top of page

Six Step Roadmap

Step 1. Guiding Principles

Step 1. Select a Template

Project-Assistant's Template Library

Step 2. Follow the Template's Workflow

Why do projects continue to fail?

Young male employee unhappy with excessive work .jpg

# 1 Reason Projects Fail: Lack of following a defined workflow.

  • Private smart templates contain custom workflows.

"Rather than just adding tasks and dates and holding peoples 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

Step 3. Customize the Workflow

Work Package Library (Sample)
Predefined work packages including tasks and advice.

Project Management

Reduce surprises
Assess the project background
How to launch a project
Establish Project Team(S)


Step 4. Organize Work Into Three Levels

Business colleagues discussing future priorities.jpg

Work Breakdown Structure (WBS)

Three Levels
Are the Goldilocks Zone.
Three-Level Structure

The three-level or Work Breakdown Structure (WBS) is a powerful visual tool for identifying and organizing all project work.  

  • Three levels simplify your project.

  • The entire project is visible at a glance.

  • When you use less than three levels, work is usually missed, which increases the probability of surprises, increased time, and missed deadlines.

  • Using more than three levels becomes complex to understand and manage.

  • The most effective way to ensure successful projects is to brainstorm, identify, describe, and verify the project's solution deliverables using the three-level structure (WBS).

Why Work Packages
Why We Use Work Packages:
  • Work packages are a broader view of the vital work providing a framework for brainstorming tasks.

  • When a beginner needs the detailed steps, enter them as tasks within the work package.

  • Experienced members may not need the detail, and therefore you'll have fewer items to schedule and less administrative work for the project manager.

2021-08-25 06_48_52-Window.png

Step 5. Lead and Manage the Project

Daily Plan:
  • Create projects for all work
  • Include personal commitments
  • Assign deliverables, work packages and tasks
  • Schedule tasks
  • Review needs attention report
  • Verify work that starts today and is due today
  • You'll have a complete list of the day's work
bottom of page