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From Onboarding to Expert

Step 1. Learn Project-Assistant's Features

  • Login, the dashboard displays
     

  • Watch the short videos describing each page
     

  • Use our sample project to learn features

  • Create test projects
     

  • Enter and assign deliverables, work packages, and tasks
     

  • Play, try all the features

Step 2. Send questions and comments

Step 3. Deliver Success-In-Six Steps

1. Start projects with smart templates.

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2. Customize projects within our three-level framework.

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3. Follow the template's suggestions.

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4. Customize the templates suggestions.

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5. Define, assign, schedule, and create the solution deliverables.

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6. Review and update all projects daily.

Step 4. Request a Free Custom Template

Step 5. Upgrade To a Paid Basic Account 

  • Template management is added

  • Learn template management

  • Build custom private templates

  • ​Identify your typical project types 

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  • Build custom smart templates

​

  • Share custom smart templates

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  • Users select and follow custom smart templates

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  • Tailor components and guidance for individual needs

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  • Monitor and enhance templates based on usage and change​

Step 6. Share Across Your Enterprise

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BEGINNER EMPLOYEES

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These professionals are often juggling a project in addition to other full-time responsibilities. Project-Assistant.com helps them see the big picture, designate specific actions, create a sequence of tasks, maintain a timely schedule, and facilitate communication between all team members.  ​

 

  • Start projects with confidence using smart templates.​

  • Reduce conflict by following a defined project workflow.​

  • Learn best practices while doing projects.

  • Have one to-do list to manage all commitments.

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Plan and Manage All Your Work:​

Little to no project experience?​​​​​ - request free onboarding

  1. Review Project-Assistant onboarding videos

  2. Create projects using smart templates​

    • Request free help to co-create projects

  3. Enter written project plans

  4. Tailor the templates for your projects

    • Request free project management coaching​

  5. Define the project's deliverables

  6. Assign work packages and tasks

  7. Perform and monitor all project work

  8. Include all commitments to create an inclusive to-do list

    • Request free coaching to manage all your work

BEGINNER ORGANIZATIONS

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Many projects fall into specific categories or types; there’s no need to reinvent the wheel with every project. Users follow custom templates developed by experienced staff. Companies document a project business process, improve results, and iterate faster and more efficiently.

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  • Expand acceptance by using custom project templates.​

  • Reduce time to onboard employees.​

  • Define how projects are to be planned and managed.

  • Turn the template library into a competitive advantage.

 

Improve Organization's Project Performance:

  1. Review Project-Assistant onboarding videos

  2. Identify your common project types.

  3. Create a private template for the first project type

    • Request free help to co-create custom templates​

  4. Share and enhance the first private template.

  5. Enhance or establish your project lifecycle

    • Request free help to define your project lifecycle​

  6. Enhance or establish business metrics linked to projects

    • Request free help to define your business metrics​

  7. Create templates for all project types

  8. Include all employees and all work

    • Request free coaching ​to include all work.

BEGINNER CONSULTANTS

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The consultant doesn’t have time or resources to train all collaborators, yet everyone is foundational to the project’s success. Project-Assistant templates help the consultant create custom business processes for delivering services matched to the maturity and readiness of each client. 

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  • Provide custom services for each client.​

  • Design templates for all service offerings. ​

  • Integrate remote with on-site work.

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Deliver Repeatable Custom Client Services:

  1. Review Project-Assistant onboarding videos

  2. Enhance or establish your services workflow

    • Request free help to co-create services workflow​

  3. Deliver a client project using an existing template

  4. Tailor the template per your services workflow 

    • Request free help to co-create custom templates​

  5. Customize the template for your clients

  6. Test and enhance private templates

  7. Create the template library for all of your services

    • Request free help to co-design your library​

  8. Build templates for your consultancies future work.

    • Request free help to respond to future work​

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