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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!

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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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?