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PROJECT MANAGEMENT
CRAFTING THE IDEAL SYSTEM
CENTRAL ACCESS
Consolidate & integrate programs for a streamlined workflow.
Maintain an organized and easily searchable asset library.
Keep continuity effortless by inputting brand visuals/language and preferred writing styles into creative/writing platforms such as Grammarly & Canva, and by providing a click-to-copy brand guide for efficient reference to hex codes, fonts, etc.
CONSISTENT COMMUNICATION
SYNCED COLLABORATION
Build out tasks using a project management program; consult the team when creating the steps in between.
Make revision requests the team can reference by keeping them written and drawn digitally. This can be done independently or in real-time over video call.
Check-in on completed or pending task statuses via a communication platform such as Slack.
Collaborate in real-time and create visual notes by using platforms that allow you to create these notes directly onto media without compromising the file itself.
Ex. Use Iconik or Frame.io to create time-coded notes and visuals "drawn over" a set duration and placement in a video. Collaborate on a google doc to brainstorm ideas. Use "sticky notes" on canva or comments on a .pdf to provide feedback without altering the design.
Project Management Systems and Processes I've Created & Implemented
TASK-SYNC CALENDAR
SPONSORSHIP ASSETS
Collect information from sponsors via a ClickUp Form (logos, brand guides, bios/copy, sponsorship tier, contact info, etc.)
Utilize the ClickUp List that the ClickUp Form results feed into. Here, internal staff can access all info & attachments given via form submissions.
Using the ClickUp List mentioned, track status of submissions and internal tasks by creating checklists & categories that are not public facing/not synced to the form for staff to track internally.
Creating a smooth digital asset retrieval & communications workflow
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A shared calendar system for cross-functional collaboration on a long-term project with
a website creation & consulting company.
Website consultant provides an Excel File of the gant chart in their Basecamp Database and adds the team to their project management Basecamp Portal.
Upload excel file into Click Up. View as a calendar and pin Calendar View.
Integrate Outlook Calendar
with Click Up, and add as a new calendar in Outlook. This is then color-coded for easy recognition and shared with the team.
MEETING AN ORGANIZATION WHERE THEY ARE
Modernizing processes while respecting the established workflows of tenured team-members
Organize established file storing system by labeling & categorizing the digital assets living in Microsoft Teams.
Create an Excel Sheet. Color code and categorize. Create columns for title, link, description keywords etc. (this is meant to replace a Data Asset Management program for file sharing as staff are hesitant to stray from known programs.)
Sharepoint Files (which are also linked to Microsoft Teams Files) are linked within their column in their respective rows, and are now living in a central searchable location: an online Excel Sheet, available to all staff.
EVENT PLANNING
Simplifying complex logistics & tasks for robust events
Create and title a new
Click Up Space with the event name and year. Create and title Click Up Folders for separate workflows.
Example: Logistics, Digital Assets, Sponsor Outreach, etc.
Create pre-event, post-event & during-event labels in a Click Up list column.
Create Click-Up forms that feed into lists for any asset request communications.
Create columns for deadline dates and assigning team members to tasks. At this point, a dashboard can be creqated to track prorgess and workload of team members , if needed.
Already-Established Processes that I have Utilized as a team member
CONTENT COLLABORATION & COMMUNICATION
Tasks are assigned, managed, and marked completed in Monday. Tasks are detailed and have attachments linked to them when necessary.
At a time when a new Monday Task is made, is waiting on approval, or is marked complete, this is reiterated through communication in the respective Slack Channel for that team/team member.
While communications are tracked on Monday and Slack, notes & feedback for revisions are marked visually in Iconik between collaborators. On videos, notes are marked on the video's corresponding time code.
Tasks are assigned, managed, and marked completed in Asana. Tasks are detailed and have attachments linked to them when necessary.
While communications are tracked on Asana and Slack, notes & feedback for revisions are marked visually in Frame.io between collaborators. On videos, notes are marked on the video's corresponding time code.
At a time when a new Asana Task is made, is waiting on approval, or is marked complete, this is reiterated through communication in the respective Slack Channel for that team/team member.
Tasks are assigned, managed, and marked completed in Asana. Tasks are detailed and have attachments linked to them when necessary.
In this case, Airtable is utilized as a secondary Data Asset Management system to Google Suite. Airtable is used for in-process deliverables, assets needed for media, research & fact-checking materials, etc. With categorization, tagging, and color-coding, Airtable is a useful central database.
Shared Google Docs are utilized during pre-production brainstorms and throughout the collaboration process. Final work/deliverables are uploaded to Google Drive after they are detailed in Airtable, Approved in Asana, and confirmed to be final via Gmail or a Zoom Call.
Integrating oneself into established workflows of different teams & professional settings
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