This document discusses effective strategies for project management. It recommends having transparency throughout the project process by ensuring all teams have visibility and using collaboration tools. It also stresses the importance of being agile to adapt to changing scopes. The document advocates holding initial workshops to set expectations and build accountability. Providing ongoing feedback and conducting retrospective reviews at the end of projects helps improve future project engagements. The overall message is that transparency, accountability, and forward-thinking approaches lead to effective project management.

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HERE’S HOW EFFECTIVE
PROJECT MANAGEMENT
SHOULD LOOK

2. JUGGLING TASKS AMID
TIGHT TURNAROUND IS
ESPECIALLY COMMON IN
THE FAST-PACED WORLD
OF B2B MARKETING.
Every organization faces challenges when it comes to time management.

3. WebEnertia,Inc. 3
When Driving the Project Schedule, Transparency is Everything
Effective Strategies
Be in Several Places at Once
On Going Feedback is Critical
05
08
11
13
Here’sHowEffectiveProjectManagementShouldLook
Table of Contents

4. The first critical component in effective project management can be
kind of a touchy subject.

5. Here’sHowEffectiveProjectManagementShouldLook
When Driving the Project Schedule,
Transparency is Everything
WebEnertia,Inc. 5
- Everyone involved must have visibility into the process to be able to own their roles and switch gears with agility.
- Choose tools and programs that make it easy for teams and clients to collaborate, share updates, and forward tasks in a timely manner.
- Good rule of thumb: purchase only from reputable companies who routinely update their products.
- Be sure each member of your cross-functional team is fully trained to know when and how they will be expected to use them.
Transparency at Every Phase of the Project

6. Be accountable for your actions.

7. AT THE BEGINNING OF
EACH PROJECT, WE HOLD
A VELOCITY WORKSHOP.
Build understanding and accountability into every client engagement.

8. Here’sHowEffectiveProjectManagementShouldLook
Effective Strategies
WebEnertia,Inc. 8
- Ensure that the right people are notified (with plenty of lead time to react appropriately) as the scope of the project inevitably shifts and
changes.
WebEnertia’s Velocity Workshop Process
1. Understanding their role (and everyone else’s, too).
2. Building in system accountability from day one.
- Ensure that both internal and external teams are fully trained upfront and entering the project with a clear understanding of what they need to
do, and when and how to do it.
- Education without empowerment is futile, and that’s why we must work to inspire clients with a sense of authority when navigating tasks within
the project scope.
3. Empowering clients to take action.

9. Be the the eyes and ears of the whole operation.

10. THE THIRD AND PERHAPS
MOST ESSENTIAL
COMPONENT IS AGILITY.
When it comes to effectively overseeing a project from start to finish,

11. Here’sHowEffectiveProjectManagementShouldLook
Be in Several Places at Once
WebEnertia,Inc. 11
- PM’s serve as the eyes and ears of the operation, and effective oversight has a lot to do with guiding conversations as they happen
throughout the course of the project.
- Can monitor process observations and learning opportunities as they arise throughout the process.
- A good pm will note all items in order of importance and keep a “wish list” for teams to revisit at a more opportune time.
From Start to Finish

12. That brings us to the final task of project retrospective.

13. Here’sHowEffectiveProjectManagementShouldLook
Ongoing Feedback Is Critical
WebEnertia,Inc. 13
- Engage the entire team in a look back at what worked, what didn’t, and which approaches should be tweaked for future project engagements
- Processes are informed by years of experience with feedback we rely on to continually incorporate intuitive tools and processes that help
projects run smoothly.
Even At the Close of a Project
By starting each engagement with a clear view of the goals, risks, and opportunities—and maintaining a culture of open communication
throughout—we are able to help successfully achieve your project goals.

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