decisions on what projects to
continue or cancel. The next few pages will help you:
1. Understand the key functions of a PMO
2. Benchmark your current capabilities
3. Build a PMO Charter and formalize your process using our
time-saving tools & templates
Do you currently have a Project Management Office?
Have you been asked to build one?
5. 5PROJECT MANAGEMENT
Functions of a Project Management Office
The Project Management Institute (PMI) sponsored Dr. Brian Hobbs
of the University of Québec to research the current state of practice
for the Project Management Office. One of the key findings involved
categorizing the functions performed by PMOs into the following five
broad groups:
Organizational Leadership
Development of Project Management
Competencies and Methodologies
Strategic Management
Multi-Project Management
Monitoring and Controlling Project Performance
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Introduction
What Is the Purpose of This Playbook?
To help you develop a Project Management Playbook &
Toolkit of your own. This guide contains tools & templates
that can be used a starting point and then customized
according to your needs.
There are a number of different approaches to managing
projects. For the purpose of this playbook, we will be using
the traditional phased approach as outlined below:
Initiate
Control
Close
Plan
Execute
6. 6PROJECT MANAGEMENT
Use our Project Management Maturity Assessment to
evaluate your organization’s current project management
capabilities.
Use our Project Management Office Charter to establish
the purpose for the PMO’s existence, its primary functions,
its sponsors , its customers and its structure.
Areas of evaluation include: Sections covered in the PMO Charter Template include:
Benchmark Your Current Capabilities Project Management Office Charter
V I E W R E S O U R C E
Scope
Time
Cost
Scope
Vision
Mission
Goals
Quality
Human Resources
Integrations
Metrics
Reporting
Services
Communications
Risk Management
Procurement
KSFs
Governance
Approval
Based on the assessment, decide how you would like to proceed. If
you identify the need to create and/or formalize a Project Manage-
ment Office, use the next section to get started. If you decide against
creating a PMO, proceed directly to the section “Next Steps” on the
following page.
Now that you have created your PMO Charter, proceed to the next
page.
V I E W R E S O U R C E
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Introduction
7. 7PROJECT MANAGEMENT
Use our Project Portfolio Template, otherwise known as a
PMO dashboard, to help organize your PMO by managing
projects in the most efficient way possible.
This template will allow you to:
Use our Project Prioritization Tool to rank projects based
on their strategic fit, economic impact and feasibility.
Project Management Portfolio Next Steps
V I E W R E S O U R C E
Monitor individual tasks
Identify the optimal resource mix
Effectively manage and document new project ideas
PRINCE2
PRISM
Agile
Critical Chain Project Management
Event Chain Project Management
Process-Based Management
Creating a simple system for managing all projects in the department
will increase the chances of project success and facilitate reporting
on critical business priorities with senior management.
Now, it’s time to start building your own project management meth-
odology using the Project Management resources.
The remainder of this guide will focus on the traditional phased
approach to project management. A few other popular approaches
to project management include:
If decide to use another approach, feel free to customize the
templates accordingly.
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Introduction
8. 8PROJECT MANAGEMENT
Outputs from This Playbook
Stage 1 - Initiate
Business Case, Feasibility Study, Stakeholder Analysis,
Project Charter
Stage 4 - Control
Project Milestones, Earned Value Management, Project
Change Log, Quality Control Log, Risk Mitigation Checklist
Stage 5 - Close
Project Acceptance, Post-Project Evaluation, Lessons
Learned, Project Closure Checklist
Stage 3 - Execute
Issue Log, Project Change Request Form, Status Report
Template, Deliverable Approval
Stage 2 - Plan
Project Goals & Objectives, Identify Key Success Factors,
Work Breakdown Structure, Project Team, Project Schedule,
Project Budget, Risk & Communications Plan, Project Approval
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Introduction
9. Initiate
STAGE 1
PROJECT MANAGEMENT
During this stage, you’ll examine the nature and scope of the project. If this stage is not performed
well, it is unlikely that the project will be successful in meeting the businesses needs.
The initiation stage includes the following action items:
STEP 1: Build a Business Case
STEP 2: Conduct a Feasibility Study
STEP 3: Identify and Analyze Stakeholders
STEP 4: Create a Project Charter
10. 10PROJECT MANAGEMENT
Introduction
Initiate
1
Cost savings
Revenue growth
Other business benefits
Technical
Economic
Legal
Operational
Scheduling
Build a Business Case Conduct a Feasibility Study
STEP 1 STEP 2
Action Item Action Item
Use the Business Case Template to obtain buy-in from key
stakeholders.
