Simply Trade

[TIPS] Managing a Project: Brainstorming & Doing the Homework


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Hosts: Renee Chuichiarelli & Julie Parks

Published: October 21, 2025
Length: ~6 minutes
Presented by: Global Training Center

💡 Episode Summary

In this episode of Simply Trade [Tips], Hammer and Heels (Renee & Julie) kick off their new Project Management series. They break down how to confidently launch and manage a project—whether it’s a massive ERP implementation or something more focused like writing a Standard Operating Procedure (SOP).

Their secret to getting started? Two simple but essential steps:

  1. Brainstorming — Define your project, identify your stakeholders, and get their buy-in early.

  2. Doing the Homework — Research your options, analyze internal vs. external solutions, and always widen your perspective when talking to vendors or IT teams.

    Whether you’re a trade manager or new to project ownership, this episode gives you a framework to get your next initiative off the ground efficiently and with purpose.

    🧠 Key Takeaways
    • Identify & Scope Clearly: Define what problem your project solves and who benefits from it.

    • Get Stakeholder Support: Involve cross-functional teams early to ensure buy-in and alignment.

    • Do Your Homework: Explore both internal and external solutions before committing to one.

    • Ask the Right Questions: When meeting with vendors or IT, leave time to learn about other potential solutions they offer.

    • Think Long-Term: Every small project builds skills for handling larger, enterprise-level challenges.

      🧭 FIO (Figure It Out)

      👉 Action Item: Find (or assign) a project!

      If you’re a team member, ask your boss what challenges need attention and create a small project to address one.
      If you’re a leader, assign a project that helps someone on your team build project management skills.
      Then share your progress in the Trade Geeks community!

      💬 Keep the Conversation Going

      Join the conversation on Trade Geeks and tell us:

      • What project did you pick or assign?

      • What step of the brainstorming or homework process helped you the most?

      • Any surprises you found while scoping your project?

        👉 Trade Geeks Community

        🎧 Credits

        Hosts:

        • Renee Chiuchiarelli

        • Julie Parks

          Producer:

          • Lalo Solorzano

            Subscribe & Follow:

            New TIPS episodes every Tuesday.

            Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals.

            Connect with us:

            • Simply Trade Podcast on LinkedIn

            • Global Training Center on LinkedIn

            • YouTube

            • Spotify

            • Apple Podcasts

            • Trade Geeks Community

              Don’t forget to rate, review, and share with your fellow trade geeks!

              đŸ“© Want to be on the show or suggest a topic?

              Email us at [email protected] or DM us on X/Twitter @SimplyTradePod

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