Streamline your planning process with pipeline management for Planning

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[Music] so this is basically the most important part to keep the business learning we need to help clients in our pipelines okay so we can have new clients or we can have existing clients who give us new work right so uh what is it uh basically big businesses work on clients it uh takes time to get new plans so we need to tell ahead of time that we are going short of work so we need more work so in that case so we cannot say that only the project managers are responsible for pipeline management it's basically we are engaged with the business development team to get the pipeline arranged for future okay so a good team will always keep looking for new prospects so that there's continuous flow of work right so here it is important that we keep on looking for prospect because we already know that uh if there are a thousand leads only hundred get uh into proposal right so it's important our business team keeps on looking for work so uh from the pm side it is important for us to tell the business team that we are going uh short of work in maybe next couple of months or maybe we need to look for work after certain date so that is the responsibility of the pm over here so pm is the owner of the team so we are responsible for our team and we need to find work for the members who are under our teammate so this is basically what we do in the pipeline management so so basically after resource management we see like uh which resource has how much uh task within how which project they are working on and when it is going to get uh when it's getting completed so basically we have the idea to tell them like when we will uh won't have us work for certain members so that idea we need to pass ahead of time to the business team so i think yes yes uh let me go to the next one but before that uh we should not just focus on today only we need to focus on future so that's what is this pipeline management all about uh we are delivering project we are working on project but we have to remember that we need to be have an open mind to get future clients and to do that we will continuously keep doing estimate sending proposal right so we have to accommodate within our work some of that so we have enough work in the pipeline for our entire team to remain occupied yeah so how how we do it in asia we have got a tool which is hubspot and which allows us to create deals and then uh the deals are basically flow this uh the pipeline okay so it is basically first when you create a deal it falls under lead uh once uh the the customer engage with us like there is certain communication we put it under prospect and if they share the requirements we create an estimate then it will go under proposal and if basically if the client approves it it will be put in the one or we can if uh the the client chooses certain other company we'll push it to uh closed so uh this is basically the flow of our deal and how we handle it yeah so just to give you guys one idea why do we need to do this why do we need to put everything on crm right because suppose in 2022 you want to achieve 2 million in revenue right if you have this data logged from the past you can analyze that to achieve 1 million revenue we needed total 2500 leads right and maybe 500 prospect and 100 conversion right or close win that means now the company need is 2 million that means we have to double the effort right that's how you can measure you can have the steps set to achieve the target that's how sales team work so just to give you an idea that's why we need crm so thank you akil it was a good one so this project retrospect is come at the end of this project once we are done with this project but it is the important phase of this as a methodology so project retrospective means once we are done with this project then we discuss with all our team members how this project will work well like if we make any mistake during this project and if we can take any learning experience from this project that we can implement on the next upcoming features so basically uh this project retrospective held held on at the end of this project when the project is done and all of the members from the same projects join the meeting and share their feedback uh with respect to this project uh what went well what things we can do better and uh in future if we uh if we can make the same experience with others project as well so can you go to the next slide uh yes so basically uh during this meeting uh we actually discussed about the project budget that we have uh initially discussed uh you can click on the example one so that they can give you what actually we discussed in limiting okay so uh this was one uh retro that we have done recently so in you can see what was the actual expense for this project until then how much we have experienced for this project and we have taken comment from every members from this project what went well for this project and they have shared their feedback with respect to this project also we get the uh update from them at so what could i have found better on its improvement is there any specific point that we can improve ourselves and what do you want to try like if anything we missed during this project and we you can uh implement the same thing on our upcoming project so that we can minimize our risks and uh cost so yeah so every members who is related to the projects everyone share their feedback on this retrospective meeting and make it make this meeting fruitful so so if we go to the another future project so same uh issues uh didn't happen again uh thank you uh it's kind of learning uh from the past experience right so yeah thank you