All posts containing project management


13 Types of Project Proposals That Get Approved (and How to Write Them)

project proposal - header

Project proposals are 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:

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Marketing Agency vs. Marketing Consultant: Which is Better for Project Managers?

marketing agency vs marketing consultant

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:

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7 Steps To Procurement Management To Optimize Processes Responsible for ~70% of Revenue

procurement management

Procurement directly impacts an organization’s bottom-line and can be responsible for 70% of revenue. With this in mind, it’s important to get procurement right.

The world of procurement has undergone tremendous changes in the past couple of years. Changes of particular importance when thinking about procurement management include:

  • Digital transformation: With 85% of organizations believing that this digital transformation will change the way they deliver services over the next 3-5 years.
  • Thinking about suppliers beyond price: With a greater focus on supplier synergies. The importance of supplier visibility regarding the procurement steps is realized.
  • Moving to effective change management: Organizations focus on a smooth change management plan, with procurement leaders agreeing change management is the biggest roadblock to achieving procurement goals.
  • Risk management and preparing the unexpected: With transparent procurement systems reducing risk exposure. Only 65% of procurement leaders have little or no visibility in their supply chain.

With this in mind, in this Process Street article, we explain how you can create a procurement management solution that leverages a digital transformation (using Process Street as your procurement management software), thinks about suppliers beyond price, and incorporates effective risk and change management.

Click on the relevant subheader below to jump to your section of choice. Alternatively, scroll down to read all we have to say on procurement management.

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Project Onboarding Hacks for a Successful Project Launch

Project Onboarding Hacks for a Successful Project LaunchThis 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.

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Stop Profits Plummeting with a Quality Management Plan

quality management plan

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:

Let’s get planning.
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Your Quick Guide to Energy Management for Sustainability and Reduced Business Costs

Your Quick Guide to Energy Management, for Sustainability and Reduced Business Costs

This article started with a cold cup of tea.

I was in the middle of a power cut, and the teabag floated despondently in a sad, mottled brew. In the confusion, I’d allowed the beverage to cool for far too long. All of that precious energy transferred to raise the temperature of the kettle to boiling point, gone to waste, and there was nothing I could do about it.

This is an example of poor energy management on my part.

As I sulked over the absence of my morning brew, it did get me thinking, would society ever face these kinds of energy management problems, like I easily had?

Welcome to the energy crisis” – Lawrence J. Becker, Welcome to the Energy Crisis

Some of you may have already experienced, say, aggravating waits in lines for gasoline, or your pocketbooks taking a punch from inflation. But, energy problems – like a cold cup of tea – are not only personal, they permeate into society and our economy.

80% of U.S. energy comes from fossil fuels. According to BP’s Statistical Review of World Energy, we have 115 years of coal and roughly 50 years of oil and natural gas remaining. To compound this, we also need to leave ~80% of current fossil fuel reserves untouched if we stand a chance of meeting IPCC 1.5°C (34.7°F) warming targets.

Energy management is the process of tracking and optimizing energy consumption for your business. It’s a continuous process, easily implemented by following the correct procedure.

In this Process Street article, you’ll learn about best practices for energy management, how you can successfully manage energy in your business (and beyond), as well as how to adopt best energy management practices using a handy free checklist to help you save time and money.

Don’t cry over cold tea. Learn how to manage energy properly, for a healthier business and a healthier planet. Click on the relevant subheader below, or continue reading as you please:

Let’s not waste any more time, and get right into the basics of energy management.
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Write a Successful Project Charter With Our Project Charter Template

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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.

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File Naming Conventions: How to Optimize Document Management

file naming conventions

It’s all too common to find yourself wading through your organization’s shared folders in search of the file you’ve been asked to review:

  • PROJECT-PROPOSAL-NEW-v5.doc
  • Project_proposal_2020_final+edits.doc
  • THIS_is_the_final_proposal_(old-version).PDF

Why does this happen? Why can’t everyone just use proper file naming conventions? The reasons can be lack of proper internal policy or procedure for naming and organizing files, lack of any consideration for folder or information architecture, and just plain carelessness.

With a small amount of effort, you can establish proper file naming conventions and avoid this kind of document spaghetti. The more organized you can be with your internal information, the more efficient and effective you can be in your business goals.

Just imagine – seeing neat, intuitively named folders, knowing which folders contain the documents you’re looking for, and – take a seat – having confidence that the file you’re about to click on will be what you expect it to be.

In this Process Street article, we’ll cover:

  • File naming conventions: Best practices & tips
  • The Dewey Decimal file naming convention
  • Process standardization vs process harmonization
  • How we organize internal processes at Process Street
  • How to organize the perfect process library
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    Let’s go!
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    How to Prevent Project Failure With a Risk Register

    risk register

    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:

    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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    Time Management Strategies: How to Get More Work Done in Less Time

    Time Management Strategies How to Get More Work Done in Less Time

    This is a guest post by Jory MacKay. MacKay is a productivity obsessed writer and editor of the RescueTime blog. He loves to use data and storytelling to help people take back control of their time.

    A recent survey of 850+ knowledge workers from around the world found that 92% of people regularly work on evenings and weekends. That’s a terrifying statistic. And while it’s easy to lay the blame on ballooning priorities and overwhelmed teammates, those are only a small part of a bigger problem.

    Poor time management strategies seem to be the underlying issue, and in this Process Street article, we will explain how you can remedy this.

    Our days have become cluttered with busywork, non-stop communication, and unclear priorities. We rarely have more than half an hour to focus on any one task at a time and so we end up taking our most important work home with us to make progress.

    But as study after study has shown, we need to be able to disconnect from the workday to stay happy, healthy, and productive.

    So how can you help your team take back control of their time, make meaningful progress on important work, and still punch out at the end of the day? It comes down to a combination of using the right data and adopting effective time management strategies.

    In this article, we will cover:

    Let’s jump straight to it!
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