How Does Client Onboarding Work?

client onboarding in action x3

When a new client comes aboard, they need to be welcomed with open arms and shown the ropes. The onus is on you, as their new business partner, to set expectations early, and to WOW them from day one!

Client onboarding is a simple process that can help you do just that. By offering a simple, seamless, and informative client onboarding process, you can help your clients get up to speed, and set the tone for a successful and long-lasting relationship.

But what exactly is client onboarding and how does it work? Follow along as we explain just that so that you (and your client) can set sail on a glorious adventure together.

What Is Client Onboarding?

Client onboarding refers to the experience your clients have with your business during the brief period of time between when they choose to work with you and the time that you begin working with them.

Not unlike a first, second, and third date all wrapped into one, it’s during this brief period of time when your clients can get to know you, as well as for you to acquire the information you need to get started helping them.

Just like dating, client onboarding is also an opportunity for your business to set expectations early—in a simple, streamlined, and user-friendly way—to ensure a mutually-beneficial relationship.

Why Is Client Onboarding Important?

Client onboarding is important for many reasons. For one, it sets expectations (and boundaries) early, so that your clients can know what to expect from you (and when they’re asking too much). It can also help you streamline your sales process—facilitating a smooth transition from prospect to active client, and help you ‘wow’ your clients with a cohesive and seamless brand experience.

Last but not least, client onboarding can significantly improve your ability to satisfy and retain your clients. It’s no surprise that happy clients stick around longer. And a seamless onboarding experience is your opportunity to identify your clients’ needs and expectations from the start. By setting the stage early, you can take steps to ensure that you’re always meeting—and exceeding—their goals, guaranteeing they will want to stay with you longer.

Want to learn more about how onboarding can help your business? Check out our post Why Client Onboarding Matters? for more information.

How Client Onboarding Works In 4 Simple Stages

1. Get to Know Your Clients

If you don't know where you’re going, you’ll never know when you get there. The same concept holds true for managing client expectations. Setting expectations at the start of your client onboarding process can help ensure you know what your client expects from you (and vice-versa).

You can easily get to know your clients and anticipate their needs by using a system to document everything you might need to know about them at the start of your engagement. This should include their answers to questions regarding general expectations that they have for your business, what metrics they value for measuring success, and, even, ground rules for communicating, among other details.

2. Meet With Your Clients

You can further discuss expectations (and set boundaries) during a ‘kick-off call’—a formal meeting for you and your client to connect personally. Kickoff calls generally last between 10 and 30 minutes and are your opportunity to be clear about the expectations and obligations each member of their team has for your business. Likewise, they’re also a chance for you to follow up regarding any pertinent information you acquired through your questionnaire.

Kick off calls are also prime time to gather any information you or your team needs from your client to begin working with them effectively and efficiently. You can do this by asking the members of your team to think about what information they need to accomplish their respective goals for the client, and by including their questions and requests in your kickoff call agenda.

3. Follow up with Your Clients

With your kickoff call behind you, it’s time to document what was agreed upon, define your client’s metrics, set up your client’s dashboards, and follow up.

At this stage, it’s important to identify what metrics matter most to your client when tracking and measuring their progress. This can ensure that the metrics you track–and the platforms you use to track them–align with what your clients value. By defining your these things early on, you can ensure you’re always tracking the right things in the right ways, and communicating trends transparently–in ways your client understands.

In the same vein, you’ll also want to check in with your client to see if they have any questions, issues, or comments following your initial kickoff call. This is why promptly following up–sometime after your first meeting–can be especially helpful.

Pro tip: Seal the deal by following up with a custom-made “client welcome pack,” to reassure your client’s decision to work with you, and prove any other pertinent information they might need to get started.

4. Nurture The Client Relationship

Nurturing your client’s relationship with you is just as important as the initial consultation. You can ensure you’re consistently nurturing your client’s relationship by periodically checking in with them following your first meeting.

By keeping in touch with your clients, you can gain valuable feedback from them to tell if you’re meeting (or exceeding) their expectations, as well as have the opportunity to ask questions and address any issues they’ve encountered, before they become a bigger issue.

Optimize How You Onboard New Clients!

Sold on the benefits of client onboarding, but not sure how to do it right?

Download our FREE Client Onboarding Hacks Guide to learn all the specific, concrete steps you can take to completely revolutionize how you onboard new clients!

We’ll expand on the aforementioned stages even further–providing you with a comprehensive game-plan for what to do and how to do it at every phase of your onboarding process. What’s more, we’ll provide suggestions and tips for making the most of your engagements–so you check the right boxes–every time–and save up to 40 hours a week in the process.

Check it out today to take your client onboarding process to the next level!

Why Client Onboarding Matters

client onboarding meeting x2

Wahoo!!! You just closed a sale, won a brand new client, and have a purchase order in the books to prove it. Now it’s time to sit back, relax, and rake that money in.

Hold on there cowboy. Not so fast.

The moment a prospect becomes a client, their experience with your business paves the way for what they can expect moving forward. It’s during this short, albeit momentous period of time when your clients will acquire the information they need to work with you, and complete the necessary steps to do so effectively.

This process–not unlike a first date–sets the tone for your clients’ relationship with your business. Which means that making a great first impression (and second, and third) can do wonders for how you interact in the future.

In this short post, follow along as we explain what client onboarding really is and why it matters, and find out how paying attention to how you onboard clients can help your business succeed.

Definition – What Is Client Onboarding?

Client onboarding refers to the experience your clients have with your business during the brief period of time between when they choose to work with you and the time that you begin working with them. Just like that first date, it’s your opportunity to get to know each other, set expectations and boundaries early, and discover what it’s like to work together.

