Kasim chats with Gray McKenzie, the co-founder of Zenpilot, a company that helps agencies master project management. Gray reveals why project management is more than just software, and how to create effective processes and habits. He also shares how to set up your scorecard, track your client health, and deliver an awesome experience for your team and clients. Plus, he gives you the three secrets to project management success and how to avoid the most common mistakes.

Chapters:

00:00:00 - Introduction and Welcome
00:01:59 - How to Calculate the ROI of Project Management
00:07:20 - How Zenpilot Evolved Over 10 Years
00:19:08 - How to Measure and Improve Client Health
00:24:42 - The Three Keys to Making Project Management Work Well
00:26:19 - How to Use ClickUp and Teamwork for Project Management
00:28:16 - How to Define Your Scorecard and Track Your Progress
00:30:25 - How AI Can Enhance Project Management
00:33:18 - How to Design Your Data Architecture for AI
00:37:17 - How AI Can Automate Task Creation and Summary
00:39:30 - How Gamification Can Motivate and Engage Your Team
00:40:38 - How AI Can Optimize Capacity Management
00:46:15 - How to Create Structure and Clarity for Your Team
00:48:25 - How to Use Time Tracking for Capacity Management

LINKS AND RESOURCES:

ZenPilot
Gray MacKenzie on LinkedIn
ClickUp
EOS® V/TO™ Template - V/TO™ Template
EOS - Entrepreneurial Operating System
Traffic & Conversion Summit
Tier 11 Jobs
Perpetual Traffic on YouTube
Tiereleven.com
Solutions 8
Perpetual Traffic Survey
Perpetual Traffic Website
Follow Perpetual Traffic on Twitter
Connect with Kasim on Twitter and Connect with Ralph on LinkedIn

Thanks so much for joining us this week. Want to subscribe to Perpetual Traffic? Have some feedback you’d like to share? Connect with us on iTunes and leave us a review!

Mentioned in this episode:

Tier 11 Data Suite

Tier 11 Data Suite

The Impact of Peer Groups and Milieu on Your Child - Ep 439