Digital Project Management Summit Notes

Rachel Gertz

@TheStrayMuse

Your Clients Matter, So Put Your Team First

“Who needs to win this?”

  • Learning
    • We teach people how to treat us
    • Our clients and our teams need us to win
      • Otherwise no one wins
  • Why do we need to put our teams ahead of our clients
    • When we put our teams first we don’t have to worry about everything because our teams support us
    • We put ourselves in the drivers seat
    • Clients can let go and trust the process – they only want to drive when they think that we can’t
    • The True Cost: Losing our team; How do you hurt your team
      • Budget:
        • short cuts hurt the team
        • working for free
      • Expectations
        • Scope creep
        • Watered down feedback
        • Solutioneering
      • Time
        • No parameters or consequences
        • Clients set project pace
        • If you consistently work more than 40 hours a week it may not be that you’re putting your client’s first, but your company is
    • Symptoms of not having team trust
      • Defensive Responses
      • Dead air – team is too busy to blink; team doesn’t trust you and they’re too afraid to be honest
      • Haters – no one on your team likes you; no relationship
    • Be a lifeboat – don’t go down with the ship; keep everyone up
    • You have something in your teeth – build trust by talking about difficult things
  • How do we do it
    • Assess the gap
      • Ask. Listing
      • Find a baseline
      • Be vulnerable
    • Meet the Need
      • Check in with your team
      • Provide air cover
    • Measure the Growth
      • Fine tune
      • Reassess direction
  • What happens when we do that
    • We get feedback from the team
      • Vet leads together
      • Critique client request
      • Get input on direction
    • Let teams scope
      • Practice with past projects (guesstimate time for new project based on old projects)
      • Estimators are producers (make sure person who estimates will do the work)
      • Learn every role
    • Do Post Mortems
      • Share successes and failures (what worked and what didn’t in specific sections)
      • Fine tune the process
      • Re-scope project (get a clear idea of what the actual scope and timeline was)
  • Process doc wiki: process.ngenworks.com
  • Potential Issues
    • Not every team member is necessarily a good fit
    • Voices from the shadows – anyone not part of the kickoff meeting doesn’t get to change scope/timeline later
  • Methods
    • Take the Wheel
    • Power Moves
      • Amy Cutty – business professor at Harvard, Power Posing
    • Learn the scripts – look for images
    • Balance
      • training client to use the tools that help you involve your team efficiently (putting requests in Basecamp)
      • protecting client’s from their bad ideas by offering to gather facts to see whether it will help or hurt goals; You can say no more than once, just tie back to business goals
      • Use no instead of yes,but. Use it carefully
      • Use resources (shouldIuseacarosel.com)
      • Own your time and protect your team’s time
      • Decide the communication channels you want
    • Rachelgertz.com – will have additional scripts
    • Charlie bit me
      • You may have already taught your client to treat you poorly; there may be a tug of war for power OR start better with a new project

Back to Digital Project Management Summit