7 Need-to-Know Tips for Remote Marketing Project Management

With 88% of organizations opting into remote work during the COVID-19 pandemic, streamlining and automating processes has never been more vital to business success. In this uncertain era, many employers still haven’t announced an official return-to-work date, which means it’s time to hunker down and fine-tune your remote marketing practices to prepare for a successful 2021.

Get our need-to-know tips to manage your remote marketing projects more efficiently.

 

With the large majority of organizations opting into remote work during the COVID-19 pandemic, streamlining and automating processes has never been more vital to business success. In this uncertain era, many employers still haven’t announced an official return-to-work date, which means it’s time to hunker down and fine-tune your remote marketing practices to prepare for a successful 2021.

Get our need-to-know tips to manage your remote marketing projects more efficiently.

 

Tip #1: Define Your Project Scope

You wouldn’t assemble a new bookshelf without the instructions, right? Your marketing projects need the same step-by-step roadmap to create a clear picture of what’s needed from your team. Stop scope creep in its tracks by clearly defining each piece of a project from the start.

Ask yourself:

  • What is the purpose of this project and how will it be measured?
  • What needs to be accomplished, how and by when?
  • Are there any hard considerations like budget, file type, or job type that should be considered?

Clearly defining the ins and outs of your project ahead of time will keep your entire team on the same page from project intake to completion.   Our clients do this using configurable intake forms tied to configurable and repeatable workflows.

 

Tip #2: Simplify and Standardize Processes

Once your project scope is defined, look for areas to simplify and streamline your processes. If your team is consistently working on a certain type of project for a certain client, there are opportunities to create efficiencies throughout the project.

Identify the similarities in your past few campaigns and find areas to streamline. This could look like:

  • Adding or subtracting employees from the approval process
  • Creating standard processes for digital or print projects
  • Realistically planning the number of days a project will take to complete

A good workflow management tool like Workgroups DaVinci will help you do all of this.

 

Tip #3: Identify the 4 Ws of Project Feedback

What are the 4 Ws of project feedback, exactly? We’re glad you asked. A simplified review process helps your projects get from point A to point B smoothly. Involving the right stakeholders at the right time can help eliminate rounds of ongoing feedback for a faster finished product. For better feedback, ask yourself:

  • Who are your reviewers?
  • When do you get the feedback? Are you bringing the right people in at the right time?
  • Where do you get feedback? Email? Hard copies?
  • What feedback do you need? Be specific to keep reviewers on track.

 

Tip #4: Report on Trends and Details

Understanding the factors that create a successful project allows you to create and scale impactful marketing campaigns. Think back to the metrics you defined during project intake. How are you measuring against those metrics to see if you’ve met your goal?

Tools like Workgroups DaVinci with dashboard access are a great option to review projects at-a-glance. With the right tool, you can keep tabs on employee workload, job types, number of job completions and more.

 

Tip #5: Manage Resources

In a remote environment, managers don’t have the advantage of walking to their employee’s desk to see whether or not they’re busy. Since you can’t be on the front lines, managing your team’s workload effectively is key to avoiding burnout and enhancing employee engagement.

Putting the right people in the right place is an effective way to manage your employee resources. Once you have your project defined and a simple overview or dashboard of your team’s workload, you can distribute work evenly with ease.

 

Tip #6: Manage Assets

Managing your assets is just as important as managing your people. Maybe you work on repeat or seasonal projects that you need to refer to or need somewhere to store final versions of documents. While share drives get the job done, they’re not an ideal system of record when you factor in VPN capabilities or a comprehensive search function.

A central system can keep your completed projects secure, ensures your team is referencing the most recent version of a document and helps you locate client work fast.

 

Tip #7: Automate When Appropriate

As a manager, controlling traffic between your team can leave little time for other work. Consider which steps of the process you can automate for their sake and yours. Does your current process allow for real-time notifications when a new project gets assigned or when a reviewer makes a comment? Tackling these small but important steps through automation can help you save time.

For more best practices around marketing workflow management, check out our free live and on-demand webinars.

Interested in learning how to implement these changes for your marketing team? Let’s connect for a conversation or free demo.  To learn more, check out workgroups.com/enterprise, or call us at (319) 337 – 8599 or email sales@workgroups.comWorkgroups DaVinci has the tools you need to enhance your remote marketing efforts and deliver better projects fast.

 

Learn More