Use the Feasibility Study Template to conduct an objective
and rational analysis of the strengths and weaknesses of a
proposed project.
This template was created for the purpose of providing a brief
description of the problems and opportunities in a particular
business case. Your business case should identify relevant
elements such as opportunities, key success factors, risk and
sensitivity analysis.
This tool will help you identify the following:
This template will help you to check your assumptions and to eval-
uate the following areas of feasibility:
V I E W R E S O U R C E V I E W R E S O U R C E
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2 3 4 5
11. 11PROJECT MANAGEMENT
Project Overview
Project Description
Key Success Factors
Stakeholders
Communication Plan
Decision Rights
Approval
Identify and Analyze Stakeholders Create a Project Charter
STEP 3 STEP 4
Action Item Action Item
Use the Stakeholder Analysis Matrix to identify key stake-
holders, and evaluate their interest, power, support level and
flexibility.
Use the Project Charter Template to organize resources for
the new project by establishing a clear project scope, deci-
sion rights, and executive sponsorship.
This tool will automatically generates a Decision Support Quotient.
The Stakeholder Analysis Map provides a graphical representa-
tion of each stakeholder’s position.
Create a mitigation plan and identify key success factors for each
of the stakeholders that do not support the project.
This tool will help you to outline the following:
Introduction
Initiate
1
V I E W R E S O U R C E
Helpful Hint – For background info, read our Executive
Summary: Examine Buy In with Stakeholder Analysis
V I E W R E S O U R C E
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12. Plan
STAGE 2
PROJECT MANAGEMENT
This stage will help you to estimate the work needed and to manage risk during project execution
by planning time, cost and resources effectively.
The final deliverable of this stage will consist of a formal Project Plan:
STEP 1: Identify Goals & Objectives
STEP 2: Document Key Success Factors
STEP 3: Define a Work Breakdown Structure
STEP 4: Build your Project Team
STEP 5: Create a Project Schedule
STEP 6: Assemble a Project Budget
STEP 7: Build a Risk Management Plan
STEP 8: Create a Change Management Plan
STEP 9: Finalize a Communications Plan
STEP 10: Outline the Procurement Plan
STEP 11: Create a Quality Management Plan
STEP 12: Obtain Project Approval
STEP 13: Finalize the Project Plan
13. 13PROJECT MANAGEMENT
Introduction
2
Plan
Social Media
Website
Content Marketing
CRM
Brand Strategy
Product Marketing
Project goals – agreement between key stakeholders
Scope creep – scope changes are defined and managed
properly
Communication – project status reports are communicated
effectively
Support – senior management supports the project
Lead Generation
Marketing Strategy
Partnership Marketing
Product Development
Sales Operations
Public Relations
Identify Goals & Objectives Document Key Success Factors
STEP 1 STEP 2
Action Item Action Item
Depending on the nature of the project, use one of our
Strategy Scorecards to identify the project’s high-level
goals, objectives, KPIs and target timeframes over the
course of its duration.
Use the Key Success Factors Tool to identify and docu-
ment key success factors, risks and contingency plans so
you can ensure that your project goes smoothly without
any major issues.
A few examples of strategy scorecards in the Demand Metric
library include:
A key success factor is a performance area of critical importance
in achieving consistently high productivity. A few examples of
KSFs include:
V I E W R E S O U R C E V I E W R E S O U R C E
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14. 14PROJECT MANAGEMENT
STEP 3 STEP 4
What needs to happen in order to complete the project
Who needs to contribute to the task
What they need to contribute to the task.
Define a Work Breakdown Structure Build your Project Team
Action Item Action Item
Use the Work Breakdown Structure Template to help you
build a work breakdown structure (WBS) by organizing the
project’s deliverables into manageable tasks.
Use the Responsibility Assignment Matrix to clarify roles and
responsibilities in cross-functional/departmental projects and
processes.
The “WBS Outline” tab will help you to identify the work break-
down structure by WBS number, Phase, Deliverable and Task.
The “WBS Diagram” tab will help you to create a visual represen-
tation of the WBS outline. When you have identified the tasks,
proceed to the next step.
Customize the matrix provided using the work breakdown struc-
ture so that each of the project’s tasks are clearly outlined.
