Whatever my title has been over the past 15 years, my work has always been a blend of different roles, all with one goal in mind: successfully delivering the projects assigned to me. Over time, I’ve learned that
The key to success in project delivery is being a jack-of-all-trades.
You need to manage the project, of course, but to successfully complete and deliver the project to production - most of the times you should also take ownership of the product you’re building. Additionally, you will act as a project analyst, an architect, conduct behavioral analytics, and dive deep into data to understand what to expect and what to improve with each new iteration.
You will act as a psychologist to your teammates; play dumb when the situation calls for it, and, at other times, think beyond your assigned role and responsibilities.
You will stick your nose into design, content, and user flows. You’ll play a role of a content manager and fix some stuff yourself if its needed. And surely, you will take on a sense of responsibility for the result, even when it’s technically not supposed to fall entirely on you.
It takes a mix of soft and hard skills to roll out a project successfully and on time. And here are a few very practical tricks I use and believe to be extremely effective.
Learn the basics (at least) of everything that might help you. And know that this is a never-ending process. There always will be something new you’ll have to learn and apply to keep being successful in projects delivery.
Here are some examples:
This might sound obvious, as it’s a fundamental principle of nearly every project management methodology, but I’ve seen countless examples where proper project documentation was missing. As well as the absence of clear tasks structure, no connections between several tasks under a single project epic —so let me start with this: document your projects and never underestimate the importance of this step.
Depending on the nature and scope of your project, it might include the following milestones:
In other words, create a Business requirements where you clearly define all business goals for the activity, including targets, and KPIs.
Don’ts: What you should avoid doing is assigning tasks to the team without having clear business requirements in place. In large companies, there may be many different stakeholders requesting multidirectional updates to existing workflows or the creation of new ones (these requests could come from Sales, Product Management, the CEO directly—you name it). If you, as a project manager, lack an internal filter to prioritize and consolidate these requirements into a clear and agreed-upon "to-be" state that suits all parties, you risk creating chaos! Sometimes, a single page that consolidates and visualizes these diverse requests can help decision-makers clearly see the multidirectional requests, align, prioritize and define the proper next steps.
Also, because it’s always better to be data-driven, provide a snapshot of the current state—unless the project is entirely new and there’s nothing to analyze. Analyzing how things work today can help define KPIs and identify opportunities for optimization and improvement. Include everything you have—such as all collected metrics, scroll and heat maps, flow analytics, customer feedback, results of UX research, etc. All of this will contribute to creating a well-informed and effective future roadmap (or may lead to a decision to cancel the project).
After that, you’ll be able to create a high-level project overview and a preliminary roadmap that outlines the main milestones and deliverables. Additionally, you should prepare a project charter that specifies responsibilities, identifies decision-makers, and provides a preliminary estimate of the resources required.
This can be fulfilled by creating several different requirement documents, such as:
Technical requirements: Collaborate with your developers to draft, review and sign off on technical documentation. Separate backend and front-end requirements. Involve architects when needed. Consult with QA early on to ensure their involvement and understanding of the project scope.
Content requirements: Ensure input from both the Product Marketing and SEO teams is included—this forms the foundation of your future traffic.
Legal requirements: In today’s landscape, compliance, privacy, and other legal aspects must be addressed upfront. Make sure you adhere to all relevant legal checklists.
Design mockups: Finalized and detailed design mockups with documented flows and behaviors are essential before development begins. Ensure all breakpoints are included and designs are approved by stakeholders. For complex projects, start with wireframes, and have them approved before moving on to the design stage.
Tracking markup: Ensure that appropriate tracking and analytics requirements are documented to capture the necessary data.
Having all this documentation in place will enable all teams to begin the implementation process smoothly. You’ll address most questions upfront, ensuring everyone has clear visibility into what exactly is expected under this project.
Once all requirements are collected, designs are finalized and approved, and technical documentation is ready, you can move to the implementation stage.
Do’s: Whatever you’re doing as a project manager, make sure to get it approved—multiple times and by different people, depending on the stage of your project. Approve all business requirements and the desired future state of your project with your stakeholders, using design mockups for clarity. Review and approve technical documentation with your development teams and solution architects. If necessary, involve analytics and operations teams as well. Approve with legal department to be compliant. Always play it safe—get your plans approved before moving into implementation.
When the entire cycle of project documentation, planning, and approvals is completed, the only remaining step is implementation. And the better prepared you are, the smoother the process will be.
Based on practice, at the very beginning, when I first start drafting project documentation, I don’t focus too much on the format. Most of the time, in addition to using a notebook (which I still rely on heavily for handwriting and sketching), I use tools like Miro boards to create rough sketches, mind maps, and diagrams of systems and their interconnections. My initial notes might be somewhat chaotic, and that’s okay.
As I gather more knowledge, collect all requirements, and have discussions with the necessary teammates, the structure of the documentation naturally evolves. I refine it, organize it, and clean it up to make it ready for sharing with other teams.
For detailed guidance, you can refer to resources on creating project documentation directly within tools like Atlassian’s Confluence, which is widely used in the IT industry for both Project and Tech documentation. But just start to compile something, and it will evolve.
Remember, to deliver your project to production successfully and on time, you’re the "three-in-one persona" and the one in charge—so take the lead. Be proactive and stick your nose into everything. It’s on you to:
Set up meetings to get the requirements you need. And widen your ‘advisory board’: find the people who know all the “whys” behind the current solutions—those who can explain what’s possible to change, what’s not, and why. Understand your technical debt. Brainstorm with the teams to figure out the future state of the project.
Do’s: Don’t be afraid of being annoying by asking a million questions. It’s so much better to get everything clear before development starts than after. That said, do your homework first! Make sure you’ve checked the existing documentation and haven’t skipped over something you could Google yourself. When you do ask questions, show up prepared—you’ll get much better answers that way. But I’m also not afraid to play dumb when needed. Sometimes, that’s the only card that works!
Make things simple! If something feels too complicated, break it down into smaller, simpler parts. While the overall architecture of the project may indeed be complex, each individual component should be straightforward.
If I can’t explain something in simple terms, I take it as a sign that I don’t fully understand it. This prompts me to dig deeper, gain clarity, and develop the ability to explain it in clear, straightforward language, often with examples.
Sometimes, you might inherit a project with overly complex logic that takes ages to comprehend. In 99.9% of cases, there’s room for simplification. This is often because the way people think varies, and some tend to overcomplicate things due to their natural inclination toward complexity. Most of the time, with ‘my iteration’ I rebuild such projects in a much more straightforward and efficient way. There’s always a way to simplify things, largely because I’ve trained myself to approach problems with simplicity in mind.
So, develop the habit of simplifying.
You can read hundreds of articles on how to be a successful project manager, but nothing can replace real-life experience. Just do it!
Fail or succeed → Learn → Repeat
Don’t be afraid to make mistakes in the beginning. Learn from your experiences. Practice, and continue gaining new knowledge along the way. All it takes is for you to start. If you’re truly determined, you’ll figure it out—sooner or later, faster or slower—but you absolutely will.
And in case you’re just starting your journey and need some mentorship or advice, feel free to reach out to me on LinkedIn.