Project Management and Execution

Introduction

• Focus on simplifying project management.
• Seek out the minimum effective dose; avoid overcomplication.
• Learn from top project managers globally.
• Three unique perspectives to enhance project execution.

Three Key Moves for Effective Project Management

1. Project File

• Purpose: Collective repository for all project-related items.
• Tools: Asana, Trello, etc. are useful, but simplicity is encouraged.
• Structure: Includes success criteria, measurement, and resources.

Success Criteria

• Define clear success criteria (4-6 specific areas).
• Ensures team alignment; everyone works towards the same goals.
• Critical for teams of all sizes.

Measurement

• Define leading indicators and activities.
• Set daily, weekly, and monthly measurements.
• Example activities: sending emails, daily stand-up meetings.
• Use simple tools like spreadsheets to keep track.
• Essential to review measurements weekly.

Resources Collection

• Collect all resources related to the project (internal and external).
• Examples include SOPs, images, calendar templates.
• Organize them in the project file to enhance accessibility and awareness.
• "Sell by Chat" example highlights the importance of resource collection.

2. Weekly Sync

• Rhythm of Success: Establish a consistent review cadence.
• Agenda Components:
  • Link to project file for status updates.
  • Review of progress (red, green, yellow status reports).
  • Analyze metrics and leading indicators.
  • Discussion topics for team challenges and friction points.
• Encourage team to add new discussion points throughout the week.
• Example: Book launch and SaaS Academy project management.

3. Linkability

• Rule: Always include links to relevant documents or resources in communications.
• Increases team velocity and efficiency.
• Integrated into communication guidelines and project management processes.
• "Linkability?" question reminds team to adhere to this practice.

Conclusion

• Mastering these three areas prepares you for managing complex projects.
• Focus: Project file organization, weekly sync rhythm, and linkability practice.
• Download the internal template for a project file to enhance execution.

Additional Resource

• Link provided for a downloadable template to assist in project management.