One of the biggest challenges any business owner, freelancer, project manager or customer support expert comes across is gaining trust of their potential and current clients.
Within this session I will be sharing insights into clearly establishing project plans for yourself and clients; with the over arching goal to stay organized and hold each other accountable. I will be speaking about pitfalls of going too far out of your comfort zone or taking on projects that aren’t “quite right”. I’ll touch on jumping into Higher Education, E-Commerce, Online Publications and simply taking on your first big project.
Lastly I’ll provide examples of scenarios that have and have not worked for myself and my team in relation to educating our clients to get the most out of WordPress by getting into the WordPress dashboard and feel comfortable to take ownership of their content and their website because you’ve got their back!
2. AARON
WAREPresident @ Linchpin
Co-Organizer of WordPress RI + WordCamp RI
Biz Owner, Plugin Author, Doer of WordPress
Nearly 20 Years in the Industry.
@aaronware
jetpack.pro/profile/aware
LILOL'ME
4. $
WORDCAMPRI
SEPTEMBER 30TH & OCTOBER 1ST
NEW ENGLAND TECH
EAST GREENWICH CAMPUS
TICKETS NOW AVAILABLE!
2016.RHODEISLAND.WORDCAMP.ORG
5. LET’SGETSTARTED
Post Live
Relationship
Supporting your client and/or
project as needed
Pitch +
Contract
Establishing Expertise and
Setting Project Expectations
Kickoff
Putting the plan into action
Doing the
Work
Following the plan and
getting all the things done
5
@aaronware
#wcbos
12. GETTINGON
THESAME
PAGE
12
deliverables
You provide, proposal,
SOW etc..
Do A they get B in C time
frame for (D)inero
deviation
Effects A,B,C and
potentially D
requirements
RFP, User Stories, A
simple email, cocktail
napkin, some form of
documentation
What are you and/or your team
responsible for
@aaronware
#wcbos
16. DOLLARSTODONUTSA non scientific anecdote
16
THEREISACORRELATIONBETWEENHOWCLOSEACLIENTIS
TOTHEDOLLARSTHEYSPENDWITHYOU
AND
HOWMUCHTHEYTRYTOSQUEEZE
THEMOSTOUTOFSAIDDOLLARS*
*DISCLAIMER:IHAVEZERODATATOBACKUPTHISHYPERBOLE
17. @aaronware
#wcbos
Contract
You have a contract right?
• Accountability
• Protections
• Proof of agreement on
deliverables and
expectations
A verbal contract
isn't worth the paper
it's written on.
- Samuel Goldwyn
17
27. LET’SRECAPWe spent a bunch of time on just the pitch and if you have a contract
Post Live
Relationship
Supporting your client and/or
project as needed
Pitch +
Contract
Establishing Expertise and
Setting Project Expectations
Kickoff
Putting the plan into action
Doing the
Work
Following the plan and
getting all the things done
27
@aaronware
#wcbos
30. ESTABLISHLINESOFCOMMUNICATIONAs set expectations of response times.
30
Phone / Text
I try to not text too early into a project
unless the client establishes that
communication
Slack / Hangouts
Hipchat, Campfire, or any of the other
chat can help streamline
Email
I’ve tried to cut down on emails with
clients but it’s not going a way
31. PROCESSLEADSTOCLARITYDon’t have process for the sake of process
31
Tasks, Take Aways, Action Items + Check-Ins
Everyone involved in the project should have tasks + due dates
goalget to the next
36. LET’SRECAPWe’ve established everyone involved, scheduled check-ins. Refined our project plan.
Doing the work is the easy part
Post Live
Relationship
Supporting your client and/or
project as needed
Pitch +
Contract
Establishing Expertise and
Setting Project Expectations
Kickoff
Putting the plan into action
Doing the
Work
Following the plan and
getting all the things done
36
37.
Familiarity w/
the platform
Installed WordPress
Have we gotten the
client in there?
Create Custom
Things
Have the client review
when stable
Find Bugs Earlier
Get some QA
INTRODUCEYOUR
CLIENTTOFEATURES
ASYOUGO
37
38. @aaronware
#wcbos
There is no need
to wait till
delivery to do
training
GETYOUR
CLIENTINTO
WORDPRESS
EARLY
This helps gain adoption and
fosters engagement.
38
START GOLIVE
39. AVOIDING
INFORMATION
OVERLOAD
39
“Learning from Aaron @ Linchpin is awesome but
sometimes it’s like trying to get a drink from a fire hose.
So much information to absorb in rapid fire
Through out the entire process
Mitchel Sliwaphoto by dallas adams
47. LET’SRECAPWe’ve established everyone involved, scheduled check-ins. Refined our project plan.
Doing the work is the easy part
Post Live
Relationship
Supporting your client and/or
project as needed
Pitch +
Contract
Establishing Expertise and
Setting Project Expectations
Kickoff
Putting the plan into action
Doing the
Work
Following the plan and
getting all the things done
47
51. $
WORDCAMPRI
HOPE TO SEE YOU
SEPTEMBER 30TH & OCTOBER 1ST
NEW ENGLAND TECH
EAST GREENWICH CAMPUS
TICKETS NOW AVAILABLE!
2016.RHODEISLAND.WORDCAMP.ORG
THANKYOU!