By offering a simple, seamless, and informative client onboarding process, you can help your clients get up to speed and know what to expect, while setting the tone for a successful and long-lasting relationship.

Why Client Onboarding Is Important

Just like how the TSA makes for a more enjoyable (and safe) experience when departing on a business trip, client onboarding is a formal process that can help you set the stage for a healthy and happy business relationship with your clients.

By showing your clients what you have to offer them and setting their expectations early, you can help them learn the ropes–and teach them how to behave–every time they interact with you.

Onboarding can also help a lot with retaining your clients once they’re on board. By demonstrating your value early on and making a great first impression, you can form the basis for a healthy client relationship that ensures their utmost satisfaction. This can help ensure they stick around longer, or indefinitely, without you having to spend more money acquiring new clients.

Why Client Onboarding Matters For Your Business

Client onboarding can help your business…

Set Expectations Early

The key to a successful business relationship is maintaining your client’s expectations. If you don’t, it can affect everything from the beginning of their time working with you through up until the time they switch to another provider. That’s why setting clear-cut guidelines for how you go about things—including scheduling meetings and handling requests—can be so helpful in helping you clients understand what they can expect from your business. An effective onboarding process can streamline the process entirely, by establishing ground rules and ensuring that clear expectations and objectives are set from the start.

Establish Common Ground

At ScaleTime, we like to think of onboarding as your opportunity to get the ball rolling with minimal friction and maximum friendliness. That’s because onboarding is an effective way for you and your team to quickly connect with your clients and establish common ground on the basis of mutual interest and agreement. In addition to setting expectations early, this can create the foundation for a healthy long-term relationship based on mutual understanding and trust.

Ensure Your Client’s Satisfaction

It’s not uncommon for many client’s to have experienced a far-from-stellar onboarding experience in the past. By implementing a smooth onboarding experience right from the start, you can pleasantly surprise your clients with both your efficiency and professionalism. And, by knowing what they expect from your business, you can ensure you’re actively taking steps to exceed their expectations. This can bind your clients to your company more closely and help retain them longer.

Demonstrate Your Brand Value

Your onboarding process is your opportunity to show your clients that they made the right choice to work with your business. It’s also your chance to demonstrate what makes you unique. A streamlined and simple client experience will help create a good first impression where it counts most—differentiating your brand and demonstrating your value early on. Paired with a cohesive brand experience, a sound onboarding experience can set you up for success from the very beginning of your relationship.

Secure Even More Business

Interesting-fact: Bain & Company has found that companies that use just 20% of their client acquisition budget to improve their client experience can increase their revenues by as much as 200%! How so? Happy clients stay with you longer and will often refer you to other people—effectively doing your marketing for you! By satisfying your clients with a simple, spotless process, you’ll increase client retention and spend less money on client acquisition!

Upgrade Your Client Onboarding Today!

Ready to improve how you onboard new clients?

Check out our FREE Client Onboarding Hacks Guide to find out how you can implement a simple, seamless, and effective client onboarding process that’s guaranteed to impress your clients! But that’s not all–you’ll learn not just what to do but how to do it right, every time. From establishing client expectations and setting clear communication guidelines to ingenious ways to impress your clients, you’ll learn how to avoid the most common client headaches and save up to 40 hours(!) a week in time.

Check it out today to take your onboarding experience to infinity and beyond!

What Makes A Good Project Manager

project manager leading meeting

Hiring a project manager?

Many people know project managers only by what they do: kickoff calls, project schedules, budgets and charts. Processes and procedures designed to help them help you stay on top of your projects. But that merely scratches the surface of what makes a project manager good at what they do.

In truth, while others flounder over projects like a fish out of water, project managers stay calm, cool, and collected. They keep things running smoothly, get the job done on time, and leap over hurdles as gracefully as a swan in mid-flight.

But just how do they do it? And what should you look for to ensure the next one you hire can do it too? Find out what it takes to be a good project manager in this insightful post.

Stellar Communication

project manager solving a problem

Good project managers and good communication are synonymous.

Not only will they put systems in place in order to keep things on track throughout all phases of a project, but clearly communicate statuses, deadlines, milestones, and achievements to ensure that everything is on track.

Strong Problem Solving Ability

project manager practicing teamwork

Being able to quickly solve problems–on the spot and on the fly–and especially on behalf of stakeholders–is perhaps the greatest skill that a PM can possess. After all, whether they’re discussing campaign performance or communicating with a client, good project managers need to adapt quickly and pivot on their feet.

Moreover, when working with team members, strong problem-solving and communication skills come hand in hand, granting PM’s with the seemingly magical ability to wrap their head around complex problems in minutes, and explain them to team members or stakeholders in seconds–and in ways that make sense to them.

The lesson: when looking for a project manager for your business, find one who’s good at rapidly understanding problems, as well as coming up with (and communicating) realistic solutions to solve them.

Delegation Avoids Disaster

In life and in business, you can’t do it all yourself. To avoid disaster, you have to learn to ask for help.

That’s why outstanding project managers know that delegation is one of the most important parts of their job. By delegating tasks to the right people, PM’s are able to balance the workload between team members to get everything done on time.

Moreover, by identifying the right person for the right job, good project managers learn to let Doug in marketing, Lucy in finance, and Mark in sales, do what they do best.

By delegating tasks based on skill set (not based on who has the lightest workload) PMs are able to ensure that tasks meet their deadlines and execute flawlessly each time–making the entire team more productive and efficient as a result.

Pro tip: For the project manager of your own agency, look for one who jumps at the chance to get to know your team members and who delegates tasks based on their own unique skill sets.

Honesty Is The Best Policy

project manager being honest

Mistakes happen.

