PROJECT MANAGEMENT�FOR FREELANCERS
ADELIE PENGUIN
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ICEBERG �WEB DESIGN
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FUTURE PENGUINS
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FUTURE PENGUINS
PROJECT MANAGEMENT�FOR FREELANCERS
ADELIE PENGUIN
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CHINSTRAP PENGUIN
DEVELOPER
CUSTOMER
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VECTOR PENGUINS
DEVELOPER
CUSTOMER
CUSTOMER BUYS
7 Page Website
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DEVELOPER
CUSTOMER
Needs more pages...
10 Page Website
VECTOR PENGUINS
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DEVELOPER
CUSTOMER
Forgot that they have team, and need individual bio pages for each.
VECTOR PENGUINS
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DEVELOPER
CUSTOMER
Needs some conditional logic added on to their contact forms. (Easy right?)
VECTOR PENGUINS
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DEVELOPER
CUSTOMER
Signed up for Live Chat service and needs integration.
VECTOR PENGUINS
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DEVELOPER
CUSTOMER
Needs just one more contact form
VECTOR PENGUINS
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VECTOR PENGUIN WHO JUST GOT TEN TIMES WHAT SHE PAID FOR
PROJECT MANAGEMENT BASICS
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ADELIE PENGUIN
PROJECT
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CHINSTRAP PENGUIN
noun
/ˈpräjˌekt/
An individual or collaborative enterprise that is carefully
planned and designed to achieve a particular aim.
A project is a temporary endeavor that is undertaken to create a unique product, service, or result. -PMI
Projects have a beginning and an end, and they have a defined scope and resources to complete.
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COST
SCOPE
TIME
QUALITY
PROJECT MANAGEMENT TRIANGLE
MANAGEMENT
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ROCKHOPPER PENGUIN
noun
/ˈmanijmənt/
The process of dealing with or controlling things or
people.
A manager has the power and the responsibility to make decisions while overseeing an organization or event.
PROJECT MANAGER
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AFRICAN PENGUIN
noun
/ˈmanijmənt/
The person in charge of the planning and the execution � of a particular project.
The project manager is responsible for the success or the failure of a project.
Project Management Basics�
no more, no less.�
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Also called the “Triple Constraint”
COST
SCOPE
TIME
QUALITY
PROJECT MANAGEMENT TRIANGLE
KEEP THAT TRIANGLE EQUILATERAL.
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COST
SCOPE
TIME
QUALITY
COST
SCOPE
TIME
QUALITY
If you don’t keep scope, cost, and completion time balanced, the quality of the project will suffer.
GENTOO PENGUIN
FOR FREELANCERS:�Practical Project Management
Your job is to make sure that projects:
GENTOO PENGUIN
WHEN YOU ARE ACTING AS THE PROJECT MANAGER, YOU ARE NOT ACTING AS A WEBSITE DESIGNER.
YOU ARE THE PROJECT LEADER.
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Lead the team to achieve project objectives �
Be a leader and guide the project along.�
Balance competing objectives of the projects and input from different people involved.�
What is the primary goal? Are we on track?
GENTOO PENGUIN
YOU ARE THE PROJECT LEADER.
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Communicate with everyone involved�
Who is the decision maker?
90% of project management is communication!�
Make decisions and GET THINGS DONE.�
Make sure projects are completed successfully.
GENTOO PENGUIN
GOOD SKILLS TO HAVE
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Problem Solving
Motivation
Leadership
Communication
Negotiation
Customer Service
KING PENGUIN
OTHER ROLES YOU MAY PLAY
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KING PENGUIN
Accounting Department: Answering questions on cost.�
Sales Agent: Upselling, adding on to a project.�
Hiring Manager: Outsourcing to contractors, assigning tasks to the right people.�
Purchasing Manager: Buying necessary software.
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CHINSTRAP PENGUIN
MANAGING SCOPE CREEP
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GENTOO PENGUIN
SCOPE CREEP
When a project starts to grow beyond what is included in the proposal.
Scope Creep has already happened when a project starts to cost your company more time and money than it was originally supposed to.
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SCOPE CREEP PREVENTION STARTS WITH THE SALE.
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SALES + CUSTOMER
SCOPE CREEP PREVENTION STARTS
WITH THE SALE.
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SALES + CUSTOMER
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SALES + DEVELOPER
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DEVELOPER + CUSTOMER
EMPEROR PENGUIN
STEP 1�DELIVER A CRYSTAL�CLEAR PROPOSAL
Project management starts with the sales process.
Be specific in your proposal.
GENTOO PENGUIN
YOUR PROPOSAL SHOULD INCLUDE ALL DELIVERABLE DETAILS, TIMEFRAME, AND COST.
How Many Pages?
How do you define a page? Number of words?�
Contact Forms?
How many fields? Conditional logic? Features?�
Products?
How many are you building? Variable pricing? How many options per product?
Make sure the customer understands scope of work.
HUMBOLDT PENGUIN
STEP 2�EXPLAIN YOUR PROCESS, STEPS, AND REQUIREMENTS
Have a kick off meeting with the customer, to explain how you work. Determine the best method of communication.
Set expectations on both ends.
LITTLE PENGUIN
STEP 3�IDENTIFY MILESTONES AND SET A SCHEDULE
What are the major project milestones?
What order do things need to be completed?
When are items due - by both parties?
CHINSTRAP PENGUIN
STEP 4�KEEP THE LINES OF COMMUNICATION CLEAR
Who is the primary contact on your team?�Do customers have access to developers?��Record all communications for reference.
Send a follow up email after discussing project changes on the phone.
CHINSTRAP PENGUIN
STEP 4�KEEP THE LINES OF COMMUNICATION CLEAR
Make sure different team members aren’t promising different things.�Don’t let customers play the “He Said, She Said” game.�
Address Red Flags Quickly.�Stop problems before they start with clear, open communications.
GENTOO PENGUIN
STEP 5�REVISIT THE ORIGINAL GOAL OF THE PROJECT
Ask “Why?” frequently. Is that feature � really necessary?
Communication delays causing time delays? Will we meet your deadline?
ERECT CRESTED PENGUINS
STEP 6�KEEP TRACK OF PROJECT SCOPE CHANGES
Make a Change Order Form�Make your customers sign off on all changes. Remember SCOPE CHANGES = COST + TIME CHANGES!��Don’t be afraid to upsell! �Or, offer lower cost alternatives.
KING PENGUIN
STEP 7�FOLLOW UP. �LEARN & IMPROVE.
Ask questions when the project is done.�How did you enjoy the process? Are you happy with the result? What could we have done differently? ��Ask for a review! �A post-project interview is a great time to ask for a review, discuss Phase 2, or offer something.
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ADELIE PENGUIN
PROJECT MANAGEMENT TOOLS
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PROJECT MANAGEMENT TOOLS
Asana
BaseCamp
ActiveCollab
Slack
Trello
Google Drive
Google Docs
Google Sheets
Process.st
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Asana
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Trello
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BaseCamp
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Slack
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Google Drive
Google Docs
Google Sheets
QUESTIONS?
�Remember: Think like
a project manager,
not like a web designer!
icebergwebdesign.com/wcmia/
@jessigurr
mytalk.rocks - Jessi Gurr
ROCKHOPPER PENGUIN