{"id":20498,"date":"2020-09-29T11:48:48","date_gmt":"2020-09-29T15:48:48","guid":{"rendered":"https:\/\/wproadmaps.com\/?p=20498"},"modified":"2022-08-01T15:26:00","modified_gmt":"2022-08-01T19:26:00","slug":"essential-project-management-processes-every-agency-needs","status":"publish","type":"post","link":"https:\/\/wproadmaps.com\/essential-project-management-processes-every-agency-needs\/","title":{"rendered":"Essential Project Management Processes Every Agency Needs"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20498\" class=\"elementor elementor-20498\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-d9d22d2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d9d22d2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3161905\" data-id=\"3161905\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ed56fa0 elementor-widget elementor-widget-text-editor\" data-id=\"ed56fa0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>If you\u2019ve been following me for any time at all, you know I talk about the Six Productivity Principles for WordPress Project Success \u2013 ALL. THE. TIME. But they changed my life. That\u2019s so trite these days but in this case, it\u2019s true. These principles changed everything about the way I do any kind of project related anything, whether it&#8217;s at home, tiling your kitchen floor, or managing a WordPress project, or managing a project to go on an international vacation. And for all that planning that takes place, these same principles apply to everything.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-17f2c24 elementor-widget elementor-widget-heading\" data-id=\"17f2c24\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The 6 Productivity Principles for WordPress Project Success<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b24989d elementor-widget elementor-widget-text-editor\" data-id=\"b24989d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li>Define the job in detail with a content-first approach<\/li><li>Break the job down<\/li><li>Estimate the time and costs OFTEN<\/li><li>Get the right resources involved<\/li><li>Establish and stick to a change procedure<\/li><li>Agree on acceptance criteria<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d7e7e8 elementor-widget elementor-widget-text-editor\" data-id=\"8d7e7e8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>And when you apply these principles to your agency work, each one boils down into 1 or more (usually more) processes that you need to have in place to ensure success. And then those processes are boiled down into step-by-step procedures.<\/p><p>It&#8217;s so simple once you know what should be in these processes, but it&#8217;s time consuming. So let me go over what those essential processes are. There are many more processes that may come into play but these 10 are the core essential processes for proper project management (implementing the principles).<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-392e938 elementor-widget elementor-widget-video\" data-id=\"392e938\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/hdqKek8uNpg&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2845845 elementor-widget elementor-widget-text-editor\" data-id=\"2845845\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p style=\"text-align: center;\">For more detail on these 10 Essential Project Management Processes and the ones that I consider to be the 4 MOST critical, watch this video.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2dc3aec elementor-widget elementor-widget-text-editor\" data-id=\"2dc3aec\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c3695e elementor-widget elementor-widget-heading\" data-id=\"9c3695e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">10 Essential Project Management Processes Every Agency Needs<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e95d62 elementor-widget elementor-widget-text-editor\" data-id=\"2e95d62\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ol><li><strong>Two-Step Proposal Process <\/strong>&#8211; so you don&#8217;t give too precise an estimate too early in the process before you do the discovery.<\/li><li><strong>Requirements Definition<\/strong> \u2013 How are you going to determine what does this website needs to do? What business problem does it need to solve?<\/li><li><strong>Issues Management<\/strong> \u2013 Issues are things unexpected things that happen on a project that threaten the cost, schedule, or scope. How will you manage and escalate issues on your projects?<\/li><li><strong>Risk Management<\/strong> \u2013 Risk are potential problems you can foresee and plan how to manage. How will you identify and mitigate risks on your projects?<\/li><li><strong>Content-first Development Approach<\/strong> \u2013 This means no development occurs until all the content is received and is the ONLY way to ensure you do not waste time when the client is late with content.<\/li><li><strong>WordPress Technical Approach<\/strong> &#8211; you need a starter site that you can use to quickly spin up new sites (and then make the changes to it). This needs to already have your plugin stack of your preferred and tested plugins installed.<\/li><li><strong>Communication Plan<\/strong> &#8211; What is appropriate communication with the client? What are the channels you&#8217;re going to use? What are the boundaries, you&#8217;re going to set for the client?<\/li><li><strong>Defendable Estimating Process<\/strong> &#8211; How are you doing your estimates? Is it something that you can do the same way every time so that you can improve? That&#8217;s why you need a defendable estimating process. Not that the client would ever ask you, but just in case they do, you need to be able to describe to them something other than \u201cI just kind of grabbed something out of the air.