All the more so for projects with multiple deadlines, stakeholders, and goals.

That’s why for project managers, it’s best to be honest and forthright with clients. As well as to handle blunders with a no small degree of tact. After all, there may be some information best left not disclosed with clients–and it’s always better to let someone have it your way.

Discovering the balance between honesty, tact, and concealment is an essential quality of the project manager’s role, and something to certainly look for when finding one for your agency.

Enthusiastic & Emphatic

good project manager being enthusiastic

Trick question: what do the words gusto, spirit, ardor, zest, verve, or chutzpah have in common?

They all describe the energy of the very best of project managers.

How so? It’s simple: the best project managers rally others around getting stuff DONE!

And, they easily do that by being the most enthusiastic (and empathetic) person in the room.

Project managers not only care (deeply) about the work their team is doing–but take the lead to make sure it happens on time.

By being enthusiastic about the work, and empathizing with the needs of the people they manage, they can encourage team members to get stuff done on time and to spec–with as little hand-holding (or hand-ringing) as possible.

Looking To Find The Best Project Manager For Your Business? Let Us Help

Hiring a new project manager for your agency?

Need help finding the perfect one?

Schedule your free strategy session to find out how we can help you secure a first-rate project manager for your business or agency–so that you can get stuff done on time (and on budget) and grow your business faster than a caffeinated cheetah.

How to Manage Scope Creep in Your Digital Marketing Agency

You are currently on your way to your fourth milestone: setting up the last few details of your project plan, ready to party after a successful closing.

Your phone rings: the client wants to request a change in the deliverables.

You thought you were on the same page with them, but now you are sure the current project will fail. Where will you get the additional funds? How will you tell the suppliers? How will you adjust the timeline? Will there be any other changes in the future?

So many questions are running through your head. So much for the party after completing the project. Dreams. Crushed.

As a project manager, you are expected to manage, if not avoid, scope creep over the project schedule duration. Scope creep management allows the entire team to stay on track with project goals, avoid hidden agendas, maintain overall job breakdown structure, and balance resource allocation.

Are you up to mitigate scope creep? Then, let’s get your digital marketing agency ready.

What is Project Scope Creep?

When project managers encounter change requests on the project requirements during the implementation of the project schedule, project scope creep happens. These may block the project’s progress or result in different or low-quality deliverables.

Causes of scope creep may include the following:

  • Miscommunication during project planning
  • Outside forces like economic and environmental conditions
  • Project politics or ‘leadership drama’ which leads to confusion between the project team members

Let’s take the example of a website client. If the client asks for a website redesign that you and your team agreed on at a specific price, that would not be considered scope creep. However, if the client then tells you over the phone call to add all the optimization, integrated social media accounts, and advertisements, you would instantly recognize that as scope creep.

But scope creep doesn’t always show up as a whole phase or section of the project being modified. Often it starts as tiny minimal alterations to the original scope. Adjusting the website to match the client’s new branding palette mid-way through the project, for example, would add unforeseen time to your team’s work schedule, and would be classified as scope creep.

Most cases of scope creep are innocent, but occasionally one party might have a hidden agenda. A lack of awareness of scope creep can put your agency at risk from disingenuous clients, who make a deal for one deliverable but plan to sneak other projects under the same umbrella.

Project Management and Scope Creep

We all know what project scope is. According to the Project Management Institute (PMI), “project scope is the work required to output the project deliverables.” The scope should be characterized clearly, and any alterations should only be conducted under a formal change management process.

The scope of a project includes a breakdown of work to be done and instructions for any changes. Any changes throughout the project must be controlled through a structured change management procedure.

When it comes to working without a tight project scope, you must learn how to maximize your project method and use it to your team’s advantage. In agile projects, for example, the overall project is broken down into smaller stories which is an excellent way of managing scope creep. In addition, it welcomes changes openly as part of the customer’s competitive advantage. The Agile method manages projects by diving into the details and the calendar.

But because Agile teams lack a fixed scope, project failure comes in the forms of poor estimation and prioritization, disagreement on how to handle changes, and missing processes to manage change requests.

How can a Project Manager Control Scope Creep?

Create a project budget

The project budget should be adequately defined during the project’s planning phase. Include project stakeholders – both your client and each team member – during the process and agree on a precise project budget based on properly calculated estimates.

Poor budget estimates in a project plan can cause delays in the later part of the project, which is a sure sign that scope creep is already developing. A comprehensible project budget will also limit requests for additional funding if not totally eliminate it.

Estimations should be based on proper research together with the project team. Collaborate on the estimates together and avoid making wild guesses. When using a pricing model, consider both time and resources to develop a more precise estimate and prevent scope creep in project management.

As a digital marketing agency, progress payments are essential to ensure your revenue or, at the very least, some working capital. Invoicing for work done in advance can also update you on the volume of work you have already completed and cover any ongoing expenses.

Project managers must invest time considering all costs involved in the most efficient manner. Any budget proposals and cost breakdown issues should be cleared before executing the project to meet clients’ deliverables on time and uphold your agency’s reputation in carrying out the project scope.

Face ALL change requests

Getting back to change requests that arise during the project’s duration is one of the most critical responsibilities involved in scope management. As a human, you know that this is a tedious, time-consuming task you must face.

In any project, scope creep arises in not answering these requests. It may take up a whole day or just minutes before you end your work, but they need to be addressed and given attention. Keep in mind to inform parties involved so they know all the measures and steps to fulfill amended project requirements and still ace preventing scope creep (more on communication later!).

All the approved, rejected and resolved change requests must be logged in the project’s Perform Integrated Change Control process. According to PMI, this allows reviewing and adequately documenting all requests and integrating them while considering all possible project risks. Conduct a special meeting called a ‘risk workshop’ and include appropriate risk responses to minimize unforeseen considerations

Create a timeline (and stick to it!)

