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Work Management for Teams

Checklist to Conquering Collaborative Work Management

Seven simple steps to improving work collaboration

Published By Leyna O’Quinn
Checklist to Conquering Collaborative Work Management

I’ve got to admit—I love checklists. There’s something about the action of physically checking a task off that gives you a sense of accomplishment. Plus, when the list starts shrinking, and you get closer to a goal, or simply to the weekend, it’s pretty exciting. So, in the spirit of checklists, here is a special one—one that can help you improve collaborative work management within your organization.

Before getting into the list, I want to tell you why you should care. You may be thinking about your current collaborative work management efforts, hesitant to try something new. However, with today’s rapidly changing business environment, teams are becoming more spread out and there are more accidental project managers than ever. These are people who don’t necessarily have formal management training; you may be one of them. It’s a big responsibility to be thrown into a project management role, and it can get stressful without the proper tools. I encourage you to continue reading and download the eBook, Survival Guide for Successful Collaborative Work Management, to learn how you can promote effective collaboration within your team or organization, even if just an “accidental” project manager.

Find your way out of project chaos

Beat the Workplace Chaos

Sixty two percent of people taking on project management roles don’t have formal training and are often thrown into situations in which workers are all using different tools. In fact, this inconsistency is one of the top five biggest work collaboration hurdles in business today. Here is how you can conquer the challenge:

  1. Stop juggling too many tasks—make sense of the chaos by ensuring tasks are evenly delegated among your team.
  2. Work smarter, not harder—plan while remaining flexible, to better respond to changes.
  3. Use one tool that does more, not more tools—keep everything in one place and digitize your milestones, so they can be seen by everyone.
  4. Create a virtual office—stay connected wherever you go by instituting a secure, cloud-based solution for collaboration.
  5. Use Kanban boards to become more agile—let your team take control by connecting individual tasks to the bigger picture, allowing them to see how their work is contributing to the goal.
  6. Turn your plan into a reality—rank the importance of tasks and be graceful when handling change.
  7. Report a success—make progress visible using dashboards, keeping team members up-to-date on the progress of work.

Keep this list in your back pocket, or print out the eBook, Survival Guide for Successful Collaborative Work Management, so you can start checking off these steps. Trust me, once you reach the bottom of the list, you’ll not only feel accomplished, but will have enacted positive change within your organization. ProjectPlace is just the tool to help you accomplish this improvement. Comment below your progress while working your way through the checklist.

Content Contributor: Hayley Eubanks

Survival Guide for Successful Collaborative Work Management

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Written by Leyna O’Quinn Sr. Content Strategist

Leyna O’Quinn is a Certified Scrum Master and Certified SAFe Agilist. She has been managing the Planview blog strategy for more than 7 years. She writes about portfolio and resource management, Lean and Agile delivery, project collaboration, innovation management, and enterprise architecture. She has more than 15 years of experience writing about technology, industry trends, and best practices. She earned a Bachelor of Science in Business with a concentration in Marketing.