Five Things Project Managers Should Do before Year End

December is one hectic month. There are fewer days in the month to make sales numbers, meet goals, finalize projects and plan for 2013. That is why project management is so important in December. If I’m not wearing my project management hat, I’m rocking my Santa hat and trying to have to have some fun around the office.

The end of the year doesn’t have to be so chaotic. We’ve made a list and checked it twice, we’ve even wrapped it up in a pretty, little bow for you. Here’s 5 things project managers should do before year end.

  1. Review Year End Deadlines

    Sometimes the turning of the year on the calendar is just another day. In other cases, December 31st can mark the end of certain financial allowances or contract clauses. Do the smart thing, and check these out before the holidays.

  2. Review and Clean up Projects

    Many of us are using project management tools in the cloud. The end of the year is a great time to go through projects that might have closed but are still “open” in the cloud and could contain important documents and files that you might want to move elsewhere or delete.

  3. Check In With Clients

    If you own your own firm or are part of a service organization, now is the perfect time to check in with current and past clients. It’s fine to send a gift basket if you can afford it, but a simple email or phone call asking if there’s anything they need from you before the end of the year can go a long way towards cementing your relationship.

  4. Resolve Any Loose Ends

    If you have any outstanding invoices due, or need to resolve any disputed bills, the end of the year can be a good time to take care of these. People want to wrap things up before the holidays, and sometimes a nice note reminding someone of a past due invoice at this time will do the trick. Make sure your time tracking and invoicing is done in advance so you don't get back after New Years to some unwanted tasks.

  5. Don’t Wait Until 2013 to Start Planning 2013

    If you have any downtime during this part of the year, it’s a great time to start planning for what’s coming. Take some time for yourself and map out what you’d like to get out of 2013 from both a personal and professional standpoint. This little roadmap can come in quite handy as you are faced with the onslaught of activity that will surely come after December 31st.

What are at the top of your list to complete by the end of the year?

 

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