The ideal setup is creating a timeline and following it to the dot. But in every project plan, there will always be unavoidable bumps and humps. The key here is simple: be realistic about what you can accomplish in the project timeline allotted.

Define detailed requirements and milestones with project team members. Give space for contingencies and allow some wiggle room and flexibility while creating your timeline. Doing so will assist you in maintaining your schedule and provide you with the opportunity to regroup and prioritize or deprioritize tasks and change requests.

You also need to take into account the expertise of your team members so you have an idea of how long it takes to work on an assignment.

Creating a timetable does not end there. You have to keep track of it consistently, religiously. Watch out for red flags outside your control like marketing conditions and global phenomena that may affect prices, suppliers, and even clients’ businesses which can trigger change requests.

Set REASONABLE boundaries

Don’t take on more than you can handle, and be willing to say no to a particular project phase when necessary.

Be transparent and practical when laying down the project limitations with a specific time, cost, and scope. Include these in the scope management plan. Don’t hesitate to inform key stakeholders of the realistic expectations on the project scope before the project begins.

Addressing boundaries is also a confident move to preserve leadership and authority as a project manager. It minimizes the complexity of a project and keeps you in control of the situation and your schedule. You may have still said yes to a few requests, but the ability to contain the damage and work within the given resources should remain intact for the project’s duration.

Five-star communication

Constantly update all involved parties on the progress, timelines, missed deadlines, and expectations.

Poor communication can result in surprises – unpleasant surprises, that is. Changes in the agreed-upon scope with the key stakeholders and project sponsor are not considered scope creep. On the other hand, scope creep is when you have poor communication between stakeholders, disorganized documentation of new features, and out-of-date change control systems that are doomed to make projects fail.

Your project deliverables may be reaching a five-star rating. but if your project teams’ communication is merely a one-star meh, you still need help addressing scope creep.

All new requests based on the original scope should undergo the Perform Integrated Change Control process, including updating new features, documenting project charter amendments, and ensuring you’re on the same page with modifications in the scope statement.

Bottom Line for Project Managers

Consider looking at scope creep positively. It is a type of change, and change is the only thing permanent in this world.

You will not be able to see what’s missing or lacking or even distressing your systems, and you have no opportunity to grow into the best project manager if you don’t allow for some scope change as the project runs.

Handling scope creeps is a challenging part of being a project manager. One of the good things nowadays is that technology is readily available to help you see through despair. Monitor change requests, work progress, invoices, and payments through reliable project management software. A handy project management tool paired with a powerful agency framework can help you unite your team, spare you from twice the efforts of juggling phone calls and client visits while taking care of your spreadsheets.

Sound too good to be true? Let Scaletime help you!

Scope management plans for successful projects are made easy with ScaleTime. Handle scope creep in project management by optimizing your digital agency’s systems and processes. Get a FREE Discovery Session with our Scale Strategists here!

Digital Agency Process: 10 Workflow Tips to Scale Your Agency

digital agency process

When you browse your Facebook and Twitter accounts, you can’t help but check out the latest viral videos – oh, and guiltily go crazy over TikTok too! Promo flyers have been replaced with double clicks; print ads kicked out by digital billboards, and social media channels are the new TV when it comes to advertising. Influencers and even owners dance to a catchy tune trying to grab their potential customers’ attention as they view their ads over and over again.

With the rise of technological advancement and innovative ways to keep businesses in check, digital marketing agencies are also growing. The number of likes and shares now evaluates popularity as online businesses and virtual markets are born daily. Before you know it, demands for digital marketing are spiraling.

So how does your digital agency keep up with the pace? Are you ready to take your digital marketing team to new heights?

We are here to provide the ultimate guide to improving your digital agency workflow and give you tips on how to scale up amidst the competition. Let’s get crackin’!

The Role of a Digital Marketing Agency

Who says they still need a digital marketing agency? All the CEOs need is the Digital Marketing Agency book for Dummies together with Google and they’re good to go!

Nope. Your agency is more relevant now MORE THAN EVER.

A digital agency dedicated to marketing purposes is important because of the BIG FAT chunk it brings to the table: building customer relationships online translates into future sales and purchases. They are also responsible for purchases made across digital platforms because of their strategic thinking and inventive lead generation strategies.

So, do you think businesses can still get away without the help of a digital marketing agency?

Let them try handling marketing campaigns that are now shifting to the virtual world from the previous face-to-face. Give them the opportunity to manage everything from content production to website design, to a smooth-sailing online customer experience, all at the same time! These factors contribute to the increase of sales and whether you will raise loyal customers or become viral the wrong way.

Increasing online presence, getting sales leads, turning them into sales, and expanding the businesses’ reach are only some of the responsibilities having a digital marketing agency entails.

Best Workflow for Digital Marketing Agencies

digital agency process workflow

Keeping your sanity and improving your business’ performance every time you take on a new project equates to relying on a company workflow. It is having a process you can depend on with email marketing, social media and content creation, web design, sales analytics, and even hosting virtual events.

First things first, you need to create a comprehensive onboarding system for clients, clarifying the breadth of the project, and having a documented template that you can use to implement your processes. When everything’s a-okay, next is to assign clear duties to team members, review the project timeline, and regularly ask for feedback. As simple as that, your digital marketing agency can now implement a well-developed process workflow. YAY!

Just between us, what makes YOU a successful digital agency is your ability to execute a unique workflow that focuses on achieving your marketing goals and broadening your business services.

