Showing posts with label basecamp. Show all posts
Showing posts with label basecamp. Show all posts

Monday, November 21, 2011

8 things I've learnt as a Digital Project Manager.

This week I stopped being an Interactive Producer. After more than nine years with the title, one that has alternated between producer and project manager, digital and interactive, from Associate to Senior, it was time to move onto a new role and another set of challenges. So as I throw another box of business cards in the bin, I thought it was time to reflect on some of the things I learnt along the way :


It’s not about delivering on time, on budget. It’s about delivering more value than the investment.


If it was about delivering on time, on budget, I would have been out of a job 8 years ago. Most projects I’ve produced were more expensive than when they started. Most projects I’ve produced didn’t go live on the date we estimated.
But that didn’t correlate to whether the project was considered a success or a failure.
The consistent theme for a successful project was when all stakeholders – from client to planning, design and development – were aligned on what success is, transparent on their roles within the team, empowered with the tools to deliver, and with the voice to say when you can’t. Unsuccessful projects fail in at least one of these areas.
Now when people define digital ‘success’ it’s often documented in metrics – visits, frequency, engagement, likes, products sold. But this isn’t what I talk about, when I talk about success.
These numbers are important – they drive business decisions, job titles, awards. But in the digital world, determining numbers is difficult – is 10,000 good? Is 100,000? And often as an agency you have control over only a small sub-set of all metrics (if you don’t control the media spend, how can you determine the visits?). And what you realize is, individuals rarely correlate a number to success – it’s value. Based on how much I invest – of my time, my money, my expertise – do I end up in a better place than when I started? Did I build better relationships, better process, knowledge, improve my perception amongst my boss and my co-workers? These things are important to people, and are often achieved in the process of getting to a result, not in the result itself. As a producer you have a lot of influence over this journey, very rarely the result. It cuts to the core of why the role of a producer is important.


You can’t ‘motivate people’. But you need to understand what motivates people.

Motivating people isn’t walking into a meeting with a plate of cupcakes. We’re all motivated by different things – empowerment, recognition, learning new things – spend time with your team understanding what it is each want, and try your best to support these.


Producing is not about following any one methodology. It’s about adaptability.

No one project is the same, and no one methodology can be applied to all. A great producer understands there are various methodologies, and knows how to apply them in a given situation. Most of my projects draw from Waterfall and Agile. I’ve given Agile a bad rap, but only because so many producers preach ‘Agile or bust’ – and in an agency environment, dealing with multiple teams, clients, projects and budgets, Agile is not always the answer - what’s more is its founding principles are 10 years old now. Technology and our ways of working have evolved. If you work in an ad agency, on a variety of clients, know the various methodologies, take the most relevant parts and apply them to your project.


Minimum Viable Documentation*

Some of the weakest Interactive Producers I’ve worked with were the ones that surrounded themselves with printouts of project plans, spreadsheets and Gantt charts. These printouts work like a protective cloak to reassure them they are busy. And they spend their whole time updating them.
Produce the minimal amount of documentation to communicate what is needed. Figure out how people like to communicated to. Alerting people to milestones can be achieved via a calendar, hotsheet, PowerPoint deck or Outlook alert. Gantt charts work for me and no-one else on my team. You’ll find most people err to a visual display of milestones relevant to them, but what’s right for one person, may not work for another.
Avoid duplication where possible. MS Project’s Timeline view means I can be deep in a Gant chart, but outputting a Powerpoint slide with only the right level of information for my client. Updated once. Less documenting means you can spend more time on meaningful things.
*This is my spin on Eric Ries’ Lean Startup Minimum Viable Product.


Meaningful meetings.

Meetings are wasteful. Next time you’re in a meeting, multiply your agency rates by everyone in the room for the duration. You’ll rarely find that the value of the outcome is worth that amount.
So treat each with purpose, don’t let them become a ritual and don’t let the duration be determined by Outlook defaults. Set an agenda, communicate it upfront and stick to it. Know that while they can be effective at broadcasting information to a team, the real value is in instant feedback, people’s reactions, contributions and interactions between one another. If the meeting invitees can’t offer this in return then you may as well send an email.
Everyone wants to be involved earlier, but not everyone should be invited to a meeting. Edit your invite list, there should be no passengers.
I know a status meeting is becoming wasteful when people are addressing their status to me, not the team. Producers often create status meetings to reflect process. The results are rarely meaningful for those involved, sometimes you need to figure out a better way – change up the frequency, the duration, the time of day, team members involved. Perhaps determine that a meeting isn’t best. Tools such as Campfire can be just as effective for regular updates on how people are tracking.


The medium is the message.

