Articles, Blog

7 Ways to Manage Multiple Projects (and keep clients happy)

August 11, 2019

Imagine having a full
queue of client projects for the rest of the year. More clients means more steady
income, work opportunities, and connections for the
hardworking professional. Sounds and feels like a
dream come true, right? [MUSIC PLAYING] There’s a heavy
responsibility that comes with juggling multiple
clients at the same time. Unless you have the manpower
and the resources within reach, staying organized while managing
several clients at one time can be a challenge. Without the right tools, and
an effective system in place, you could risk losing clients,
and tainting your business reputation. Money, time, and emotional
stress could be on the line too. The good news is that despite
the risks, it can be done. You can stay organized and
be productive while keeping your clients happy. Here’s how. Set the right expectations. Always set the
right expectations with a new client with regard
to deadlines and project timelines. You want to establish
trust and loyalty from day one, and
the quickest way to destroy that is to fail
to meet the very expectations you’ve set out. Sort projects by client. A quick and easy tip
for better organization is to sort all of your
projects by client. This gives you a full overview
of your daily, weekly, and monthly workload. Tasks, milestones, files,
and discussions can then be organized and separated
from other client projects. Mark or tag project folders
and files by client. The last thing you want is
to send that project brief to the wrong client. A good organizational system can
save you from such a disaster. One easy way is to attach and
save project folders and files to the right client project. If you’re organizing your
project folders outside of your project management tool,
make sure to categorize them by client. Renaming folders using
different folder colors, or tagging folders, are just
some of the many options you have at your disposal. Track time spent on
each client project. Time tracking is a
great way to determine how much work is being done
for each client project. Turnaround times and resourcing
become much more predictable, allowing you to bill
your clients accurately. That being said, you
can save yourself from the headaches of billing
and hourly estimations by choosing a project management
tool that offers time tracking, and hourly resourcing. Schedule client meetings,
tasks, and milestones on your calendar. A common cause for
disaster is never keeping track of what’s
due to your clients. To help prevent this, always
schedule client meetings, tasks, and milestones
to your calendar. Most PM tools have the
option to sync your project to your favorite
online calendar. You can utilize this
feature so you’re always aware of what’s
due and upcoming, even when you’re not
staring at your PM tool. Schedule the next day’s
agenda before going to bed. One productivity tip that’s
often cited and suggested is preparing the next
day’s agenda beforehand. By putting all of your
next day tasks in writing, you have the direction in
terms of what needs to be done. If your productivity
tool supports reminders, schedule it to notify you
for each task that’s due. Say no. Could rejecting
additional client work mean losing opportunities? It could. But it also means
allowing you and your team to focus your time and
effort in producing the best work for your existing clients. By saying no to work that
doesn’t fit your schedule, or that doesn’t align
with your values, you reserve your
precious time for work that truly matters to you. If you have a system that
benefits you and your team, we’d love to hear about
it in the comments. And if you like
this video, don’t forget to hit that
thumbs up button and subscribe to our channel. Thanks for watching. We’ll see you next time.

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  • Reply Simon J March 31, 2018 at 12:52 am

    Great video. Thank you.

  • Reply wajid ali July 10, 2019 at 7:26 am

    The points are very obvious but usually people ignores the obvious ones. Thanks for categorising them and presenting so good.

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