Scoping and Estimating WordPress Projects as an AgencyJohn Giaconia
WordCamp Los Angeles 2016. Scoping and Estimating WordPress Projects as an Agency. Presentation video available here: http://wordpress.tv/2016/09/25/john-j-giaconia-and-kara-hansen-scoping-and-estimating-wordpress-projects-as-an-agency/
Magento Live 2014 Customer Expectation PresentationBrent W Peterson
This document discusses aligning customer expectations for Magento projects. It emphasizes the importance of educating clients about Magento's flexibility and complexity. Key recommendations include learning about the client's past experiences, creating a clear statement of work, communicating how additions may impact timelines, and managing assumptions. Constant, consistent communication through various channels and clear expectations are vital for success. Potential issues arise from unclear requirements, technical limitations, and emotional involvement.
- - - Talk given at IT-Days March 2013 at www.baaa.dk - - -
How do you handle life as a freelancer? How do you deal with clients? How much should you charge?
Are you thinking about becoming a freelancer? Or are you already one? This session will offer you some hard-learned advice, some tips and tricks from the trenches and some insights into the life of a freelancer.
Every team or individual encounters pitfalls that attempt to derail the success of a project. Many times, theses pitfalls can be determined prior to encountering them. With proper planning, a team can take the appropriate measure to overcome any pitfall. In this session we discuss how planning starts during the estimation process and continues until the project is launched. Planning tasks that will be covered include; project estimation, feature specifications, use cases, wireframes, architecture, and build and release planning.
This document discusses using a Lean Experiment Canvas approach to customer-focused experimentation and continuous improvement. It emphasizes understanding customer problems and framing experiments from the customer's perspective. Key aspects include using customer journey maps to understand problems, prioritizing issues, designing solutions collaboratively, setting success criteria before testing, collecting both qualitative and quantitative customer feedback, and making incremental changes grounded in learning. The approach aims to move beyond traditional A/B testing briefs by focusing on problem-solving and continuous learning.
Jonathan May provides a four step process for freelance web designers and developers to help small business clients maintain their own WordPress sites: 1) Evaluate the risk level of the client self-maintaining, 2) Plan an appropriate training approach, 3) Execute the training plan, and 4) Re-evaluate and adjust the approach as needed. The goal is for the designer to become a trusted advisor providing ongoing guidance rather than technical support. Training resources include online videos, practice sites, and focused skill building. With preparation and client buy-in, some small sites can be successfully self-maintained.
RainmakerVT user feedback Summary.091311Mike O'Horo
The document describes feedback from lawyers who used RainmakerVT, a virtual training program. It provides quotes from lawyers praising the program. Lawyers said the interactive simulations were helpful and realistic. They felt it was more useful than lectures and helped learn how to network and market their law practices. Most rated the program highly and said they would recommend it, especially to younger lawyers.
Scoping and Estimating WordPress Projects as an AgencyJohn Giaconia
WordCamp Los Angeles 2016. Scoping and Estimating WordPress Projects as an Agency. Presentation video available here: http://wordpress.tv/2016/09/25/john-j-giaconia-and-kara-hansen-scoping-and-estimating-wordpress-projects-as-an-agency/
Magento Live 2014 Customer Expectation PresentationBrent W Peterson
This document discusses aligning customer expectations for Magento projects. It emphasizes the importance of educating clients about Magento's flexibility and complexity. Key recommendations include learning about the client's past experiences, creating a clear statement of work, communicating how additions may impact timelines, and managing assumptions. Constant, consistent communication through various channels and clear expectations are vital for success. Potential issues arise from unclear requirements, technical limitations, and emotional involvement.
- - - Talk given at IT-Days March 2013 at www.baaa.dk - - -
How do you handle life as a freelancer? How do you deal with clients? How much should you charge?
Are you thinking about becoming a freelancer? Or are you already one? This session will offer you some hard-learned advice, some tips and tricks from the trenches and some insights into the life of a freelancer.
Every team or individual encounters pitfalls that attempt to derail the success of a project. Many times, theses pitfalls can be determined prior to encountering them. With proper planning, a team can take the appropriate measure to overcome any pitfall. In this session we discuss how planning starts during the estimation process and continues until the project is launched. Planning tasks that will be covered include; project estimation, feature specifications, use cases, wireframes, architecture, and build and release planning.