Since Marshall McLuhan coined this phrase back in ‘64, the forms in which we can communicate have continued to splinter. On any given work day I can reach my designer via Phone, SMS, IM, email, DM, Gchat, Skype. Heck, if I’m feeling adventurous I can even walk over there. But treat all these channels like a Swiss Army knife, know your tools and which one to use when. I’ve wasted far too much time on a heated email when I should have picked up the phone. Voice tone and delivery speaks volumes (no pun intended). Don’t spend ten minutes crafting an email that a short walk and conversation will solve. Don’t bury 5 questions within 5 paragraphs of meeting notes. People respond differently to different channels, know that determining the right channel for the message can be as powerful as the content itself.


Estimation: Back to the future.

I don’t pretend I’ve determined how to accurately estimate any given project. And if you’re working in an agency, and consistently accurate in your estimates, I’d say you probably not doing all that innovative work. But I will say that I’ve improved in my ability to estimate, and it’s because of two things:
1. What happened in the past is your best guide to what might happen in the future.
2. Parkinson knew what he was on about back in ’55 when he said “Work expands so as to fill the time available for its completion”.
Study work patterns from past projects. I’ve learnt the hard way, that when people take holidays during a project, you need to add contingency beyond the holiday duration – getting them back up to speed, rescheduling meetings around availabilities, sourcing alternate staff.. it’s costly.
You also need to set shorter milestones, milestones that matter to people. A status meeting usually doesn’t illicit a burst in productivity, but asking someone to present to a client their work, and they’ll be prepared, or they’ll be vocal in telling you if they’re not.


Producers inherit inefficient systems – don’t let that be an excuse.

Every agency I’ve worked at I’ve inherited inefficient tools to do the job. While I’ve spent years producing products with the best possible user experience for our client’s customers, very rarely do we critique the user experience of the products we use in our own job. From time tracking, to resource scheduling and project management – inefficient systems take up an irrational amount of time. But these days there need be no excuse. SaaS and cloud based services are changing the game. From Basecamp, to Google Apps, Dropbox, Pivotal Tracker, Done Done and Trello, there are tools launching every day that are helping us get things done. My to-do list has gone from sticky notes, to Outlook reminders, to Action Method and now Wunderlist. You shouldn’t settle for what you’ve inherited, stay informed on what tools are out there, discover what works for you and your team, and find a way to integrate them into your agency.


What’s next..

Which leads me to where I’m now spending a lot of my focus – Float. Float is a service we built for scheduling your team’s time to client’s projects. It was born out of a lot of frustration working with other producers, buried in Excel spreadsheets trying to allocate people's hours across all our client’s projects. We wanted to build a solution to make this simple. Float is now available at www.floatschedule.com

Saturday, April 16, 2011

5 Alternatives to Basecamp


There are more than 5 million people turning to Basecamp for their Project Management needs. It takes existing project management functions we’re familiar with - Messages, To-dos, Milestones – and centralizes the conversation. It's this simplicity, combined with a good dose of usability, that has won the world over. I have three accounts, use it daily, and regular run presentations on Basecamp 101.(Hit me up at stuff@pixelpaddock.com if you or your team need some training). But they're not the only solution. And recently there has been a slew of new offerings looking for a slice of the PM pie. Here’s a list of the cream of the crop worthy of a look:



Flow
www.getflow.com/

Another agency building a tool to solve an internal problem, Flow is less about project management than it is about task management. Sharing similarities with Action Method and OmniFocus, you can create, delegate and organize tasks (to-dos) amongst your team. Commenting within tasks allows you to collaborate with team members in realtime. Neat. While it won’t suit your more complex project planning needs, every good PM needs a system like Flow to help keep organized. It's clear this stone has been cut by Metalab. They know design and it shows.

Why is it awesome?

First up, it looks stunning. The signup process is slick, you'll be up and running in seconds (really). It's cheap at under $10 p/month p/account (although their pricing plan isn’t all that clear).

Access – almost- anywhere. Already they have an app for iPhone, a beta app for Mac desktop and you can also email in your tasks without having to login to the browser.

Why me worry?

While Metalab have a history of developing apps, in their own words “we make interfaces”, not apps. They’re just out of alpha, and yet to proven in this space.

Pixel Paddock Stars: ****





Copper Project Management
www.copperproject.com

Copper could legimately be your one stop shop for your project management needs. From CRM to resource management, time & cost tracking and even invoicing, Copper offers up a lot for the price. But does it do it well?

Well, sort of. Copper requires a lot of commitment. You'll spend a lot of time in the settings. If you’re planning on generating invoices from it, you want to make sure it’s accurate, and while there’s a plethora of options to customize for your needs, it also requires more effort to manage, with some tricky cost settings to wrap your head around.

