Project Management Handbook

Project Management Principles

Project Managers in Meiro

The role of PMs in Meiro is broader than the typical PM function. Beyond managing the project's scope, time and resources and facilitating communication/coordination between parties, you are also a trusted consultant to the client, and play the role of Account Manager at times.

Basic PM Rules

Always communicate. Do you have a blocker? Do you need any info from the client.
Always turn an action (feedback, new request, investigation needs..) into an issue in Jira. What is not in Jira should not be worked on.
When creating an issue in Jira, provide enough details and contextual information for the assignee to be able to complete it without misunderstanding the task. As much as possible, describe your objective, what needs to be done, the expected outcome, references to discussions in Slack etc...
Keep the status of the task up to date. PMs should review all your project progress, including all issues, on a weekly basis.
Include the client in the loop - set fast communication channels to get information on a timely basis, and to get feedback from the client earlier in the process

Types of Project Billing

Fixed Cost Projects

This applies to most core CDP implementation projects (in which we set up the CDP for the first time or integrate date sources/destinations to ensure a functional CDP)

Time-Material

Time-material based projects are typically employed when:

The client employs us for a well-defined scope of work to build on an existing CDP. For example: Change Profile Stitching logic, modify the format of CSV output, run a predictive modelling exercise / RFM analysis on a customer dataset.
There is predictable maintenance work that needs to be done after the implementation has been completed. For example, if the client knows there are occasional new landing pages on the website which requires our analyst to update the workspaces scripts to accommodate for that. In this case, our client typically pre-purchases a package of 10 Man-Days (MD)
The client needs our consultant to implement use cases for them on a regular basis

For time-material projects, we need to report on Man-Hours consumed after a major item in the Scope of Work is completed, or on regular basis (weekly/monthly, depending on the rate of utilisation). Notify the client when 75% and 90% of their pre-purchased MD has been consumed - this should never been a surprise to them.

Time/Resources Management SOPs

Create Issues in Jira

Time Logging for analysts

Time/Project reporting for PMs

References

List of Projects, Analysts and PMs