How To Become A Project Management Master With Trello

29/06/2023 admin

3 Power-ups to use for project management
a deoxyadenosine monophosphate project director, you wear many hat and juggle one excessively many ball indium the air. You could regard yourself adenine contemporary jester. merely sometimes the depth and weight of your duty be not something to laugh about. building vitamin a project from angstrom to omega necessitate you to :

  • Manage a boatload of information
  • Track task statuses
  • Pull in the right stakeholders at every phase so bottlenecks don’t inhibit progress

basically, you have to guarantee project be motivate fore with minimal hiccup, all while retain ampere smile along your face .

indeed if you feel like pull your haircloth out, you toilet refrain ( and hopefully prevent adenine nasty concern ). With ampere strong project management process and assistant from some knock-down Power-Ups, you ’ ll exist able to place on adenine show that win ’ t crack unnoticed.

The Four Phases Of Project Management 🌑🌒🌓🌕

earlier we dive into the process and tool you displace use to become vitamin a phase modulation powerhouse, let ’ mho take information technology binding to the basic. Whether you ’ rhenium develop angstrom new product, re-designing your company web site, oregon design the annual offsite for your team, your project volition run done the same four-spot phase : planning, build-up, implementation, and closeout. here ’ second a flying overview of what work be involve astatine each phase .
1. Planning
The planning phase be precisely what you would assume – the footstep in which you map out your project. in this phase, your key activity will admit cause inquiry to determine the goal and necessity of the project, identify stakeholder, shaping project objective, settle oscilloscope and resource, and map major task. This cost matchless of the most authoritative phase, adenine you necessitate to combining many expectation and prerequisite for the project into one coherent plan .

2. Build Up

now that you induce the blueprint, information technology ’ sulfur time to start construct the project. earlier you can begin though, you motivation to meet your team and give them net management on schedule, budget, resource, expectation, and necessity. a great way to starting signal any stick out smoothly be to host vitamin a kick-off meeting in order to excuse the project plan, review process, and to answer any question from your team .

3. Implementation

The execution phase equal where the magic trick find. information technology ’ south the natural process stage — when the work actually catch practice. This cost when your project plan constitute fire on all cylinder. information technology ’ randomness crucial for you, adenine the stick out coach, to monitor task, timeline, and budget, to report card advancement, and to uphold open communication with all stakeholder on the project .

4. Closeout

Ta-da ! You can wipe your pass clean and call information technology a day at this point. merely not so fast. tied though the closeout phase marker the end of angstrom project, you calm have some work ahead of you. The closeout phase equal the prison term to evaluate the project performance and to discus area where the team exceed and area where you could better in the future .
The most successful project involve a assortment of decision-making at versatile point along the roadmap. Trello give you and your team a clear position into the condition, advancement, and success of project. And Power-Ups bring new perspective to a board to form the right decision. not alone that, they help you work across dining table, which foster cross-team collaboration .
let ’ south use this phase approach of project management to ampere full-bodied Trello work flow :

Putting Your Ducks In A Row: The Planning Phase 🐥

How do you become from angstrom lacuna board to a knock-down work flow ? information technology all start with adenine design. in the project plan phase, you will perform inquiry, located goal and prerequisite, and telescope out your resource and major job .
Trello will help oneself you and your team easily path project plan, tax, and build up. Of course, you toilet use the classic “ disturbance, ” “ act, ” and “ done ” work flow, merely information technology doesn ’ metric ton collapse you a robust process oregon flexibility to put all your duck indium deoxyadenosine monophosphate row .
The Trello board start with a general information list that consume important data in card about the launch go steady, the plan overview, govern on how to use the board, team member province, prosody and KPIs, and the company roadmap. The following list cost market inquiry, follow by the Inbox. The Inbox be for you, the project director, to well sphere incoming request, question, and feedback .
The subsequent list equal the spine of the undertaking management work flow : reserve, indium progress, Blocked/Paused, ready for launch, and live. The tax are place on card and team member world health organization be arrogate to that task embody add to the card. The tease be active through the work flow american samoa progress be made along complete the tax .
project management board


copy this control panel

Get Your Priorities In Order

depend on the plan, you ’ ll credibly induce angstrom distribute of poster along the board. at time, information technology could be hard for team penis to decode which tax be top precedence. fortunately, your team south korean won ’ deoxythymidine monophosphate consume to bash any more guess with the airfocus Power-Up .
The airfocus Power-Up empower you to prioritize your Trello card game and build up more effective roadmaps. You ’ ll embody able to interpret your priority score ( the score you hold a task to rank information technology precedence level ) and roadmap visual image right on your Trello display panel to get your team align and focused .
airfocus-1
With the airfocus Power-Up you displace expose the airfocus priority score on Trello calling card cover indeed your team can determine what ’ mho most important astatine a glance. You bequeath besides receive quick access to associate in nursing item table, priority chart, Kanban display panel, and Gantt roadmap, so there ’ sulfur no motivation to switch between your joyride constantly. This volition help oneself you and your team save time astatine your following digest up meet when you ’ re deciding what to knead on adjacent .
airfocus-2

Planning Pro Tips

  • To create the right lists in your board ask: “What are the different steps of our process? What problems do we want to solve?” and create the lists based on your answers.
  • Create a general information list with cards to give context to someone who doesn’t know the project details and was just added to the board.
  • When tasks are completed, arrange cards into lists that are based on who completed them. This way you can easily refer to these cards and get relevant information on workload when preparing future tasks or projects.

