Trello is a project management tool that can be used to improve communication, increase efficiency, and provide oversight on projects. It allows users to create boards with cards for tasks, assign members, and add checklists and labels. Trello helps reduce email clutter, improve accountability, and standardize processes. The presentation provided many examples of how Trello has been used for various projects like weddings, agile development, editorial calendars, and more. It also covered best practices for setting up boards and teams on Trello to effectively manage resources, roles and responsibilities, and monitor project progress.

1. Project Management With Trello
Katrina Gallagher

2. Slides & Links available after the session by
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Slides & Links

3. Why would you use Trello
for project
management?

4. Trello Project Management
Benefits
● Reduce email clutter
● Improve accountability
● Improve communication
● Increase efficiency
● Have a high level overview of projects
● Improve your quality control and output
● Keep relevant people updated
● Increase flexibility
● Reduce risk
● Streamline processes
● Standardise process
● Works well with existing tools (e.g. file server)

5. What could you use
Trello for?

6. https://trello.com/b/wFECC39M/wedding-bridesmaid-board

7. https://trello.com/b/DnZvFigA/agile-board

8. https://trello.com/b/mo04wOm4/editorial-calendar

9. https://trello.com/b/nPNSBZjB/trello-resources

10. https://trello.com/b/lGQZunS7/company-overview

11. https://trello.com/b/IKlQKXVW/entrepreneurs-break-resources

12. https://trello.com/b/rbpEfMld/data-science

13. https://trello.com/b/hsyajmhd/template-car-maintenance

14. https://trello.com/b/60Mi1puj/1-1-sample

15. https://trello.com/b/19hj63vU/template-study-notes

16. https://trello.com/b/aPFI7CqI/template-sales-pipeline

17. https://trello.com/b/yXU8TZDc/softwareleadweekly-com

18. https://trello.com/b/tqcbOCXq/it-support

19. https://trello.com/b/1Jz6SorC/the-dev-board

20. https://trello.com/b/fDsPBXFt/board-of-templates

21. me: http://www.appsumo.com/trello-gold-freebie/

22. Practical: Playing with Trello
Features
● Set up an account
● Create an organisation
● Set up boards
● Add checklists
● Add people
● Add stickers
● Add labels
● Change the background
● Mention people
● Subscribe to the boards
● Install the mobile app

23. How do you manage
your resources?

24. Brainstorm

25. ● How do you allocate resources?
● How do you check project requirements against goals?
● What are your time constraints?
● How much budget do you have for each stage?
● What human resources do you require to complete each
stage?
● Do these humans need training?
● How will your humans communicate?
● What are your IT requirements?
Project resources

26. Project roles and
responsibilities

27. ● Do you need experts from different areas of the
business?
● Do you involve the client and other stakeholders?
● What is your approval process?
● Who identifies training needs?
● Who manages meeting schedules and how?
● When do you produce reports, how, and who to?
Project roles & responsibilities

28. Monitoring Projects

29. ● Update task status (to do, doing, requires review, done)
● Remind people & re-schedule uncompleted tasks
● Update project elements
● Request additional budget/resources/time
How will you monitor & steer
projects?

30. What is your structure & what are
your rules?
For my next project...

31. Project: Make Toast
https://www.youtube.com/watch?v=_vS_b7cJn2A

32. QUESTIONS ANYONE?
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Thanks for listening!

33. Credits & Further Reading:
• Inspiring Trello Boards: https://trello.com/inspiringboards
• How to use Trello to organise your life: http://lifehacker.com/how-to-use-trello-to-organize-your-entire-life-
1683821040
• Interesting uses of Trello: http://www.quora.com/What-are-some-really-interesting-examples-of-public-
Trello-boards
• How to plan a wedding: https://tabithaneal.wordpress.com/2014/06/27/trello-the-way-to-plan-a-wedding/
• Manage staff CPD: http://www.prasadgupte.com/blog/effective-one-on-one-team-interaction-using-a-
simple-trello-board/
• Trello Resources: https://trello.com/b/nPNSBZjB/trello-resources
• Project management communication - https://fishphilosopher.wordpress.com/2014/09/29/edu-627-
effective-communication-and-project-management/
• Trello - https://trello.com/