In pursuit of… Being Organised – 2

Following on from my first post on my pursuit of being organised, I remain determined, nay encouraged, to continue that impetus. Time to focus on the business side of things some….

BERLIN - OCTOBER 26:  A delegate reads through...
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I am terrible at underestimating the amount of time a client project takes. Or perhaps I’m terrible at managing a project to keep within the scope (well, I see things that would work and the client sees things that might work, and…). The obvious answer is to factor in some “hassle” room – actually schedule for hiccups – and if they don’t occur, then refund the client for that time. I’m not convinced that this is quite the way to go, I’ve certainly not come across it before (well not the refund part, anyway). Or I could charge my time by the hour! I could have even more fun with my “Blogmistress” brand with that approach ;-) .

But one thing that is very clear is that even if a project should only take a certain amount of time, chances are it won’t, for some reason or another.

A fellow “Bird”, Sally Church, shared the following solution to keeping a project in order and it seems like an excellent approach, one that I have now adopted, to positive effect:

Whenever you have a signed and agreed contract (what do you mean, “what contract?”), write 3 slides on PowerPoint:

  • Slide 1 – background – the strategic scope of the project
  • Slide 2 – aims and objectives
  • Slide 3 – what will be delivered and when

Send this to the client after the proposal is agreed and ensure agreement before you start.

Whenever there is a query – point out that it’s beyond the scope and a whole other project after the first one has been completed. Send the 3 page document again and ask if they would like to have a new proposal for stage 2. This works well and helps you to stay strong and firm in the face of any scope creep intentions!

So now when a client is eager to take advantage of the further potential for their business through the website we’re creating, which happens increasingly these days – there is just so much we can do now – we can agree with their excellent idea and say “Let’s get stage 1 up and running and then we can talk about the next part of the project in a new proposal”

Or the conversation could go “Well if you really need it now, we can do it but we haven’t budgeted for it so lets discuss a revised proposal to include your extra needs”, and change the proposal to address the new needs without scope creep.

Thanks to Sally for outlining this for me – it can work for any business, I’d think, and certainly applies well to mine. It may only be a matter of another hour or so’s work, but the knock-on effect of that on all other projects makes a big difference to keeping it all on track and in order.

Other aspects of organising myself include a schedule (I use the Google Calendar for all this – one calendar for home and business). This now includes for weekly admin and accounts, time for my own marketing, and all client projects have their time booked in for action – with some wiggle room, and keeping some time clear for the hiccups which invariably happen to all of us, and certainly for this single parent of primary-school-age children!

Outsourcing, building the team has also made a big difference – not only by sharing the workload but the first day my geeky chap started working with me I felt as though a weight had been lifted; this enabled me to look at everything from a perspective of “on” the  business rather than from “in” it.

There are undoubtedly many other tools, ideas and methods that can be helpful, and I’d love to hear about what find helps to keep your business on track, in all ways?

Babs

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  • Scope creep is the bane of most suppliers' lives I would imagine - especially when you deal with clients you really like. I often find myself doing more work than has been contracted for, mainly because 'oh it will only take me 5 minutes' - but all those little 5 minutes add up!

    I'll be interested to hear how your new approach has worked Babs!
  • Still working on it, Nikki, but definitely getting there. Having the above document in place helps clients to know what is done within scope and what is beyond.
  • The big question for Babs is - did the simple advice for managing scope expectations work and help at all?
  • Jeremy Dent
    I love Google tools but, for sheer convenience, Microsoft's Outlook, configured as David Allen suggests (he is behind the GTD -- Getting Things Done brand), take some beating.

    Tasks, Notes, Calendar, Emails, MS Office, OneNote all linked and co-ordinated.

    If you are wary of Microsoft (and who isn't) or you use a Mac, try Basecamp, the SaaS product. It has the advantage of being to co-ordinate an outsourced or remote team.

    As far as project scope goes, divide a project up into phases and get your customer to pay you to scope it in Phase 1. That way you get a fully-timed, scoped and costed project, a huge benefit both to your customer and you.
  • Funny, I never could get on with Outlook, even in my Windoze days. Never did what I needed or really wanted to do and was always crashing or hanging to boot.

    I like a modified version of GTD otherwise you spend so much time expending energy on just making the system work.

    Basecamp isn't bad, but it isn't cheap either.

    Although many get exasperated with MacMail, I'm finding it a great one stop shop for managing email, key RSS feeds, Notes and ToDos. The email, Notes, and ToDos all sync with my iPhone seamlessly. I also use TextEdit and my Moleskine ruthlessly to keep track of things and both help with moving the info flow easily.

    Different strokes for different folks... you have to experiment and find something that works for your needs.
  • Babs
    Thanks Jem - I have tended to put all into Google, but it doesn't quite do what I need. I'll take a look again at Outlook (I don't have a problem with Microsoft, per se) - I moved to Thunderbird some years ago, before moving computers (when Google Apps made more sense).

    I could never get on with Basecamp, though again that was a couple of years ago now. I have signed up to test out Zoho - so will schedule some time to explore that.
  • I used the GTD stuff with Outlook too - and really miss it now I use Thunderbird for email.

    But I do find OneNote is very useful, and use that for collecting together all my research and notes on different projects.
  • Editor
    I also have this issue, I often under estimate how long things will take as I don't take into account how slow other people work!

    I speed along on getting 'things done' and to what Kev needs doing for the day, and think everyone else works at the same pace - sadly they don't.

    I am trying to get better at understanding, truly I am, in the mean time I shall carry on zipping along at the speed of light :-)
  • Babs
    I had been waiting until all outstanding projects had been completed before implementing the above, but that would never happen. Instead I stopped and reviewed even the current projects and updated them. So far it's quite a relief, to be honest - I was terrible at stretching the scope myself, never mind clients!

    You keep zipping, Sarah - it's inspirational, but no-one will ever be able to keep up...
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