project management

069: Calvin Williams’ Service Delivery Process

Calvin Williams, Jr. is on a mission. He believes wealth management services should be accessible to everyone, not just the uber-rich. As such, he started Freeman Capital – an award-winning FinTech company with rapid expansion goals and high visibility. In this episode, Calvin details the service delivery process he implements to maintain a positive customer experience while managing a 100% remote team. He also shares the different technologies he leverages to keep it all together.

Special Guest: Calvin Williams, Jr., Founder & CEO – Freeman Capital

Location:  Charlotte, NC  USA

Show Notes:

Watch the Video Version of this Interview (COMING SOON!):

 

Related Episodes:

    • Episode 030: Connecting Your Software for Maximum Productivity with Garrett Massey
    • Episode 032: Running Your Business by the Numbers with Charles H. Green
    • Episode 040: Lowering Overhead and Increasing Revenue with Forrest Tuff
    • Episode 042: Automating the Sales Process with Tim Bornholdt

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053: The One Thing You Need to Know About Product Prototyping – Eric Lange

Making physical products can be prohibitively expensive and requires careful coordination of the right people, processes and tools.  No one knows this better than Eric Lange.  As an engineer in the toy industry, he’s taken more than 60 products from various stages of development to production for retail stores like Target and Walmart.  In this episode, Eric not only defines what a prototype is but also tells us about the one thing we need to know for successful prototyping without wasting money.

Special Guest: Eric Lange, Senior Product Development Engineer

Location: Atlanta, GA  USA

Show Notes:

    • Adam Savage’s Tested: YouTube channel that provides how-to demos to construct a variety of physical products.

 

Related Episodes:

    • Episode 015:  How I Use Business Infrastructure In My Restaurant
    • Episode 029: Minimizing Risk with Decision Science
    • Episode 031:  Brainstorming Your Million Dollar Idea
    • Episode 036: Executing Strategy with Project Management

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036: Executing Strategy with Project Management

Visionaries, whether executives or entrepreneurs, are great at developing and articulating strategy but may find difficulty in execution.  This is where Kim Farmer comes in.  As a certified project management professional with 30+ years in corporate business experience, she knows how to get stuff done!  In this episode, Kim graciously gives us an excellent primer on project management to help you take specific actions to achieve your company’s growth strategy.

No fluff, no B.S.  This is where the rubber meets the road and this episode is one of the most important to-date because it’s all about action!  Learn the 5 major questions to answer prior to beginning any project as well as the triple constraints you’ll have to balance throughout a project.  You’ll also find out how to identify, assemble and coordinate the people, processes and tools you’ll need to ensure your project’s success as Kim explains the Waterfall and Agile approaches to project management.  Be sure to check out the show notes below – they’re packed with great information to support you in planning and organizing your next project!

Special Guest: Kim Farmer, PMP – Solutions Delivery Manager at Crane Connectivity Solutions

Show Notes:

BONUS: 

Below is a project management diagram that Kim wanted to share with you.  It brilliantly illustrates the importance of clear communication to ensure all team members on a project understand the estimated scope, time and budget.

I also found a website, TemplateLab.com, where you can download different types of Gantt charts for FREE!  Gantt Charts are a useful tool to illustrate a project plan/schedule.  “It allows you to quickly see the status of any project and see how far along it is.  It also allows you to manage processes that depend on the completion of other processes. Mostly, Gantt Charts allow project managers to quickly give estimates about how long the project will take to complete.”

Here’s a video that explains how to create a simple, basic Gantt Chart in MS Excel:

And last, here’s a diagram that showcases the “triple constraints” that Kim referenced in her interview:

Related Episodes:

  • Episode 006: How Can I Implement Business Infrastructure in My Company?
  • Episode 008: The Lean Methodology: What It Is & How to Apply It to Your Small Business
  • Episode 021: Improving Quality in Healthcare Operations
  • Episode 034: Developing a Business Strategy for Sustainable Growth

 

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028: Managing Virtual Teams in a Freelance Economy

According to global freelance matchmaker, Upwork, 57.3 million people freelanced in 2017.  In 10 years, they predict that the majority of the U.S. workforce will be freelancers.  As a small business owner, this means you will likely have more freelancers rather than employees performing work for you.  Managing these dispersed, virtual teams can be challenging.  This is where Sherry Heyl comes in.  In this episode, Sherry shares how she was inspired to start Amplified Concepts as a share economy solution for freelancers.  By pooling freelancers, she’s able to provide them back-office support resulting in reduced overhead for them and reduced project costs for you.  She also shares best practices for managing virtual teams of freelancers so important deadlines are met without sacrificing quality.  You’ll definitely want to download this episode!

Special Guest: Sherry Heyl, Founder of Amplified Concepts

Show Notes:

    • What Exactly is the Sharing Economy? – an article describing the various types of “new economies” including share, freelance and gig economies
    • SherryHeyl.com – Sherry’s site highlighting her professional skills
    • Why Hire Us – get help managing your team of freelancers
    • Freelancers Union – promotes the interests of independent workers through advocacy, education, and services
    • Fiverr.com – on-demand freelance services
    • UberConference – communicate seamlessly with your freelance team with state-of-the-art conference calling features that integrates with several apps like Slack, Salesforce, and LinkedIn
    • Upwork – find and vet premium freelancers for your next project

 

Related Episodes:

  • Episode 007: Staffing Up While You Scale Up: Tips for Getting the Help You Need When You Need It
  • Episode 012: How to Find the Right Person for Your Process Improvement Initiative
  • Episode 023: Attracting Top Talent to Your Small Business
  • Episode 026: Finding Your Niche to Build an Empire

 

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011: The Benefits of Backpacking on Your Small Business

Do you feel stressed out? Maybe a weekend hike can help! According to a 2018 report by the Journal of Travel Research, backpacking is not only good for your physical health, but for your mental health as well. In this episode, Tim Walter, an operations consultant, shares his experiences in hiking the Appalachian Trail for five months. Learn how Tim leveraged his professional background in project planning and strategy implementation to research and link the people, processes and tools necessary for him to “hike his own hike.” He emerged from his backpacking experience with better clarity, agility and perspective on wants vs. needs — all of which had a profound effect on him both professionally and personally. You might gain similar results.

Special Guest: Tim Walter, Operational Accelerator

Show Notes:

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