1. Project Management for Equipment Dealerships Basic Process Overview Equipmentfx.com

2. The Pros Keeps things organized Keeps things visible Keeps everyone accountable Timelines should be flexible Lots of easy to use programs Very affordable… Like $49 per month

3. The Cons “Not another program!” “Why now… we’ve got enough going on” Learning curve, adjustment period “It doesn’t makes sense for us… we’re fine” “It’s the TIME stupid… we don’t have any!”

4. How to Make it Easy Most “projects” don’t need to be in a Project Manager Meetings are fine, notes and follow-up most dealers do well anyways Understand the “projects” that seem the most daunting and time consuming, yet seem like they would benefit your dealership

5. Keeping it Easy Once those projects are identified, ask the following questions: Is there a good chance we’ll be in the same position a year from now? Have we had false starts before? Have we been thinking about this for awhile?

6. Then ask this… Do we have the internal resources that understand the planning and have the education and experience required to give us our best chance at success?

7. You’ve gotta be honest… If the answer is no… Two ways to go… 1: Longer way to ramp things up and learn the process… like years 2: Commit to a learning process, learn a basic program

8. Look for Easy but Effective Methods Identify an easy program like BaseCamp Sign up for a free trial Spend the 30 minutes viewing instructional videos Try a small, easy project, keep it moving

9. Then… Take a hard look at the long term projects Understand as completely as possible all of the steps Understand responsibilities, who does what, when Try a few, keep it moving, keep checking off your “to do” lists

10. The Reality… It’s hard to find the time to devote to the detail

11. The Options 1: Do Nothing… 2: Keep doing what we’re doing, we’ll get there, we’re progressing… 3: Let’s at least try something… maybe it’ll help…

12. Where to Start… The Internet, “project management programs”, research the results 27 Steps to Understand… Whitepaper by EquipmentFX View our 5 minute video Call us with any questions!

13. Keep it Simple www.equipmentfx.com