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Agency PM 101
[Module 0] Intro to the PM Training!
VIDEO: What You’ll Get from the PM 101 Training (8:09)
QUESTION: What's Your Current PM Skill Level?
SHARING: Meet Your Fellow Students
[Module 1] Quick Wins
VIDEO: Quick Wins: Estimates, Scope Creep, and Things I've Learned the Hard Way (12:02)
WORKSHEET: Doing a Pre-mortem Up Front
WORKSHEET: Debriefs (aka "Post-Mortems")
OPTIONAL EXERCISE: Do a Debrief on a Recent Client Engagement
[Module 2] Core Concepts: Calm the Chaos
VIDEO: Core Concepts: Chaos is Normal... Now What? (9:51)
BONUS RESOURCE: Scripts for Difficult Agency-Client Conversations
WORKSHEET: Client Sign-off Template
OPTIONAL EXERCISE: Use One of the Client "Scripts" Today
[Module 3] Frameworks: What It Means to Be a PM
VIDEO: Balancing Scope, Timeline, and Budget (14:16)
VIDEO: Get More Done — Time Management for You and Your Team (11:10)
VIDEO: How to Negotiate with Clients (aka "Reason, Options, Choose") (11:08)
VIDEO: Warmth & Competence — The Secret to Better Relationships (6:00)
WORKSHEET: Time Bucket Template
OPTIONAL EXERCISE: Use "Reason, Options Choose" (R-O-C) This Week
[Module 4] Roles & Structure
VIDEO: Understanding the Big Picture: Roles, Structure, and Pricing (10:15)
VIDEO: Client Onboarding & Offboarding (10:05)
QUESTION: Which Agency Role(s) Do You Hold Now?
TEMPLATE: Pre-Kickoff Survey
TEMPLATE: Kickoff Meeting Agenda
WORKBOOK: Create Your Client Onboarding Process
EBOOK: Client Onboarding for Agencies
OPTIONAL EXERCISE: Complete the "Client Onboarding Process" Workbook
[Module 5] Apply This at Your Agency
VIDEO: Apply This at Your Agency (11:12)
WORKBOOK: 90-Day Plan Template
SUPPORT: Getting Additional Help
OPTIONAL EXERCISE: Complete the "Client Onboarding Process" Workbook
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