DevelopWell Project Management SWOT by Akailah Jenkins McIntyre

Guiding Questions

akailah1 — 2025-02-10 16:54:27 UTC

What are we doing well? What practices feel like they are consistent across client teams (think management, docs & platform usage)? What practices are helping us manage projects effectively?

Guiding Questions

akailah1 — 2025-02-10 16:55:00 UTC

What isn’t going well? What practices feel inconsistent across teams? What practices are contributing to ineffective project management?

Guiding Questions

akailah1 — 2025-02-10 16:55:32 UTC

Where could we be more consistent in our project management practices? What feels duplicative or unnecessary? Where are there inefficiencies? What are our greatest areas of need when it comes to project management?

Guiding Questions

akailah1 — 2025-02-10 16:56:26 UTC

Should we go the path of choosing another project management platform or system, what might get in the way of us executing successfully? What is a current barrier to successful client project management across all client teams, if anything?

2025-02-10 17:08:09 UTC

adoption/ consistent use of PM docs and tools

2025-02-10 17:08:11 UTC

We document a lot through notes docs and Monday

2025-02-10 17:08:30 UTC

Monday automations and approvals are smooth

2025-02-10 17:08:43 UTC

Redundancy across tools and docs, including duplication of material for client and internal use

2025-02-10 17:08:49 UTC

inconsistent adoption and over-indexing towards task management over project management

2025-02-10 17:09:07 UTC

Monday automations are really helpful for knowing what needs to be reviewed and when

2025-02-10 17:09:24 UTC

unclear timeline with clients leads to inconsistent client management and scope execution

2025-02-10 17:09:34 UTC

we don't have a way to see all project moving at once to understand how timelines intersect/ capacity impacts

multiple mediums capturing the same/different work streams

2025-02-10 17:09:38 UTC

2025-02-10 17:09:40 UTC

We use both docs and Monday, and it isn't necessarily clear what should be used when

2025-02-10 17:10:02 UTC

Monday orients toward tasks but not full project visibility

2025-02-10 17:10:10 UTC

we can change the way we use our tools/Monday, and this timing feels good because we're changing the way we set up projects

2025-02-10 17:10:14 UTC

Required to look in many different places to understand what is happening with a client or project, monday search function is particularly cumbersome

2025-02-10 17:10:19 UTC

There are so many individual tasks on Monday that it just feels like a bunch of stuff thrown on the board

2025-02-10 17:10:34 UTC

Monday's political stance

2025-02-10 17:10:34 UTC

Automations with slack are great

2025-02-10 17:10:59 UTC

Consistent doc practices across clients

2025-02-10 17:11:00 UTC

I haven't seen another project management tool that feels like it would solve our problems - it would just give us a blank slate

2025-02-10 17:11:17 UTC

Simplify and streamline, less redundancies and simpler practices with clients ie. pull takeaways and decisions from Fathom

2025-02-10 17:11:20 UTC

inconsistent adoption and lack of accountability to use the tools

2025-02-10 17:11:57 UTC

Monday client view has the potential to solve some of our issues

2025-02-10 17:12:00 UTC

stronger doc integration so we aren't working in a platform side by side with gdocs, click up is a great example of this

2025-02-10 17:12:02 UTC

Dedicated slack channels for clients and internals, helpful for keeping things in one place and to reference as record

2025-02-10 17:12:03 UTC

Consistent and regular referencing of the platform in team calls

2025-02-10 17:12:36 UTC

retroactive use of tools and platforms

2025-02-10 17:12:40 UTC

changing our client management practices and choosing a new PM tool gives us a natural reset as a team and opp to better adopt and utilize a new path fwd

2025-02-10 17:12:48 UTC

Reminders to update channels and platform regularly

2025-02-10 17:13:39 UTC

no consistent 'language' of use (naming convention, consistent statuses/colors, expectations for use) across different parts of monday.com

2025-02-10 17:13:56 UTC

We have to be consistent in our adaptation of any tool we choose

2025-02-10 17:14:06 UTC

clients in particular are well documented and detailed, maybe a bit more than necessary, but much better than where we used to be which was having everything in individual brains on the team

2025-02-10 17:14:32 UTC

the work to get on another tool, knowing they all rely on consistent adoption, is a concern for me

2025-02-10 17:15:00 UTC

No single place to go to for project reference where everything can be found. Multiple places and inconsistent updating.

2025-02-10 17:15:01 UTC

be more consistent with prep calls, not just focused on the work but also roles on the client meeting to support growth and development of team members

2025-02-10 17:15:01 UTC

I really think that we just like google docs and spreadsheets. I wonder how likely we are to adapt any tool fully

2025-02-10 17:15:14 UTC

doc mgmt, version control, and google docs in general could use a refresh on norms -- using an old structure but it needs an update now that we've added fathom into the mix

2025-02-10 17:15:32 UTC

we can't see clients and internal work side by side, never have a clear picture of everything we are doing

2025-02-10 17:16:13 UTC

inconsistent docs and monday integration / norms

2025-02-10 17:17:30 UTC

no uniform single practice for all when it comes to referencing monday (e.g. daily? weekly? all boards? A vs R should be looking for what exactly?)

2025-02-10 17:21:52 UTC

develop a pm approach -- purpose, tools used, what each tool is used for, problems we use this approach to solve for, etc.