Planning - can I put together a plan that will help me execute? Assess risks, identify gaps.
Resources - what resources are required?
Accountability
Interactions that we have with our customers - managing an account
Deals that we have with customers - opportunities we might be working on.
Objectives - ex: putting together a plan to execute on Q1 objectives
Someone needs to be responsible for managing these aspects
Be deliberate about the focus of the project at any given time
If you are a smaller organization, you can use project management to identify gaps where you may want to lean on others.
Freelancers can be a good option for smaller organizations
Many small organizations utilize tools such as Trello boards or individual blocks of data on a spreadsheet or in a calendar.
Elements involved in project management:
- Planning
- Resource Identification - people, time, money, things (tech, etc..)
- Time table for execution
- Associate each task in the plan to the resources you have available. This helps to identify risk.
Don’t overcomplicate it!
Use project management concepts as a way to create clarity and focus.

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