Find My Catalyst Podcast Project Management - Simplified - 239
Feb 16, 2021
18:34
In this episode, Mike and Jody discuss project management and what it has to do with Sales Skills.
Questions Answered:
- What does project management have to do with Sales Skills?
- How do you break project management down?
- How does it change if we are a small organization?
- What are the elements of project management?
Key Takeaways:
- Planning - can I put together a plan that will help me execute? Assess risks, identify gaps.
- Resources - what resources are required?
- Accountability
- Interactions that we have with our customers - managing an account
- Deals that we have with customers - opportunities we might be working on.
- Objectives - ex: putting together a plan to execute on Q1 objectives
- Someone needs to be responsible for managing these aspects
- Be deliberate about the focus of the project at any given time
- If you are a smaller organization, you can use project management to identify gaps where you may want to lean on others.
- Freelancers can be a good option for smaller organizations
- Many small organizations utilize tools such as Trello boards or individual blocks of data on a spreadsheet or in a calendar.
- Elements involved in project management:
- Planning
- Resource Identification - people, time, money, things (tech, etc..)
- Time table for execution
- Associate each task in the plan to the resources you have available. This helps to identify risk.
- Don't overcomplicate it!
- Use project management concepts as a way to create clarity and focus.
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