At ScaleTime, we check that your business has the best effective system that guides you in creating a blossoming digital marketing company. We offer project management for your digital agency as a way to create a systematized approach for meeting deadlines, knowing the team members participating in the project, and measuring and optimizing your business’s success.

We start by taking a look at what is happening and we note what tools and services you use, evaluate each team member’s role, the onboarding of each client, and the current project management method you are using in your company. This is the data we will use to create a baseline.

We then create a plan which involves reviewing the present effective procedures and removing the ineffective ones while working our way up!

Sooo, what’s next? We implement a procedure that works well with your system and give a boost to what you already have! We guide you all the way from measuring KPIs to appreciating the numbers on your company’s books.

Our proven process allows you to take a step back, supervise, and peacefully sip champagne at night. Wouldn’t it be fun to oversee your company’s development while sunbathing from your dream paradise? Now that’s life!

10 Tips to Scaling Your Digital Marketing Agency

1. Have a workflow that is proven effective

We know that you dread the daily grind, but you need to do it to enjoy everyday life. So what’s our solution? An efficient workflow is guaranteed to have you living the best days with your family and friends, and even your pets!

One of the cornerstones of successful agencies is refining an existing workflow or a total overhaul and setting down a new one. You may have the best team members, the most understanding clients, or the high-paying projects, but if you do not have a systematic way to handle all the tasks in your business, then everything, including your time and money, goes bye-bye.

Don’t let precious resources escape your grasp. Learn to control your nine-to-five with this proven-effective framework for your digital agency. We have the road map to optimizing your digital marketing processes right HERE.

2. Successful onboarding of new team members

digital agency sales process

Once you have a clear system in place, it’s now time to enhance your team.

Each team member must know exactly what is expected of them, to improve employee satisfaction, motivation, and retention. If you have trouble with annoyed or confused team members you often catch on long breaks and not on their desks, you might need to integrate your system into the team. Knowing what to do when and who will do it makes the difference.

One of the many ways is to make them carry out all the specified tasks constructively. Designate marketing managers to handle the creative assets and sales, project managers with the scope and ensuring deadlines are met, and relationship managers to deal face to face with clients. This brings us to the next tip –

3. Flawless client onboarding

digital agency client onboarding

Your team may know what to do when implementing a task in the project. But what about the clients? These are your customers, your lifeline, the mechanism that pumps blood in your business. Having a step-by-step guide to delivering projects must also include having an efficient client delivery process.

Grab a coffee with them and let them know the current project status and where your team is at with the timeline. Update them with their portfolio, let them know you’re on the same page, and make them feel they are involved and being taken care of.

This is a chance to help spread the word that your company is not just a fancy website with monthly vouchers. It is an opportunity to turn mouth advertising into potential customers and client recommendations.

4. Streamline the creative process

Too many post-its hanging by your workstation, but you’re still stuck with all the digital marketing dilemmas? Or maybe your team just throws in their ideas, and results are all far off from the final product?

Simplify the way you want a plan to be executed. Straightforward marketing goals and campaigns would allow more team members to understand the creative process, attract motivation and encourage feedback. It also fosters the development of analytical thinking and problem-solving skills within your team. You certainly don’t want to get stuck with uncolored drawings! Always remember that the virtual marketing journey is as important as the output.

5. Know how to set a fair price for services

digital agency price

Unlike products, digital marketing services are challenging to put a price tag on. Charging too high leads to overpricing and fewer clients, while charging too low will cut into your profit or, worse, leaves an impression that the services you offer are not as good as everything else in the market. Yikes!

Managing the budget by knowing how much your services really cost is a good place to start. Although there is no one-way route to finding a fair price, some things to consider are the type of service you offer, whether there are any marketing specialists providing the same service, and if yes, how much they are charging for their work.

This competitor analysis helps you have confidence in your real worth, so you can communicate this to your customers. Or else, they’ll believe you are not credible enough for your asking price!

If everything still seems blurry, we have prepared this article on specific guidelines and other tips for pricing your services HERE.

6. Up-to-date digital marketing data

digital marketing agency sales process

Not everyone can sell, and not everyone can do math. However, these are two essential pillars when it comes to digital marketing!

Before, studying your competitors’ strengths and weaknesses was enough to keep you ahead of the game. Now, the market analysis includes more detailed and comprehensive statistics on their market share, pricing, geographical location, customer reviews, online channel presence, and many other factors. It’s more than just raw data because these are numbers that need to be researched and examined to become the basis of your marketing techniques and strategy.

Once you’ve done your digital marketing campaign, reviewing its success and components is also essential to help gather more insights on your product, your approach, and your target audience.

7. Focus on the target audience

digital marketing agency target audience

Stories, captions, and social media posts should not only make clients happy. As creatives, digital marketing agencies should focus on creating precisely what the target audience needs by defining the real people who are most likely to purchase from your client and earn their trust and loyalty. Without them, your clients will not exist at all! The target audience may be based on several factors like age, location, income, interests, and so on.

After knowing your audience, it’s time to get some leads!

Whether it’s blog post creation or content creation for social media platforms, the final digital product is a huge part of ensuring your audience recognizes your presence. It may be that they don’t need the services now, but if you keep them interested, your services stay at the back of their minds. They may come back to use your products in the future, and some may even make referrals and recommendations when the need arises.

8. Choose the tools that work best

Digital agencies use all the tools at their fingertips to meet the creative brief and follow creative processes. Software is used for updating web pages and content production, but how do you know what works best for your digital agency?

One tip is to check out what other business owners use in your industry. These digital tools come with specific guidelines on installation and sometimes the extra budget needed for its premium users. So, if you find out it does not work with your system, you could end up wasting a week (or even a month, UGH!) trying to figure out how to use something that’s not really effective in making your work more manageable in the first place!