Next, customize the drop lists in the responsibility assignment
according to your team structure and identify the following:
V I E W R E S O U R C E V I E W R E S O U R C E
Helpful Hint – You can also use our Project Work Breakdown
Structure in Word to communicate with key stakeholders.
Introduction
2
Plan
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15. 15PROJECT MANAGEMENT
STEP 5 STEP 6
Project Name
Start Date/End Date
Project Team
Time Off
Estimated Cost Vs. Actual Cost by Title
Sum of Variance by Deliverable
Sum of Hours by Owner
Create a Project Schedule Assemble a Project Budget
Action Item Action Item
Use the Project Management Template to create a project
schedule that lists individual tasks, assigns ownership and
outlines start/end dates.
Use the Project Budget Template to set and track your
project budget.
This template can also be used to track project status. Start by
indicating the following:
Start by entering the Phases, Deliverables and Tasks associated
with the project (from your Work Breakdown Structure).
Use the pivot tables provided in the “Report” tab to generate high
level reports such as:
V I E W R E S O U R C E V I E W R E S O U R C E
Introduction
2
Plan
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16. 16PROJECT MANAGEMENT
STEP 7 STEP 8
Avoid
Accept Change Management Readiness Assessment
Change Management Strategy Scorecard
Transfer
Control
Build a Risk Management Plan Create a Change Management Plan
Action Item Action Item
Use the Risk Management Plan Template to help you
define how risks associated with the project will be identified,
analyzed and managed throughout the project’s lifecycle.
Use the Change Management Plan Template to determine
readiness for the proposed changes and to build a project
plan for delivery.
The risk management plan contains an analysis of likely risks with
both catastrophic and insignificant consequences, as well as miti-
gation strategies. Four common mitigation strategies include:
Projects don’t always unfold according to plan. In order to increase
the likelihood of success, any change to project deliverables
should be maintained and continuously managed. Other useful
change management templates include:
V I E W R E S O U R C E V I E W R E S O U R C E
Introduction
2
Plan
Initiate Execute Control Close
1 3 4 5
Helpful Hint – Use our Risk Analysis (Fishbone) Tool to
identify the root causes that expose your project to risk.
17. 17PROJECT MANAGEMENT
STEP 9 STEP 10
Communication Type
Audience
Timing
Distribution
Items to be procured
Information gathering
Contracts
Competitive Bids
Approval Process
Deliverable
Budget
Contributor
Owner
Evaluation Criteria
Vendor Management
Metrics
Sponsor Acceptance
Finalize a Communications Plan Outline the Procurement Plan
Action Item Action Item
Use the Project Communications Matrix to define the
communication requirements for the project and identify
how information will be distributed.
Use the Procurement Management Plan Template to
serve as a guide for managing procurement throughout the
project’s lifecycle.
This template can be used to identify the following information: This plan identifies and defines the following:
Helpful Hint – Use our Meeting Agenda and Meeting
Minutes templates to help you plan & document discussions.
V I E W R E S O U R C E V I E W R E S O U R C E
Introduction
2
Plan
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18. 18PROJECT MANAGEMENT
STEP 11 STEP 12
Purpose
Approach
Quality Assurance
Overview
Strategic Goals & Objectives
Impact of Non-Completion
Stakeholders
Quality Control
Problem Tracking
Project Timelines
Anticipated Resources
Results Measurement
Project Approval
Create a Quality Management Plan Obtain Project Approval
Action Item Action Item
Use the Quality Management Plan Template to help ensure
that this project will meet its quality objectives by utilizing
an integrated quality approach to define quality standards,
measure quality and continuously improve quality.
Use the Project Approval Form to formalize project approval
by obtaining sign off from the Project Sponsor, the Project
Manager, the department head and other key stakeholders.
Sections covered in this document include the following: This template includes the following sections:
V I E W R E S O U R C E V I E W R E S O U R C E
Introduction
2
Plan
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19. 19PROJECT MANAGEMENT
STEP 13
Identifying Project Milestones
Formalizing the Project Scope
Outlining the Deliverable Acceptance Process
Finalize the Project Plan
Action Item
Use the Project Plan Template to help you create a formal
document that can be used to guide both project execution
and project control.
Many of the previous steps will feed directly into the project plan.
