PM Skills In Action

06 Mar

Now that I have talked about a few fundamental project management skills, tips, and traits in my previous blog posts, I wanted to take some time to talk about some of my personal experiences also.

The beginning of this year, I took on the responsibility of managing customer incentive promotions to help drive more sales and meet our company’s quarterly and yearly financial goals.  Now with the completion of my first round of promotions that went live in mid-February, this process was both challenging, but rewarding to finding new ways to organize & manage the start to finish process of developing a given promotion.  At a very high-level, the process of managing a promotion included:

  • Several brainstorming meetings with upper management to generate the idea and end goal for the new promotional
  • Working with our cross-functional team members from: Finance, IT, Accounting, Order Administration, Sales, Legal, Marketing to discuss the impacts/concerns that this promotion would have on their individual departments
  • Testing of each promotion in our SAP computer system from order entry to invoicing
  • Train sales and end users on how to enter the orders into the system
  • Follow-up with a post-mortem meeting to see how everything is going and discuss areas of improvement

It was such a neat experience to see first-hand the entire process it takes to rollout just one promotion for a large, international company, which is very unlike my past experiences running projects for small businesses or even a school project.  I learned quite a bit from this entire process and have already begun the next set of promotions for the next rollout.  One item that helped in the implementation of my first promotion rollouts was to create a SharePoint site, for internal users only, and helpful documents that could be found in one location, which included:

1) Promotion timeline/calendar for the year (with start and ends dates)

2) Detailed PowerPoint slides and condensed promotional flyers describing each promotions and FAQ that Sales could use to pitch the promotions to customers

3) Training documents for & Training Sessions with:

a) Order Administration on how to enter orders in the system for these promotions

b) Checklist of items to look for on the orders for our auditors

c) Detailed steps on how to pull the data from orders placed in the system for reporting purposes

With all projects, there are several areas of improvement to enhance in the process, but overall I was happy with how my first promotional implementation went and having the ability to utilize my project management, public speaking skills, and organizational skills on a larger scale.

Image Credit


Posted by on March 6, 2011 in My Experience


3 responses to “PM Skills In Action

  1. mikecoughlin

    March 8, 2011 at 12:46 am

    Managing a promotion sounds like a lot of work,but it seems like you have a good handle on it. Keep up the good work

  2. Lisa Drake

    March 8, 2011 at 5:34 pm

    Thanks Mike! I appreciate your comment and kind words.


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