(Not to fret, some tools offer a free trial and 24/7 support, so you’re not left alone in this cold and brutal virtual jungle of paid software and applications!)

But wait, here’s the fun part! Once you’ve installed the app and get the hang of it, you may now integrate it into your effective workflow. Tasks that may seem complicated can now be done with just a click or two to achieve desired results and meet deadlines more effortlessly.

While you’re at it, you can even adjust the mood lights in your office to boost your team’s creativity or even plot the traffic system on your way to meet clients with a single tap while enjoying your morning coffee.

9. Set expectations of clients and team members

You have to accept that life does not always work according to your plan. This is why part of the workflow sets clients’ and team’s expectations.

Have a kickoff meeting with both parties to emphasize project objectives. Explain the project range and give the project summary towards the end. It balances the anticipation and relieves pressure.

Part of the timeline also sets the time for you to provide feedback to ensure no loose ends after the project has been implemented.

10. Step back as you grow

digital marketing

After all the hard work, it’s time to develop turnover and endorsement plans.

First, take time to assess if the current strategy works and update team members on their accomplishments and performance. Next, tweak your current digital marketing process according to the fast-paced and changing times.

Finally, as your agency grows, the last part of the framework (and probably the most rewarding one at that) is stepping back and giving yourself more time out of the office and more time to focus on achieving a work-life balance.

Exciting, isn’t it? Now’s the time to scale up your digital marketing agency! Set up a Discovery Session with us for FREE. Take control of the growth of your business, and let us help you. Talk to our Scale Strategists and optimize your company by clicking HERE.

How to Scale a Marketing Agency: 7 Tips to Grow Your Business


how to scale a marketing agency

A marketing agency nowadays does not only refer to newspaper ads and large billboard posters. In today’s digital climate, a marketing agency is expected to tilt its focus to cyberspace – where all the thumbs up, sharers, supporters, and even haters reside – to make their services gain publicity.

Marketing agencies are now challenged to jump into the unknown age of information technology as they try to balance customer retention and acquisition. But how does a marketing agency take that giant leap? In this troubling time full of risks and closed doors, how does one choose the right time to do so?

worried on how to scale your marketing?

Scaling a marketing agency and making your way into the digital environment is often seen as a make-or-break decision that will either help you tap into potential clients or give you more headaches. Thankfully, it doesn’t have to be that way.

At ScaleTime, we are committed to helping you achieve your sales and marketing goals by giving you all the best how-tos and tips. This guide will show you how to grow your business into becoming a successful digital marketing agency. Keep reading to find out more!

The Boom of Digital Marketing Agencies

how to scale a social media marketing agency

Digital marketing agencies are agencies born from gaining customers through virtual channel platforms. Many agencies are shifting to become digital agencies in order to gain positive financial results, striving to gain more clients and new leads by embracing the call of the virtual world. A consistent and sought-after online presence gives you access to leads, pitch your service offerings, and opens the opportunity to scale your digital marketing agency.

There has been an exponential increase in online businesses and virtual markets that need help promoting their products and converting audiences to clients. Is your company the next digital agency to take the plunge?

The Right Time to Grow your Digital Marketing Agency


Now is not everybody’s time. Not everyone who climbs that mountain sees the peak. In order to successfully reach the top, you must know when is the right time to do it. Your business may be ready to go, but you’re not sure if scaling up is the right answer. We’re telling you now: look for the signals! Here are some of the signs you are ready to go:

You’re already gaining profit

scale a social media marketing agency to gain profits

When you are earning more than you are spending, it’s a sign that your business is not on the verge of shutting down anytime soon. Profit margins usually tell you how your company is doing financially. Net profit margins (the total sales minus the expenses, divided by total revenue) are the basis of the business’ total profitability, and having numbers between 10-20% is already a good figure in the digital marketing industry to indicate healthy cash flow.

Bear in mind that the profit margin for your industry cannot be compared to any other field. Other sectors have their own ideal profit margin and other businesses have higher or lower percentage requirements to show they are ranking ahead in the game.

Although it is tempting to expand once you’ve reached your goal the first year you’re in the business, be cautious and go slowly and surely. Steady earnings don’t happen overnight. Most businesses say they are ready for scaling up if these numbers are maintained or increased in two to three years’ time. With successive yields under your belt, you can then make a move and consider your business ready to scale up.

You have too many clients

Having to turn down people and companies seeking your services? Overflowing leads that you have no time to answer? Too many clients may seem ideal in the perfect setting, but it is no fun once you have to juggle around their requests altogether. This is one of the obvious signs that your marketing agency is ready to level up.

Many businesses see expansion as a hindrance to providing excellent services due to the administration’s divided attention. Correct management is the key here, and this will be discussed later in this article. We at ScaleTime help you implement a wider system to take in multiple clients and automate looking after your leads – all while remaining profitable and scaling up smoothly!

Your market is expanding

connecting dots for scale a marketing

As a marketing agency, you already have a target audience and a target market. But when you are slowly experiencing a spillover of enthusiasts from another market group or segment, this shows that the demand for your marketing services has grown. If your marketing agency can no longer provide for additional projects with the given conditions, then this is a sure sign that your client base is expanding and you may need to broaden your target market.

Take into account clients coming from outside your specific niche and try to expand from that. If you’re currently offering services to a certain location, you may want to look at other options when you are considering elevating your marketing agency.

You are comfortable with your team

scale your marketing with teamwork

When your team provides high-quality work for clients seamlessly, you may want to consider training new employees, as this is one of the ways to effectively scale up. Be on the lookout for team members who are not comfortable with this idea, however. There may be some who find teaching to be more of a challenge than their usual role.

