💃 Part 3 of 5 | Salesforce Project Management Phases🕺

Good morning, Salesforce Nerds! Welcome to the third, 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.

Agenda for today includes

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

• Daily Principle

• All the Memes

Execution

Execution is the velocity and throughput stage. Execute your plan! Adapt to the ever-changing environment.

What Is It?

Execution is simply (but not easily...) executing your plan. AND adapting to the ever-changing environment. Murphy's Law is a bit extreme, but things will go wrong - an SME leaves the project for another job, nuance in the SOW will cause misalignment, or an act of God (the February Texas power outage, anyone?) will eat some timeline, but the client is beholden to a legacy contract expiration date so the show must go on.

Takeaway: Execution is heads down checking items off the plan. Besides the hands-on work, getting client sign-off and validations along the way are also important. Finally, something unplanned will occur. The ability to manage change is a necessary skill on the project team.

Why Should I Care?

Execution comes down to 2 things -