Case study 6500 – A virtual project management success

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How I virtually successfully managed a project

This is a case study of how I virtually successfully managed a project from 6500 miles away. It was the spring of 2020 COVID was ravaging the world in many ways that included financially killing small businesses. I was virtually managing my retail store from abroad. I received an email from a referral asking if we could submit a quote for 3500 gift packages to be delivered in November and December. This is the story of how I virtually managed my team, and we together successfully met and exceeded the customers’ expectations.

Every small business owner knows how the mandated government shutdowns affected business. In addition to not being able to travel because of COVID I was also dealing with having been diagnosed with a hematological disorder that made me severely immunocompromised and unable to travel. As I was watching my business that I had built fall apart at no fault of my own, I received an email that I thought was a joke. It was from a sister company of one of our clients. The email asked if we could send in a quote for gifts at three price points to be delivered to approximately, 3500 of their top clients.

To be perfectly honest, this was the largest order I had ever quoted on. Not only that, I was in Israel where I live, and my store was in Chicagoland. The thought was daunting, could I pull this off? Could this order be the silver bullet the literal mannah from heaven, the order that would put me in the black for the year?  Could this be a virtual project management success story?

I worked with my team to create samples that we could send to the perspective customer. I created a proposal and then had my staff overnight the samples. While I was putting together the proposal, I contacted my vendors to see what items were really available and what the real delivery times were. These answers would allow me to create a project plan that would help lead to success rather than failure.

The client loved the samples. We agreed on a pricing, and then I had the client to a realistic timeline that included the following dates:

  •  total number of each level gifts that were to be delivered
  • names and address for mailing labels
  • custom enclosure cards that the client wanted to print in house
  • changes to the final number

We were ready to go. The client signed off, wired a deposit, and it was go time as the expression goes.

Building a project plan via virtual project management

Once again, I went over the list of all of the materials needed for the final deliverable with my team that we created during the proposal process. This was an extensive list that included:

  • Curling ribbon to tie the candy bags
  • Clear tape
  • Stretch loops for the boxes
  • 2 different size chocolate box bottoms
  • 4 different custom chocolate box tops
  • Packing tape for the shipping boxes
  • 7 different sizes of shipping boxes
  • Packing materials
  • Ice packs
  • Packing material for the ice packs
  • Cellophane bags for the candy and nuts
  • Cellophane bags for the gift packages
  • Shipping labels
  • Food handling gloves

 I contacted my vendors again who a month before said they everything in stock and would have it in stock and placed the orders. The COVID supply chain was brutal. Vendor’s supplies did not come in, so I had to contact other vendors. Vendor’s delivery times grew, but I had padded my project plan with extra lead having anticipated this and taking the additional time into account.

I virtually made a plan with my staff. We timed how long it would take for bags to be filled and bowed. We measured how much product was needed to be ordered by unit or weight, depending on the item. I did the math and then redid the math, and then asked my manager to check my numbers. The plan was to bring in extra staff and then divide the tasks. Seasonal employees would fill bags and regular staff would tie the bags, a skilled position.
I then made a plan for how to manage not only this project’s order but how to take into account other seasonal order and there were a lot as well as retail customer curbside pickups and local deliveries.

Implementing the project plan remotely with virtual project management

The project plan was in place. I finalized all the orders and tracked them to make sure orders were being shipped as promised. My staff started working on their tasks. As Robert Burns wrote, “The best-laid schemes of mice and men gang aft agley which means something often goes awry. No matter how carefully a person or a team construct a project plan, things can still go wrong. Of course, my project was no different. One of the regular staff got sick. Seasonal employees did not always show up for their shifts. But once again, I anticipated this and had built a little extra time into these tasks as well.

Then there was spillage of product and customer additions to the order. I expected that both of these things would occur, and planned for it. Seasonal employees’ spilled more than regular staff, and the client added onto her order both during and after the agreed upon time frame. I was covered, I had ordered an extra percent of everything knowing that I would not be able to get anything last minute.

Since I had bought the business, I used a single shipping company for ground and air packages. I had the depot phone number, as well as many of the driver’s cell phone numbers. If we were not ready when our scheduled pickup came which happened during the holidays I would simply contact the night driver and he would come by. Amazing what sponsoring his daughter softball team did to improve our productivity. This order was different, the client wanted us to use their shipper because of the crazy cheap rates they had negotiated.

I learned the new software and virtually so I could create the  thousands of shipping labels needed. This required numerous conversations with the shippers’ customer service team. First, to learn how to batch import and print labels and how early the labels could be printed prior to shipping, and how much lead time the company needed to schedule such a large pickup.

