Sally has been working in digital strategy and delivery since 2005, mostly with creative agencies developing cross-channel campaigns for the likes of Starbucks, Pepsi, Quicken and The Home Depot.
She thrives on helping the creative “makers” bring ideas to life and delivering beautiful, intuitive digital experiences. Sally is a certified Scrum Master and uses her experience as a news reporter to value diverse perspectives, drive collaboration and bring the best out of teams. In 2018, Sally led a panel of prominent digital project managers at DrupalCon.
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Lost in Translation: The Handoff from Sales to the Project Team
Maybe you’re a project manager who has had new projects cross your desk with unrealistic timelines, poorly documented assumptions and unvetted budgets. Or maybe you’re in business development and you’ve seen projects careen off scope and run into timeline / budget issues soon after the project team takes them on. Or perhaps you’re a strategist, designer or developer who’s tired of suffering late nights and lost weekends at the hands of a poor sales process.
It doesn’t have to be this way! In this session, Sally Shaughnessy, Aten’s Director of Project Management, and Joe Crespo, Aten’s Director of Accounts, will share their practices for ensuring smooth transitions from sales to the project team.
This session will cover:
Setting expectations in sales and keeping them top-of-mind after kickoff
The things that every project team MUST know before kickoff
How to collaborate with the project team in the sales process
The documentation Aten uses to transition an engagement from sales to the project team
Company culture and practices that ensure smooth transitions