Most organizations have many projects on the go, and most of the time they don’t have the time or the budget to hire an external consultant to do the work.

I recently read a stat that said that 46% of organizations admit to not fully understanding the value of project management, and even fewer actually have organized project management practices, but more than 90% are pretty sure they need more.

Yet, one the “joys” of working in the community sector is that

1. there is constant change in terms of expectations, service models and funding, and that means
2. There is a constant need for many small, medium or large complex projects to help review, revise, improve or transform your organization and service delivery models

In my experience, most of the time the EA or CEO will need to turn to the management team or staff to figure out how to do the project – whether it is small or large and complex. That’s just life.

So if you are asked to run a project, but you aren’t a trained project manager what do you do? You don’t have time to get certified in project management or to learn business skills, and besides you probably don’t need to learn that much.

Here are 4 ways that a non-trained or non-experienced person can set things up to make sure they are successful. I actually use most of these myself on my projects to this day.

1. Use a trusted Framework

• Use a framework that you trust that models for you the phases and steps in a project
• This is actually how the big consulting firms teach their consultants how to manage projects
• Frameworks are useful because they give you guidance on phases, milestones, activities, and potential deliverables
• You start with the framework and then you can add, delete, reivse and adjust

1. Industry standard tools

• Similar to the framework, if you can find tools that help you with setting up and managing your project processes it can really help
• There are tools and templates out there for project plans, risk plans, quality plans and a whole bunch of other project controls

1. Use a checklist for setting up a successful project
   • One of the most useful tricks you can do is to use a successful project checklist – make a checklist of what makes a project successful, and make sure you have those components in your project
   • There are so many different studies out there all covering the topic of successful projects.
   • The trick for community and BPS Organizations is that the context of your projects is kind of different than for private sector ones, so you have to be aware of those
   • If you still aren’t sure about that, then tune in next week and I will give you one!
2. Learn from others

• One way that works super well is to learn from others
• I do this on a lot of my projects, even though I am experienced
• Find another organization similar to yours that completed a similar project, and contact them. Ask them how they did it, what was successful for them and why, what challenges they faced and how they overcame them
• I can sometimes get their sample deliverables or project controls to help use to build my own
• Sometimes they will also act as advisors

 So that is it for today’s episode. If you like this content, or think someone else can use, please share it with them wherever you consume your podcasts. Or you can share a link for our podcast or blog page off of our website at www.scg.team

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This episode introduces 5 steps to creating a project plan for just about any kind of project. You can use these steps for small projects or for big projects, and you don't have to have any sort of project management training to use this approach.

Instantly Unlock Performance Now

The "Thrive Hive" is a monthly membership to help teach, coach and support individuals, organizational teams and their leaders in reaching their full potential, and living a flourishing life with balance and well-being.

You get access to group coaching, monthly education, webinars/livecasts and other events, topic-based support and tools, and access to a private community of other like-minded individuals.

You can find out more or sign up clicking here!

Have you ever struggled with figuring out how to plan and manage a transformation project? No idea of what to include? Uncertain if you are arranging things correctly? Well then today's episode is for you. I introduce you to a seriously useful 5-Step framework that you can use to plan and manage just about any transformation project. 

You can use this framework on large, complex projects just as easily as smaller projects. It lays out the main phases you can use to organize all of your activities. And it has been battled tested on literally hundreds of projects. 

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In our first episode, we are starting at the beginning!

This episode is about the key things you need to focus on when you are planning out a transformation project of any kind.

We go over the 3 main things to focus on when planning a project; these are the things you think about right at the beginning before you do anything else. We also review the 7 main questions you can ask yourself that will help you figure out all the information you need to plan and manage any project. In fact, the answers to those 7 questions will help you create your project charter, a project plan, a communication plan, a risk plan and any other project management planning tool you want to use.

Finally, in this episode we will give you 5 steps you can take to implement this approach every time, regardless of the size of the project.

Instantly Unlock Performance Now

The "Thrive Hive" is a monthly membership to help teach, coach and support individuals, organizational teams and their leaders in reaching their full potential, and living a flourishing life with balance and well-being.

You get access to group coaching, monthly education, webinars/livecasts and other events, topic-based support and tools, and access to a private community of other like-minded individuals.

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