Teams | Collaboration | Customer Service | Project Management

March 2022

How to utilize SMART goals for better project management

As a project manager or leader, helping your teams achieve better results and work more efficiently is key. A good set of goals is one of the best tools for motivating teams and keeping them on track. And crafting goals end up being a significant part of project management. A good project management plan will include some high-level goals for the project, and every level deeper into project execution typically contains its own more specific goals. The only problem? Writing good goals is hard.

What all successful client services CEOs have in common

Becoming a successful CEO at a client services company doesn't just happen overnight. It can be easy to overlook the hard work, failure, and sometimes even loneliness that comes with the territory. You might assume people in these positions are simply naturals who were born to take on these types of high-pressure roles. But in reality, it can be a tough hill to climb. So what is it that all client services CEOs have in common that helps them reach that next level of success?

Workload management: 10 ways to increase your team's efficiency

Building a truly great project schedule from the ground up is exceptionally difficult. Just ask anyone leading a project and usually, workload management makes the top of the list for hard things to do efficiently. We get it. Workloads change a the drop of a hat. And keeping everyone on pace toward completion can feel like an impossible task. For example, do any of these project situations sound familiar?

6 real-world tips for managing client expectations

When you’re running a business, it’s not all about bringing in new clients, but keeping the ones you have too. Managing client expectations is really no different. Of course, it helps to keep your current clients happy, but it also ensures you have enough room to bring on more. In fact, data shows retaining clients is overall more profitable than gathering new ones — and that’s why companies with higher retention rates typically bring in more money. Just how much more money?

Teamwork named one of G2's best software solutions of 2022

Thanks to our amazing customers and their ongoing support for our platform, Teamwork has been named one of G2’s best software in 2022! We’re delighted to receive this honor and proud to provide all of our customers with the tools they need to run more efficient, organized, and profitable businesses.

How to run the perfect client presentation

Pitching your agency as the perfect fit during a client presentation is daunting. You have to remember product positioning, messaging, client goals, and most importantly, selling your service. Most of all, a client presentation must add value. The aim is for clients to envision what it’ll look like if they work with you and how you’ll help them reach their goals. The failure of most client presentations is how they land. Some are full of text-heavy slide decks. Yuck.

Freelancer project management: How to best manage external resources and deliverables

Hiring top-tier freelance talent can help you scale your agency quickly, so it’s no surprise the freelance market is booming. But hiring freelancers is so much more than assigning deadlines and expecting results. Freelance project management can be time-consuming and complicated, not to mention risky. If you want your freelancers to deliver consistent work that exceeds your clients’ expectations, you need to put your freelancer project management process under the microscope.

Process documentation 101: What is it, the benefits, and how to start

What does the disintegration of a $193 million satellite and your company’s last failed project have in common? If we had to guess, the answer is a failure within process documentation. Your business isn’t going to accidentally destroy a satellite – we hope – because you failed to specify whether measurements were in the metric system. No, seriously – that happened.

The definitive guide to website project management

Website projects can flourish or flounder, depending on how effectively they are managed. Proper project management (supported by the right website project management software) can keep things running smoothly. At the same time, an absence of due processes can be a recipe for 404s, buggy designs, unhappy clients, and just about every other type of gremlin imaginable. This ultimate guide will walk you through how to specifically plan and manage website projects.