This document discusses using a Lean Experiment Canvas approach to customer-focused experimentation and continuous improvement. It emphasizes understanding customer problems and framing experiments from the customer's perspective. Key aspects include using customer journey maps to understand problems, prioritizing issues, designing solutions collaboratively, setting success criteria before testing, collecting both qualitative and quantitative customer feedback, and making incremental changes grounded in learning. The approach aims to move beyond traditional A/B testing briefs by focusing on problem-solving and continuous learning.
Jonathan May provides a four step process for freelance web designers and developers to help small business clients maintain their own WordPress sites: 1) Evaluate the risk level of the client self-maintaining, 2) Plan an appropriate training approach, 3) Execute the training plan, and 4) Re-evaluate and adjust the approach as needed. The goal is for the designer to become a trusted advisor providing ongoing guidance rather than technical support. Training resources include online videos, practice sites, and focused skill building. With preparation and client buy-in, some small sites can be successfully self-maintained.
RainmakerVT user feedback Summary.091311Mike O'Horo
The document describes feedback from lawyers who used RainmakerVT, a virtual training program. It provides quotes from lawyers praising the program. Lawyers said the interactive simulations were helpful and realistic. They felt it was more useful than lectures and helped learn how to network and market their law practices. Most rated the program highly and said they would recommend it, especially to younger lawyers.
Building Startups and Minimum Viable Products (NDC2013)Ben Hall
Ben Hall is a hacker in residence at Cornershop and founder of previous startups. He discusses his approach to starting new ventures, which focuses on rapidly validating ideas by building minimum viable products and releasing early to test assumptions and learn from customers and metrics. Some of his key advice includes failing fast when ideas don't work, focusing on acquisition metrics over features, and prioritizing speed of delivery over perfect code in the early stages. The presentation emphasizes learning through quick iteration and putting products in front of customers as soon as possible.
The document provides guidance for running a successful freelance WordPress business. It discusses identifying your target customers, crafting an effective elevator pitch, creating valuable content like proposals and case studies, tracking your time and expenses, aligning your business with a clear purpose or "why", and using formulas to analyze clients. The key aspects covered are identifying problems your business can solve, promoting your services through content and referrals, maintaining productivity, and establishing processes for charging clients and evaluating business performance.
Here's a presentation I did for the junior PM's we brought on board. The goal was to get entry level PM's up to speed in the fast paced world of integrated production work.
MeasureWorks - Online Tuesday - Time = MoneyMeasureWorks
Slides from my presentation at Online Tuesday. About why marketers should care about performance, design principles for a fast experience and how to build a business case for your website...
Fast prototypes and customer development for start upsSerdar Temiz
This document discusses using prototypes and customer development in the startup process. It emphasizes testing assumptions with customers from the beginning rather than relying on predictions. Prototypes like mockups, paper prototypes, landing pages, and working prototypes allow startups to get early feedback before fully developing an idea. The presentation argues for an agile process that pivots based on learning through prototyping and customer development. It provides examples of companies like Twitter that pivoted successfully and cautions that failure can be avoided through this approach.
Designing a Process that Gets Things DoneKarena Kreger
This document discusses tools and tips for designing an efficient process for web development projects. It recommends establishing predictable costs, timeframes and outcomes through process. The document also suggests being an expert to manage expectations, avoiding past problematic projects, and allowing room for growth. Additional tips include being a curator by providing excellence, adopting innovations, using integrations, and being skilled with coding and Google. It outlines foundations like sandboxes, templates, frameworks and plugins. Reasons for premium tools and plugins are given. The document also lists specific tools for tasks, communication, storage, updates, backups, documentation and inspiration.
The document provides guidance on planning and managing a web project. It discusses establishing requirements, issuing a request for proposal (RFP), selecting a development partner, going through phases of discovery, design, development and testing, content migration, and ongoing site management. Key phases include establishing needs upfront, vetting development firms, signing off on specifications at each stage, allowing time for testing, and planning training and support for ongoing site management. Sample budgets range from $10,000-$100,000 for development and $20,000-$100,000 annually for site management applications and hosting.
Conversion Optimization: The World Beyond Headlines & Button ColorOptimizely
Patrick McKenzie, Software Developer at Kalzumeus Software
You've run A/B tests.
