Replay: Project Management with Emma Keeling

Salesforce Admins Podcast

Today on the Salesforce Admins Podcast, we’re revisiting our episode with Emma Keeling, Salesforce Consultant and Nonprofit Community Group Leader.

Join us as we chat about the skill of project management and some best practices to help you keep things organized.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Emma Keeling.

Why everyone needs Project Management skills

Emma is one of our guests on this month’s Skills for Success video series, which breaks down the skills Salesforce Admins need to succeed in today’s world. And even though we brought her on to talk about Project Management, she actually doesn’t call herself a project manager. But she uses those skills all the time as a Salesforce Consultant, which is kind of the point.

When we think of Project Management, we imagine an array of timetables and Kanban Boards, and, indeed, there are some project managers who use those things to do big jobs at large organizations. What Emma does, however is a little different. She keeps her team on task, on schedule, and working together effectively. And those are skills that every admin should have.

Start with the starting point

Often, your starting point is figuring out what you’re even starting with. Is this a new process or an old process? Has it been documented before or are you coming in to make those decisions? And what are the priorities for the organization? Sometimes someone is saying they need this feature or that feature but the problem you really need to be solving is something else entirely.

“One of the key things is people,” Emma says, “if you’re doing an implementation, you’re probably not the expert on everything.” If you’re adding a new feature for fundraising, for example, you probably need to talk to the people doing the fundraising to figure out the best way to do things.

Timelines for your organization and your people

Even if you’re not a Kanban Master, you need to be aware of what timelines are important for your organization. For the nonprofit world that Emma operates in, November 1st is an important date because it marks the start of the holiday giving season. That means you probably want to get anything related to donations squared away and tested before it sees heavy use.

You also want to be aware of how timelines affect your people. Is everyone busy at the same time, or are their schedules independent from each other? Who is going to make plans based on the timeline that you’re outlining? It’s crucial to communicate which dates are firm and which dates are flexible. And it’s important to build in flexibility in case the unexpected happens.

Be sure to listen to the full episode for Emma’s four key Project Management skills for admins.

Podcast swag

• Salesforce Admins on the Trailhead Store

Resources

• Skills for Success—A New Video Series to Help Salesforce Admins Succeed

• Salesforce Admin Skills Kit

• The Human Stack

Social

• Emma: @Salesforce_Em

• Salesforce Admins: @SalesforceAdmns

• Mike on Threads: https://www.threads.net/@mikegerholdt/

• Mike on Tiktok: https://www.tiktok.com/@salesforce.mike

• Mike on X: @MikeGerholdt