EP 260: Tracking Complex Projects With On-Demand CFO Christina Sjahli

The Nitty-Gritty:



* Why clear client communication helps on-demand CFO & cash flow analyst Christina Sjahli manage her complex financial projects* The system she uses to keep track of documents and change history* How she uses deadlines for herself and her clients to manage the progress of her projects* What Christina learned from her corporate finance experience that’s transferred to her own business—and what she left behind





Can I really learn project management as an entrepreneur?



A few of years ago, it became trendy to explain away the operational problems in our businesses by saying something like, “Dammit, Jim! I’m an entrepreneur, not a manager.”



This trend was fueled by a book called Rocket Fuel, by Gino Wickman. In Rocket Fuel, Wickman argues that entrepreneurs are Visionaries.



He writes, “Entrepreneurs hunt. They don’t manage. They explore rather than analyze. They build companies with vision, creativity, and tenacity; not with policies and procedures.”



He continues by suggesting that every Visionary needs someone to be their Integrator. The Integrator’s role is to manage between the entrepreneur’s vision-driven ideas and the people on the ground actually making those things happen.



I bought it. Hook, line, and sinker.



The ideas in Rocket Fuel felt right to me.



After all, the idea of creating, managing, and—dear god—following procedures made me feel all sweaty and claustrophobic.



Finally, someone was telling me what I suspected all along: I just wasn’t good at managing. I wasn’t built for precision execution. I would always suffocated by routine, analysis, and consistency.



Lots and lots of other small business owners I know bought this argument too. Soon we saw job descriptions for Integrators everywhere. We saw virtual assistants and online business managers start advertising themselves as Integrators.



The language might be new to you—but I have a feeling that this distinction between the idea-creators and the idea-managers feels familiar.



Here’s what I’ve realized since I myself caught the Rocket Fuel fever:



While it’s true that some of us are gifted with natural aptitude toward one side of this spectrum between vision and management, that doesn’t get us off the hook for taking the time and care that’s necessary to manage projects well.



Just because I’m an idea machine doesn’t mean I can’t also be a procedure machine.



Just because I’m creative doesn’t mean I don’t have to follow systems.



Just because I’m fueled by vision doesn’t mean I get a pass on thinking through the process behind my vision’s execution.



Plenty of people will say that you’ve got to stay in your Zone Of Genius to be successful. At the risk of mixing metaphors, I say cross training is important.



I’m not either/or, I’m both/and.



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