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When does it make sense to bring a project manager into your small business?

People have different roles for project managers within their business. In my business, I have about eight hours of meetings with project managers per month. In those meetings, I process the tasks in my inbox and triage them into Remember the Milk, have conversations with the project manager about the feasibility of the commitments I have taken on/will be taking on/would like to take on, and start to get in communication with anyone I need to repromise to, revoke promises to or reschedule with. I also have higher-level conversations about processes for efficiency, total workload capacity and balance between different types of work.

For some small business people, the project manager also does a bit of cat-herding—checking in on tasklists and duedates, especially those which are past due. When they spot something which is lagging behind or flat-out has not been done—especially if there is a recurring theme of delay on that type of task—they have a conversation with the team member to see what they need to be effective. Sometimes that conversation looks like coaching to uncover any emotional or contextual roadblocks, and sometimes it is a process conversation to see what would make it easier to complete that task consistently.

Project managers also are likely to assist in the scoping/estimating process of bids to make sure that time conflicts, logjams and cost overruns are prevented wherever possible. For example, Causeit worked with one of our project managers in the process of constructing a bid for a large flat-priced graphic design project to ensure we met a minimum hourly pay rate and, thus, profitability.

In a smaller business, the project management accountability often falls on the business owner, general manager or an account manager. First steps for additional project management support, with a generally effective team who sometimes get overwhelmed (rather than a team with systemic problems around accountability, self-discipline and communication) are to implement some simple, low-cost solutions centering around reminding people of the promises they made. Technology solutions like Remember the Milk automate some of this process, and work particularly well when paired with a meeting with an outsider or other strictly-accountable team member who gently causes the conversation to come up on a regular basis (once or twice a week is best) and to stay on track.

In short, project managers serve to make sure the actions of your games get moved forward by ensuring actionable promises are made, recorded and managed. Contact us to have us facilitate an introduction to some of our favorite project managers, like Jodi Sweetman and Amye Scavarda!

Gmail—everyone seems to know what it is, and a huge number of people use it. Hands-down, it’s recognized as the best ‘deal’ in the free webmail scene. But why?

A screenshot of Gmail's conversation view

In short, it comes down to Google’s core values. Among them are “Focus on the user and all else will follow,” and, parphrased, “don’t be evil.” Running with this direction, Google’s team (and a huge user community) turned on email on its side by acknowledging two core things: 1) people have conversations, not messages,   2) humans don’t always think linearly and 3) keep powerful features easy.

Staying in the conversation

Gmail offers something few other email clients have been able to touch: effective threaded conversations. What is a thread? Imagine passing a note back and forth in class—writing a reply on the same page that you received a message on. Gmail pieces together the messages going in and out of your address to provide a cohesive view of a conversation—even if the messages are weeks apart—so that the context of messages is clearer. This way, instead of wading through pages of ‘quoted’ messages, which are often hard to read, a user can collapse and expand messages which came before and after whatever message they are reading. Often, this makes each message shorter, too, as introductions and conclusions are less necessary.

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Remember the Milk (or RTM for short) is a powerful, flexible and simple tool for managing tasks. Small business owners (and busy folk everywhere) know that having a mere to-do list is insufficient. Remember the Milk works by helping you quickly enter and triage your tasks so that you can get back to doing whatever it is that you do best without worrying about, well, how to remember to get the milk. And, like so many great web apps these days, it’s a free service.

Remember the Milk works as a great tool for implementing productivity guru David Allen’s excellent methodologies, as articulated in Getting Things Done. The core of his practice involves sorting tasks into a couple of cross-referenced criteria, such as project (e.g. ‘creating a new website’), context (e.g. tools or locations such as ‘phone,’  ‘grocery store,’ or ‘office’) or duration (five minutes, 30 minutes, etc.). In a traditional paper to-do list or a mish-mash of different task management tools, it can be difficult to sort your the work at hand, or, say, find out what five-minutes tasks you can do between clients. Remember the Milk makes implementing a cross-referenced set of lists easy.

