{"id":2785,"date":"2022-08-25T17:06:00","date_gmt":"2022-08-25T21:06:00","guid":{"rendered":"https:\/\/beomniscient.com\/?p=2785"},"modified":"2023-04-13T17:07:34","modified_gmt":"2023-04-13T21:07:34","slug":"how-to-approach-projects-you-havent-done-before","status":"publish","type":"post","link":"https:\/\/beomniscient.com\/blog\/how-to-approach-projects-you-havent-done-before\/","title":{"rendered":"Field Notes #008: How to Approach Projects You Haven&#8217;t Done Before"},"content":{"rendered":"\n<p>How do you do something you haven\u2019t done before?<\/p>\n\n\n\n<p>As founders, marketing leaders, and well-working professionals in general, we\u2019re faced with this almost every day.<\/p>\n\n\n\n<p>A new project we haven\u2019t done before. A new person we haven\u2019t worked with. A new role we were promoted into.<\/p>\n\n\n\n<p>The instinctive question is, \u201cWhat\u2019s the best way to do this?\u201d<\/p>\n\n\n\n<p>But that might be the wrong question.<\/p>\n\n\n\n<p>A better set of questions is, \u201cWhat information do I have available? What\u2019s the best way to go about this project with the information available to me?\u201d<\/p>\n\n\n\n<p>Below I\u2019ll share the framework I used when I was faced with those situations in my roles at HubSpot and People.ai and continue to face every day as we build Omniscient Digital.<\/p>\n\n\n\n<p>This is the process I\u2019ve followed for multiple projects in my career:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rebuilding a product integration and go-to-market strategy for HubSpot to acquire freemium users<\/li>\n\n\n\n<li>Producing a sales course with sales leaders at HubSpot in partnership with Coursera<\/li>\n\n\n\n<li>Creating a financial strategy for Omniscient Digital<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s the framework:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-gather-context\">1. Gather context.<\/h3>\n\n\n\n<p>Who\u2019s involved in or impacted by the project\/problem and is likely to have an opinion? Who has thought about the project before? Speak to those people. It\u2019s rare that you\u2019ll work on something that no one at the company has ever thought about before.<\/p>\n\n\n\n<p>You don&#8217;t have to implement their ideas. By speaking with them, you\u2019ll develop an idea of what\u2019s important and what the project could look like. This is often a better starting point than starting from a blank slate.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-speak-to-others-who-have-done-it-before\">2. Speak to others who have done it before.<\/h3>\n\n\n\n<p>This is the toughest part because it requires proactively reaching out to people&#8211;often strangers&#8211;and putting ourselves out there to learn from others. It\u2019s also the most fruitful.<\/p>\n\n\n\n<p>When I was head of growth at People.ai, I reached out to other people in the same role at similar companies to learn about how they approached the challenges I was running into. This went beyond building growth channels to learning how to communicate what we do across a company.<\/p>\n\n\n\n<p>They often provided me with new perspectives that I hadn\u2019t considered before. These conversations sometimes went contrary to the opinions of people at my company which further refined my thinking on how I might go about a project.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-spend-an-hour-creating-a-plan-based-on-that-information\">3. Spend an hour creating a plan based on that information.<\/h3>\n\n\n\n<p>Yes, one hour. Any more than that and you\u2019re probably overthinking it and the perfectionist part of us feels like it\u2019s making progress by creating a \u201cperfect plan.\u201d<\/p>\n\n\n\n<p>There\u2019s no such thing as a \u201cperfect\u201d plan (the&nbsp;<a href=\"https:\/\/en.wiktionary.org\/wiki\/best_laid_plans#:~:text=(idiomatic)%20A%20proverbial%20expression%20used,partially%20execute%20them%20is%20uncertain.\" rel=\"noreferrer noopener\" target=\"_blank\">best laid plans\u2026<\/a>). Aiming to create a \u201cperfect\u201d plan is actually procrastination in disguise. This is what is referred to as&nbsp;<a href=\"https:\/\/radreads.co\/meta-work\/\" rel=\"noreferrer noopener\" target=\"_blank\">meta-work<\/a>. It feels like work, but you aren\u2019t actually producing any tangible business result or learning.<\/p>\n\n\n\n<p>Block out an hour or if it makes you feel better, a day, to draft up a plan.<\/p>\n\n\n\n<p>Then go back to those same people from steps 1 and 2 and get feedback from them. Be aware that you might inadvertently draw out the planning period infinitely due to&nbsp;<em>too much feedback<\/em>. People will have opinions and questions about&nbsp;<em>everything<\/em>. They\u2019ll have an idea of how you should do it even though they probably haven\u2019t done it themselves!<\/p>\n\n\n\n<p>Time blocks the feedback and set an expectation of how long you\u2019ll accept feedback and when you\u2019re going to start executing the plan.<\/p>\n\n\n\n<p>Here\u2019s an example script: \u201c<em>Please share feedback on this within the next 48 hours. That will let me take your feedback into consideration when I start executing this plan on Monday. I\u2019ll continue to iterate on this plan as I work through it and learn what works and what doesn\u2019t and share my learnings with you<\/em>.\u201d<\/p>\n\n\n\n<p>Get the feedback. Implement what you think makes sense based on the context and opinions you\u2019ve developed. Then move on.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-execute-the-plan-knowing-it-won-t-go-smoothly\">4. Execute the plan knowing it won\u2019t go smoothly.<\/h3>\n\n\n\n<p>This is when things get tough. You have to actually start executing and realizing that things just aren&#8217;t going according to plan.