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How To Guides

Here you’ll find all my How To Guides. Covering various aspects of project management, hopefully I’ve got you covered if you need to know how to do something!


manage negative attitude

How to Manage a Team Member With A Negative Attitude

Learn how to recognise a negative attitude at work and how to manage the situation. These tips will help you...
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10 Tips for Good Meeting Minutes

Learn how to write great minutes with these tips for meeting minutes. We all have to record what went on...
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9 Essential Project Documents

9 Essential Project Documents (With Templates)

Project management can create a lot of paperwork, and it’s not always the stuff you want or need. Let’s talk...
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How to do document version control

How To Do Document Version Control (with example)

Learn how to do document version control. It's a way of making sure you know which is the current iteration...
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Complete Guide To RACI Charts

A Complete Guide to RACI/RASCI Charts

Everything you ever wanted to know about RACI charts (or RASCI, if you prefer that version). Includes a RACI example...
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How to Juggle Work With Your PMP Study Plan

Learn how to create a PMP study plan that works for you with these practical tips for finding time to...
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Coworkers discussing ethics tips for project managers

7 Ethics Tips For Project Managers

Learn how to avoid difficult situations at work with these project management ethics tips.
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Project Resource Management

Resource Management in Projects: The Ultimate Guide

Projects are done by people. Whether that’s just you, or whether you have a team of many hundreds, a project...
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15 Practical Tips to Improve Project Communication

Learn how to improve project communication with these tried and tested tips that will make it easier to do at...
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woman on way to kick off meeting

How to hold a Brilliant Kick off Meeting

The kick off meeting is a really important part of the project. It is your chance to set the tone...
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How to create checklists to speed up tasks

How to Create A Checklist to Speed Up Tasks in 3 Easy Steps

Here's how to create a checklist in 3 easy steps - then you can use it to speed up repetitive...
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How to get colleagues to take responsibility for tasks

The Ultimate Guide to Getting People to Take Responsibility At Work

If you find yourself chasing your team all the time, you need to read the ultimate guide to getting people...
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Zombie Projects and How to Kill Them

Learn how to kill off those projects that never seem to end! These tips will help you define and scope...
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How to delegate tasks

How to Delegate Tasks

Learn how to delegate with this complete guide to delegating tasks. I show you why effective delegation is part of...
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Easy Ways to Make a Gantt Chart

3 Easy Ways To Make a Gantt Chart (+ Free Excel Template)

Best practices for making Gantt charts and get a free Gantt Chart Excel template in my project management resource library.
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How to Ask for Part-Time Hours

In this article I’ll share some tips on how I asked for part-time hours and how you can do the...
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How To Help Your Team Manage Project Risk

Here’s how project managers can help their teams manage risk effectively, so that everyone benefits from effective risk management.
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How to Improve Problem Solving with Lessons Learned

Expand your problem solving toolkit by using your lessons learned log to uncover potential problems.
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How To Manage Multiple Projects At The Same Time

Copy what I do to manage your tasks, resources and time across several projects at once! This article shares loads...
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How to Track Percent Complete

Take a look at 3 methods to track percent complete. This is helpful information for all project managers.
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woman holding coffee mug creating a project budget

How to create a project budget

In this article we’ll look at how to segment costs, how to find out the cost of things, and then...
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How to Use the SCARF Framework to Manage Change on Projects

Carole Osterweil explains the SCARF model as a way understand and respond to behaviour – both from yourself and others.
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The Ultimate Guide to Easy Dashboards for Projects

This guide will show how you can make the best use of dashboards on your project to track metrics and...
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How to Motivate Your Project Team

How To Motivate Your Project Team

Ruth Pearce knows everything there is to know about motivating your project team. I interviewed her to find out more.
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Lessons learned management techniques

Lessons Learned Management Techniques [Podcast]

Find out about the project lessons learned management techniques that will help you run effective lessons learned and retrospective sessions....
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How to manage a construction project

How to Manage a Construction Project

Construction project management has similarities to managing projects in other industries: ultimately, you’re aiming to get something delivered on time,...
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Agile team

How To Present To Project Executives

Presentations of project information to your peers and the people in the C-Suite (CEOs, CFOs, the Board) can be very...
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project success criteria

The Definitive Guide to Project Success Criteria

Get a free done-for-you list of example project success criteria in this article, along with everything you need to know...
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How To Improve Your Projects In An Hour

Found yourself with an hour to spare? Here are 5 practical things that you can do to improve your projects...
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Jordan Melson

How to Know if Your Project Goals Are Realistic

This is a guest post by Jordan Melson from Technology Advice. We all have a pretty good mental picture of...
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Dave Gordon

How to Manage Auditability (and other non-functional, non-technical requirements)

This is a guest post by Dave Gordon. One of the most common causes for IT projects to slip into...
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Project quality management

How to Manage Project Quality (Without a Quality Plan)

None of my projects have a quality plan, but my teams still deliver quality projects. You don't need them either...
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3 Steps to Take When Failure is Not an Option

The 3 Steps to Take When Failure is Not an Option: Getting to Impeccable Business Execution

Our expectation for consistent, immediate and high-quality service is at a level never before seen in human history. But can...
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Solving issues the Sherlock Holmes way

How To Solve Issues The Sherlock Holmes Way

Find out why resolving issues on projects is like the work Sherlock Holmes does in the Conan Doyle stories. Learn...
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5 Common Scheduling Mistakes (and What to do Instead)

