“Airtable vs Trello. Which is better?“

Our team (and customers) used Trello for years before transitioning to Airtable several years ago. We were having a tough time adjusting (old habits die hard), and my Process Street colleague Ben Brandall was trying to get to the bottom of why.

We love improving our productivity using everything from business process automation to focus music, and this case was no different.

Trello is a powerhouse of task management but Airtable is a masterful mix of database, spreadsheet, task and project management app. How are you supposed to choose?

That’s why I’m writing this post. After having used both apps personally and professionally for more than three years, I’ve been able to get to grips with who these apps are designed for and what makes them useful.

Most of all, you can learn from this to see which app would suit you instead of spending years testing them out yourself.

Let’s get started.

Project management is the key to sticking to your budget and deadline, whilst keeping the most important tasks at the forefront of your company.

Without it, you leave the future of your business at the mercy of your teams and employees (which, in case you weren’t aware, is not a good business model).

For such an important process, the project management steps are a little muddy, with sources citing differing numbers of steps, timelines, etc.

Then again, it’s a massive topic with a huge margin for error; how the hell do you convey these steps when the project could be anything from “get winter clothes in stock” to “grow to $220,000 monthly recurring revenue”?

Well, we here at Process Street hate making things complicated, so we’ve simplified the project management steps of any and every undertaking to five easy stages:

• Conception and initiation
• Definition and planning
• Launch or execution
• Performance and control
• Project close

If you’re looking to structure your next big push, or you just want to set and track realistic deadlines, then this is the process for you. Then again, feel free to skip ahead to any particular step you’re after.
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A project proposal is how you can get management to act on your ideas. They’re the bottom-up version of a project request form.

Writing a project proposal isn’t rocket science, but it is a lot harder if you don’t have something like a template to give you a head start.

Using a template for your proposals gives you a document which you can reference throughout the entire project. It’s a great example of effective business process management – the proposal acts as a banner that your whole team can rally around to ensure you’re all working towards the same goal.

So, in this Process Street post, I’ll go through how to create a project proposal, that gets approved, by going through the following topics:

• Free project proposal template
• 12 more free project proposal templates
• What makes a good project proposal?
• Key tips for writing effective project proposals
• Writing a lot of project proposals? Check this out!
• More stuff to help you write amazing project proposals

Ready to get started?
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“It is largely determined by the mindset and practices of teamwork, not by the design and structures of effective teams. Teaming is teamwork on the fly.” – Professor Amy Edmondson, Teaming: How Organizations Learn, Innovate, and Compete in the Knowledge Economy

When I started this post for Process Street, it suddenly occurred to me exactly how much of my time is spent on the concept of “teams” – writing about them, talking about them, thinking about them, participating in them.

Teams have taken over my life. It was only a matter of time before I ran into “teaming.”

Teaming was coined and developed by Professor Amy Edmondson, who also has the rather distinguished achievement of founding the MIT Leadership Center.

Obviously, she’s a very qualified person who knows what she’s talking about, but when has that ever stopped my skepticism before? 🙃

I’m kidding. Teaming is an idea purpose-built for the contemporary tech-centric, remote office, pivot on a dime work environment. This post will explain what it is, how it’s been used, and how Process Street makes it easy for anyone to adopt.

• “Teaming on the fly”
• Successful teams, teaming, and a Chilean mine
• Teaming the Process Street way

Let’s team up!
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Jaron Soh is Co-founder and COO at Traktion, the platform that makes hiring for growth simpler, agile, and more profitable for businesses.

According to a recent survey by The Digital Project Manager, the two biggest project management challenges of 2020 can be neatly summarised as people problems and project problems.

If that sounds a little vague, let’s get specific. 27% of those surveyed experienced challenges with their project stakeholders (i.e. people), while 24% encountered challenges with budgets and deadlines (you guessed it, project).

Thinking about this within the context of a marketing project, it’s easy to get distracted by those project-related concerns, wondering: “How do I deliver this on time and on budget?”

Well, here’s the thing… In my experience, you’re asking yourself the wrong question.

When it comes to marketing, don’t focus solely on the “how”; make sure you look at the “who”, too.

There’s a people problem to overcome. Ask who you should use to help deliver your marketing project on time and on budget; a solo marketing consultant, or a full-blown marketing agency? To answer that, you need to understand how they differ from one another, and the scenarios in which to use them.

In this Process Street post, we help you do just that. Here we explore:

• Agency vs. consultant: Spot the difference (pros & cons)
• Marketing agency vs. marketing consultant: When to use one or the other?
• Which is better for project managers?

Ready? Let’s dive in.
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This is a guest post by Elizabeth Harrin, who runs the GirlsGuideToPM blog. She’s an author and mentor who loves demystifying project management, cats, and growing vegetables.