Other important sections of the project plan include:
V I E W R E S O U R C E
Introduction
2
Plan
Initiate Execute Control Close
1 3 4 5
20. Execute
STAGE 3
PROJECT MANAGEMENT
In general, the execution stage involves coordinating people and resources, as well as integrating
and performing the activities of the project in accordance with the project plan.
This can vary greatly from one project to the next. As a result, the steps in this stage will require
further customization depending on the type of project that you are executing.
In order to increase project execution efficiency, you will find a series of time-saving templates
that will help you manage the execution activities more effectively.
STEP 1: Log the Project’s Issues
STEP 2: Formalize Project Change Requests
STEP 3: Create a High-Level Status Report
STEP 4: Standardize Deliverable Approval
21. 21PROJECT MANAGEMENT
Update the project plan (budget, timelines, schedule, etc.)
Communicate with the project team (status report, commu-
nications matrix)
Log the Project’s Issues Formalize Project Change Requests
STEP 1 STEP 2
Action Item Action Item
Use the Issue Log Template to keep track of the project’s
open and closed issues.
Use the Project Change Request Form to document project
change requests to ensure scope changes are approved
and timelines/budgets are adjusted accordingly.
Effective issue management can dramatically simplify the process of
evaluating issues, assessing their impact and deciding on a course
of action.
The Issue Log Template can be used to organize issues by priority,
severity and type to help provide justification for the order of
resolution.
The main purpose of issue management is to create a comprehen-
sive plan to deal with all issues quickly and effectively.
After you have conducted an assessment of the change request’s
possible effects on all aspects of the project, decide if you should
implement the change.
If you decide to move forward, be sure to conduct the
following activities:
Introduction
Execute
3
V I E W R E S O U R C E V I E W R E S O U R C E
Initiate Plan Control Close
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22. 22PROJECT MANAGEMENT
Project Summary
Project Vital Signs
Project Cost & Schedule
State the reasons why
Describe a corrective course of action
Create a High-Level Status Report Standardize Deliverable Approval
STEP 3 STEP 4
Action Item Action Item
Use the Project Status Report Template to help you create
a reporting tool that you can use to communicate project
status with stakeholders and management.
Use the Deliverable Approval Template to ensure that the
requirements and expectations of the project deliverables
are met, approved and accepted.
The project status report should highlight specific items that key
stakeholders need to know about without getting into too much
detail. The three broad areas this template covers are:
Review the deliverable acceptance process and criteria outlined
in the Project Plan. If a deliverable is deemed “not acceptable” be
sure to conduct the following actions:
V I E W R E S O U R C E V I E W R E S O U R C E
Helpful Hint – Use the “Status Report” tab in the Project
Management Template to create a high-level progress report.
Helpful Hint – In signing this document, the signatory agrees
that the company should continue to invest in the project.
Introduction
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23. Control
STAGE 4
PROJECT MANAGEMENT
Project control is the element of a project that keeps it on-track, on-time and within budget. It gener-
ally consists of a series of processes that are performed to observe project execution so that potential
problems can be identified in a timely manner and corrective action can be taken if necessary.
The primary objective of this stage is to maintain schedule, budget, and scope.
STEP 1: Control the Project Schedule
STEP 2: Control the Project Budget
STEP 3: Control the Project Scope
STEP 4: Control Quality
STEP 5: Control Risks
24. 24PROJECT MANAGEMENT
Introduction
Control
4
Only showing progress on the critical path
Ignoring non-critical activities
Cost Performance Index - greater than 1 is good (under
budget).
Cost Variance - greater than 0 is good (under budget).
Schedule Performance Index - greater than 1 is good (shows
that the project is on track can meet the required goals).
Control the Project Schedule Control the Project Budget
STEP 1 STEP 2
Action Item Action Item
Use the Project Milestones Template to monitor project
deliverables and ensure that the project schedule stays on
track.
Use the Earned Value Analysis Template to help you
measure project performance and progress by scope,
schedule and cost.
Milestones are commonly used to monitor progress, but the limita-
tions of using milestones to track progress can include:
A few important earned value management acronyms include:
V I E W R E S O U R C E V I E W R E S O U R C E
Helpful Hint – Set milestones before the end of a phase so
that corrective actions can be taken to address issues.
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25. 25PROJECT MANAGEMENT
WBS ID
Status
Priority
Owner
Date
Quality Assurance: Focused on monitoring of processes.
Attempts to improve and stabilize processes to avoid issues
that lead to defects.
