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Not sure how to start?
Is team conflict increasing?
Is essential work typically missed?
Is scheduling difficult?
Have commitments been missed?
Is the project stuck?
Are project problems repeated?
Are outcomes unacceptable?

We Understand Your Challenges:

We understand the challenges small and mid-size non-profit and for-profit organizations face regarding project management.

Many of you lack a defined approach or workflow for projects, leading to inconsistencies, wasted resources, and missed opportunities.


We have witnessed countless project teams reinventing the wheel with each endeavor, resulting in frustration and suboptimal outcomes.


You told us your project software is overwhelming and confusing.

That's why we developed Project-Assistant.

Employee multi-tasksing
Limited Resources

Problem - Not Sure How To Start?

Limited resources

When assigned a new project, are you unsure how to start?

In your organizations, project leadership often falls into the hands of individuals who don't necessarily have "project manager" in their job titles.


You juggle multiple responsibilities, making allocating sufficient time and attention to each project challenging.

Without proper project management training, you face an uphill battle, lacking the necessary knowledge and tools to drive projects effectively.

Not knowing how to start results from not having a workflow to follow. Not following a workflow leads to inconsistencies, wasted resources, and missed opportunities. We have witnessed countless project teams reinvent the wheel with each endeavor.

With Project-Assistant, you can bid farewell to start each project from scratch. Project-Assistant provides a collection of dynamic workflows that serve as starting points for your projects.

If you need a business plan or social media, are working on a grant application, or are onboarding a new employee, begin with our proven workflows. They come complete with typical deliverables, task groups, and tasks within a best-practice three-level structure for easy planning. Drag-and-drop scheduling combined with smart alerts simplifies tracking progress. Many items contain best practice recommendations.

Do you need a business plan?

Business plan workflow

Do you need to apply for a grant?

Grant application workflow.

Is your social media out of control?

Social media workflow

Do you have a new employee to onboard?

Employee onboarding workflow.

Starting with proven workflows eliminates the need to reinvent the wheel, ensuring consistency and saving time and effort. They provide a launch pad for creating innovative solutions.


If you submit multiple grant applications to various payees, you can create a custom dynamic workflow meeting the individual requirements of each payee.


Lessons learned from each submission can be incorporated into subsequent workflows, reducing time and increasing the probability of acquiring a successful grant.

We are project management trainers and consultants.

Try our free desktop solution and send us feedback.

Problem - Is Essential Work Typically Missed?

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Missing essential work is usually caused when using simple task lists unconnected from outcomes.

Simple task lists lack focus on what they are expected to produce, causing items to be missed.

Brainstorming a task list for your project is step one. Don't start doing project work until you have organized and assessed the tasks.

Solution - Three Levels Reduce Missed Work:

Three Leve; Work.png

Our three-level work structure provides a powerful tool for organizing and vetting all project work.

If you start with a brainstormed task list, review the list and identify the deliverables; they are the things that will be produced. Add additional deliverables.

Select a deliverable and identify the work required to produce the deliverable. Combine tasks into logical groups that will be assigned to specific individuals. Brainstorm the task groups to identify missing tasks. Have the person doing the task group review and validate the tasks.

Review and update this structure throughout the project.

Problem - Are Outcomes Unacceptable?

Outcomes become unacceptable when a consistent management approach is missing or ineffective.

You have ambitious goals and dreams like your larger counterparts. To turn those dreams into reality, you need to unlock the full potential of your projects. Unfortunately, most of you haven't received what you need to deliver successful project outcomes..


This causes frustration, conflict, and even staff turnover. The result is that projects get stuck, and business outcomes are jeopardized.

Unacceptable project results

Solution - Regular Review Improves Outcomes:

Establish a consistent approach for reviewing, updating, and sharing status.

Project-Assistant goes beyond typical project management by simplifying and enabling project outcomes. 

  • Projects start with a proven workflow.

  • Project work is built in a tree-level drag-and-drop structure. Tasks are organized into task groups within deliverables, producing a focus on the desired outcomes. Review and update the work breakdown often.

  • Task groups are automatically scheduled when dragged and dropped into a calendar column.

  • Smart alerts identify items that need attention. Respond to items that need attention.

  • Share updates frequently.

Whether onboarding new employees or managing recurring processes, our software offers the tools to streamline these operations, saving you time, reducing errors, and improving your overall efficiency.

Projects made easy

Our customers have told us that Project-Assistant is easy-to-use.

Project-Assistant is the answer to your organization's project management woes. Our easy-to-use project management and workflow software offers a comprehensive solution to your problems. We believe in simplifying the project management process empowering your team to achieve success without unnecessary complexity.

Your Project Management Companion:

Project-Assistant screenshot


Your organization deserves the same project management excellence as its larger counterparts. By implementing projects like business plans, marketing plans, grant applications, or new service offerings with a standardized approach and automating previously manual workflows, you'll be on the path to success. Unlock your organization's potential with Project-Assistant and witness the transformative power of streamlined project management and workflow automation.

Helping organizations grow

Celebrate Success

Project team celebrating a successful project


  • Easy to use by all.

  • Best practices workflow sets expectations.

  • Teams know what they need to work on.

  • Seamless collaboration.

  • Smart alerts track all commitments.

  • Confusion, frustration, and stress

         are significantly reduced.

  • Solutions continuously improve.

The Bottom Line

Boost Business Results:

  • Start-up time is significantly reduced.

  • Fewer meetings are required.

  • Commitments are met.

  • Time and costs are reduced.

  • Business goals are met.

Overjoyed Project-Assistant user
  • Desktop, laptop, or tablet

  • Starter workflows

  • Unlimited projects

  • Drag-and-drop scheduling

  • Smart alerts

  • Custom workflows

Testimonials From Recent Users:

"I especially like its built-in “smart templates" - which starts me off, then holds my hand every step of the way. This software helped me stay focused on accomplishing my goals and offered unobtrusive reminders to the events that needed attention. I also like how it allowed me to pull in other team members, allowing a more collaborative approach to assignments.

Project-Assistant software stands out as a complete package, rich in content, tutorials, and guided work-flows.  Although it's designed with the beginner in mind, it's certainly more than just your average "To-Do" list. PA doesn't skimp with functionality and content and once you get the hang of it's unique user-interface, you're on your way to accomplishing your goals. "                                           

Dan Pappalarado, Security Analyst, Meditech 

"Rather than just adding tasks and dates and holding people's feet to the fire, this software helps you think through the processes and workflow prior to mapping the project out. If you are new to an organization or have never done a project before, use this before your first meeting!  I believe this is an initial version which is why the pricing is quite low."


                                          Denise Butler,

          Owner - Consultant RHABanking

Project Beginners Become Experts as They Use Project-Assistant

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