Having a great team to work with is amazing.nnWhich is why…

Having a great team to work with is amazing.

Which is why flying solo can be a bit tough sometimes – as you need to be a little bit of everything.

If you’re a Salesforce consultant – you may be tasked with implementing a small project on your own that doesn’t have a budget for a PM.

To do that effectively, you need to know how to manage scope, clients, and budget.

– Understand what was sold – both the within the words of the Statement of Work, as well as any ‘verbal’ promises that Sales might have been made during pre-sales

– Set and manage expectations well – especially up front during the Kick-off meeting

– Prep and brief the client on what their obligations are, in order to achieve your key outcomes for workshops and meetings

– Communicate regularly with updates, and be consistent with messaging if the client is failing to meet obligations (e.g. providing reports/decision/info) that can impact project

Manage expectations tightly, and communicate, communicate, communicate.

Otherwise, you might be in for a very not-fun bumpy ride.
Unless you’re one of ‘those’ people who really like stress and character-building situations. 🤨

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