Quality Control: Focused on outputs. Attempts to uncover
defects and reports to management.
Description
Impact
Action Steps
Resolution
Notes
Control the Project Scope Control Quality
STEP 3 STEP 4
Action Item Action Item
Use the Project Change Request Log to help you keep track
of project changes so that you can mitigate risks and ensure
the success of your project.
Use the Quality Log Template to help you itemize, docu-
ment, and track items reported through quality management
activities.
When you receive a new Project Change Request Form, add the
following information into the Project Change Request Log:
The Quality Log Template includes the following two tabs:
V I E W R E S O U R C E V I E W R E S O U R C E
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26. 26PROJECT MANAGEMENT
Classification
Status
Consequence
Likelihood
Risk Rating
Course of Action
Expected Outcome
Mitigation
Other
Control Risks
STEP 5
Action Item
Use the Risk Assessment Tool to document risks, assess
their consequence & likelihood and to prioritize your risk
mitigation efforts based on their corresponding risk rating.
The goal of this step is to reduce the extent of exposure to a risk
and to reduce the likelihood of the risks occurrence. The risk assess-
ment includes the following sections:
V I E W R E S O U R C E
Helpful Hint – Use the Risk Mitigation Checklist to help you
mitigate risks and ensure the success of your project.
Introduction
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27. Close
STAGE 5
PROJECT MANAGEMENT
Closing includes the formal acceptance of the project and the ending thereof. Administrative
activities include archiving the files and documenting lessons learned.
This stage consists of the following steps:
STEP 1: Project Acceptance Document
STEP 2: Post-Project Evaluation Template
STEP 3: Lessons Learned Knowledge Base
STEP 4: Project Closure Checklist
28. 28PROJECT MANAGEMENT
Introduction
Close
5
Overall Project Assessment
Scope Management
Quality of Deliverables
Key Accomplishments
Lessons Learned
Opportunities for Improvement
Future Considerations
Best Practices
Project Acceptance Document Post-Project Evaluation Template
STEP 1 STEP 2
Action Item Action Item
Use the Project Acceptance Document to establish formal
acceptance that all of the project’s deliverables have been
accepted as complete and to state whether or not the project
has achieved its goal.
Use the Post-Project Evaluation Template to facilitate the
evaluation of completed or failed projects with the intention
of building on strengths and learning from mistakes.
Conduct a project audit to verify that all deliverables meet the
requirements by entering the deliverable name, the person the
deliverable was approved by and the date of approval.
The Project Manager should only be authorized to continue with the
formal close out of this project after the project has been accepted.
This template covers the following sections:
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29. 29PROJECT MANAGEMENT
STEP 3 STEP 4
Category
Issue Name
Problem/Success
Description of task
Status: Completed, On Track, At Risk, On Hold, Overdue
Date completed
Notes
Recommendation
Impact
Lessons Learned Knowledge Base Project Closure Checklist
Action Item Action Item
Use the Lessons Learned Template to keep track of
lessons learned from individual projects and bring together
any insights gained that can be usefully applied on future
projects.
Use the Project Closure Checklist to ensure that project
tasks have been completed and the project can be closed.
Information captured for individual projects includes:
This information will be rolled up into a knowledge base that
consists of lessons learned from all projects so that best practices
can be shared across the organization.
Columns in this checklist include:
V I E W R E S O U R C E V I E W R E S O U R C E
Introduction
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30. Conclusion
At the end of any business process, it’s always a good idea to review it
and identify areas for improvement.
Demand Metric has the tools and expertise to help you with the
following:
Setting up a project management office
Creating or auditing your project management playbook
Assisting with using any of the tools referenced in this playbook
Providing hands-on assistance to accelerate achieving your goals.
To learn more, simply contact Demand Metric: info@demandmetric.com
PROJECT MANAGEMENT
31. About This Playbook
PROJECT MANAGEMENT
Demand Metric is a marketing research and advisory
firm serving a membership community of over 106,000
marketing professionals and consultants in 75 countries.
Offering consulting playbooks, advisory services, and
500+ premium marketing tools and templates, Demand
Metric resources and expertise help the marketing
community plan more efficiently and effectively, answer
the difficult questions about their work with authority and
conviction, and complete marketing projects more quickly
and with greater confidence — thus boosting the respect
of the marketing team and making it easier to justify
resources the team needs to succeed.
To learn more about Demand Metric, please visit
www.demandmetric.com