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!

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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. Remember the milk accomplishes sorting of tasks through a number of criteria:

• Due date (and time)
• Repeat (e.g. a reminder to send your mother a card every six weeks)
• Time estimate (estimated duration for the task)
• Status (completed/incomplete)
• Tags
• Location (the location where this task needs to occur, such as your preferred grocery store or the post office—as a plus, this serves to automatically alert you of the tasks due at a given location when paired with a GPS-enabled iPhone)
• URL (great for putting a direct link to the relevant site, especially if it's hard to remember)
• Postponed (a very revealing counter which lets you know how many times you've postponed, say, balancing your checkbook or cleaning the garage).
• Sharing (others who you have shared the task with so that it shows up on their to-do list—great for small teams/delegation)
• Notes (a place to add clarification of a task so that your list doesn't get cluttered with lengthy titles)
• Priority

The core service is free (save for certain reasonably-priced special features such as the iPhone app)—and it's a lifesaver. Every week I review my calendar and my task lists with a colleague, and we enter new things into the list while checking in on overdue tasks. Little to nothing falls through the cracks now, and if it does, I know about it quickly. While inputting all my work into Remember the Milk was sobering as I dealt with the amount of tasks I have every week, Remember the Milk allows me to know exactly when the tasks for the day are done and when 'someday' projects like updating business plans will be picked up next. Most importantly, it lets me say yes (or no) to requests from colleagues with complete knowledge of my project load. For further reading, check out this excellent summary of David Allen's Getting Things Done methodology Photo courtesy .fabio under Creative Commons license.

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