Project Management in Salesforce
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Project management is all about guiding a team to achieve all project goals within specified constraints, which are typically outlined in the project documentation created at the project’s inception.
These main constraints usually include scope, time, and budget. For example, your goal might be to develop software or organize a networking event.
To reach your end goal project management involves establishing goals, scheduling tasks, managing teams, monitoring progress, and collaborating with stakeholders.
There are various structured frameworks, such as Agile, Kanban, or Scrum, that you can use to achieve your project objectives. Although each framework has its own approach, they all focus on the necessary steps to complete your project on time and within budget.
If you want to deliver projects on time and within budget while keeping stakeholders happy, efficient project management is crucial. But what makes for great project management? Which frameworks work best, and what features should you look for in project management software?
This newsletter covers the essential steps in Salesforce project management, ensuring you have all the knowledge necessary for successful project execution.
Why is Project Management Important?
Project management is all about setting and achieving clear goals and objectives while staying within scope, time, and budget limits. It uses structured methods and frameworks to make sure tasks are done efficiently and systematically.
Good project management makes the best use of resources like people, money, and materials, avoiding waste and boosting productivity.
By continuously monitoring and evaluating progress, project management helps ensure that the final product meets the required quality standards.
Here are the key documents you need to complete the project life cycle successfully:
Project Planner
The project plan is a detailed roadmap for how the project will be executed, monitored, and controlled. It includes the project scope, schedule, cost management, quality management, resource management, communication plan, risk management, procurement plan, and stakeholder engagement plan.
Project Charter
The project charter officially starts the project, explaining its goals, scope, stakeholders, and the project manager's authority. It includes the project objectives, main requirements, key stakeholders, budget, timeline, and the project manager's duties.
Requirements Document
The purpose is to capture all functional and non-functional requirements for the Salesforce implementation. It includes detailed descriptions of business processes, user stories, system requirements, data requirements, and security requirements.
Functional Requirement Document
The Functional Requirements Document (FRD) outlines an application’s functional requirements, acting like a contract between developers and clients. It details the system's intended behaviour, such as services, tasks, calculations, data processing, and user interactions, tailored to the project's specific needs.
Business Requirements Document
Business Requirement Documents (BRD) gather all the business requirements needed to build a new application or replace an old one. They are also used for Requests for Proposals (RFP) for new projects.
BRDs provide a clear understanding of requirements for all project stakeholders, ensuring everyone is aligned on addressing business needs.
They record functional, quality, and usability requirements in an easy-to-understand format for future analysis, design activities, and for all business stakeholders.
Components of BRD are:
Project Schedule
At its core, the project schedule outlines the timeline for completing all project tasks. It can also provide additional details like the resources required for each task, who is responsible for them, the float or slack time, and the critical path.
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Risk Register
This document lets you list all potential project risks with brief descriptions of their potential impact and likelihood. A risk register is crucial because it provides key information for your risk management plan, which includes all risk management documents, strategies, and guidelines.
Scope Statement
A scope statement outlines the activities needed to complete a project, helping project managers inform stakeholders about what will and won’t be done to set clear expectations from the start. It's part of the scope management plan, which details all procedures and guidelines related to the project scope.
Project Closure Template
At the end of a project, creating documentation is essential. Project managers need to close contracts, document lessons learned, and get formal approval from stakeholders. Documenting these tasks ensures nothing is overlooked.
Project Postmortem
One of the best parts of project management is completing the project. You and your team worked hard to get here, so take some time to celebrate and reflect on all the great work you've done.
A postmortem meeting is a perfect way to reflect. Held after the project ends, this meeting lets your team identify what went well and what could have been done differently.
These meetings are a great opportunity to celebrate wins, review your team's workflow, and improve processes for next time.
Benefits of Project Postmortem Meeting:
Conclusion
Effective project management for a Salesforce implementation needs careful documentation at every stage. These documents guide the project team and keep all stakeholders aligned and informed.
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