Ask for your team’s opinion on your scaling up before making any drastic moves. If everything goes well, you will have put together a remarkable group of people who can work and grow as a team.

7 Tips on How to Scale a Marketing Agency

1. Review existing business model

good business model is required to scale marketing agency

Having a proven process will help you gauge if you’re really ready to scale or not. Leveling up your marketing agency does not mean a total overhaul of what you already have. You likely already have an existing marketing flow in place, so if you think your business model does not help you in managing your business, make some tweaks, see what works, and implement it strongly within your system. This lets everyone know what they are done with, what they are doing, and what are they going to do next.

By creating an effective digital marketing workflow, tasks will roll out more seamlessly than ever before, giving you freedom from daily 9-5 work. Here’s an ultimate guide to help you out. This includes creating and running marketing campaigns at your level, condensing the marketing process for your team, and having a successful business model becomes the basis of each workflow you execute within your digital marketing agency.

Building a great agency plan from scratch is tricky, but with the right items securing your business, you’ll be completely covered! A successful sales strategy allows changes in prospecting and qualifying leads, building rapport, assessing their needs, committing to deliver, and actually carrying out the projects. We help you understand different sales and marketing terms that will assist you in maximizing your revenues and optimizing your team.

For the best marketing flow for your business and other tips and tricks to get you ready to scale, click HERE. Watch as you grow and unfold into a beautiful digital marketing agency butterfly!

2. Implement an effective project management methodology

scale a marketing agency

The project methodology is the way your team approaches projects in order to meet the endpoint or the project goal. It is used by project managers to effectively use their team and other resources like budget, time, and supplies to produce the expected deliverables. Having a project management method in place means minimizing your risks, discovering new skills, and developing current ones while meeting deadlines and staying within the project time frame.

After carefully planning your project management approach, integrating with project management software could help you to save half the time spent in front of your desk and focus on more important duties and responsibilities. ScaleTime helps you to find the perfect project management methodology for your business and shows you some of the popular project management methodologies today. Find out how to embark on the journey from marketing agency business owner to project manager HERE.

3. Take care of new and existing clients

hand shake

You may have improved your business model and refurbished your project management plans, but if you have difficulty in holding on to your existing clients, you should check the quality of service you are offering your existing clients. A client churn may not be a result of your business and the service you provide, but it’s worth checking for the sake of your business’s reputation and income.

Build a structure that will help you analyze the satisfaction of your current client base, minimize client churn rate, and increase client retention. This will help you touch base with potential clients and help you gain new ones in the process. Easier client onboarding also helps to create excellent first impressions and smooth client experiences throughout the duration of the project, whether from direct or indirect interactions. Positive client experiences differentiate your marketing agency from the rest of the agencies in the market. It helps promote the good name of your brand, and in turn, grants access to more clients.

4. Empower your team

sea view

If you already have a group of outstanding individuals who are working well together and creating outstanding output, you can probably skip this one! This tip is for teams that have one or several rebels, black sheep, and floundering employees that you need to push harder than the others. Ask feedback from these underperforming employees; connect with them and make sure that communication is preserved and honored. You can’t say yes to something during a pep talk half-heartedly or leave them hanging confused, annoyed, and ready to hand in their resignation.

Another thing to consider when scaling up is the vacant positions to be filled by talented individuals who will become new team members. As early as the onboarding process, give new employees the information and the purpose to become motivated, creative, dedicated so that they can be on the right track from the get-go. Troubleshoot the hiring process of new employees for entry-level positions to develop young talents and harness new ideas that can help scale your marketing agency.

5. Boost your digital marketing tools

digital marketing tools

One of the most popular trends today is influencer marketing, where favored and well-liked people in the multimedia platforms like celebrities, organizations, and bloggers endorse products and services to attract new clients. Some business owners offer promos and discounts, while other agencies gift their loyal customers when they invite new clients. These are just some of the ways to boost your online and social media presence.

Digital marketing tools are used and maximized in order to gain attention from potential clients and target audiences. Driving website traffic with the right tools to improve web design is also essential to communicating properly with viewers and visitors. Delayed chatbots, faulty auto-replies, and underdeveloped newsletters are big no-nos in creating a great customer experience.

In the past, trial and error were used to test the effectiveness of current marketing campaigns. Now, there are software and programs like Google Analytics and Facebook ads that can help create and analyze the current techniques you are using. Social media marketing strategies are well within reach – it’s up to you to decide what course of action to take and put into effect in your agency.

Learn how to stretch the coverage of your digital marketing services! ScaleTime offers practical tools and solutions HERE to help you get your kick-ass marketing agency optimized.

6. Take advice from industry experts


As a business owner, you recognize your limitations and understand that every day is a learning curve. Let the experts do the talking! From creating marketing funnels to remaining profitable during agency growth, these specialists are knowledgeable on all important processes and will let you in on trade secrets for how to scale and adapt.

Build your core processes through industry geniuses and apply outside expertise to running and scaling up your business. Look for masters of the trade who will help you steer clear of vanity metrics and pay attention to actionable metrics which will aid you in weighing marketing strategies that work best for you.

7. Elevate business relationships

hand shake

A quality agency doesn’t just offer services – it also builds strong relationships with everyone involved, whether that be clients, employees, or others. As professionals, choose to create mutually beneficial partnerships that will establish the name of your agency in the world of digital marketing.

Projects may be fast-paced in the virtual environment, but relationships do not stop once the project has ended. Encourage feedback and check in on clients from time to time, as this will help them remember you when the need arises, either their own or referrals to other clients.

Successfully scaling your agency not only focuses on creating more money. Making clients happy, striving to help clients’ businesses grow, enabling new employees, and creating an awesome business model is exactly what it’s about. Ready to scale your digital marketing agency? Click here for a FREE Discovery Session.