<\/p>\n\n\n\n<p>Almost all of the most important learnings happen when you actually start executing.<\/p>\n\n\n\n<p>You learn what does and doesn\u2019t work.<\/p>\n\n\n\n<p>Turns out that the marketing channel doesn\u2019t perform as well as you expected.<\/p>\n\n\n\n<p>Or turns out that the integration you wanted to build is a lot more complicated than you expected.<\/p>\n\n\n\n<p>Or turns out people aren\u2019t interested in partnering with you.<\/p>\n\n\n\n<p>These are all learnings and data points so you can do better next time.<\/p>\n\n\n\n<p>Avoid the&nbsp;<a href=\"https:\/\/kadavy.net\/blog\/posts\/finishers-paradox\/\" rel=\"noreferrer noopener\" target=\"_blank\">finisher\u2019s paradox<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-iterate\">5. Iterate.<\/h3>\n\n\n\n<p>Take what you learned from starting to execute the plan and iterate. Knowing what you now know, what parts of the plan should change? Is it still a valid project that\u2019s worth investing time and resources to do?<\/p>\n\n\n\n<p>Hopefully, the next time you run into a new challenge, this framework can help you get through it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Recommended Reads<\/h2>\n\n\n\n<p>1. <a href=\"https:\/\/review.firstround.com\/speed-as-a-habit\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Speed as a Habit<\/strong><\/a>\u00a0&#8211; Speed is a competitive advantage. This is a core reason why startups are able to take market share away from incumbents. The key takeaway from the above is that when you\u2019re faced with taking on something you haven\u2019t before, you need to avoid analysis paralysis and take action.<\/p>\n\n\n\n<p>2. <a href=\"https:\/\/radreads.co\/meta-work\/\" target=\"_blank\" rel=\"noreferrer noopener\">Meta-work: Why you\u2019re always busy with nothing to show for<\/a>\u00a0&#8211; This gets into the behaviors that result in spending time on \u201cwork\u201d that feels productive but actually isn\u2019t. It gave me something to reflect on and I think it\u2019s helpful for us to regularly ask ourselves if what we\u2019re working on is truly productive or just activity disguised as work.<\/p>\n\n\n\n<p>3. <a href=\"https:\/\/beomniscient.com\/blog\/thomas-smale-fe-international\/\" target=\"_blank\" rel=\"noreferrer noopener\">Podcast: \u201cHow to build a business that lasts\u201d<\/a>\u00a0&#8211; Thomas Smale shares his experience advising on hundreds of business acquisitions and the most common traits he finds in businesses that last.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How do you do something you haven\u2019t done before? As&#8230;<\/p>\n","protected":false},"author":5,"featured_media":2786,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[184],"tags":[],"wf_post_folders":[],"class_list":{"0":"post-2785","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-field-notes"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Field Notes #008: How to Approach Projects You Haven&#039;t Done Before - Omniscient Digital<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/beomniscient.com\/blog\/how-to-approach-projects-you-havent-done-before\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Field Notes #008: How to Approach Projects You Haven&#039;t Done Before\" \/>\n<meta property=\"og:description\" content=\"How do you do something you haven\u2019t done before? As founders, marketing leaders, and well-working professionals in general, we\u2019re faced with this almost\" \/>\n<meta property=\"og:url\" content=\"https:\/\/beomniscient.com\/blog\/how-to-approach-projects-you-havent-done-before\/\" \/>\n<meta property=\"og:site_name\" content=\"Omniscient Digital\" \/>\n<meta property=\"article:published_time\" content=\"2022-08-25T21:06:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-04-13T21:07:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/beomniscient.com\/wp-content\/uploads\/2023\/04\/Field-Notes-Blog-Header-1-3.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"David Khim\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@beomniscient_\" \/>\n<meta name=\"twitter:site\" content=\"@beomniscient_\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David Khim\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/beomniscient.com\\\/blog\\\/how-to-approach-projects-you-havent-done-before\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/beomniscient.com\\\/blog\\\/how-to-approach-projects-you-havent-done-before\\\/\"},\"author\":{\"name\":\"David Khim\",\"@id\":\"https:\\\/\\\/beomniscient.com\\\/#\\\/schema\\\/person\\\/c589a59253936063f61c1858dd52c115\"},\"headline\":\"Field Notes #008: How to Approach Projects You Haven&#8217;t Done Before\",\"datePublished\":\"2022-08-25T21:06:00+00:00\",\"dateModified\":\"2023-04-13T21:07:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/beomniscient.com\\\/blog\\\/how-to-approach-projects-you-havent-done-before\\\/\"},\"wordCount\":1010,\"publisher\":{\"@id\":\"https:\\\/\\\/beomniscient.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/beomniscient.com\\\/blog\\\/how-to-approach-projects-you-havent-done-before\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/beomniscient.com\\\/wp-content\\\/uploads\\\/2023\\\/04\\\/Field-Notes-Blog-Header-1-3.png\",\"articleSection\":[\"Field Notes\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/beomniscient.com\\\/blog\\\/how-to-approach-projects-you-havent-done-before\\\/\",\"url\":\"https:\\\/\\\/beomniscient.com\\\/blog\\\/how-to-approach-projects-you-havent-done-before\\\/\",\"name\":\"Field Notes #008: How to Approach Projects You Haven't Done Before - 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