Navigating Project Chaos: My Four-Step Strategy For Structure And Success

Television & Movies Navigating Project Chaos: My Four-Step Strategy For Structure And Success Sarah TurnerJuly 15, 2024Creative professionals use a strategy for project success during a meeting Image from Bigstock

Three weeks ago I was invited to join my CEO in a last-minute meeting. Without giving too much detail (for obvious reasons), we were meeting a marketing executive from a major brand. He was interested in our technology and wanted to learn more. It was a first meeting, so we did the usual demo and discovery questions; we showcased relevant case studies and brainstormed high-level ideas. Very unexpectedly, we came away from that meeting with a project outline and a mandate to be ready to pitch in less than a month. Great—if only every meeting went so well and every (potential) client moved so decisively! But walking out of that meeting I was immediately facing two issues:

  • Internally, how do I allocate my resources and talent to deal with a fast turnaround pitch, and a potentially long-term project to follow? And how do I do that without impacting my existing projects?
  • How do I nurture a forward-facing relationship and manage the expectations of a new partner?
  • Because of its quick turnaround, this project, in particular, required clarity and a very proactive approach to planning and execution. As an executive producer who works predominantly in start-up and early-stage environments, I work across multiple touchpoints with multiple stakeholders. And I’m usually working with very limited resources. Implementing a framework is vital to defining the vision of a project and keeping it on track.

    Whether working across business development, creative and content production, or tech integration, I work through the same four-step process. It’s a simple framework that I adapt to every project. And it’s exactly the framework I used on this project.

    (Aside: We pitched early this week and received a great response. I hope to have an update soon and will share more when I can. It’s a very fun project. I can’t wait to tell you about it.)

    1. Assessment

    This step is all about clarity. Start by defining objectives and goals, and know the difference between the two: the goal is the long-term outcome; the objective is a measurable short-term action that helps you achieve it. In this instance, my goal is to secure a new client partnership, initially producing a single project with additional projects in the future. The immediate objective was to create a pitch and presentation that fulfilled the brief provided to us in that first meeting.

    With your goals and objectives in mind, assess your resources. How much time do you have? How many people are available and what do they do? What technology is available to you? What content already exists? What processes are in place and where are the gaps? Be specific here, and think about why it matters. This is your energy tank: knowing what you have and how you can use it will make for a much more efficient process further down the line.

    2. Planning

    “Our goals can only be reached through a vehicle of a plan… There is no other route to success." —Pablo Picasso

    It’s time to define the project and build a plan. In this step, you are thinking about strategy and tactics. Both terms originated as military terminology in Sun Tzu’s writing The Art of War but are now used in a variety of everyday scenarios, especially in the workplace and business environment.

    Strategy comes first. This is the "big picture." It’s an overarching plan of how you intend to achieve your objectives and goals. Tactics, on the other hand, are the specific steps you will take to execute that strategy.

    Strategy is where you want to go, and tactics are how you will get there.

    The type of strategy and the framework you use will vary depending on what type of project you are working on. If your objective is efficiency and process, you might focus on an operational strategy; you could analyze technology usage or measure the effectiveness of existing systems. Either way, the emphasis is on internal capabilities and how they can be improved. A content strategy might be beneficial if you are trying to drive visibility or sales-centric messaging. This type of strategy is more externally focused and designed to build awareness.

    Process mapping is also useful at this stage. Anyone who knows me knows I love a good diagram or flowchart, but visualizing a workflow or plan is actually a very effective communication tool, particularly if you are working across multiple stakeholders or departments. These can be as simple or as complex as they need to be and can be used to demonstrate existing processes as well as suggestions for future optimization.

    In the case of our pitch, we used process maps to demonstrate our production process and the integration of technology into existing workflows. We also used them creatively to illustrate content narratives and moments of audience interaction and participation.

    The key here is to remember that your strategy and tactics should always be aligned with your objectives. Collectively you want everyone and everything to be moving in the same direction and towards the same common goal.

    3. Implementation

    Most people get caught in the planning stage, but this is the time to execute. In a start-up environment, especially with limited resources, it’s easy to fall into a pattern of reactivity and respond to situations rather than actively driving them. The key to being proactive is to draw on your previous planning and mobilize your action plan.

    As an executive producer, it’s my responsibility to understand the bigger picture, and in turn to educate, facilitate, and mentor everyone else who is working on that project. Start this step by assigning roles, getting clear on responsibilities, reinforcing timelines and budgets, and clarifying that everyone understands the objectives and expectations. This is where the earlier assessment of resources comes into play too, ensuring that everyone has the tools they need to complete their tasks.

    Good communication is integral to maintaining momentum towards your goal. Decide on your preferred methods of communication in advance, whether it’s a group Slack or Telegram channel; schedule regular check-ins and stand-ups; and agree on how best to pre-empt and address any blockers.

    Task management tools are a great way to monitor progress, especially on a fast-paced project with lots of moving parts. I personally stick with Google Drive and have used Zapier to integrate my emails, Slack, and calendar. Asana, ClickUp, Monday, Trello, and Smartsheet are all great platforms too. My advice is to try them out and see which one works best for you and your team.

    And if all else fails: communicate! communicate! communicate!

    4. Optimize

    This is where you measure and review the project. How effective were you at achieving your objective? What worked? What didn’t? What other opportunities did you find? The actual data points you are measuring will depend on the project specifics, but these should be agreed on when you are defining your objective. You’ll measure before the project begins to set your baseline, and again after to see how you performed.

