From the course: Marketing Tips
Project management tips for agile marketing using Trello
From the course: Marketing Tips
Project management tips for agile marketing using Trello
- [Brad] Hey, and welcome to another episode of Weekly Marketing Tips. I'm Brad Batesole, and this week I wanna discuss how to use Trello for managing your marketing projects. Now, Trello is an online tool that essentially lets you manage visual lists. You'll add tasks, notes, or files as a card, and then you stick that card into a list. But lists on their own aren't all that great for managing projects, as they don't give you immediate visibility into where the priorities are, what the status of various initiatives are, and what things need immediate attention. Now, I practice Agile marketing, which, in a nutshell, treats marketing as an iterative process, one that is always responding to change versus following a concrete plan. It gives you the flexibility to respond to unpredictability, and it allows teams to be nimble, keeps everyone focused, and it naturally creates an environment where the highest priority issues are being worked on. So how do you manage that in an effective manner? For me, I use Trello, and I set it up like this. I will have five lists, a Backlog, a To Do, Doing, For Review, and Done. Every time I have an idea, a project falls onto my plate, someone on my team comes up with something, we put it into the Backlog. This is simply a way to get the ideas out of your head and into a list. From there, at the end of each week, I will go through and groom the Backlog. I'll review all the items in the list, and I will drag them into a priority order that I think makes the most sense. From there, I'll meet with the team each week, the beginning of the week, and select which items from the Backlog will move into the To Do column. And these are all of the items that I hope to have accomplished say in the next week, or it could be two weeks or more. But the idea is this list is always moving. So we might agree to do a few items. From here, I can assign each of these cards to someone on the team or myself. Anything that's being worked on is moved into the Doing column. This makes it very easy on any given day to see what everyone is up to. When you work with teams on Trello, you'll see the team member that's associated to the card, so it's easy to get a quick glance of what's going on. When things are done, they move into For Review. And typically I'll have the card reassigned to whoever needs to review the item. When it passes review, it's moved to Done. If it fails review, it's moved back to To Do. That means you should be picking up items from the To Do list and moving them back through the flow. What's great is you can also use labels to help differentiate various statuses. In this case I used an Enterprise label and a Consumer label to differentiate whether the project is B2B or B2C. If I choose Show Menu in the upper right hand corner, I can select Filter Cards and I could look at just Enterprise tasks, Consumer tasks, or I've also created a state called Blocked. And in this case, if a task becomes blocked, you can set it to Blocked and assign it to the person who's responsible for unblocking it, or leave a note indicating what has to happen to unblock that task from moving forward. Now this isn't the only way to organize your projects, but this is what I use in my workflow, and I find that it's incredibly effective. I encourage you to give it a shot, and evolve it for your needs. Thanks for checkin' in this week. As always, I'd love to hear from you. So, connect with me on LinkedIn, or reach out to me on Twitter via @bradbatesole and let me know how you manage your projects. I'll see you next week.
Contents
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Best practices for organizing UTM tags for campaigns5m 26s
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How to conduct A/B testing with Google Optimize4m 47s
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Calculate and forecast growth rate using Excel4m 6s
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Project management tips for agile marketing using Trello3m 42s
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Data analysis with Google Data Studio3m 52s
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SQL for marketers3m 6s
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Why you need to bid on your brand keywords with Google Ads3m 1s
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How to work with a new sales team3m 5s
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How to calculate what to bid and spend on ads4m 24s
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Build a lean canvas with RealtimeBoard5m 1s
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How to increase email open rates by improving timing4m 14s
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Searching competitor sites for hidden gems and content2m 51s
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Use SEO research to generate ideas for your blog content2m 15s
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Shortcut to quickly generate new Google Docs, Sheets, and Slides1m 17s
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Advertise in Gmail with Google Ads4m 18s
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Launch a legally compliant sweepstakes6m 17s
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Check URL redirects after a site relaunch3m 14s
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Landing page inspiration with Land-book1m 37s
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Use Hunter.io to find email addresses2m 14s
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How to set up Google Alerts2m 53s
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Growth hacking content using Twitter custom Audiences3m 28s
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Use Google Shopping Insights for market research3m 47s
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What is creativity and how do you come up with new ideas?4m 49s
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Source testimonials from your customers4m 30s
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Prioritze objectives with the ICE model5m 8s
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Introduce high-tempo testing in your workflow3m 10s
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Evaluate your Net Promoter Score (NPS)4m 2s
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Building better landing pages1m 46s
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How to improve your local SEO2m 33s
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Quicky add subtitles to any video with Kapwing3m 20s
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How to prequalify traffic when running PPC ads2m 56s
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Identify conversion problems with Google Analytics4m 41s
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Use HARO to make connections with journalists2m 18s
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Conduct SEO research by running PPC ads3m 8s
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Monitor your competitors' websites for changes1m 50s
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Matchbooks are good marketing3m 43s
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What is your unfair advantage?3m 56s
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Sensory marketing: Mental stimulation in display ads3m 26s
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Geotarget single buildings in Facebook ads2m 53s
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Automate your LinkedIn networking3m 52s
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Google image search tips for market research2m 56s
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Creating animated images with Crello1m 46s
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Optimizing your LinkedIn profile3m 22s
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Listing your service or delivery business on Google1m 32s
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Using Google Trends for market research3m 39s
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