You're long past the point where "Guess Which Alternative Won" articles teach you something useful.
- How do you get to the next level of conversion optimization?
- How do you get it to be a repeatable team effort?
- How do you retain organizational know-how about previous tests?
- How do you track conversions over more involved funnels?
- How do you keep the team onboard with testing for years at a time?
- How do you manage the engineering aspects of changes which are more in--depth than changing the marketing site?
This session delves into the "Here There Be Dragons" parts of the testing map. Patrick McKenzie, Software Developer at Kalzumeus Software and Bingo Card Creator, has helped a dozen companies through testing maps, and he presents some of the mistakes he's made so that you don't have to repeat them—and also a success or two.
How to Freelance for Mobile Developers Lesson 4 - Creating Contracts or Serv...Richard Hart
http://www.appBuilderTV.com
http://www.udemy.com/how-to-freelance-for-mobile-developers/
How to Freelance for Mobile Developers Lesson 4. In this episode we will discuss what a service agreement is, why you need one for every project and how to go about putting one together.
Scoping and Estimating WordPress Projects as an AgencyKara Hansen
The document provides an overview of how to scope, estimate, and manage WordPress projects as an agency. It discusses the importance of understanding scope through discovery, estimating projects by breaking work into discrete tasks, and managing customer expectations through clear communication and documentation of assumptions. Continuous improvement is emphasized through retrospective reviews of past projects to refine processes.
The document provides 10 secrets for managing successful projects from an experienced project manager. It discusses the importance of having a detailed plan and schedule, daily stand-up meetings, managing issues and risks, clear communication, mediating team discussions, managing scope, addressing resource issues, and caring about the project's success. Project management fundamentals like scope, schedule, budget, risk, and issues are also covered.
In these past few years, agile methods became a vital part in the software development process, but are they really applicable for all types of projects and team sizes?
A while ago, our company changed the way we approach project development because the team noticed that standard SCRUM-ish methods aren't fully compatible for us, so we developed our own, modified version of agile. In this talk, I will showcase how powerful this approach is and how you can use it to find problems, and eventually resolve them.
Top 10 Things To Do If You Want To Get Fired Over A WordPress ProjectWilliam Bergmann
A rundown of 10 of the most common ways to wreck a WordPress project, along with tips to avoid them for Project Managers on both the Client and Agency side.
How to Foster Engagement and Understanding Using AgileSalesforce Admins
The document discusses how to foster engagement and understanding using Agile principles such as product backlogs, user stories, acceptance criteria, and complexity points. It provides examples of common problems like being overloaded with work that is not prioritized or delivered work that does not meet requirements. The document recommends using a product backlog to prioritize all work, estimating complexity points rather than time, and having stakeholders choose the work based on points. It also recommends writing user stories and acceptance criteria for each to ensure the delivered work meets requirements. Using these Agile practices can help improve understanding, delivery, and provide metrics to stakeholders.
This document provides guidance on creating an effective proposal. It emphasizes including an executive summary to clearly state your understanding of the client's needs. Key components discussed are the budget, timeline, exclusions/limitations, and evaluations. The document stresses customizing the proposal to each client rather than copying others, and guarding your intellectual property while providing initial recommendations. It also recommends including your expertise, experience, capabilities, case studies as evidence of past success, and references to help sell your abilities.
Outsourcing for Profit - A book outlining best practices in offshore outsourcing for digital agencies - released in Search Engine Strategies 2010 London
The document provides an introduction to the 360 Lean Project Method. It discusses the meeting objectives of reviewing the 360 project method for IT business systems deployment and understanding Moderna's IT business system needs and goal of becoming 100% digital. It then outlines the key aspects of the 360 process including planning, scoping, blueprinting, building, and project tools.
The incumbent’s playbook for launching a vertical SaaS product (Directions EM...Martin Karlowitsch
Presentation held at Directions EMEA 2017 in Madrid.
Been on the market for decades? Living from upfront license revenues and services that you sell alongside? Think of developing a SaaS product, but not sure where to start? Think of building a vertical Microsoft Dynamics 365 SaaS app/product? Come and join me, and I will share my experiences with you from building www.just-plan-it.com on Azure and integrate it with Dynamics 365. I will provide real life experiences, share tips and tricks, books to read and tools to use on that journey. My purpose is encouraging you to go the SaaS development route as you as an incumbent have a huge advantage over funding series driven start-ups: you know your market and have you a sustained cash flow to finance growth. In essence, I will cover the following questions:
1) How to identify and validate market demand?
