Project-managing and working with colleagues waaaasssnn’t exactly easy before the crisis. So I’m imagining that for most of us, things feel much trickier.
I can happily spend hours working alone in a spreadsheet. And I have! But there’s an undeniable satisfaction that comes with being able to work with a bunch of people, to achieve an important outcome for your org and your mission. When that happens, it’s a great feeling.
And when that doesn’t? It’s usually a hiccup somewhere in the coordination.
For a blog that’s about nonprofit productivity, I have a bit of a confession. And if you read my last post, you probably caught it – in the section where I talk about how I manage my work tasks.
Or more specifically, the fact that I don‘t. 😞 I know. Don’t judge me, gang.
It’s not for lack of trying! I’ve stopped and started many a system – spreadsheets, Salesforce, even written planners. Once I reach a point where using the system feels like more work than help, I cut it out of my life.
But now that the demands on my job are increasing, my current “system” of inbox to calendar to memory isn’t cutting it. It’s time for this gal to change her ways.
If you’ve noticed I’ve been MIA the past 2 weeks…here’s the scoop.
I am neck-deep in a system migration right now, thanks to the shutdown of our online ticketing system. (If the phrase “Desk to Service Cloud” means anything to you, reach out. You’re likely a Salesforce admin doing the same thing, so we can commiserate together! 😅)
Any database manager will tell you that when it comes to implementing a new system, seamless-ness is next to godliness . If no one complains on launch day, then youknocked it out of the park. That’s my goal.
How do you organize your work requests? Have you got your system down?
I’ll be honest: when it comes to task management, I’ve started, abandoned and restarted systems. It’s easy to let ourselves get disorganized when things get chaotic!
But for requests that involve staff (or other constituents), it’s never a good idea to let this slide. You need to proactively capture those needs, stakeholders, and project updates. Otherwise, details slip through the cracks and communication breaks down across teams.
A good process keeps us covered here. We know how to build a framework that guides us in executing requests. We’ve also figured out how our colleagues should reach out to us. Now it’s accountability time: how do we document and manage that process from start to finish?