Being Your Own Project Manager

Being Your Own Project Manager

I learned a long time ago, “Learn to manage your manager.” But what do you do when you have no manager? Don’t fall into the trap of miscommunication. So many problems could be resolved if there’s a clear path and understanding of who is working on what and when. Part of PointBooking is having a solid process on how to manage each of your projects.

This is really just touching the tip of the iceberg for project management, but even a simple process is better than no process. Make a plan on how you will be communicating with your client: will you have a weekly 5-min touch base call, will you have just 1 design review a week or 2, what platform will you be hosting your meetings on. Also, how will you be managing your task list?

Skip the part where you don’t use a project management process or tool, or just send 1 update to the client in the middle of the project. This just makes you look bad. There’s no reason to not have a seamless, professional process in place when working with clients. There are many tools you can use for project management like Asana, Trello, or Teamwork. When using PointBook, an important factor to take into consideration is finding a platform that allows you to add points to each task, through tags, notes, line items etc.

Part of the PointBooking process is to create packages that you can use as templates. These packages will list out the full task list required to complete a package along with the allocated number of points. This can be an automated process when using a project management tool. One of the first steps in the PointBooking process that helps you to become more efficient. This will allow clients to see what you’re working on and when.

Before working with any clients, create your project management process that covers all your bases, like what to do when:
A task takes too long
There’s a miscommunication of materials
A missed due date
Slow client response time
When one of these situations happens, what do you do? Personally, face-to-face communication is the best form of communication. If you’re working remotely, jump on a Google Hangout or Uber Conference. Resolve the issue as soon as you’re aware of it, explain it in detail, then list the steps you’re going to take to resolve the issue. Clients will appreciate your transparency, and this will help build a strong, trustworthy partnership.

Transparency is key when managing client communications, including files. If you choose, you could send them an invite to your Google Drive or Dropbox folder so they can have full access to your working files. This way, you can avoid some of the emails from them asking, “Can you please send me this file? I can’t find the final version of it.”

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