2) What the heck is an MVP (minimum viable product) and how can it help?
3) How can I easily start the inbound lead generation journey?
4) How to organize development to stay at the “pulse of the market”?
5) How to measure and manage initial success?
6) Why is user onboarding so crucial and difficult?
7) How to prepare for scale?
This is my greatest hits album of major business mistakes I've made over my career, both as a freelancer and while working within agencies of all shapes and sizes.
I presented this first at the SCAD Entrepreneurial Forum in Savannah, GA on February 18, 2011. The material is drawn from my second book, "Success by Design: The Essential Business Reference for Designers," which will be out in Fall 2012.
Freelancers are slutty, but so are you: Strategies for the successful managem...Shane Pearlman
We live in an open market. The best freelancers get to pick from a wide pool of suitors. The best clients pick from a wide pool of contractors. In a polygamous world, we have choices. When competing for attention and loyalty, there are key things you can do to improve your odds.
Building Startups and Minimum Viable Products (NDC2013)Ben Hall
Ben Hall is a hacker in residence at Cornershop and founder of previous startups. He discusses his approach to starting new ventures, which focuses on rapidly validating ideas by building minimum viable products and releasing early to test assumptions and learn from customers and metrics. Some of his key advice includes failing fast when ideas don't work, focusing on acquisition metrics over features, and prioritizing speed of delivery over perfect code in the early stages. The presentation emphasizes learning through quick iteration and putting products in front of customers as soon as possible.
The document provides guidance for running a successful freelance WordPress business. It discusses identifying your target customers, crafting an effective elevator pitch, creating valuable content like proposals and case studies, tracking your time and expenses, aligning your business with a clear purpose or "why", and using formulas to analyze clients. The key aspects covered are identifying problems your business can solve, promoting your services through content and referrals, maintaining productivity, and establishing processes for charging clients and evaluating business performance.
Here's a presentation I did for the junior PM's we brought on board. The goal was to get entry level PM's up to speed in the fast paced world of integrated production work.
MeasureWorks - Online Tuesday - Time = MoneyMeasureWorks
Slides from my presentation at Online Tuesday. About why marketers should care about performance, design principles for a fast experience and how to build a business case for your website...
Fast prototypes and customer development for start upsSerdar Temiz
This document discusses using prototypes and customer development in the startup process. It emphasizes testing assumptions with customers from the beginning rather than relying on predictions. Prototypes like mockups, paper prototypes, landing pages, and working prototypes allow startups to get early feedback before fully developing an idea. The presentation argues for an agile process that pivots based on learning through prototyping and customer development. It provides examples of companies like Twitter that pivoted successfully and cautions that failure can be avoided through this approach.
Designing a Process that Gets Things DoneKarena Kreger
This document discusses tools and tips for designing an efficient process for web development projects. It recommends establishing predictable costs, timeframes and outcomes through process. The document also suggests being an expert to manage expectations, avoiding past problematic projects, and allowing room for growth. Additional tips include being a curator by providing excellence, adopting innovations, using integrations, and being skilled with coding and Google. It outlines foundations like sandboxes, templates, frameworks and plugins. Reasons for premium tools and plugins are given. The document also lists specific tools for tasks, communication, storage, updates, backups, documentation and inspiration.
The document provides guidance on planning and managing a web project. It discusses establishing requirements, issuing a request for proposal (RFP), selecting a development partner, going through phases of discovery, design, development and testing, content migration, and ongoing site management. Key phases include establishing needs upfront, vetting development firms, signing off on specifications at each stage, allowing time for testing, and planning training and support for ongoing site management. Sample budgets range from $10,000-$100,000 for development and $20,000-$100,000 annually for site management applications and hosting.
Conversion Optimization: The World Beyond Headlines & Button ColorOptimizely
Patrick McKenzie, Software Developer at Kalzumeus Software
You've run A/B tests.
You're long past the point where "Guess Which Alternative Won" articles teach you something useful.
- How do you get to the next level of conversion optimization?
- How do you get it to be a repeatable team effort?
- How do you retain organizational know-how about previous tests?
