WHERE IT'S BREAKING

Project-Management System Redesign

A project-management tool does not fix a project-management problem. If every project is set up a different way, the new tool just gets messy faster. This one reviews every tracker, picks one home, and builds it around a standard project template with phases, relative due dates, clear owners, one set of statuses and the review views a manager actually uses.

What it looks like

  • Project status lives in email threads, a spreadsheet, a chat channel and personal to-do lists.
  • Every project manager sets up projects differently.
  • Deadlines move in conversations and never make it back to the tracker.
  • The firm paid for two project tools last year. One is barely used.

The ask:“Pick one place, set it up properly, and make people use it.”

How I'd work through it

  • List every tracker and what it is really used for.
  • Choose one home, and say why.
  • Design the structure and naming rules before building anything.
  • Build one standard project template.
  • Keep statuses few and meaningful, and add only the fields you will report on.
  • Migrate on a date, then retire the old trackers.

What gets built

  • Tracker review with keep, merge or retire decisions
  • Workspace structure and naming guide
  • Standard project template
  • Status definitions and required-fields guide
  • Saved views and a weekly review dashboard
  • Migration plan, team training and a short SOP

Where to go next

Service path: Systems Setup and Cleanup

Related: Contractor systems

Walkthrough

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