Productivity tool hacks for project managers
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Are you searching for ways to maximize your limited time? Let us jump straight into tool hacks all project managers (PM) should be utilizing. If you are not doing so, it is time to start! These tool hacks deliver regardless of whether you are doing Traditional, Waterfall or Agile projects.
The most effective PM has a grasp of these tools and uses them regularly. A PM’s capacity is often split among many projects; they find themselves struggling to keep track and maintaining productivity. Here are six tools and their hacks to get you started on managing your projects efficiently and communicating effectively.
None of the tools that we are about to mention are project tools, they are the regular everyday applications that a company provides for use across disciplines. Here are the hacks for utilizing these applications to become an effective PM, employee, employer, and individual.
For ease, the tools have been categorized by those that (1) serve you (2) serve your purpose and (3) general.
To-do App
At the start of each month look at your project roadmap for the specific goals you have to achieve. Break those monthly actions into weekly routines or targets and from their daily tasks. Add the activities to achieve those goals to your To-do app. Constantly update the task within your To-do app to ensure it’s up-to-date with the latest activities. Avoid clustering your To-do app with small recurring tasks and meetings.
Create a prioritization matrix by highlighting those that are urgent, critical, medium and low. Urgent/Critical: This should be very rare, however, any change or risk that pops up within your project that needs immediate attention should receive this label. Medium: should be your everyday PM tasks such as reports, update documentation, etc. Low: typically tasks to be delegated, however, the activities here require follow-up with the individual instructed to carry them out. Set up recurring features for daily, weekly, and monthly activities with reminders if the app allows for this.
Notepad
For a PM, taking notes differs incredibly from mere meeting minutes. Your notes should capture these three boxes: Highlights (discussions around a specific topic); Next steps (identify activities, owners, due date),
Key Discussion (Any group-wide consensus).
Allow for your Notepad format to align with your meeting layout to be able to capture information easily. Learn to capture notes using shorthand and phrases this will keep a meeting flowing and completed within the timeframe set out. Share your meeting notes with the stakeholders for that session ideally within 24 hours of the session.
Calendar
Organize your calendar using various sub-calendars to separate various projects (for example Out of office, Important meeting sessions, etc) utilizing the colour-coding options. This will help you to understand how the majority of your time is being spent.
When setting up a meeting session ensure the title description is clear to everyone. The structure can include the “[Project Name] [Goal to achieve]” using words like — Align, Discuss, Sync.
Outline the details within your calendar following the PODA principle [Purpose, Objective, Deliverables, and Agenda]. This will ensure clarity for attendees.
Track holidays and personal time-offs of all your team members within your calendar. Having an idea of the schedules of the team helps when planning out various aspects of your project.
Ensure you block out periods on your calendar to gather yourself and to focus on the project administration tasks.
Ensure your calendar isn’t crammed with sessions. Here are a few ratio suggestions to ensure some level of flexibility for unexpected events:
Only have up to 40 percent of your calendar filled with the next week’s events.
At the start of any day ensure that 80–90 percent of your calendar is filled with activities and meetings.
Check your email 2–3 times per day, unless you are awaiting a response for a document and/or decision. Ensure the email thread is in line with the email title. If the discussion starts to move into another topic create a new thread with an appropriate title.
After 5 or more back and forth, it’s best to set up a meeting session to discuss.
Allow the email format to be simple and to the point (avoid writing out long emails with paragraphs).
Email layout should include:
Warm greeting (1 sentence), | Body (quick summary 1–2 sentences) | Bullet points (max 5) and Call to Action
Create email groups, this will prevent you from unintentionally excluding someone from an important email.
Clean your inbox to ensure your email is clutter-free. Having a cluttered inbox can make persons feel overwhelmed. Utilize those three check points to go through your email, highlight important ones that require a response, and those you just need to make notes from.
Powerpoint
Utilize a Slide deck to ensure the majority of the meeting stays within the scope of the objective and agenda. Prep your slide deck at least a day before the session to ensure all the details are up-to-date. Create templates for [Project Kickoff, Meeting session, Project Status update, etc]; these are all common sessions for all sorts of projects.
Keep it simple; use tables, charts where applicable to avoid over-complexity.
Cloud Storage
Cloud storage increases collaboration when developing a project artifact that requires one or more persons working on a single document.
Create a project folder for all projects with sub-folders to archive documents within a system that is easy to follow. Create a number system to keep the order of all the folders example [01 Program Management, 02 Resource, 03 Status Report, etc]. This will ensure all project folders are identical
All project artifacts and materials should fit into one of the folder buckets and the latest version should be archived in real-time.
Conclusion
Utilizing one or more of the hacks above will translate into a more productive working setup that will allow every PM to be up-to-date with their project. It is important to sync the various tools with each other. Your To-do app, for example, should be aligned with your calendar. This ensures that what you are working on within a given day has an assigned time slot in your calendar that meets the level of priority within your To-do app. A good indication of a PM’s effective use of these hacks is a solid work-life balance and never missing key deadlines or objectives.
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