Description

What are your project management strategies? How do you set expectations with clients and manage your deadlines? Shaun and Rebecca discuss their project management strategies and methods for setting expectations with clients and managing deadlines in the world of interior design. They also dive deep into the challenges of managing project timelines, client expectations, predicting and planning capacity to avoid overbooking, and much more.

In this episode, they discuss:

• How Shaun and Rebecca handle multiple projects and manage client expectations
• Determining if you have the capacity to take on a new project and avoid overbooking
• Organizing and visualizing project workload and pipeline
• Handling challenges like clients being unresponsive or changing their minds during a project
• Setting realistic project timelines and communicating them effectively to clients and adding buffer time for client feedback and approvals
• Some project management tools – Gantt charts, Basecamp, Monday, etc
• Dealing with clients who constantly change requirements or are slow to respond and how that impacts workflow
• Taking time off as a business owner, and challenges and considerations around taking a long break
• Story of a problem Rebecca had with a third-party Dubsado template
• The importance of having backup systems and emergency contacts in place for your business

Mentioned:

PMO Work Management Software | monday.com: https://monday.com/work-management/pmo 

Gantt: https://www.gantt.com/ 

Basecamp: https://basecamp.com/ 

ClickUp: https://clickup.com/ 

Dubsado: https://www.dubsado.com/ 

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