Project Manager Onboarding
⚠️ COMPLETE THIS FIRST! → New Team Member Onboarding
Core Responsibilities
Project Planning & Scoping
- Define project goals, deliverables, scope, timelines, and budgets
- Develop detailed project plans and schedules
- Allocate resources and assign tasks to team members
Team Coordination & Communication
- Facilitate regular team meetings to track progress
- Serve as liaison between clients, internal teams, and third-party vendors
- Ensure clear communication of project expectations and changes
Client Management
- Onboard new clients, gather requirements, and clarify objectives
- Provide regular updates and reports on campaign performance and project status
- Manage client feedback and expectations
Execution & Delivery Oversight
- Oversee daily workflow of content creation, design, SEO, SEM, social media, etc.
- Monitor progress to ensure deadlines, quality standards, and budgets are met
- Troubleshoot issues, remove blockers, and adjust project plans as needed
Quality Control & Performance Monitoring
- Review deliverables before client submission for quality and alignment with goals
- Track KPIs and campaign analytics to measure success ❌
- Implement process improvements based on performance data
Risk Management
- Identify potential project risks (timelines, quality, budgets)
- Develop contingency plans and proactively address issues
Reporting & Documentation
- Maintain comprehensive records of project decisions, changes, and communications
- Create post-mortem or project retrospective reports to capture lessons learned
Specific Tasks
Pre-Project
- Conduct client onboarding meetings
- Document and validate business requirements
- Build timelines using project management tools (e.g., Alvando)
- Estimate budgets and approve resource allocation ❌
During Project
- Assign and track tasks for design, content, development, SEO, PPC, or other campaigns
- Coordinate between copywriters, designers, developers, and strategists
- Approve creative briefs, content calendars, and wireframes/mockups
- Flag and resolve bottlenecks or delays
- Organize and lead stand-up or status meetings
Client-facing
- Schedule and host status calls or presentations
- Deliver project updates, reports, and analytics dashboards
- Gather and document feedback, facilitate revisions
Project Close
- Ensure all deliverables are completed and client-approved
- Collect client feedback and testimonials
- Archive project files and documentation
- Lead post-project review with team
Summary Table
Major Responsibilities vs. Key Tasks
| Responsibility | Example Tasks |
|---|---|
| Project Planning | Create schedules, set milestones, allocate resources |
| Team Coordination | Assign tasks, lead meetings, manage communication |
| Client Management | Run onboarding, status updates, feedback sessions |
| Quality Control | Review deliverables, monitor metrics, QA testing |
| Execution Oversight | Oversee campaign launches, adjust plans as needed |
| Reporting & Documentation | Compile reports, update project documentation |
| Risk Management | Identify risks, implement contingencies |
Key Points Summary
- A project manager in a digital marketing agency is the central organizer, communicator, and quality controller.
- Responsibilities span planning, execution, team and client management, quality assurance, and risk mitigation.
- Mastery of project management tools, excellent communication, and a keen eye for detail are essential