    The types of metrics are usually categorized according to efficiency, performance, accuracy, or financial impact. You might also consider whether a measurement is leading or lagging. Does it offer insight into future performance? Or does it assess the impact of past actions or strategies? Both are valuable.

    We were pitching a content project that involved aspects of user engagement, and so our suggested KPIs were: active users; new users; session time; retention; and revenue. We’re also including AI functionality, so we added some KPIs to measure accuracy and performance.

    Metrics are a great way to measure project successes, but they can also uncover areas of weakness, providing opportunities for improvement. Be sure that you are measuring the right metrics and—you should know this by now—ALWAYS REVERT BACK TO YOUR OBJECTIVE.

    Plans are not static and step four is not the end.

    It’s time to take all the information you’ve gathered and feed it straight back into step one, ready to start all over again. The world of start-ups and production can be fast and frantic, but implementing structure is a game-changer for productivity and efficiency.

    In the next few weeks, I’ll dive into more of the processes I use to manage workflows and will showcase some of the exciting projects I’ve had the privilege to work on. Stay tuned for a mix of unfiltered opinions on everything related to creativity, planning, and interactive technology.

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    project management Partner Boost 11 Ways To Enjoy Summer When You’re Working A Full-Time Job Ariella CoombsJenna ArcandJune 13, 2024Man on laptop enjoys summer while working full time Bigstock

    There you are: sitting on the beach, covered in sunscreen, reading your favorite book, drinking your favorite drink under the cool shade of an umbrella. Life doesn't get any better than this. Suddenly, a door slams, a phone rings, a printer turns on. You jolt back into consciousness. You're at work, sitting in your cubicle, without even a hint of sunshine streaming in from outside.

    When you're working a full-time job, finding time to enjoy the warm, bright summer weather can be a challenge. This is especially true for young professionals, as many of them are used to having summers off (or, at the very least, having a flexible summer schedule). But there's no need to feel trapped behind your cubicle walls. Go out and enjoy summer!

    Here are a few tips for making the most of your summer while working full time.

    1. Grab Some Foldable Chairs Man on phone makes plans after work in the summer

    Bigstock

    Keep a couple of foldable camping chairs at the office so you and a co-worker can catch some rays during lunch—whether it's in the park or the parking lot.

    2. Keep A Beach Bag In Your Car​ Coworkers visit the beach after work

    Bigstock

    Keep a bag full of summer supplies for your favorite summer activities. Having a bag (or, in my case, a backseat) full of towels, sunscreen, and swimwear keeps you prepared for anything. Friends hitting up the pool after work? You're covered. Once the clock strikes five, you can head to your destination of choice immediately.

    3. Plan An Office Outing Coworkers hang out and have a barbecue after work during the summer

    Bigstock

    Plan an office field trip to the beach, the park, or the pool. Just do something fun so your brain can recharge and refresh!

    4. Organize Group Walks Professionals/coworkers take a walk at work during the summer

    Bigstock

    Get a bunch of co-workers together and go on regular walks around town during lunch. (Or you could suggest a quick jaunt over to the ice cream shop.) This is a great way to get some fresh air, sunshine, and exercise.

    5. Eat Lunch At The Park Coworkers eat a picnic lunch together in the summer

    Bigstock

    When you find yourself eating out, hit up places with a deck, porch, or patio of some sort. Obviously, eating out every day isn't really a feasible option for most of us, so look into alternative ideas as well. Pack a lunch and hit the park for your own little picnic.

    6. Organize Office Sports Coworkers/employees play frisbee after work in the summer to stay active

    Bigstock

    Whether it's setting up an official office sports team or just hanging out with your colleagues a few times a week, playing sports is a great way to get out and enjoy the weather. Have a field nearby? Try setting up some slow-pitch softball games. Or see if you can get a basketball hoop for the office so you and a few co-workers can shoot some hoops at lunch.

    7. Join A Professional Group Coworkers eat lunch outside during the summer

    Bigstock

    During the summer, professional networking groups often have fun events like harbor cruises, pub crawls, and outdoor mixers. Find a professional group in your area and make networking fun this summer.

    8. Have An Office BBQ Coworkers at an office BBQ in the summer

    Bigstock

    Get your grill on! Talk to your boss about setting up an office BBQ. Ask everyone to contribute their favorite dish, side, or drink. Fire up the grill and relax! Hey, it's summer after all.

    9. Wake Up Early Happy woman with coffee/tea starts her workday early in the summer

    Bigstock

    Yes, yes, I know...waking up early is an incredibly painful and unbearable experience for some of us, but waking up even an hour earlier has its benefits—especially in the summer. Go for a morning run, putter around in the garden, or watch the sunrise with a loved one. Talk about starting the day off right!

    10. Strategically Use Your Time Off Man on laptop works while camping in the summer

    Bigstock

    Strategically use your vacation days around holidays. This way, you can make a potentially long weekend longer without having to use too much of your precious vacation time. Half days are also pretty awesome. It's amazing how much you can do with four extra hours! If you want an early weekend but don't want to burn up your vacation days too quickly, try taking a half day on a Friday instead of using a full day off.

    11. Bike To Work Professional man bikes to work in the summer

    Bigstock

    If you're one of the lucky few who live within walking or biking distance of work, take advantage of it! Not only will you get plenty of fresh air, but you'll also save money on gas, which is always a plus!

    There are plenty of easy ways to enjoy summer when you work a full-time job. So this summer, try out a few of these ideas and make the most of the sunshine and warm weather—while they're still around!

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