Project management functions in marketing fulfillment by linking corporate strategy, sales plans, and operations through effective project execution. Project managers adhere to and enforce established processes, using tools like statements of work, project definitions, and action plans to define projects. Regular communication between project managers and operational areas is key to gathering requirements and ensuring effective project leadership that achieves client objectives and creates value for the organization.

1. How Project Management Functions
in Marketing Fulfillment

2. What Is Project Management?
CORPORATE STRATEGY
Project OPERATIONS
Sales Management
The Client

3. What Is Project Management?
EXECUTION EXCELLENCE
This is accomplished by effectively executing projects
introduced to the organization through new or existing client
opportunities

4. What Is Project Management?
THE PROJECT MANAGEMENT PROCESS
The Project Managers adhere to and enforce the established
(as well as newly developed) processes of the rest of the
organization.
Sales Plans: Project Management links the Sales/Marketing
Plan to Operational Execution

5. What Is Project Management?
HOW IS PROJECT MANAGEMENT USED?
(Tools)
• Statement of Work (SOW): Generally used with new
clients where all of the organization’s departmental
services are showcased in a high-level fashion.
• Project Definition (PDD): Generally used with existing
clients where a SOW already exists in the high level.
• Scope Change Document: When project is started, any
changes made to the project are recorded using this
document.

6. What Is Project Management?
HOW IS PROJECT MANAGEMENT USED?
(Tools)
• Action Plans: Microsoft Project or any PM-related
software acts as the action plan for all projects.

7. What Is Project Management?
HOW IS PROJECT MANAGEMENT USED?
(Tools)
• Lessons Learned: After each project is launched, a
Lessons Learned meeting is held to document all the
“went right”, and all the “went wrong.”
• FMEA (Failure Mode and Effects Analysis): Decision
matrix used to determine what actions need to be taken
to either mitigate and/or respond to risk.

8. What Is Project Management?
HOW IS PROJECT MANAGEMENT USED?
(Reporting)
• Monthly Dashboards
• Quarterly Reports (Program Specific)
• Gantt Charts

9. What Is Project Management?
WHO IS PROJECT MANAGEMENT?
The Project Management Team is:
• Well-versed in organizational processes & procedures
• PMI Certified
• ISO Certified
• Continuously educated in PM methodologies as
determined by ANSI and the PMI
• Experienced in customer relations management, program
management, operations, process analysis/improvement,
and quality management

10. What Is Project Management?
HOW IS PROJECT MANAGEMENT USED?
(Tools)
• Lessons Learned: After each project is launched, a
Lessons Learned meeting is held to document all the
“went right”, and all the “went wrong.”
• FMEA (Failure Mode and Effects Analysis): Decision
matrix used to determine what actions need to be taken
to either mitigate and/or respond to risk.

11. What Is Project Management?
The Key to Effective Project Management
COMMUNICATION!!!!

12. What Is Project Management?
The Key to Effective Project Management
We use the example of the Trivial Pursuit game
piece to give a visual on the dissemination of
information that occurs during the management of
the project.

13. What Is Project Management?
The Key to Effective Project Management
If the project represents the pie piece, then each of the operational
areas represent a piece of the pie. Each one will have its own
requirements and its own set of unique questions that need to be
answered. By gathering the information for the project, it allows all
areas to have the specifications needed to create the potential for it
to become a “winner”.

14. What Is Project Management?
The Key to Effective Project Management
What type of questions will be asked to gather requirements? Here
are some examples:
The WHO
•Who are we billing?
•Who is the contact?
•Who is this being shipped to?
•Who should we consult with for expertise?

15. What Is Project Management?
The Key to Effective Project Management
What type of questions will be asked to gather requirements? Here
are some examples:
The WHAT
1. What is the expected end result?
2. What item(s) are being included?
3. What freight carrier are we using?
4. What services are we performing?
5. What procedures will need to be followed?
6. What type of event is this for?
7. What type of payment method will we be receiving?

16. What Is Project Management?
The Key to Effective Project Management
What type of questions will be asked to gather requirements? Here
are some examples:
The WHERE
• Where are we shipping?
• Where are we going to do the most work?
• Where is the material coming from?

17. What Is Project Management?
The Key to Effective Project Management
What type of questions will be asked to gather requirements? Here
are some examples:
The WHEN
• When is the client expecting to have complete?
• When is the event?
• When can we bill?

18. What Is Project Management?
The Key to Effective Project Management
What type of questions will be asked to gather requirements? Here
are some examples:
The WHY
• Why did the client call us for this?
• Why do we need to care about this project?
• Why is this project important?

19. What Is Project Management?
The Key to Effective Project Management
Each of these questions is each an example of the types of
questions that will be asked and more importantly, will be answered
during a work start meeting and in the planning phase of the project.
The answers will allow the team to make decisions, plan, and
execute The HOW.
Doing so will help us to make:
• Informed decisions
• Prioritize
• Resolve issues when they arise.
The project leader will keep the team focused on the objective and
accomplishing our goal.

20. What Is Project Management?
Project Management: Client Objective
Like all other aspects of our organization, Project
Management’s objective for our clients is the same.
“To be recognized as a leader in providing specialized
fulfillment and brand support solutions in our targeted
industries.”

21. What Is Project Management?
Project Management: Client Objective
In order to accomplish this goal, the Project
Management Team must:
• Portray the Action Plan for each project as more than just
tasks.
• PMs must focus on each task to make meaningful for
achieving operational excellence.
• PMs need to be the CHAMPIONS for each project.
• This will transform PROJECT MANAGEMENT into PROJECT
LEADERSHIP

22. What Is Project Management?
Project Management: HELM Objective
The Primary Objective of the Project Management
Team is to:
CREATE VALUE TO THE ORGANIZATION

23. What Is Project Management?
Project Management: HELM Objective
CREATE VALUE TO THE ORGANIZATION
Project Management will accomplish this by:
1. Store all Project Documentation to build a HISTORY for
the organization.
• Lessons Learned, Successes, Failures
• Past projects can be used as templates for future projects
that are similar.
2. To refine and streamline our business processes to be
modeled after successful project launches on a consistent
basis
• Quality Management Principles
• Do the job right the first time
• Processes are sustainable, streamlined, and salable –
UNIVERSAL.

24. What Is Project Management?
Project Management Presents…
The STATEMENT OF WORK for the
Sales Team!!!

25. What Is Project Management?