Your boss hands you a new project to run and mentions that some people are already lined up to help get it done. Great, you think. So, you call the first one on the list, but they don’t really know anything about the project, beyond the fact they’ve been ‘volunteered’ by their team leader.

This is where you switch into onboarding mode.

As a project manager, one of the first things to do is get the project team together. You need to build a team that has a common goal and that knows how the work is going to get done. That doesn’t happen overnight but you can certainly influence the speed (and willingness) of people to get involved with your project if you introduce them to the work in a structured way.

In this article, I’ll share my top tips for onboarding new people to a project team. I’ll also draw on the experience of other practicing project managers who have shared their stories so you can quickly get your projects off the ground with a team that knows what to do. To jump to a specific section click the link below.

• The stakeholder life cycle
• Project onboarding: Getting the team engaged
• Project onboarding: why the project is important
• Project onboarding: Build long-lasting, positive relationships
• Using checklists for project onboarding
• Project onboarding: Next steps

Alternatively, just keep scrolling. 🚀
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Project management requires a wide spectrum of skills, organizational abilities, and attention to detail to make sure everything moves forward according to plan. A good project manager is able to keep all the plates spinning in sync while making it appear effortless at the same time.

However, the more plates you have spinning at once, the harder this is to accomplish. Critical path method (CPM) is one of the tools project managers can use to create a comprehensive plan and organize complex projects with many moving parts.

In this Process Street post, I’ll take you through the CPM process step-by-step, and then show you how our templates and checklists can take some of the stress out of your project management.

Read on, or feel free to skip ahead:

• Project management 101
• What is critical path method?
• Steps to effectively (and easily) use the critical path method
• Project management with Process Street

Let’s jump in!
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Quality management. Oh, how I love thee.

You’ve given us rubber flavored cookies, phones that go up in smoke, and exploding car airbags (we’ll get to all of that later).

Last year, 337 food products passed through stringent quality management procedures and went to market with major issues. So major, in fact, that each and every one of those products had to be recalled. This cost the US economy over $7 million.

But, the cost of poor quality management surrounding the production of food is only a tiny part of the picture:

“Defective product incidents have caused in excess of $2 billion of losses over five years” – Allianz, Product Recall, Managing the Impact of the New Risk Landscape

When you consider that the global quality management software market is valued at $7.96 billion, why are we, as consumers, still being exposed to low quality, defective products?

Because, contrary to what most organizations think, there is more to quality management than simply making a good product. You need to know how you’re going to make it good and how you’re going to make sure it remains good.

In other words, you need a plan. A quality management plan to be exact.

The reasons for this will become even clearer as we make our way through this Process Street post and discuss:

• What is a quality management plan?
• What is the most useful thing about a quality management plan?
• What’s included in a quality management plan?
• How to enforce a quality management plan

Let’s get planning.
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70% of projects fail, and the cost of this failure is a staggering $50-75 million.

Project breakdown can be mitigated via a project charter, and in this article, we at Process Street will show you how.

By following our Project Charter Template, you will target project failure from the root. Our template will guide you through the recognized process needed for successful project completion.

Click here to access our Project Charter Template!

From this article, you will learn what a project charter is and why you need one. The key elements that make a successful project charter and how you can implement these elements using our free Project Charter Template.

Click on the relevant subheader below to jump to the section of choice. Alternatively, scroll down to read all we have to say regarding project charters.

• What is a project charter?
• Elements that make a good project charter
• Why do you need to create a project charter?
• Project charter examples: When projects go wrong and how a project charter could have helped

Let’s get started!
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What do professional skydivers and successful project managers have in common?

They both identify, assess, and plan for risks.

Skydivers look at the conditions, equipment, and capabilities before, during, and after they jump out of planes. Project managers look at the conditions, equipment, and capabilities before, during, and after projects.

Why do they do that?

“To stay on top of potential issues that could derail intended outcomes” – Project Manager, Guide to Using a Risk Register

How do they do that?

Well, I don’t know how skydivers do it, but to identify, assess, and plan for risks, a good project manager is never far away from a risk register.

But, when I discovered that 81% of organizations feel their risk registers are ineffective at identifying and planning for potential risks, and 30% of projects fail as a direct result, I felt the need to write this Process Street post about how to create one.

So, listen up as we go through the following:

• What is a risk register & what does one contain?
• Why projects won’t survive without a risk register
• The 3 biggest mistakes to avoid when creating a risk register
• How to use Process Street to create a risk register

If you’re in a hurry, grab this free Risk Register Process Checklist now, and catch up with the what, why, and how later.

Got your parachute? Ready, set… Geeeeronimoooooo…

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