Customer service is one of their strong points. Ben Pendergast, Copper CEO, originates from my hometown in Melbourne, Australia, and you’ll find him on-the-ground actively involved in the business, replying to your emails and issues quickly. (They also have a San Francisco office, for those in the northern half of the world).

Why is it awesome?

Drag & Drop timeline: One of the reasons I first was attracted to Copper was this feature. Once you’ve created tasks and assigned people, the Timeline allows you to shift these around a gantt-style calendar with click-and-drag ease.

Commentary: A commenting section within tasks that allows you to track both time, and progress, and allow workers to keep project owners updated.

Basecamp import: If you’re already a Basecamp user, you can utilize their import feature to bring in the People and Project data to your Copper account.

Why me worry?

User Interface: The app ‘feels’ heavy. Functions are hidden in drawers that slide a little too slowly, functions such as allocating resources to tasks are just plain funky and require Olympic-level mouse precision. While there’s plenty of customization options to make it your own, there’s no option to remove those ugly icons across the top.

Pixel Paddock Stars: ***



AtTask
www.attask.com/

“One of the problems that enterprise software has right now, is that it’s not inviting to people. People are in there because they’ve been told to be in there” – Scott Johnson, CEO, AtTask

AtTask have been in the PM Software as a Service game for 10 years now and have been the ones to watch in the PM space over the past few years. Thanks to a 7 mill funding boost in 2007, they have been aggressively pursuing product development and it shows. In May of last year, they launched ‘Stream’ to empower not only project managers, but those tasked with doing the work, to actively participate in the management and priority of their tasks. Their website has also undergone a touch of paint, retiring the tired stock imagery with a more modern appeal.

At the opposite end of the PM scale to Basecamp, AtTask's sweet spot is large corporations, tailoring bespoke solutions and integrating with existing services such as Salesforce and Oracle. All with the support of a full sales and PMP trained service team.

AtTask’s features cover the full breadth of agency and brand management needs, from time tracking and capacity planning, to file sharing and help desk. While Basecamp focuses on project management, AtTask, as with Copper, is about ‘work management’ across the organization.


Why is it awesome?

There is little competition in the AtTask space for large organizations. For those struggling with MS Project Enterprise this may be the best alternate out there.


Why me worry?

AtTask requires organizational commitment from top-down. And with all your eggs in the AtTask basket, you want to forgo the reviews and feature lists, and actually trial it in action to ensure it’s right for you and the people you work with. If you’re managing projects fine in Basecamp, then AtTask probably isn’t for you.

Pixel Paddock Stars: ****


Apollo
www.apollohq.com/

Apollo is the latest player in the Project Management Software-as-a-Service space. Coming out in Beta in July, as of Monday, Applicom commenced paid plans. What’s it like? Take 2 tablespoons of Flow, and 1 cup of Basecamp, sprinkle in a Highrise CRM, and you have yourself Apollo. It’s a well-selected combination of PM tools for small business that need to manage personal tasks, manage projects and manage their contacts.

While not quite at the level of Flow, the design is refreshing for those that have been living in Basecamp for many years (Why the use of such as large Apollo logo though, taking up key real estate, I’m not quite sure). As Tony Mobily goes to great pains to detail, they made a conscious choice to perfect the product prior to launch, and a lot of work has gone into performance. And to their credit, it rockets (excuse the pun).


Why is it awesome?

For a similar price to Basecamp, you get more features, in a package that doesn’t feel more complicated. Include time tracking, file storage and a fairly comprehensive calendar function, and you’ve got yourself a project management toolkit that will serve most small to medium sized agencies.


Why me worry?

At this early stage, Apollo is still unproven. There’s currently no mobile version. Some copy and UI elements feel like they need some ironing out, with menus flying down, popping up and not always expected. At times, it just feels like Apollo have ripped Basecamp off almost to the pixel (See Pricing Plans page and Account Settings for proof). But as a package, it’s a very impressive launch, and well worthy of consideration.

Pixel Paddock Stars: *****


Huddle
www.huddle.com/

Born by two Englishman in 2006, Huddle promotes itself as collaboration tool, and bares all the features you know and love from Basecamp. With some impressive brands and agencies already using Huddle including AKQA and HTC, they’re a proven competitor. And with a cash injection of 10mill in May of last year, they’re also now setup in San Francisco and looking to carve out some market share in the US.

What’s the difference? Well, in most areas it’s business as usual. Where Basecamp have Writeboards, Huddle have Whiteboards. But where Huddle excels is in additional collaboration features.


Why is it awesome?

