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How it works

See how Projectsboard supports you every step of the way

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STEP 1
Build your team

  • Build teams around projects
  • Nominate domain experts
  • Create steering groups for governance and direction
Build your team

STEP 2
Define your scope

  • Define your objectives and approach
  • Set success criteria
  • Capture non-financial benefits
  • Describe the strategic and market context
  • Create your value proposition
  • Establish a level 1 plan to communicate milestones and time boxes
  • Use releases to embed an iterative approach
Project success criteria

STEP 3
Create your business case

  • Define your projects costs
  • Assess your estimated investment appraisal metrics
  • Regularly review project finances against the business case
  • Easily update your business case and share with others
Create your business case

STEP 4
Assign tasks and track their completion

  • Assign tasks to groups or individuals
  • Get a real-time view of all live and completed tasks
  • Use agile, traditional or hybrid methods
  • Manage teams on other platforms using integrations
Feature pages Images_Projects - Manage product developement

STEP 5
Regularly review your progress

  • Use stage-gates to continually track performance and profitability
  • Give leadership oversight of project progress
  • Establish confidence in the project’s direction
  • Easily pause or stop projects if necessary
PB measure current and projected value

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STEP 6
Capture learnings and insights

  • Describe the positive or negative things you’ve learned
  • Build a searchable bank of knowledge
  • Embed a culture of testing, learning and iterating
Capture learnings and insights

STEP 7
Manage issues and risks

  • Capture issues and take steps to resolve them
  • Create systems for dealing with risks and learning from them
  • Assign owners to risks and track their progress in handling them
Manage risks and issues

STEP 8
Manage your stakeholders

  • Build groups of stakeholders
  • Assess their needs and priorities
  • Engage with them to drive advocacy
Manage your stakeholders

STEP 9
Review your progress and outcomes

  • Track project ROI in real-time
  • Manage non-financial benefits
  • Track project delivery performance and efficiency metrics
  • Measure your performance against success criteria
PB monitor ROI and manage finances

STEP 10
Manage your portfolio

  • Set strategic goals
  • See how projects are working towards strategic goals
  • See which projects need accelerating, pivoting, pausing or stopping
  • Track average project success rate, delivery time and other metrics
PB track your progress
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