The Way I Manage My Projects with brightpod
Elevate My Brand brings companies and brands to life globally through engaging digital strategies and live events, making them more visible and more profitable.
It differs for each member of our team, which is part of the fun and excitement of being a small marketing agency. You never quite know how the day is going to turn out. But if I had to summarize it? It could go from a client meeting or brainstorm session to a few client calls to writing a blog to drafting a proposal to coming up with taglines for an ad campaign to looking over logo samples from our graphic designer and launching a client’s new website. There is never, ever a dull moment around here.
As the Director of Operations, my day starts and ends with my email, and with my lists, which is why I love Brightpod. After scouring my inbox for any surprises or red flags, I plan out my day and my tasks, and do the same at the end of the day so I can try to have a clear vision of the next day’s workload.
The workflows are definitely a wonderful solution for saving time and eliminating duplicative work. While it may take a little while to set them up, depending on the intricacies of your projects or pods, it’s definitely worthwhile to have them in your arsenal of tools in the long run, rather than setting up pod after pod that looks similar.
When it comes to managing our calendar, we all like to try and stack meetings. Meetings on Mondays or Fridays can be a bit chaotic, either right before everyone goes into “weekend mode” or when everyone’s trying to get out of its fog. For that reason, we try to place all meetings on Tuesdays, Wednesdays and Thursdays so we can be at the top of our game, also giving us Mondays and Fridays to actually and truly focus on our work without being interrupted by intermittent meetings and phone calls.
Over the years, I’ve gotten really good at taking quick notes. As I’m on important calls, I’m able to jot down all the crucial details and at the same time highlight the stand out items. When I’m off the call, I barely need any time to just polish them (maybe 5 minutes max) and they are ready to go, whether they need to be sent to the other person on the call for reference, a team member who’s taking over the project, or using them as the basis for a scope of work and/or proposal.
We have 8 team members in Brightpod at the moment, and plan to expand out from there soon. As for projects, we’ve got 14 pods, one per client, and counting. Since there are so many projects for each of our client accounts, it’s easier for us to assign one pod to each client and create separate task lists for each individual project within that client’s scope of work.
Before making the switch, everyone had their own system since we were a small, growing team. Things have gotten so much easier since using Brightpod!
Not yet, but I’m sure we will in the future.
There really wasn’t, and I’m thankful for that. As the initial team member to set up the system, I sat everyone down for an internal meeting, showed them all the features and everyone was ready to start using it within less than an hour. The system is extremely intuitive, and we continue to be amazed as we explore and dive deeper into its other features.
I think our team can all agree that the calendar is everyone’s favorite place to go and use, in order to see what’s on everyone’s plate for the week. It’s so easy to sort through, either by team member, task, client, etc.
Now that I’ve had it, I would be pretty upset if it was taken away. It’s so helpful and efficient!
We can’t wait for a Brightpod app, especially for our team members who are always out schmoozing and on the go!
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