5 Common Scheduling Mistakes (And What To Do Instead)

In my experience, there are some very common reasons for project schedules turning out to be unreliable. Here are 5.
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How to create a project communications plan

7 Steps To A Good Project Communications Plan

Find out how to create a project communications plan in 7 easy steps. A communications plan helps you get the...
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How to compile busines requirements

How To Compile Business Requirements

How do you put together business requirements? This article explains how to get started gathering, compiling, eliciting and recording business...
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How to Be Assertive At Work (Nicely)

A project management soft skill that we can all work on is being assertive at work. Andy Kaufman offers advice...
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Doing things right

How to be a PMO Leader: Book Review of Leading Successful PMOs

Project managers have to be project leaders as well, at least some of the time. But what happens when you...
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How to Avoid the 4 Sins of Meetings

How To Avoid The 4 Sins of Meetings

There are 4 meeting sins that you should definitely avoid. Gerry Lewis's book Shine discusses what they are and how...
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Shawn Kent Hayashi

How To Identify And Resolve Conflict

This is a guest post by Shawn Kent Hayashi, of The Professional Development Group. Many wonderful experiences and products were...
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How to Manage Expectations on Your Projects

How to Manage Expectations on Your Projects

This is a guest article by Grace Windsor from BrightWork. Have you ever delivered a project on time and within...
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How to make meetings relevant to everyone

How to Make Project Meetings Relevant to Everyone

Learn how to engage everyone during a meeting - and if you really can't make that work, learn some strategies...
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introduction to project steering groups

An Introduction to Project Steering Groups

Here’s an introduction to project steering groups as part of the governance framework so you can get yours set up...
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Identifying project dependencies and constraints

5 Steps for Identifying Project Dependencies and Constraints

This 5-step approach to identifying project dependencies and constraints will help you get started quickly. We'll also talk about how...
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How to Pick Up a Project From Someone Else

How To Pick Up A Project From Someone Else

Picking up a project from another project manager and not sure where to begin? Here are some tried and true...
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communicate effectively

How To Communicate Effectively When You’ve Got No Time For Meetings

Learn how to communicate effectively with your team when you don't have time for meetings. These tips will make it...
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How To Categorise Data in Project Management Software

Data taxonomy is a great way to find the data that you need in project management software tools. This how...
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How To Make Stakeholder Management Easier

I’ve put together a Stakeholder Management Masterclass to help you create better working relationships with your stakeholders.
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How to Delegate Tasks

How to Delegate Tasks With More Confidence and Less Stress

Learn how to delegate tasks effectively. This huge guide will step you through exactly what you need to at work...
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Implement project management strategy

How To Implement Strategy [Video]

An interview with Todd Williams, author of Filling Execution Gaps, on how to implement strategy in your projects.
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Become a Project Manager

How to Become a Project Manager: 3 Ways to Get A Job

Learn how to become a project manager in this article where I’ll explain three routes to entering the profession.
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How to manage multiple projects

6 Real Project Managers Show You How To Manage Multiple Projects

Six real project managers share how they stay on top of multiple projects. Their tips will help you manage your...
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How to work as an accidental project manager

How To Start A Project As An Accidental Project Manager

So you've just been handed a project to manage? You're an accidental project manager! These tips will help you get...
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How To Close A Project In PRINCE2

A project has a start, a middle and an end, so closing a project is an important part of the...
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How To Manage Fixed Date Projects in PRINCE2

Planning is an essential part of what project managers do, so you would expect there to be some mention of...
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Get started as a digital project manager

How to Get Your Foot in the Door as a DPM

Do you want to find a job as a digital project manager, working in an agency setting? It's a difficult...
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How To Create A Meeting Agenda That Actually Works [Infographic]

Find out what you need to do to get a meeting agenda that works - plus details on how to...
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These 7 steps will help you close down your projects and hand them over to operational teams effectively and with less stress at work #projectmanager

How To Close A Project Effectively [Infographic]

Learn how to close a project in 7 simple steps. This infographic walks you through what's required to shut down...
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How to Get Started with MindManager 2018

How To Get Started With MindManager 2018 [Software Review]

Learn how to get started with Mindjet MindManager 2018. This MindManager review and mini-tutorial on how to create a mindmap...
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RFC process

How To Manage Constantly Changing Requirements

This is an extract from Project Pain Reliever. I contributed two chapters. Last week’s extract was about the issues and...
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How To Recover troubled programmes (part 1)

There’s only one thing worse than being told bad news, and that is being told about bad news late.  When...
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How To Recover troubled programmes (part 2)

Are you seeing any of the problems faced by troubled programmes that I talked about last week?  If so, you...
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Interview with William W. Davis

How To Be An Estimating Superhero

Learn how to be an estimating superhero in this interview with William W. Davis of Statistical PERT. This will definitely...
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Ian Needs

How to Develop Olympic Project Management Skills

This is a contributed article by Ian Needs, Marketing Manager at KeyedIn Solutions. It’s been about a year since the...
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How To Manage Tolerances In PRINCE2

Welcome to this year’s feature spot.  Each month I will have an insight into the world of PRINCE2 – news,...
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Make your Shift

How To Deal With Gossip At Work

We all like a good chat about our colleagues, don’t we? On challenging projects with big teams there is always...
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Podcast: How To Communicate Without Breaking the Bank

A while back I recorded an interview for the American Management Association’s podcast series, Edgewise. The interview is one of...
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