Lesson

Lesson 2: Building the Plan for Your Sales Enablement Projects

Materials

While the first phase of project management identified and verified what needed to be done, now it’s time to map out exactly how that will happen. A sales enablement project plan should provide an actionable outline of what needs to be accomplished, as well as a formal procedure for aligning with stakeholders on methods, outcomes, budgets, and resources. This lesson covers how to navigate from goals to outcomes using four key guidelines:

  • Setting Priorities: Defining priorities upfront ensures that everyone involved in the project is on the same page and helps reduce friction that could stem from competing objectives.
  • Scheduling Work and Managing Calendars: Using these techniques to schedule work efficiently ensures strong communication and respect for other teams’ commitments.
  • Creating a Communications Plan: Utilizing a clear communications plan ensures that you get the right information to the right people at the right time.
  • Developing the Budget: Outlining a budget is needed to align with stakeholders on when money will be spent, and in what increments.

 

By taking the time to build a thoughtful project management plan, putting that plan into action through the implementation stage becomes easier to manage. A successful plan ensures that your project goals, process, and resources are communicated clearly and effectively, and ultimately the outcome of the project becomes easier to control.

Assessment

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Course Completed

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