- How do you track conversions over more involved funnels?
- How do you keep the team onboard with testing for years at a time?
- How do you manage the engineering aspects of changes which are more in--depth than changing the marketing site?
This session delves into the "Here There Be Dragons" parts of the testing map. Patrick McKenzie, Software Developer at Kalzumeus Software and Bingo Card Creator, has helped a dozen companies through testing maps, and he presents some of the mistakes he's made so that you don't have to repeat them—and also a success or two.
How to Freelance for Mobile Developers Lesson 4 - Creating Contracts or Serv...Richard Hart
http://www.appBuilderTV.com
http://www.udemy.com/how-to-freelance-for-mobile-developers/
How to Freelance for Mobile Developers Lesson 4. In this episode we will discuss what a service agreement is, why you need one for every project and how to go about putting one together.
Scoping and Estimating WordPress Projects as an AgencyKara Hansen
The document provides an overview of how to scope, estimate, and manage WordPress projects as an agency. It discusses the importance of understanding scope through discovery, estimating projects by breaking work into discrete tasks, and managing customer expectations through clear communication and documentation of assumptions. Continuous improvement is emphasized through retrospective reviews of past projects to refine processes.
The document provides 10 secrets for managing successful projects from an experienced project manager. It discusses the importance of having a detailed plan and schedule, daily stand-up meetings, managing issues and risks, clear communication, mediating team discussions, managing scope, addressing resource issues, and caring about the project's success. Project management fundamentals like scope, schedule, budget, risk, and issues are also covered.
In these past few years, agile methods became a vital part in the software development process, but are they really applicable for all types of projects and team sizes?
A while ago, our company changed the way we approach project development because the team noticed that standard SCRUM-ish methods aren't fully compatible for us, so we developed our own, modified version of agile. In this talk, I will showcase how powerful this approach is and how you can use it to find problems, and eventually resolve them.
Top 10 Things To Do If You Want To Get Fired Over A WordPress ProjectWilliam Bergmann
A rundown of 10 of the most common ways to wreck a WordPress project, along with tips to avoid them for Project Managers on both the Client and Agency side.
How to Foster Engagement and Understanding Using AgileSalesforce Admins
The document discusses how to foster engagement and understanding using Agile principles such as product backlogs, user stories, acceptance criteria, and complexity points. It provides examples of common problems like being overloaded with work that is not prioritized or delivered work that does not meet requirements. The document recommends using a product backlog to prioritize all work, estimating complexity points rather than time, and having stakeholders choose the work based on points. It also recommends writing user stories and acceptance criteria for each to ensure the delivered work meets requirements. Using these Agile practices can help improve understanding, delivery, and provide metrics to stakeholders.
This document provides guidance on creating an effective proposal. It emphasizes including an executive summary to clearly state your understanding of the client's needs. Key components discussed are the budget, timeline, exclusions/limitations, and evaluations. The document stresses customizing the proposal to each client rather than copying others, and guarding your intellectual property while providing initial recommendations. It also recommends including your expertise, experience, capabilities, case studies as evidence of past success, and references to help sell your abilities.
Outsourcing for Profit - A book outlining best practices in offshore outsourcing for digital agencies - released in Search Engine Strategies 2010 London
The document provides an introduction to the 360 Lean Project Method. It discusses the meeting objectives of reviewing the 360 project method for IT business systems deployment and understanding Moderna's IT business system needs and goal of becoming 100% digital. It then outlines the key aspects of the 360 process including planning, scoping, blueprinting, building, and project tools.
The incumbent’s playbook for launching a vertical SaaS product (Directions EM...Martin Karlowitsch
Presentation held at Directions EMEA 2017 in Madrid.
Been on the market for decades? Living from upfront license revenues and services that you sell alongside? Think of developing a SaaS product, but not sure where to start? Think of building a vertical Microsoft Dynamics 365 SaaS app/product? Come and join me, and I will share my experiences with you from building www.just-plan-it.com on Azure and integrate it with Dynamics 365. I will provide real life experiences, share tips and tricks, books to read and tools to use on that journey. My purpose is encouraging you to go the SaaS development route as you as an incumbent have a huge advantage over funding series driven start-ups: you know your market and have you a sustained cash flow to finance growth. In essence, I will cover the following questions:
1) How to identify and validate market demand?
