Category Archives: Project Management

Are You Reaching 100%?

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Last week, Emily packed her trunk to go to Pony Farm Camp as a Counselor in Training (CIT). Similar to when she attended as a camper in previous years, there was an extensive list of things to take for her month-long adventure.

My job was to get everything through the laundry. Her job was to gather everything on the ping pong table in the family room so we could review it together and make sure she had what she needed.

But the afternoon before we left, there were still many items on the list that were missing. When I asked Emily about them, she said she still needed to use them before the trip – things like her cell phone charger and toothbrush.

I have to say, this caused my brain to lock up a bit – it meant that I was going to have to help her remember several last minute and important items the morning we were leaving. A morning, I don’t mind telling you, that was already filled with things like picking up the rental car, feeding the pets, and trying to get out the door on time.

So I made a decision – for the final 12 hours at home, the ping pong table would become Emily’s “base of operations.”

We moved her cell phone charger there. We moved her cosmetics bag there. We moved everything we would be taking there. In other words, Emily lived as if she had already left for camp … even before she actually did!

I use the same approach with clients when helping them move to a new way of doing things: Everything moves, 100%, as soon as possible. The alternative is bedlam.

Can you imagine, for example, trying to move to an electronic calendar when you’re still writing in your paper version? You don’t know which calendar is up to date so you have to keep checking and cross-referencing both.

Or how about a new billing system? Keeping some customers in one and some customers in the other as you slowly transition is a recipe for disaster.

The point is, even if you’ve put in the effort to get the new system 90% of the way there, you can’t have confidence that it’s accurate – because it’s not. And this is why so many efforts to change how we work fail. You have to be 100% in, as soon as possible.

With that in mind, and whether it’s a new calendar system, contact management software, project management tool, or something else, here’s how to make your move a success:

  1. Commit. Make the decision that this is the right thing for your business and don’t look back. Second guessing is a waste of time and hinders progress.
  2. Make the time to make the move. Set aside an entire day. I know that sounds like a lot. But I guarantee that you’ll waste far more than that with all the back and forth and after the fact fixes if you don’t.
  3. Be thorough. If you’re moving your calendar, move every appointment, every birthday and every event that you have in your paper calendar. Don’t say “I’ll do the birthdays later.” We both know that won’t happen!
  4. Get the support you need. Make sure you have someone with experience to answer your quick questions while you’re making the move. There’s nothing more frustrating than wondering if you’re doing it “right” while you’re in the middle of doing it.

Making changes in the way you run you business can be daunting. Still, they need not be frustrating and painful. Prepare before you move and then get to 100% as fast as you can!

Is Your IT Guy Holding You Hostage?

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Last Tuesday I met with my newest client, David. He asked for my help in finding an app that he could use to track time for himself and his team while on the road. They needed to make sure it would integrate with QuickBooks, so that invoicing and tracking receivables would be easier.

As we peeled back the layers of his project I discovered a small, but important glitch. David had an IT guy (Pete) who was hosting not only QuickBooks, but all of the company files on his own server. Unfortunately, Pete wasn’t doing a good job and he had control of all the data.

If we told Pete that we weren’t going to renew his contract would he pull the plug and leave David vulnerable? Or, would he be a good guy and help with the transition? There was no way to know.

David was “being held hostage” by his IT guy.

Fortunately, the story ended well; Pete helped with the transition to the new hosting company and all is now fine. But it could have easily gone the other way.

Here’s how you can protect yourself from a similar situation:

1. Know your passwords.

All of them. From your web hosting account, to the company where you register your domains, to QuickBooks, to your file server, you must know them. Ask your IT person to update you every time a password changes. And don’t be shy; they belong to you.

2. Understand your backup system.

You don’t need to know exactly how it happens, but you do need to know the steps that are involved. What software is used? How do you access the files if needed? How does the process work and how often does it happen? It’s also a good idea to ask your IT guy to test your backup system periodically, to make sure it can be restored in case of an emergency.

3. Own what’s important.

Licenses to software, web hosting accounts, your domain name, etc. It’s fine for somebody else to register them for you, but make sure they do it in your name. Put the information about your accounts in a safe place and know where they are. I guarantee that one day you’ll need them!

IT guys make the small business world go round and everyone needs a good one. Love yours, depend on him, and work with him on the three tips above. If he’s good he’ll know that you’re being a smart business owner and help you take all the steps to protect your business.