Tackling a PM Role with Confidence
Taking on a project manager (PM) role for the first time can feel overwhelming. I recently stepped into this role, and here’s what helped me hit the ground running. I hope it helps you, too.
1. Get organised early
Start by tidying up your folders and files. Place everything in clearly labelled locations and make copies of any documents you need for the week ahead. It’s small, but it sets the tone from the start.
2. Draft a plan and rough timeline
You don’t get much time on client projects, so create a rough schedule for how the team will use the time. Even a loose timeline makes a big difference.
3. Tackle the kick-off call with purpose
Approach the kick-off meeting with a clear structure. Start with introductions, then guide the conversation to cover:
- Project objectives
- The data you’ll be working with
- Whether a dashboard is needed
- Who the end users are (and any accessibility needs)
- Handover expectations
- Scheduling all meetings
- Communication preferences (e.g. daily check-ins, email summaries)
Wrap up with next steps and thank the client for their time. Having a confident plan makes a great first impression.
4. Regroup and sketch ideas
After the call, take a short break and regroup internally. Once everyone’s had a moment, begin drafting quick user stories and, if suitable, start a simple data dictionary. A complete data dictionary might not be practical for bigger projects, so use your judgment.
5. Begin data discovery and sketch dashboard designs
Let your team explore the data while sketching rough dashboard ideas for your afternoon meeting. Always do sketches—clients respond better to visuals, and you’ll get helpful feedback before diving into build mode.
By the end of Day 1, you’ll have a solid direction and foundation for the rest of the week.
Final Tips for First-Time PMs
- Step back from the data. While it's tempting to get stuck into the work, your job is to guide the project, communicate with the client, and steer the final output. Trust your team to do the details.
- Schedule all key meetings during the kick-off and let the client know how long the team will be working. This will manage expectations and prevent last-minute pressure.
- Start documenting early. Reflective logs, presentations, and handovers begin on day one. Your Friday self will thank you.
- Overestimate your time. Projects often take longer than expected. Build in some breathing room, but don’t promise features you might not have time for.
Final Thoughts
Project management is about structure, clarity and communication. You won’t get everything perfect on the first try, but starting with a plan, keeping the team aligned, and staying realistic with your scope will go a long way.