2) What the heck is an MVP (minimum viable product) and how can it help?
3) How can I easily start the inbound lead generation journey?
4) How to organize development to stay at the “pulse of the market”?
5) How to measure and manage initial success?
6) Why is user onboarding so crucial and difficult?
7) How to prepare for scale?
This is my greatest hits album of major business mistakes I've made over my career, both as a freelancer and while working within agencies of all shapes and sizes.
I presented this first at the SCAD Entrepreneurial Forum in Savannah, GA on February 18, 2011. The material is drawn from my second book, "Success by Design: The Essential Business Reference for Designers," which will be out in Fall 2012.
Freelancers are slutty, but so are you: Strategies for the successful managem...Shane Pearlman
We live in an open market. The best freelancers get to pick from a wide pool of suitors. The best clients pick from a wide pool of contractors. In a polygamous world, we have choices. When competing for attention and loyalty, there are key things you can do to improve your odds.
This document discusses the importance of estimating and tracking time for documentation projects. It recommends tracking all time spent on tasks like meetings, writing, editing, and more to build a basis for accurate estimating. Both bottom-up and top-down estimating methods are described. Tracking time allows learning from past projects to improve estimates using techniques like comparative, parametric, and matrix-based estimating. Correlating estimates with tracking provides feedback to refine estimates. Risks should be identified and stakeholders agree on estimates upfront to manage scope changes.
This document provides an overview of Agile software development. It begins by defining Agile as a project management process that encourages frequent inspection and adaptation. It then discusses some common Agile practices like Scrum and eXtreme Programming. The Agile Manifesto values individuals and interactions, working software, customer collaboration, and responding to change. Finally, it provides advice for different roles on how Agile can benefit them and their work.
The document provides an overview of fundamentals for advertising account management. It discusses focusing advertising on changing behaviors rather than attitudes using McDonald's as an example. It recommends creating advertising messages for heavy-using, high-yield customers in a category. Finally, it summarizes that the goal is to get customers to try a product by convincing them to love the brand, rather than convincing them to love the brand first.
Estimates provide project leadership with a view of the project reality to make good decisions, but there is rarely certainty in software development. While estimates solve problems for businesses that want cost and schedule certainty, the problems can potentially be solved differently. The #NoEstimates approach eliminates much of the planning work in favor of collaborating with customers to develop high-level goals and deliver working software frequently, forming a partnership rather than a contractual negotiation. It moves away from committing to requirements that will not be worked on immediately and allows requirements to evolve over time.
The document provides tips for successfully pitching a project to clients. It discusses how pitches bring stress due to tight timelines (paragraphs 1-2, 4-5). Effective pitches require planning, a great team, well-executed presentations, and protecting the agency contractually (paragraphs 3, 5-6, 8, 15-16). The pitch process involves research, budget approval, defining goals and audiences, and leaving clients feeling excited (paragraphs 12-14).
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
https://rb.gy/usj1a2
Structural Design Process: Step-by-Step Guide for BuildingsChandresh Chudasama
The structural design process is explained: Follow our step-by-step guide to understand building design intricacies and ensure structural integrity. Learn how to build wonderful buildings with the help of our detailed information. Learn how to create structures with durability and reliability and also gain insights on ways of managing structures.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
LA HUG - Video Testimonials with Chynna Morgan - June 2024
Run your project like a project manager by patrice embry for eeconf 2018
1. Run Your Project like
a Project Manager
Presented by Patrice Colancecco Embry, CSM
2. patrice-embry.com
Our Scope
• In the session, we will talk about how PMs handle complex digital projects, and the tips and
tricks we use to keep projects on track.
• I’ll discuss how to handle scope creep by firmly establishing scopes upfront (and how to
reinforce scope throughout the project),
• How to recognize risk (and give examples of typical risks that people may not think of), and
• How to handle client issues like delays and indecision (and how to do so without damaging
the client relationship).
• Participants will leave the session with actionable, helpful tools that they can put into
practice immediately to keep their projects in scope, on time, and within budget, all with
proven PM practices.
๏ Not in scope: Project Management tools, agile vs. waterfall (but I’m available later)
3. patrice-embry.com
Order of Operations
• About me, about you
• What is Project Management?