I was virtually tracking our progress using Microsoft Excel spreadsheets. We were ready for the first shipment, which was supposed to ship on November first. Two days before the shipment, I entered the information into the shippers online system just like the customer service representative instructed me to do. Everything went off without a glitch. First 50 packages shipped.

I contacted the client because customer service was part of the plan and let them know the first batch was sent. My staff continued to pack, and I continued to track. The project was progressing nicely.

The next month was busy, I was virtually managing multiple client projects and my staff was technically speaking kicking butt. I made sure to send in meals of encouragement, a great practice for keeping your staff motivated, and made sure that we had plenty of coffee ordered for the break room.

Everything was on track for the December ship dates. I had worked it out with the client before that we would ship her December order out over 3 days. This was part of my plan to handle the multiple client orders that we had, as well as making sure we had enough ice packs frozen based on freezer space.

December first came, and we had thousands of packages being sent out for multiple customer orders. I had local deliveries that required two different messenger services.

Our normal shipper was scheduled for two pickups for ground and air packages for our other clients, and then the client’s shipper of preference was scheduled for a pickup. Important to note at this point, I was worried about the client’s shippers being able to perform based on a website request.  I contacted their 800 number a couple of days in advance after submitting the request and was reassured all was good.

Pallets of stacked boxes for the virtual project management deliverable

But, it was not all good.

The client’s shipper came looked at the multiple pallets and then responded that he could not take all of those boxes.  He then told my staff that he would take as many boxes as he could fit on his truck and that was all he could do. My staff got me on the phone, it was the middle of the afternoon in Chicago, and I was 8 hours ahead. My manager broke the news to me and was freaking out to say the least. I told her I would work on it, to be completely honest I was freaking out too.

The first thing I did was call the 800 number and waited. Finally, a representative told me that there was nothing to be done, and they would take 200 boxes a day until they were all gone. I asked for a supervisor, who told me essentially the same thing. I then called the client and explained the problem and asked her to call her shippers sales representative. She was given the same response of sorry, there is nothing I can do by her sales person.

Persistence pays off

I kept calling the 800 number and kept asking to speak to someone at the depot. I kept being told it was impossible, so I hung up and tried again. Finally, after sitting on the phone for hours, I got lucky, and a very nice lady had mercy on me and transferred me to the depot. By this point, the driver had called the depot and told his supervisor what was going on. I explained the situation to him, and he told me that the computer system told him only to send a driver and not that we needed multiple trucks. 

Then together over the phone the depot supervisor and I worked out a plan that was more than 200 boxes a day, it was based off of the square footage of the truck. All I needed to do was the math to fit as many boxes into that square footage as possible, and send some candy and nuts to the depot to sweeten the deal.

He agreed to get all the boxes would be shipped within 9-10 business days. I then called the client, told her what happened and what the end result was. She was shocked that I got through to the depot and had a plan. The plan included her being sent a nightly email of how many packages shipped and how many were left to be shipped.

In the end the clients gifts were all shipped, though a little late but still well before the people went on holiday vacation. The client was so happy with our level of customer service that she told me that she could not wait to do it again next year. With this order we did not finish the year in the red but rather barely in the black and more importantly we had a raving fan and a new customer.

Part of every project plan should be a post-mortem, this happens after the final deliverable is delivered.

Virtual project management takeaways

What were the takeaways from this project?

  • A project of this magnitude can successfully virtually managed from 6500 miles away.
  • No matter how well you plan, stuff beyond your control happens
  • I should have sent my manager to the shipper’s depot months in advance to make sure we were good to go.
  • Customer service is an important part of any plan. By keeping the customer in the loop and informing them of the completion of milestones as they are completed builds your credibility, which in this case was crucial because something went really wrong.

In the end, I successfully virtually managed the largest order in the company’s history. We delivered the packages on time, we were on a budget, and this project did not impede on my other client’s orders. The company even picked up new clients as a result of this order. When we did the order the following year, I made sure that the shipper was included in the planning process. We planned to ship the boxes over the course of a week this time, and of course, we had the client’s buy-in. The customer became a regular customer who not only ordered seasonally but for special projects throughout the year.

How I am Your Virtual Professional can help manage your projects

Virtual project management can be done. I have the experience doing it. I have since sold the business and as a side, I am on the road to recovery. Now as Your Virtual Professional, I can help you and your company virtually manage projects and meet your deliverables deadlines, and help grow your bottom line.

I look forward to talking with you and your team to discuss how we can grow your business together.