Huddle feels like a complete collaboration package. Web conferencing, and integration with Office, LinkedIn and Facebook. Adding to that apps are available for iPhone, iPad and Blackberry. They also offer comprehensive support, a 1-2-1 demo and a well-thought-out marketing site.

Why me worry?

At $150 p/month for 1-10 users, it is a lot more expensive than Basecamp, although admittedly this does buy you a wider feature-set.

Pixel Paddock Stars: ****


Edit: Since posting this, Apollo have been in contact, sharing a preview of their Mobile version currently in Beta. On first use, it's lean and mean, the ability to add tasks, and read only access to the other features. Another feather in the cap for those considering Apollo.


Wednesday, February 9, 2011

Read: Managing Projects More Efficiently

If you're an Interactive Producer take the time to download the latest Flash & Flex Developer Magazine (Free on supply of your email). No, I'm not asking you to brush up on your ActionScript skills, because in this PDF is a useful nugget of an article called "Managing Projects More Efficiently".

It's a refreshing take on how Interactive Project Management is really happening these days. Not for the websites of '98, but for digital channels of today: the microsites, games and social platforms we now interact with. And Troy highlights some of the tools that are now available to help do your job, including a comprehensive Basecamp step-through.

Here's a couple of takeaways:

"Typically about 80% of projects do not meet their deadlines and that cuts into profit."
While it's usually considered around 70% of projects don't deliver on time, on budget, I've never seen 80% published before. Remember this one. And feel comfortable you're not the only one.

All the project management tools Troy lists are available, in the cloud, for a monthly fee. There should be no barrier to you trialling services such as Basecamp, Beanstalk, Dropbox and Done.Done and seeing what works for you.

Approval process: No room for grey.
Read the section on Change Orders, then read it again. Troy's process nails what is a common mistake with inexperienced PM's. Not signposting when something is approved allows a client free reign to keep adjusting to their hearts delight.. at the expense of your time and budget. Make sure there is no room for misinterpretation here, use Troy's note to "please post back the words APPROVED, APPROVED with changes (post the changes) or NOT APPROVED (post information)". ALL CAPS, even better.

Note, interestingly he calls Contractor Agreements what I've always known as Master Services Agreements, but they achieve the same. He's also set on fixed 2 week period Sprints, which I've found often require more flexibility in duration depending on what stage you're at in the game and the objectives of the Sprint.


Monday, December 6, 2010

Tip: Basecamp - Changing user priviledges

A useful workaround I've recently came across on Basecamp.

Recently I was PM'ing a project, and had a contractor included in the project under our same company. As we progressed, it soon became apparent we were sharing more about the project, than any contractor should be privy to. Solution?

  1. Create a new company. Call it the same name as the user if you like.
  2. Edit the users details. Within user details is a drop-down with the available companies. Switch the company from your company, to the new company.

Now you are able to change their admin rights (hide to-do's, milestones), and more importantly, can post messages to only your team (not the contractor company) by selecting the Private Message checkbox, before posting your messages. The user is not notified of this change.

More tips? Basecamp recently published a page full of top tips (ok, this one isn't in there) available here -


Sunday, November 28, 2010

Basecamp - Don't forget the Basic Plan

For those that have heard about Basecamp, but never quite sure if it's right for them - the best way to find out is to use it. 37signals have always offered a Free Plan, although increasingly they've made it harder to find on the Plans & Pricing page.

Admittedly it's very limited, 1 project, no file sharing, which is why I always recommend people start with the Basic Plan - 15 projects, 5GB of file storage - and only $24 p/month. Now it appears 37 signals are keen to bump users up to the more-expensive Plus and Premium plans, so this too has been relegated to the bottom of the page. But not lost, so check it out if you want to get a low-cost taste for how Basecamp can rock your PM world..




Tuesday, July 13, 2010

Basecamp Plans & Pricing - Follow the leader

Did 37signals design the perfect Plans & Pricing page when they developed Basecamp? No. But while they continue to iterate, the competitors emulate. Borrowing the design guide for one of their most important pages. It's no surprise 37signals are killing it in this space.

Today there is no excuse. There's free tools to A/B test and optimize. User testing is now a whole lot cheaper thanks to tools such as Silverback. Paper prototyping requires.. paper. Look outside the category. More companies need to be leveraging these tools to innovate, iterate and ultimately lift conversions.

Basecamp -

GoPlan -

Assembla -
Glasscubes -

Update: Robert Dempsey has compiled a collection of Basecamp pricing screenshots since they started. Great to see how both the design has evolved over time, starting very simple, then getting too complicated and then reverting to simple. Cost structure has changed only once.