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In my work with clients, I often remind them how important it is to carefully review documents before signing them—especially as it relates to inserting yet more provisions.

For a while now, Causeit has been searching for a new office space. After a round or two of false starts, including one we were almost ready to sign on, we found the perfect spot. What has the new place work so well is that we carefully crafted a list of wants (negotiable) and needs (non-negotiable) before we ever saw an office. We even came up with a one-sheet of what it might look like and a list of our needs and wants:

Our mini-floorplan and wishlist

This meant that when we looked through the lease (a generic and exhaustive document covering almost every industry and largely, of course, favoring the landlord,) we were able to quickly identify potential sticking points. Some of the changes we made:

• Negotiating a less-restrictive clause about bringing material in and out of the building (we have a lot of loading and unloading to do)
• Clarifying use of the office to include our deskshare concept for business incubation and network-building, so that no confusion would happen in the future regarding whether or not deskshares qualified as sublets
• Finding out exactly what we were permitted to do with the space regarding subletting and assignment (the process of handing off responsibility in the lease to another party) so that we know exactly what will happen when we go to expand

How many times have you wanted to work on a simple document with a friend or colleague, only to be stopped by problems constantly sending files back and forth? Or needed to share a spreadsheet with a client, only to find their copy of Excel won’t open your file? As part of our series on web applications for small business, we’ll take a look at Google Docs as a way to save you money.

Google Docs is a free service which allows you to work on basic documents (word processing, spreadsheets and presentations) in your browser. At a basic level, it provides the most commonly used functions of programs likes Microsoft Office for free. Your files are stored online, instead of on your computer—which means that crashes and viruses don’t affect them, but your ability to access the web does (for example, if your cable modem goes out, you can’t access your documents until you find another internet connection). This sort of online file storage is referred to as ‘the cloud’ in Web 2.0 parlance.

Google Docs also allows for the wonderful experience of jointly authoring or editing a document. Say, for example, that you are working on a notice from the board of your neighborhood association. You could try to get everyone together in the same room to edit at the same time, or attempt to pass around a document (while tracking revisions of it) or delegate the task to just one person.

Instead, Google Docs allows you to create or import a document and then share it with other users (either in an editing or read-only capacity) to make it easy for everyone to contribute (or just comment). No downloads, installations or virus-scanning is required. This is also a great way to work on joint budgets or other technical and rapidly-changing information. During one busy period, my partner and I used the spreadsheet function to track apartments we were looking at and the status of each rental application. It saved us a lot of ‘missed leads’ or duplicate communication. Google Docs can even send notifications to other users when a file is modified, taking out the step of emailing ‘look at this change.’

While there are a few bugs in its implementation (formatting isn’t as fluid, as, say, Apple’s iWork program, or even Microsoft Word), the convenience of shared documents and the ease of use make Google Docs a great tool for just about any user looking to either save money on Office or bring friends and co-workers into the editing process.

If you’ve ever checked your free e-mail account from a friend’s computer without paying a dime, you’ve experienced of glimpse of web apps. Most small business owners don’t know that everything from accounting to conference calls can be achieved online for low or no cost, so we’ve chosen to write a series on small business savings via web apps. We’ll evaluate the benefits, utility and cost of a number of applications. Since Causeit, Inc. is in the process of converting many of our desktop documents into web-capable systems, many of these trials will be supported by our own experience or those of our clients. Here are some of the potential topics [please suggest more!]:

• Mind-Mapping and Outlining Tools to Organize Your Thoughts
• Bookkeeping in a Browser: Online Bookkeeping & Invoicing
• Using Google Documents to Share For Free
• Teleportation: Remote Access and Meetings Via the Web
• Save on Saving: Online Backup Tools
• Can Facebook Actually Get You Clients?
• Using LinkedIn for Networking Knowhow and Reference-Checking
• Online Phone Systems: Press 1 For Cheap Voicemail & Calls
• Google Calendar: Scheduling Your Success/Workgroup Calendars for $0 a User
• Remember the Milk: Free, Powerful Online Task Management
• E-Mail Marketing: What’s the Best Deal?
• Online Project Management: Does it Really Save Time?

