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  • 💃 Part 2 of 5 | Salesforce Project Management Phases🕺

💃 Part 2 of 5 | Salesforce Project Management Phases🕺

Planning Isn't Complete Until You Know How To Get To The End

Good morning, Salesforce Nerds! Welcome to the second, in a series of five, newsletters dedicated to Salesforce Implementations and how to succeed using the five Project Management phases - Initiation, Planning, Execution, Monitor/Control, and Close.

This knowledge can scale up and down for small changes, like adding fields, to large and complex implementations of Salesforce solutions. They are applicable to Business Analysts, Project Managers, Salesforce Admins, Consultants, Developers, Architects, etc. You may be responsible for none, some, or all of these. Regardless, your awareness of them will add value to your career.

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Agenda for today includes

  • Initiation -> Planning -> Execution -> Monitor/Control -> Close

  • Daily Principle

  • All the Memes

Planning

Planning Isn't Complete Until You Know How To Get To The End!

What Is It?

It is...everything! The Who (stakeholders), What (things), When (timelines, milestones), Where (environments, project documentation repositories), and How (tools and techniques). The Why will have been defined in the initiation, and repeated often through the entire project.

Why Should I Care?

These quotes say it best

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