A Complex Landscape, Management in the Agency World Presented by: Aazir Munir
Table of Contents • Who I am and what I do • Agency challenges • Strategies • Q&A
Who I am • Project Manager • Philosophy student • Volunteer • Adrenaline junkie
What I do Project Manager at Venuiti Solutions - Client Management - Team Management - Business strategy - Whatever’s needed!
Agency Challenges • Large number of projects across industries • Variety in terms of scope and scale
Agency Challenges • Not always understanding the full picture of what you are working on
Agency Challenges • Not always understanding the full picture of what you are working on
Agency Challenges • Working with disconnected groups of people with possibility conflicting priorities and timelines • Being on-call for different clients in different time zones
Agency Challenges • Being a third-party, you are an easy scapegoat for any issues • You stay in the shadows for any successes, which can make internal team motivation more difficult
Solutions • Keeping a close eye on every step of the process to mitigate risks • Making the project process consistent across clients so that information is easy to read
Solutions • Using the latest and greatest agile methodologies and processes • Making sure that everything is set up so that the technical needs are met as the first priority
Solutions • Using the latest and greatest agile methodology and technologies • Making sure that everything is set up so that the technical needs are met as the first priority
Real Solutions • People first • Business value second • Everything else after • Tools and Technology • Process • Design
Relationships • Remember that everything we do is for humans. In the end, regardless of the industry, you are working with and for people • Work together in-person whenever possible to build connections
Relationships • In status meetings, in addition to reporting on progress, make sure you ask clients what the updates are on their end. Show that you really care about the overall business • Find something with each project that you really care about
Relationships When working on new clients, make sure you really understand their needs and document them • Why • Who • What • Where • When
Documentation • Document as much as possible • Due diligence questions • Technical processes • Project Documentation • Client information and bios • Business environment and strategy • Best practices for all repeated tasks
Client Documentation • Client decisions and scope changes • Internal client profiles for better communication
Client Profile Frustrations Details Bio Age: 36 Missed deadlines • I don’t care how you Tim is a career Legacy technology • marketer who has Job Title: VP Marketing do it, just get the job Any issues in • grown up in the done and don’t waste Company: Smith Tech analytics digital space. He is my money Education: BA, MBA implementation or particularly well- configuration versed in SEO and knows the tools Interests Goals inside and out. He Tim Jones SEO and SEM • Career progression • was promoted to VP Cutting-edge • at Smith recently and is eager Technology Campaigns that • to make his mark. College Football • drive results Hiking • according to Personality defined KPI’s Traits Patient Results-Oriented Tech Savvy Relaxed Meticulous Sentimental
Process and Automation • Design processes according to the value they will provide • Keep workflows flexible but consistent to drive meaningful efficiency
Process and Automation • Automation plugins and integrations are available for all major project management systems • It requires initial investment, but designing a custom system for complex projects that work across tools and technologies can drive efficiency
Process and Automation Workflows Centralized PM System - Status overview - Triggers which create assets, assign them to users and provide alerts - Report generation for clients and employees
Key Takeaways • Agencies harbour complexity through scope and scale • People first, business value second, everything else after • Document everything • Automate where possible to free your creative resources
Connect with me: www.linkedin.com/in/aazirmunir/ Aazir.Munir@Venuiti.com 24
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