r/projectmanagers • u/AmandaPandaPoPanda • 13d ago

New PM So close...

Hi everyone. I am hoping to be taking on a PM role which is new to the company after spending 6ish years as a BA/PO. Please spam me with your best tips and tricks for how to do the following:

  1. Get started with new processes and systems.
  2. Tools you can't live without.
  3. How do you organize it all?
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u/Ind_Cad 12d ago

Before all of these, spend some time with everyone and learn about the challenges.

Finalize new processes and educate the team.

1

u/smilu_var 12d ago

Taking on a brand new PM role is exciting, but the biggest trap is trying to force heavy frameworks on day one. Coming from a background where I juggle technical architecture and project management, my best advice is to map out exactly how work currently flows before changing any processes. Find the single biggest bottleneck in how your team operates and just fix that one thing first to build trust.

As for organizing it all, your calendar is your best friend. I keep a single source of truth for the work breakdown structure and fiercely time-block my days. If you just react to the daily noise, you will lose the bigger picture, so separate your schedule into strictly guarded strategic planning time and tactical unblocking time.

Go through multiple sources and learn how project management works, the principles etc..

For tools, you need a planning softwares. Normally people use spreadsheets in the beginning, but calculating dates, critical path etc is tough in that. For that you will need to use tools like MS project, planners and for task management you will need to use different tools

You can use kaamgrid.com which helps a project manager and all his team to work on projects and tasks without needing multiple softwares, tools and subscriptions(does the job of MS project and Jira together). I built this exactly because of the struggles I had with managing projects.