Academic Project Management Strategies - Part TWO

I am back with Part two of my blog series related to academic project management. If you have not read Part one you might want to start here first.

Hopefully, after reading Part One you decided to take the leap and set up your research team in the project management tool of your choice. So now what? How is this going to simplifying your life and make it easier to keep track of all of the different tasks that you are working on? How does this help your students, team members, and collaborators feel like they know what you expect of them and what they can expect from you?

In today’s post I will give you a couple of examples of HOW (and WHY) we use Asana in my team and you might just decide to give some of these ideas (or all of them) a try. So here are my next THREE suggestions of how project management software might make your life easier and/or make it easier for everyone on the team to appreciate the work that they don’t see.

POINT ONE: Each “Project” has a main TASK list. I have my own “Project” within our group site. This mean that all of my students can at any point see what is on my list (although you can make tasks private so my students don’t need to see that I need to make my kids an appointment to get a Hep A shot before our trip). I actually think that most graduate students and postdocs have no idea what their PI does in their office all day. I think it is useful for my trainees to see what I have going on and my tasks are sorted according to Research, Teaching, and Service (the good old Tenure and Promotion staples). These are just the larger tasks that you see in the screenshot (Below). Within each of these are tonnes of smaller tasks like finish writing assignment 2, submit reference letter for student A, review slide deck for student presentation next week, finish budget for CIHR proposal etc. My students know what I am working on and what the timelines look like for almost everything I do on a daily basis. I actually think that this makes me seem more like a person and less like a mysterious research robot :)

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POINT TWO: Each student “Project” has a main TASK list. When I meet with my students weekly, it is the case that this list is almost always open. As we discuss different things that we need to do like email a specific person , or make an updated figure we enter the “action items” directly into the task list for the project and assign the tasks and deadlines while we talk. This means that when the meeting is over we have a clear understanding of what we each agreed to do and when we agree to complete it by. In the example below, you can see that our E coli project has two tasks listed right now. One is assigned to the student (RH) and the other to me. I can easily see with a glance that I can expect to get a draft of RH’s literature review on Tuesday and RH can clearly see that I have committed to sending her edits and revisions on her first research chapter by Feb 8, 2019 (at the latest). In our group that has helped to keep track of all of the agenda items from our individual meetings and improves transparency related to when we expect to complete specific tasks.

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POINT THREE: If you have not already realized the underlying HUGE benefit of moving your research and team based communication into a project management platform I am going to give away the secret right now. It means LESS EMAIL (cue the dramatic music). In the past, all of this stuff (drafts, tasks, discussions) would have been email strings with attachments. But now, it is all contained in the project management site. Each task in the list has a description and comments and you can also add attachments and tag individuals so that they know that you have posted something for them. In the screenshot below, you can see all of the attachments one place (both older versions and newer versions of a manuscript) as well as the conversation between myself and RH related to the task of revising the manuscript. Everyone knows what to expect and when to expect it by (and it didn't require 10 emails to make it happen).

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Next time, I will talk about how we have used our project management system to change the way we plan and organize our monthly lab-wide meeting. Do you have questions? Feel free to drop them in the comments below and I will start a new post to address your specific questions.