• Scope + SOWs
• Budgets + Estimates
• Timelines
• Managing Risk, including:
✓ SOW Assumptions
✓ Scope Creep
✓ Pause Clause
• When to Pull the Plug
• Common Issues - the scripts for hard convos
• Your questions
4. patrice-embry.com
Who am I?
• I live outside of Philly
• I’ve seen a lot & I’ve met lots of people
• I really love my profession
• I’m a PM but also a Certified ScrumMaster
• I provide:
✓ Freelance project management
✓ Process Analysis
✓ Project Management Training (for PMs and non PMs)
✓ Project Management Consulting
6. patrice-embry.com
Who Are You?
• Freelancers?
• Developers?
• Agency owners/managers?
• Other PMs?
There’s something here for everyone…and we’re going to
cover everything.
7. patrice-embry.com
What is Project
Management?
• Not just something to hate or fear
• It’s the science of keeping projects on track
• If you don’t work with a PM, someone on your project team
is PM-ing and doesn’t know it.
✓ It could be you.
8. patrice-embry.com
Project Management Core
Responsibilities
• Scope
✓ Re-state the original item that was sold to the client
✓ Ensure that items don’t get added or changed
• Budget
✓ Keep track of hours and other expenses
✓ Plot those against the amount charged to the client
• Time
✓ Create an initial timeline according to the terms of the contract
✓ Ensure that timing is adhered to during the project and make adjustments
where needed
13. patrice-embry.com
Scope
Scope is the fully-documented item that you are creating. It’s the thing you
pitched and the client bought and what you have to deliver.
✓Scope: A CMS-driven website with 3 page templates + 15 pages + copy +
graphics. 3 rounds of revisions on template mockups, no more than 4
paragraphs of copy and 3 images on each page…
✓Scope: A microsite with a landing page that contains 1 video (provided by
the client) + up to 300 words of copy + 4 custom graphics + Call To Action
button…
๏ Not a scope: A fully functioning website that dazzles the senses and
engages users in a positive, money-spending way.
14. patrice-embry.com
Why Is Scope Crucial?
• If you can’t say what it is you’re making down to the
smallest detail possible:
✓ You will never know when you’re done
✓ You will never know when to charge more for extra
work
✓ Your clients will keep expecting more work
15. patrice-embry.com
What is an SOW?
• An SOW is a Statement of Work (sometimes called a Scope of Work).
✓ Outlines the scope of the project +
✓ The rough timeline for when it will be completed +
✓ The cost for the work.
• It is the contract that you and your client sign.
• A good SOW will also list lots of risk mitigation.
๏ Not an SOW: Why you or your company is great, what your PROPOSED solutions
would be, your company history.
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How Do I Create an SOW?
1. Start with what you know and document it.
2. Get language from the client’s initial request, your response or
proposal, and any other conversations you’ve had.
3. Go through an estimating exercise so you know if you’re charging
enough.
4. Call out and mitigate risks (“assumptions”).
5. GET YOUR CLIENT TO SIGN OFF ON IT.
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How to Properly Estimate
• Think through all the large chunks of work you need to do.
• Think about all the extra things that also need to happen: Testing? Rounds of revisions?
Thinking through hard problems? Buying plugins or other costs?
• PAD, PAD, PAD, PAD.
• A-hole charge: Consider adding in time for all the extra communication and
aggravation.
• Take all that time, add it up, and multiply it by the hourly rate you charge (Time &
Materials)
• OR consider how much time and effort it will take you and how much profit you want to
make and find a fixed price you are comfortable with. (Fixed Bid)
• And then add another 10%
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Common Estimate TRAPS
• Forgetting a feature
• Thinking the client has something in place that they don’t
• Assuming something will work
• Not including meeting/admin time for all levels
• Not thinking of things at a high enough level
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Budget
Your budget is the amount of money you and your client
agreed on (that you estimated) for the work that you are now
contractually obligated to provide.
• Take the whole number and divide it in a way that suits
your work.
• $15,000 = 100h at $150/h
★Keep track of your budget at least 1x week
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Timeline
The timeline is the amount of time you need to COMPLETE the project.
• COMPLETE = built, tested, accepted by client, launched + realistic
post launch.
• Work forwards: Take your budget (100h) and spread it out over the
amount of hours you plan to work each week. 20h/week = 5 weeks
• Work backwards: Take your launch date, count the days/weeks,
and see how many hours you have to work each day/week to make
the deadline.
