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Unlocking Success with Key Documents: A Beginner's Guide to Project Management for Life & Business

04/24/24 | Dana LaRieal Morales

Imagine you're sitting down with a friend who's about to spill the beans on some secret tools that can transform the way you tackle big decisions and projects, whether you're flying solo on a business venture, trying to level up personally or professionally, or just wanting to get your home life more organized. This episode is like that coffee chat – casual, enlightening, and might just change the way you see your to-do list.

We're diving into the world of Project Management, but not in the way you might expect. Forget the jargon and the stiff textbooks; we're talking about three key documents – the Business Case, Project Charter, and Statement of Work (or SOW) – in a way that makes sense for the rest of us. These aren't just for the boardroom; they're tools you can use to bring clarity, direction, and a bit of professional flair to your personal and professional projects.

You'll learn what these documents are, why they matter, and how they can be your secret weapon in planning and executing anything from launching your dream project to organizing that family reunion. This episode is for the curious, the motivated, and anyone ready to take their project planning game to the next level – no Project Management certification required. So, grab your favorite drink, get comfy, and let's break down how to make these Project Management tools work for you.




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The Organized Holistically podcast strives to teach side-hustling solopreneurs how to manage a successful business and life using holistic systems. I help you develop, implement and streamline unique and organic processes and organizing systems.  I do this by helping you identify the right systems and processes so you aren't spending money or time on unnecessary things and instead can spend that time and money focusing on the things that are most important to you, your family.