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How to Kick Start your Projects with Project Management Software

Projects are as much a part of our work-life as the coffee machine. Strange but true!

A typical work day of any professional is filled with all sorts of project meetings – status update, project review, Stakeholder review, management review and as many visits to the coffee machine!

At times, it feels like a ritual to pay a visit to the coffee machine before entering the meeting room ?

Why is it so?

Is it that a good coffee in the morning sets your tone for the day? 99% of we coffee lovers will say “Well YEAH!!”

This simple daily act has an important message – “kick-offs are important” and all efforts and focus must be deputed to ensure we start things on the right note with our best foot forward.

And, projects are no different!

I consider Kick-off meetings to be one of the “Critical Success Factors” of any project. It is your opportunity as the Project Manager to rally your troops behind a common goal.

It’s like your foundation laying ceremony if I may ?

You get to present the project vision, the expectations, stakeholders involved, the TEAM & its GOAL!

Team and Goal

It is best if you have the basics of a project setup in your chosen project management tool. For e.g. create the project, invite the project team, define user permissions, create the initial tasks & define timelines.

Let us quickly see how we can prepare and orchestrate an effective and successful “Project Kick-Off Meeting”.

Understand why you are here?

Kick-off meetings are your means to introduce the project and project charter. Project Charter is the Project Manager’s bible for a simple fact that it outlines everything between today’s problem and tomorrow’s expected solution. It clearly explains to you –

  • the problem statement for undertaking the project
  • the solution to the problem
  • the timelines for completion of the project
  • the project deliverables & goals
  • the stakeholders – management, client, team etc.
  • the roles and responsibilities of each stakeholder
  • the foreseen risks and current identified constraints

Introduce your Project Team

Your TEAM is the most important part of your project after the charter. Getting them to know each other, building rapport and explaining their roles & responsibilities on the project is key to successful project delivery.

The finer execution details can wait for now.

As a Project Manager, you must take enough time to ensure the stakeholders also know each other’s expertise & strengths so that they can reach out to the right person when in need.

Exude confidence, hope and trust while you explain the team as to why they are the chosen ones and what is expected of them. It would be a good time to introduce the “RACI Matrix” to your team so that they know who is Responsible, Accountable, will be Consulted or Informed.

 

RACI Matrix

 

Clearly defining “User Roles and Privileges” at the beginning of the project would further enable clarity, smoother collaboration and execution.

Positive sentiments among the team would go a long way when the going gets tough.

Plan your project Execution

Once you have the team introduced and settled with the project scope and problem at hand, begin with the timelines of the project.

Be specific in communicating the start and end dates, the periodic milestones, projects within project if any, allowed deviation and expected results from each task and the overall project.

 

Plan-your-project-Execution

 

A visual and interactive “Gantt Chart” and “Kanban View” would come in very handy while sharing the project schedule, task assignment and timelines for your team’s easy understanding.

You can further boost their productivity, save their time and reduce any duplicity of efforts by using the “Workflow Management” offered by your project mgmt. tool to your team’s advantage.

During execution it is important to ensure “Resource Availability” and to measure and manage your “Resource Utilization” so that you stay within the budget and do not run into resource issues which ALWAYS lead to huge stand-off in the organization and result in project delays.

Share your Communication Plan

Communication if well managed can work wonders for you and your team. It is always recommended that you set some ground rules around project activity communication.

Everyone in the team MUST know the “authorized” recipients of the information along with the expected timelines and intervals for every project communication.

Share your communication plan

Some activities may require a “Daily Catch-Up” or an instant discussion over a “Chat” engine and yet be recorded within the project management software for audit and future references.

Having automated email notifications would be a blessing in disguise while working on projects with a lot of stakeholders. Updating and/or submitting a reply or comments to a task can fire away the key updates and progress with your desired stakeholders in a matter of seconds.

Similarly, issue logging and change requests processes must be well documented and clarified to avoid planning and approval delays.

Given the sheer amount of project documents involved having a central project repository that allows for changes, is controlled by proper user privileges and available when needed is a must. Even better if it allows for social sharing via Google drive, Dropbox etc. provided your project manager or company authorizes it.

Clarify Project Risks

Before you embark on a journey, it is wise to gather as much info about the impending terrain as possible. This mainly translates to risks and constraints in project management terminology.

Knowing the risks and preparing for them in advance would reduce your project delays, budget overruns and save your team a lot of stress.

You may face supplier, resource, budgetary, government regulatory etc. risks depending on the nature of your business and project.

Ensure you have a proper Risk Mitigation Plan and a Rapid Response Team who are aware of the “ASK” and your entire project team knows whom to reach out should an emergency occur.

Ensure THE GOAL is understood

Each project begins with a defined end result that is expected to solve the problem at hand. The tangible and intangible deliverables must be clearly explained and shared with all relevant stakeholders.

Goal is Understood

You must stay away from use of any management or technical jargons and buzz words. Explain in simple yet detailed terms each relevant objective that is supposed to be met by the team.

The team’s alignment to the common goal is of utmost significance for project success. There should be no room for guess work.

More than that, the team’s belief in the end result and the rewards it entails will also go a long way when it comes to flawless execution and on time delivery.

Allow Interactive Session

Now that you have shared your vision, associated goals, time lines, productivity and delivery goals with your team it is utmost important that they provide feedback.

Depute a reasonable amount of time to answer all their questions and/or concerns if any. You may unearth crucial information and facts that may prove beneficial for the project.  

Allow-Interactive-Session

Urge the team to be forthcoming with their ideas, recommendations, to highlight their or other members’ strength and expertise.

The higher the interaction, greater the chances of team collaborating and willing to bring facts to the decision making table. Not only will this lead to better planning and execution but also provide time and money benefits.

Before signing out –

  • Do provision time for a quick recap of the meeting
  • Go over the crucial points, deliverables, goals and risks etc.
  • Acknowledge the key contributors of your interactive session
  • Record their points with the project documents
  • Promise to follow through on any unaddressed items from this session
  • Thank people for their time and affirm your trust in them

The above actions will help build mutual trust and confidence among the stakeholders and encourage each one to work in the best interests of the project.

All of which are very crucial for a successful project delivery.

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About the author

Priyank Agarwal
Priyank Agarwal

Customer Success & Product Manager, Orangescrum

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