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Common Timeline TRAPS
• Holidays and vacations (yours and theirs)
• Client-side retreats or events
• Weekends (yep)
• Forgetting about QA + bug fixing + launch + post launch
• “Hope Creep”
• Context switching
• Never updating it
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How to Find + Mitigate Risk
• Ask “What’s the worst that could happen” - for every. single. thing.
• Look at things that went poorly before - for similar projects and
just overall
• Take whatever you find and think of the best way to head off those
risks or mitigate them if they happen
Usually, these items are outlined as “assumptions” in the SOW but
can still be explained at the beginning of a project in a document or
email (though it won’t be as easy to enforce).
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“Scope Creep”
• We just have 2 more edits and we can approve it.
• Our writer delivered the copy and there’s more than we figured.
• I just don’t feel like this is quite there yet.
• Maybe it would be better if the [thing] did this instead?
• What we hadn’t considered was…
• Our CEO wants to see it.
• Our branding is going to be changing.
• It has to work with our PayPal account.
• We just found out….
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Common SOW
Assumptions
• Limit and communicate rounds of revisions - list the number of rounds they get (2 rounds
is usually plenty) and what will happen if they want more (“Additional review rounds will
jeopardize the project timeline and add additional charges.”)
• “Client is responsible for _____ (writing copy, purchasing images, hosting, providing
logos, etc) and ____ (delays, use of filler copy and images, etc) will happen if these items
aren’t furnished by the times stated in the project timeline.”
• Name all requirements for anything provided by the client - image files must be in x
format, copy must be provided in x way.
• List out anything that is NOT included. (Things like plugins, configurations, design,
whatever you are NOT doing.) This seems like a no-brainer but it isn’t.
• State clearly that if there is a change in scope, a change order will be issued. (Or
whatever you will do to accommodate more work - a new contract? Written acceptance?
Email acceptance?)
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Pause Clause
In your SOW:
“If a client deliverable — such as input, approvals, or payment —
is late more than 10 business days, the project will be considered
‘on hold.’ Once the deliverable is received and the project is re-
activated, it will be rescheduled based on [Company]’s current
workload and availability. Just to say it loud and clear, it could be
weeks to get you back in the system if the project is put on hold.”
- From nGen Works
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Pulling the plug
on a project
• There’s no way to get a change order
• There’s no way to recoup losses
• There’s no way to satisfy the client
• There’s no way to keep the project team from imploding
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Pulling the plug
on a client
• They don’t respect the contract
• They don’t respect you
• They paused too long
• They don’t make you more money than you have to
expend
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Pulling the plug
on an agency
• They don’t estimate realistically
• They don’t protect their employees
• They don’t absorb and deflect client anger
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Common Issues
(and how to PM them)
• No one is getting me their approvals on time.
✓ Say this: “We will assume that you approve unless you
send feedback by [date/time].”
• People keep saying they didn’t know they had to do
something.
✓ Document everything and put it where anyone can
access it. Reference it often. INCLUDE DATES.
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Common Issues
(and how to PM them)
• I feel uncomfortable giving deadlines on things, especially
when I don’t know how long they actually take.
✓ Say this: “I’m hoping you can get this to me by [date/
time]. If that isn’t reasonable, please let me know what is.”
(Bonus! Once they tell you, you can hold them to it!)
• People on my team dislike each other and it’s affecting our
work.
✓ Call out bad or disruptive behavior in a matter-of-fact way.
Explain the impact to the project.
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Common Issues
(and how to PM them)
• I have to tell the client “no”.
✓ Consider options and consequences.
• I have to give bad news - either to my team, my boss, or the client.
✓ Be matter of fact and keep out emotion.
✓ Try to temper bad news with solutions.
• We keep making the same mistakes over and over.
✓ Have project postmortems (“retrospectives”) and start making custom
checklists.
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Common Issues
(and how to PM them)
• There’s no way we can do all of this work in time.
✓ Figure out if there’s places you can work concurrently.
✓ Take a look at revision rounds - can you work “at risk” while a
second round is reviewed?
✓ Try reducing scope to “MVP” with a Phase 2.
✓ If none of that works, get everyone together and lay out the
problem - it’s not just yours to fix!