causeit, inc

Causeit, Inc. work with the teams and tech that make world-changing innovation possible. More here.

articles, blog posts and more
#pdxst .net .net Web-Services acknowledgment Adobe Air american express amye scavarda arduino ars technica article article from other source assistant awesome tech tool bad weather barcelona biz plans 101 black tea blog blogher blogher bet bookkeeping brand innovator branding brief Buddhism buddhism in business buddhist budgeting business business communication business development business in bad weather business news carolyn mellor causeit causeit projects causetalks chamber of commerce cj jouhal cloud computing CMS collaboration software communication community community management content discovery content strategy conversation copywriting credit card CSLA Business Objects css cultural capital customer service cyborg anthropology Dalai Lama David Allen debit design developers development DHUB discover discrimination disseny hub barcelona diversity divisive language dotnet driving tips drupal ebay ecommerce e-commerce Economist efficiency email e-mail marketing emotions in business employment entrepreneurship events facebook first round capital fliptography found objects free getting things done gmail google google apps google calendar google docs government green solutions GTD human resources human-centered design imagery inclusion innovate2011 innovation innovation inspiration interconnectedness invoicing Jess Bogli Jive Software job listings jobs jodi sweetman just out just out blog entry kawasaki keynote knewco kornfield lease lgbtq linkedin LINQ manager manifesto mastercard mccain merchant milo mind-mapping mindmaps mint.com national/world news negotiation net neutrality networking new york city noteworthy quotes nyc obama offerings office space online review systems OPB operations oregon outline outliners outlines paba Palin participatory media partners paypal personal financial management personal life photoblogs photographers portland portland metro Portland Snow storm Portland weather posterous prejudice preparedness process doc processing processor productivity project management project manager protips for technical writers queer recruiter relational database programming remember the milk retreat RIAA rmilk RTM SaaS safe driving sales san francisco seattle semantic web Sex Education sf metro shared documents small biz 101 small biz marketing 101 snow day tips social advocacy social enterprise social media Social privilege social responsibility socialbomb spot color studio squarespace stereotypes surviving the storm team team architecture team dynamics TeamworkPM technical writing technology technology firm techonomy telephony theming thought leadership threaded tips toolbox tools training tools transparency uncategorized UserVoice visa voip web app web apps web apps web developer where.com women in business wordpress work flow worklife balance WPF x.com x.commerce x.commerce innovate conference XML XSL Yammer
talk to us
This form does not yet contain any fields.

    Entries in project management (7)

    Organize your Workflow: Process Document Tips

    At Causeit, we understand how difficult it can be to create sustainability amid the inevitable chaos of running a business. For example, what happens when someone in your company gets sick or needs to leave work for a period of time? Can you still do payroll? Do you have the resources to train a new front-line worker unexpectedly? How can you better manage those one-time processes that never seem to get remembered? Don’t panic! The solution to all your project management breakdowns and confusions is what we like to call a process document! A process doc (we’ve shortened it for efficiency’s sake) is a written resource that explains all the steps in a given project so that you don’t have to.

    Writing a process doc does not have to be painful.  In fact, they can prevent unnecessary grief in the future. With a strong template and a commitment to keeping it updated, a process doc can act as a living, breathing contribution to your organization.

    Here are some tips for creating a strong process document:

    • Document a working process—don’t try to reinvent the wheel. You should not make up a process as you write it. A process doc should be created from an existing way of doing things. Build on what you know so that others can benefit from your experience.   
    • Strike a balance between too much detail and overly general steps. You should assume the person reading this is smarter than the average monkey, but watch out for shortcuts you might take for granted in your own process.
    • Don’t miss a step! Like we said before, it’s easy to skip steps or make logical leaps when you’ve been the person completing the process for the last year. Be nice to the next person, include all the steps.
    • Include a trigger. Process docs don’t work when they aren’t used. Think of what event should send us to the document for an answer and make that the first step of the doc (i.e. receive phone order).
    • End of your process doc with a clear deliverable. This document is supposed to achieve a clear goal. Be clear about what you want the result of this the process to be.
    • Add a timeline. If appropriate (and it usually is), attach dates or times to each step to show when things should be done (i.e. within a day, hour; by the third of every month, etc.)

    A process doc can be made for any project or task in order to increase efficiency and flow. Step-by-step instructions are easy to follow even for someone who has never done the job before. A process doc can be a lot of help, but it is only useful if its content is relevant. Remember to keep your process docs up to date. So write it up, review it often, and make your life a little bit easier!  

     

    In-house, full-time Portland web developer wanted

    Spot Color Studio is looking for a full time developer to join our creative agency. Most of our custom-designed sites use CMS, specifically WordPress, Joomla and Drupal. Many include shopping carts, databases and/or animation.

    Responsibilities

    • Build out sites
    • Set up email
    • Manage hosting
    • Transfer sites
    • Perform daily maintenance on existing client sites
    • Handle office technology needs

    Soft Skills

    As a small –but rapidly growing– agency, we wear a lot of hats. The ideal candidate will be flexible, positive, friendly and have an excellent attitude. We pride ourselves on completing work on time, so the ability to manage multiple projects and swiftly shift gears from one client/project to another is essential, so you must be well-organized and detail-oriented…with a great memory!  We’re looking for a:

    • Creative thinker who can problem-solve many different website solutions
    • Strong communicator who can interact with clients in person, via email or over the phone
    • Accurate estimator who can write up specs and provide realistic timeframes

    Hard Skills

    • Wordpress Skinning, theming, Plug-ins
    • PHP, XHTML, SEO, advanced CSS
    • LAMP and WIMP
    • Bonus points for Drupal, Joomla, SQL, Ruby, coldfusion
    • Even more bonus points for fluency in Javascript, AJAX and the DOM

    Experience Requirements

    • At least 5 years experience
    • Comply with best practices
    • Have built dynamic websites from scratch, including ecommerce sites
    • Be familiar with unit testing and continuous integration
    • Be able to meet deadlines
    • Work well in a team environment

    Pay depends on experience. This is a full time job with benefits and a lot of growth potential. Please email your resume, cover letter and examples of work and salary to jobs@spotcolorstudio.com.

