Smart Templates

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Select a Template

Follow Workflows

Produce Desired Outcomes

Using Smart Templates

  • Template updates are automatically available to all projects created with the template.

  • Custom workflows are built on a column-oriented drag and drop platform.

  • Project work is in an easy to use three-level structure.

  • The three-level structure includes deliverables, work packages, and tasks. 

  • Tasks status and schedule are rolled up to the work package, deliverables, and project, including smart alerts.

Smart Templates:
  • The projects a particular organization does is not an unlimited universe.

  • A bank does not build computers, a construction company does not provide patient healthcare, and a hospital does not offer loans.

  • Regardless of their size, a particular organization will do less than 15 types of projects, and most small to midsize organizations usually have less than ten types of projects.

  • This suggests that projects do not need to start with a blank slate.

  • Identify your typical project types and create smart templates for each type,

Using Smart Templates:

  • Employees start initial projects with public templates

  • Select work packages from the library to tailor projects per your needs

  • Template creators convert the tailored project into a custom template

  • Employees use the private custom templates for starting future projects

  • Organizations build their private library of smart custom project templates

  • New employees assigned projects will have a guide to follow

  • The typical confusion, chaos, and conflict throughout a project is virtually eliminated, and performance improves

Follow Workflows:

  • A survey of over 3K PM training attendees identified people issues as the common theme. The analysis determined people issues as the symptom; the core problem is a lack of following a defined process or workflow.

  • If you have processes for running the business, you also need processes or workflows for changing the business.

  • Smart templates are dynamic and contain custom workflows.

  • Following a custom project workflow will produce improved results.

  • Project workflows define how you do projects.

  • Projects change the business; therefore, your project workflows define how you transform your business.​

Building Smart Templates

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  • Create dynamically-smart templates for your end users.

  • Share learnings, best practices, ​and advice.

  • Establish how your organization does projects. 

  • Build your project knowledge base.

  • Your project knowledge base becomes your competitive advantage.

Custom Templates
Build Custom Templates:
  • Paid accounts include Template Management

  • Build custom templates from existing projects or templates.

  • Create custom components for adding to projects. 

  • Tailor component advice for template users.

  • Share private templates with selected group members.

  • Continuously monitor and improve your templates.

Organizations:
  • Establish your organization's lifecycle for doing projects.

  • How you do projects defines how you create your future.

  • Templates provide guidance and direction for new employees.

  • No need to reinvent every project since most types are repeatable.

  • Provides the foundation for continuous improvement.

  • Create your project workflow library.

  • Your project workflow library is your project knowledge base.

  • Your project knowledge base becomes your competitive advantage.

Consultants:
  • ​Consciously design service offerings customized by client.

  • Establishes predictability in the services offered.

  • Custom templates guide your clients.

  • Enables you to offer more services and produce more revenue.

  • Provides the foundation for continuous improvement.

  • Your template library is your knowledge base.

  • Your knowledge base becomes your competitive advantage.