At Causeit, we often use outlines or other organizing tools to help process the huge volume of information and brainstormed ideas in staff or client meetings.

comapping.com

We’ve struggled to find a solution that works to meet the needs of our clients across the board, though. Simple solutions like word processing documents are often too limited, graceful desktop apps cost money and/or are platform-specific and may not share easily, and web apps online only work with a good internet connection and often have limited features.

In a blog entry from GTD Times we may have found a solution in Comapping. It’s not ‘battle-tested’ yet, but seems to be an affordable software-as-a-service (SaaS) solution for sharing thoughts, collaboratively authoring outlines and mindmaps, and even beginning the work of coming up with task delegation. It looks like it will work both online and offline (using Adobe Air), and the interface, while not the sexiest, is a good blend of power and entry-level accessibility.

Jury’s still out, but you can check it out at Comapping.com.

When the weather gets foul, as it has recently here in Portland, business can grind to a halt. Service-based businesses, however, can use it as a chance to get a leg up on their less-prepared (or less-committed) competition. 

The general guideline to keep in mind is that your clients are encountering big hits to their routines and likely their own profitability, efficiency and stress levels. You can help ease their weather pain. A well-prepared plan of your own can make you stand out from the competition by providing special attention to your clients, while ’snow-day’ time can allow you to catch up for the end of the year.

When you see storms coming, make sure you’ve at least: 

• Use time from cancellations of networking meetings or other routine events to create new value for your clients. For example, could you bring your business to them, rather than have them come to you? If a client who typically comes to your office can stay warm and safe at their own office or favorite coffee shop while you brave the weather on their behalf, it lets them know how committed you are to their business and their needs. 
• Catch up on past-due work or do ‘extra credit.’ If you have assignments which are near-due or past-due, use ’snow day’ time to finish them up and deliver them while your client has time to review them more carefully than normal. If you find market info for them while you’re cruising around the net, save it and send it in a courtesy email. 
• If your client is overburdened by managing the weather, lend a hand. If you have a weather-worthy car and give a ride, or have extra supplies around, offer yourself to your clients. Could you be the sand-man and bring salt or anti-slip grit to your client’s doorstep, perhaps with a note?
• Be proactive about keeping appointments. My partner and I have been leaving twenty minutes earlier to get to the office, and I have been confirming every appointment which might be affected by travel, adjusting timelines to ensure that I can get myself there on time or that my client isn’t rushed in bad weather.
• Catch up on correspondence, blogs and social networks. If you are on Facebook, Linkedin or any other sites, use the fact that many more people will be home on the net than usual; start conversations with new contacts and catch up with acquaintances you haven’t been in touch with recently.
• Don’t surprise your clients with a bill if they’re not expecting it. If your clients normally pay you in person or from their office, but you know they’re stuck at home, make polite arrangements to collect in advance. Framing the conversation with “So that you don’t have to brave the weather…” or another statement which will genuinely provide value. I’ve let trusted clients know that they can put off their retainers a bit, or offer to come pick up their check. Especially if the bill is unexpected (eg, not a retainer or subscription), consider the other expenses your clients may be incurring to deal with the weather, and think about delaying until after the storm.
• Be clear about cancellation policies, and revise them prior to the next storm.

For all the Portlanders our there, here are a few great foul-weather driving tips a business associate forwarded to Causeit.

Posted by mj petroni at 10:00 am on December 19th, 2008. No comments... »
Categories: causeit article, found objects, portland metro. Tags: bad weather, driving tips, Portland weather, safe driving.