In Project Management Tips to Get You Going – Part 1, we covered knowing your tools, laying out projects, tasks, and sub-tasks, avoiding frustration and setting reasonable deadlines.
If you know your project management tool, you’ll quickly find that well designed templates save you time. Notebooks within the project management software are useful to list anything crucial to completing the project. Milestones are useful for evaluating a project. All three are useful in
the successful completion of your projects.
Let’s talk about each of them.
Project Management Tips
There’s times when you’ll want to use a current project to create a new project. This is where your templates come in. In some systems, like Teamwork, you can copy a project, name it, and customize it to fit your needs on your new project.
Remember, you’ll need to determine who can edit or make changes to these project templates.
Notebooks are used to keep notes on each project, and are used to store client information, project information, and procedures. Some notebooks will allow you to upload and attach a document.
Think of them as a valuable source of information about each project. If you need to remember it or need to repeat it to give others on the team instructions, keep it in a notebook and give them access to that notebook.
Again, you can, and should, choose who can edit or make changes to the notebooks.
A milestone is a goal, motivational tool, and evaluation all wrapped up on one. It’s a means to group your checklists together and evaluate how each project is coming along.
When setting milestones you’ll want to ask yourself how important a particular task or project is and what impact it will have if the deadline is not met. If it’s important and not meeting the deadline will have a big impact on you or your clients, it’s a milestone.
Use milestones to measure progress on your projects. You can oversee your projects – recognizing areas of strength and identifying weak areas that need attention.
Keep in mind, there’s a lot of info on the web about milestones and it’s worth your time to research it especially if you’re finding that a lot of your work has been either late or not completed at all.
More Than Just a Checklist
So there you have it. Project management is much more than creating a checklist that you forget about whether on paper or on a task list. It’s something that involves planning and follow-through. In the end, you’ll be happy you did. If you need help following through on your projects, I can help. Many real estate agents and small business owners use virtual assistants for this very reason.