Skip to content
TopLeft

Podcast Ep 10 | Roles in Projects

· Dispatch

topleft-podcast-episode-10

Host: Wim Kerkhoff
Guest: James Davis

SUMMARY\

We often take our most expereinced tech and make him the project manager and it very rarely works well. This is good enough to start out with if its a 5 person MSP. But when you start making more sales and projects start coming in more consistently that stops working. Listen to this episode to find out what are the ‘must-haves’ for a successful project manager.

00:00 Introduction and welcome back

01:54 Importance of finding the right project manager for the organization

04:27 Transitioning from a senior tech to a project coordinator

09:25 Scaling up projects and the need for a project team structure

13:10 Transitioning from lead project engineer to project coordinator

16:15 Projects in MSPs don’t need full project management methodology

19:08 Establishing project coordinator and project lead roles

22:23 Clear accountabilities and responsibilities for project success

Curious about how TopLeft integrates with your PSA? Schedule a call now: https://www.topleft.team/schedule-demo

See TopLeft on ConnectWise, Autotask or HaloPSA

A 45-minute demo with our team, in a demo environment built on a real PSA.

Search the TopLeft site

    Tip: press / on any page to search. Open the search page

    Feedback on this page

    Fix or keep
    What kind

    Tip: select words on the page before you open this, and they come with your note.

    Optional, up to 5. Paste into the box above, or drop them here.

      They go into the GitLab issue. Crop out anything private.

      See every note and what happened to it