    Looking forward to meeting you!

    Job Opening: Operations Assistant/Project Management Rockstar for Public Speaker and Brand Innovator

    One of Causeit, Inc.'s clients is in need of an amazing operations assistant/rockstar. You would work closely with Causeit's amazing team (in our Southeast Portland, Oregon office) to remotely support one of our clients in building their business.  Our client creates innovative, participatory brands for major companies and organizations. If you are interested in being on the leading edge of social media, online interaction, and brands which have more value than just hawking wares, this might be the job for you. You should possess the following:

    • Strong written and verbal communication skills (no surprise there)
    • A knack for merging the inspirations & stream-of-thought of an innovative professional into the systems of a well-oiled business
    • A working knowledge of marketing and branding, especially as it relates to interactive/social media
    • Experience creating order out of chaos through use of powerful collaborative tools such as Google Docs, Remember the Milk, Batchbook, Freshbooks and online project management systems
    • "Natural" fluency with technology
    • Daytime availability (morning to mid-afternoon)

    Contact pmrockstar at causeit dot org for more info.

    How to Win With a Project Manager in Your Small Business

    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!

    Click to read more ...

    Remember the Milk: Powerful Task Management for Free

    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.

    Click to read more ...

    Use Google Docs to Share for Free

    How many times have you wanted to work on a simple document with a friend or colleague, only to be stopped by problems constantly sending files back and forth? Or needed to share a spreadsheet with a client, only to find their copy of Excel won't open your file? As part of our series on web applications for small business, we'll take a look at Google Docs as a way to save you money. Google Docs is a free service which allows you to work on basic documents (word processing, spreadsheets and presentations) in your browser. At a basic level, it provides the most commonly used functions of programs likes Microsoft Office for free. Your files are stored online, instead of on your computer—which means that crashes and viruses don't affect them, but your ability to access the web does (for example, if your cable modem goes out, you can't access your documents until you find another internet connection). This sort of online file storage is referred to as 'the cloud' in Web 2.0 parlance.

    Google Docs also allows for the wonderful experience of jointly authoring or editing a document. Say, for example, that you are working on a notice from the board of your neighborhood association. You could try to get everyone together in the same room to edit at the same time, or attempt to pass around a document (while tracking revisions of it) or delegate the task to just one person. Instead, Google Docs allows you to create or import a document and then share it with other users (either in an editing or read-only capacity) to make it easy for everyone to contribute (or just comment). No downloads, installations or virus-scanning is required. This is also a great way to work on joint budgets or other technical and rapidly-changing information. During one busy period, my partner and I used the spreadsheet function to track apartments we were looking at and the status of each rental application. It saved us a lot of 'missed leads' or duplicate communication. Google Docs can even send notifications to other users when a file is modified, taking out the step of emailing 'look at this change.' While there are a few bugs in its implementation (formatting isn't as fluid, as, say, Apple's iWork program, or even Microsoft Word), the convenience of shared documents and the ease of use make Google Docs a great tool for just about any user looking to either save money on Office or bring friends and co-workers into the editing process.

    Click to read more ...

    Saving Money with Web Apps

    If you've ever checked your free e-mail account from a friend's computer without paying a dime, you've experienced of glimpse of web apps. Most small business owners don't know that everything from accounting to conference calls can be achieved online for low or no cost, so we've chosen to write a series on small business savings via web apps. We'll evaluate the benefits, utility and cost of a number of applications. Since Causeit, Inc. is in the process of converting many of our desktop documents into web-capable systems, many of these trials will be supported by our own experience or those of our clients. Here are some of the potential topics [please suggest more!]:

    • Mind-Mapping and Outlining Tools to Organize Your Thoughts
    • Bookkeeping in a Browser: Online Bookkeeping & Invoicing
    • Using Google Documents to Share For Free
    • Teleportation: Remote Access and Meetings Via the Web
    • Save on Saving: Online Backup Tools
    • Can Facebook Actually Get You Clients?
    • Using LinkedIn for Networking Knowhow and Reference-Checking
    • Online Phone Systems: Press 1 For Cheap Voicemail & Calls
    • Google Calendar: Scheduling Your Success/Workgroup Calendars for $0 a User
    • Remember the Milk: Free, Powerful Online Task Management
    • E-Mail Marketing: What's the Best Deal?
    • Online Project Management: Does it Really Save Time?
    Web apps, those hallmarks of the Web 2.0 age, have promised to be the future of computing. These apps are often as part of what's called a Software as a Service (SaaS) business model, where users pay for usage of the software on a subscription basis (sometimes with a limited or basic free version, occasionally ad-supported). As a general principal, web apps which charge a subscription fee offer flexibility to the purchaser, because you pay as you go, instead of a costly up-front fee. Take Freshbooks for example: Freshbooks, an online invoicing system whose feature set we will explore later, offers a number of different pricing models: a free version with support for one user and a total of three clients (suitable for demoing the product or the one or two clients you have who are postpaid) and a number of of paid versions with larger capacity and featuresets starting at about $14 per month.

    Click to read more ...