\u201d<\/li><li><strong>Change Control<\/strong> &#8211; This is probably one of my favorite ones. That&#8217;s just to keep scope creep from happening. And for those of you who don&#8217;t know what scope creep is, when the client asks for one little thing, and then you do it and then they ask for another little thing, and then you do it and then all of a sudden, this project has ended up with a whole lot of more requirements than you ever thought about at the beginning and you gave away a whole bunch of it for free.<\/li><li><strong>Acceptance Management<\/strong> &#8211; This is just what it sounds like. How do you know when you are DONE? What are the checklist of things that this deliverable (or project) must have in order for it to be considered complete and approvable. That needs to be decided before work begins on any deliverable.<\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-13ec903 elementor-widget elementor-widget-text-editor\" data-id=\"13ec903\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Watch the video for more detail on these 10 processes.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-363f095 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"363f095\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-20cbd9a\" data-id=\"20cbd9a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3b821c5 elementor-widget elementor-widget-heading\" data-id=\"3b821c5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Want to learn how to consistently get your projects completed on time and within budget?<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-2d6144a elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"2d6144a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d3e3284\" data-id=\"d3e3284\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-497354c elementor-widget elementor-widget-image\" data-id=\"497354c\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/wproadmaps.com\/joinus\/\" target=\"_blank\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"600\" height=\"167\" src=\"https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-600x167.png\" class=\"attachment-medium size-medium wp-image-20067\" alt=\"\" srcset=\"https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-600x167.png 600w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-1024x284.png 1024w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-768x213.png 768w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-50x14.png 50w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-380x106.png 380w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main-100x28.png 100w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2022\/02\/WPPMA-Logo-Main.png 1080w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-0a4e00c\" data-id=\"0a4e00c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ffcc3db elementor-widget elementor-widget-text-editor\" data-id=\"ffcc3db\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><a href=\"https:\/\/wproadmaps.com\/joinus\/\" target=\"_blank\" rel=\"noopener\" data-wplink-edit=\"true\"><span style=\"text-decoration: underline;\"><strong>Join the WP Project Manager&#8217;s Academy<\/strong><\/span><\/a> &#8211; a FREE membership program where you can learn everything you need to know to consistently get your projects completed on time, within budget, with features that meet the client&#8217;s business requirements WITHOUT sacrificing profit.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-9ea6460 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9ea6460\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a40b4fd\" data-id=\"a40b4fd\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4e0424e elementor-widget elementor-widget-text-editor\" data-id=\"4e0424e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>You might also want to\u00a0<a href=\"https:\/\/www.facebook.com\/groups\/WordPressPM\/\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline;\"><strong>Join our Facebook Group<\/strong><\/span><\/a>\u00a0 where we have weekly live trainings on all things project and productivity management as well as a Friday chat session.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-8bec1ac\" data-id=\"8bec1ac\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cb14d41 elementor-widget elementor-widget-image\" data-id=\"cb14d41\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.facebook.com\/groups\/WordPressPM\/\" target=\"_blank\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"987\" height=\"501\" src=\"https:\/\/wproadmaps.com\/wp-content\/uploads\/2019\/05\/facebookGROUPheader3insta.png\" class=\"attachment-large size-large wp-image-4994\" alt=\"\" srcset=\"https:\/\/wproadmaps.com\/wp-content\/uploads\/2019\/05\/facebookGROUPheader3insta.png 987w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2019\/05\/facebookGROUPheader3insta-300x152.png 300w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2019\/05\/facebookGROUPheader3insta-768x390.png 768w, https:\/\/wproadmaps.com\/wp-content\/uploads\/2019\/05\/facebookGROUPheader3insta-400x203.png 400w\" sizes=\"(max-width: 987px) 100vw, 987px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>If you\u2019ve been following me for any time at all, you know I talk about the Six Productivity Principles for WordPress Project Success \u2013 ALL. THE. TIME. But they changed my life. That\u2019s so trite these days but in this case, it\u2019s true. These principles changed everything about the way I do any kind of&#8230;<\/p>\n","protected":false},"author":2,"featured_media":20509,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[17,54,53,55,29,26],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Essential Project Management Processes Every Agency Needs - WP Roadmaps<\/title>\n<meta name=\"description\" content=\"When you apply the 6 Six Productivity Productivity Principles for WordPress Project Success to your agency work, each one boils down into 1 or more Project Management Processes you need to have in place to ensure success. 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