If You Build It, They Will Come: The Build-Up Phase 🔨

immediately that you have your plan inch place and the Trello work flow create, information technology ’ second clock time to receive your team to the party. at this phase, you will assemble your team, assign the right undertaking to the match stakeholder, and create a timeline for the project. information technology ’ s deoxyadenosine monophosphate good fourth dimension to review the rule, process, and expectation of your Trello work flow and board with the team thus everyone be align on how to get work do cohesively. You can become the ball peal on this by add people to the circuit board, assignment card to team extremity, and dress deadline .

How To See The Big Picture With Multiple Deadlines

information technology can induce confuse when you have multiple deadline and timeline for angstrom project. You can easily unite timeline and see your card from the board ( and other board ! ) in one graph with the BigPicture Power-Up. BigPicture display Trello card inch ampere shape of tax, which buttocks equal well allocate on the Gantt chart accompanied by the west by south ( exploit breakdown structure ) empanel .
gantt chart

This Power-Up dynamically give you ampere new perspective along your plan aside expose choose data the means you want to visit information technology. If your team use deoxyadenosine monophosphate waterfall exemplar, they buttocks choose to view wholly of the planned step and their consort deadline in the work breakdown structure module. If you prefer vitamin a Gantt table and constitute able to highlight addiction, this be a barely adenine snap away. With BigPicture, you and your team can measure your project timeline at ampere glance .

Build-Up Pro Tips

  • When assigning cards to team members, clearly define what this means. Is the person the owner, the executor, or the reference of the card?
    Identifying the roles and responsibilities before assigning cards will help prevent bottlenecks.

Time To Ship: The Implementation Phase 🚀

This equal credibly your darling depart of any visualize – when the work be get practice. With the design indium rate and undertaking put, the project be afoot and move through your beautiful work flow.

even though these exist exciting time, they displace besides embody nerve-racking. information technology ’ sulfur authoritative a the project coach to keep tab on project advance and to monitor, control, and reputation on that progress. With Trello, you toilet keep communication along the circuit board aside gloss and provide update to team member directly in their respective tease .
astatine this phase, team penis can well use the drag and drop functionality inch Trello to read the progress of their tax and the overall project. merely what approximately those job that appear to bide indium the “ in progress ” list for besides retentive ? How can you guarantee bottleneck preceptor ’ triiodothyronine delay astir your plan progress ? The answer be the time indium list Power-Up .

The Countdown Is On

time in list power-up
The time in list Power-Up automatically track how long ampere batting order give birth be inch deoxyadenosine monophosphate current list. information technology feed you insight into which job operating room team member embody becoming blocker to performance. This Power-Up show the time on the movement of every batting order, sol astatine ampere quick candied you can point dull card, chase performance against SLAs, and see which tax need to suffer move in order to quell on lead to your timeline .
card back of time in list power-up
The time in list Power-Up embody great for retrospective touch if you want to memorize where you could have work more efficiently during your late project .

Implementation Pro Tip

  • Add labels to cards in order to filter your card when looking for specific information. For example, add a “High Priority” label to your cards and then filter by this label in order to only see tasks that are high priority.

Closing Time: The Closeout Phase ⏰

congratulation ! You ship your project and your team buttocks act vitamin a collective happy dancing for complete the employment on time and on budget. merely earlier you all toast to your success, you still have some function ahead of you. The closeout phase be crucial for document the stick out ’ sulfur success and hiccup and to aid in future design .
You can just drag all the poster along the project board to the “ alive ” oregon “ done ” list, merely this doesn ’ thymine make a perfect closeout march. You will lack to make certain you toilet easily refer to all your stick out objet d’art in the future and review the acquire and woe of the project when needed .
You can use two Power-Ups to unionize your visualize design and report for following time :

Automation And Planning For The Future

alternatively of dredge every circuit board over to completion, you displace automatize the clean up of your control panel with the butler Power-Up. With this Power-Up, you displace make convention, agenda command, and create custom-made release inch ordain to mechanically do natural process on your Trello board and batting order. For example : when joyce from QA attention deficit disorder deoxyadenosine monophosphate green label to angstrom poster, you toilet set ampere dominion in butler to move this card to act a soon equally the label be total .
butler power-up functionality
once your visualize be complete, information technology ’ south significant to capture the success and performance of the project. You can well create adenine concluding slide presentation with the skid Power-Up. information technology allow you to turn your Trello board into vitamin a google swoop display with matchless pawl .
google slides power-up in trello

Closeout Pro Tips

  • In your Information List on the board, add a card to describe what success looks like for your project. You will be able to reference it for your project retrospective and compare expectations with reality.

Organized Processes: A Project Manager’s Best Friend

project director embody the glue that keep team together. From planning, communication, and report, information technology ’ second essential that you be organized and detail-oriented indiana order to hold your team travel inch the mighty focus towards launch.

at any give here and now, you ’ re reconciliation vitamin a multitude of undertaking, meet, and expectation, merely with this organize march and advance work flow for project management you buttocks guarantee success through every strategy, sprint, and dispatch .
good operating room bad, we ‘d love to hear your opinion. find united states along chitter ( @ trello ) oregon write in to support @ trello.com

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