Project Management for Equipment Dealerships

Basic Process Overview

Equipmentfx.com

The Pros

Keeps things organized Keeps things visible Keeps everyone accountable Timelines should be flexible Lots of easy to use programs Very affordable… Like $49 per month

The Cons

“Not another program!” “Why now… we’ve got enough going on” Learning curve, adjustment period “It doesn’t makes sense for us… we’re

fine” “It’s the TIME stupid… we don’t have

any!”

How to Make it Easy

Most “projects” don’t need to be in a Project Manager

Meetings are fine, notes and follow-up most dealers do well anyways

Understand the “projects” that seem the most daunting and time consuming, yet seem like they would benefit your dealership

Keeping it Easy

Once those projects are identified, ask the following questions:

Is there a good chance we’ll be in the same position a year from now?

Have we had false starts before?

Have we been thinking about this for awhile?

Then ask this…

Do we have the internal resources that understand the planning and have the

education and experience required to give us our best chance at success?

You’ve gotta be honest… If the answer is no… Two ways to go…

1: Longer way to ramp things up and learn the process… like years

2: Commit to a learning process, learn a basic program

Look for Easy but Effective Methods Identify an easy program like BaseCamp

Sign up for a free trial

Spend the 30 minutes viewing instructional videos

Try a small, easy project, keep it moving

Then…

Take a hard look at the long term projects

Understand as completely as possible all of the steps

Understand responsibilities, who does what, when

Try a few, keep it moving, keep checking off your “to do” lists

The Reality…

It’s hard to find the time to devote to the detail

The Options

1: Do Nothing…

2: Keep doing what we’re doing, we’ll get there, we’re progressing…

3: Let’s at least try something… maybe it’ll help…

Where to Start…

The Internet, “project management programs”, research the results

27 Steps to Understand… Whitepaper by EquipmentFX

View our 5 minute video

Call us with any questions!

Keep it Simple

www.equipmentfx.com