Here's how you can effectively communicate process automation timelines and deliverables with your boss.

Ziele verstehen bedeutet, zuerst im Gespräch mit dem Chef die Vision und strategischen Prioritäten zu klären. Ohne dieses Verständnis läuft jeder Plan ins Leere. Effizienz, Fehlerreduktion oder Kundenzufriedenheit – erst wenn das Hauptziel feststeht, kann daran gearbeitet werden, konkrete Schritte und Zeitpläne abzuleiten. So entstehen greifbare und überprüfbare Ergebnisse.

Understand the goals, and I would suggest to review your understanding before creating a plan. This would set clear expectations of the project. Have a clear understanding of what needs to be achieved and the desired outcomes. Then, create a detailed plan that outlines the timeline for each phase of the automation process, including key milestones and deliverables. Present this plan to your team, highlighting the estimated timeframes for completion and any dependencies or potential risks. Be open to feedback and address any concerns or questions they may have.

Super simple method - find out what their most desired automation. Now reverse engineer, map out the automation and line this up with build-time, training time, etc. This should be a fairly straightforward process that doesn't require a lot of upfront trust.

Ein detaillierter Projektplan ist für die Prozessautomatisierung unverzichtbar. Meilensteine, Ressourcenzuweisung und potenzielle Risiken müssen klar definiert sein. Für den Chef ist es wichtig, zu sehen, wie jede Phase zu den Gesamtzielen beiträgt. Eine visuelle Darstellung wie ein Gantt-Diagramm erleichtert das Verständnis des zeitlichen Verlaufs des Projekts.

For Process Automation projects, it's essential that you keep track of project stage wise (Assessment, Requirements, Development, UAT, Go-Live) to be able to keep your boss updated. Call out challenges upfront instead of waiting for them to occur. Also, it's important that you use a common language/terminologies and consistent/transparent communication to be able to get proper guidance. Maintain an automated Pipeline and update RAG status to be able to review with Boss instantly.

Break the project down into different milestones, different achievements. For specific tasks of the project, you should define your deadlines. Don't overshoot on the complete picture, that makes it way harder to adjust along the way. Clearly communicate these milestones. Be aware of them not completely understanding which tasks take the most time. Be transparant, yet realistic. Don't overshoot yourself to look good, that will not make it any better.

To effectively communicate process automation timelines and deliverables, providing regular updates is essential: -> Regular Status Reports: Send consistent status updates that include completed tasks, current progress, and upcoming milestones. Use a clear format or template to ensure the information is easy to follow. -> Highlight Key Achievements and Issues: Emphasize significant accomplishments and any obstacles encountered. Be transparent about challenges and how they might impact timelines or deliverables. -> Schedule Update Meetings: Arrange periodic meetings to discuss progress in detail. Use these meetings to address questions, adjust plans, and ensure alignment with project goals.