5 Scheduling Tips For Better Calendar Management

scheduling tips - calendar on a tablet

Do you often feel unproductive despite coming to the office early, heading home late, and even working overtime on weekends? Every meeting, presentation, and deadline shows no progress? Catching yourself spending more time figuring out what your staff is doing, or when they’ll be free for a meeting, than you do getting the real work done?

If you relate to any of these, then it’s time to make a change! One of the most effective ways to level up your work life is to create a scheduling system or revamp your existing one. Free yourself from worries and allow your organization to run like a well-oiled machine! And that is our scheduling tips will help you achieve.

If you’re not sure what employee scheduling is, it is basically a process that allows you to plan your team’s workflow throughout the day each week, ultimately boosting you toward your career and project goals. At its most basic, you can think of scheduling as a list of the tasks to be done, along with the ‘where, when and by whom’. Sounds tedious, right? But modern employee scheduling software can make this scheduling process much more efficient, saving you time and headaches!

Ready to get started? Take a deep breath, prepare your calendar and clear your mind as we give you the best management tips for using scheduling to get lower labor costs and happier employees!

Why is Effective Scheduling Important?

small white clock

Effective scheduling is very important because it helps to maximize the most crucial unrenewable resource we are given – time. Some days we want to go home already, some days we wish for extra hours. But we are all given the same 24 hours – whether we like it or not. Our time each day is limited, but we cannot let it limit us.

If you’re already at your wits’ end handling your own calendar, there’s even more on your plate when you’re running a business. You need to schedule your staff’s tasks as well. Your staffing needs depend on the needs of your business at the time. The more employees you have, the more time you may end up coordinating everyone’s schedules!

But that’s exactly the opposite of what an effective schedule is supposed to do. Business scheduling doesn’t have to be a complicated and time-consuming process. By choosing the right scheduling tools, and applying them effectively, you can create a system where the to-do list gets done, and you can finally let go of the urge of burning down your entire office.

Still not convinced? Here are a few more ways that scheduling can help your business:

Increases productivity

Scheduling your time makes you more familiar with the task at hand, and strengthens your ‘why’ for doing it. It also helps you to understand each assignment 100%. This results in increased productivity because you are more focused, and gives you a better chance at getting your tasks done and done well.

In sales, for example, ScaleTime has developed an Effective Streamlined Sales Process that will assist you in closing more deals. Organize your proposals and sales leads, and reach new heights with this proven procedure.

Channels positive energy in the team

Is your team consistently burnt out? Are your members feeling lost or annoyed? If you have received a bunch of resignation letters lately, it may not be because of the work itself. You may want to check out the processes involved in doing it. So what’s the answer? Better scheduling, of course!

No solid scheduling equals confused team members which equates to a chaotic working environment. Everyone is asking one another what to do next and this creates an awkward, messy workplace. Learn what structured scheduling system motivates your team. Discover ways to make them happy to work WITH you, not FOR you.

video meeting on a laptob

With the pandemic giving way to a new work system, the flextime schedule is now the gold standard as compared to the previous nine-to-five workdays. An increased number of employees are now working from home, working from their own space while tending to their personal and family life. This non-traditional working schedule gives them more control, empowerment, and enjoyment, which brings positive vibes to the team.

Improves long-term process

Planning your time does not delay your future – it pushes you towards it. There are moments where taking time to plan and set up your system is not actually the most effective use of your time. Scheduling may seem like an added weight on your shoulders at the moment, but it’s an investment that will have whopping returns down the road.

Think about training new team leaders: It may seem unimportant right now, but once you have a team of capable staff to turn to, suddenly there is more time for you to focus on other important tasks. Tedious jobs are often the most worthwhile.

With time management, the key is to look at effective scheduling in the bigger picture. Try stepping back and ask yourself. What will be the result of this complex system we are putting in place? If this system is carried out, what will I get from it later? This way, managing time will be a mirror of the vision you are trying to achieve for the entire organization.

How Do You Schedule Time?

Know your available time and honor it

a man look at his watch behind a laptob

You are not available to work 24/7. You’re only human, and you can only be free for a certain number of hours per day. A smart schedule takes this into account. One of the first steps is to set up an allocated number of hours you’re able to work depending on the goals you wish to achieve.

If you have other things going on outside of work, for example, then normal working hours will be enough for you. If you are dreaming of a promotion, then you may want to put more time into your work as an investment. Be realistic: multitasking your work and personal life can send distracting signals to your brain, causing you to produce low-quality outputs.

Ensure you honor the available time you specified during the making of your schedule. Be early when possible. If your deadline is on the 10th, work as though it’s the 9th. If you are set for an appointment at 1 pm, be there at 12:50.

List priority and non-priority tasks

Once you have set your working hours, start filling up your schedule. Start with the activities on your high-priority list. These should be part of your main duties and responsibilities to complete before anything else. If you manage inventory, for example, then your priority tasks could include creating records of the supplies, updating stock, and ensuring you have enough reserve.

marking notes off in the diary

Now that you’ve listed the high-priorities, add in your back-burner tasks. One of the most important scheduling techniques is to put them on your list and schedule in advance. Back-burner tasks aren’t necessarily urgent, but if they’re not done, may affect your whole system. Paying your telephone bill or cleaning your car are low-priority tasks but should be done anyway. Even onboarding new clients, no matter how repetitive it is, is an essential task.

To manage time more efficiently, we created this Client Onboarding Process for you to give your clients a proper welcome, keep your communication up, and make them feel that they are taken care of. When you’re done with ‘organizational socialization,’ learn how to effectively manage your clients to avoid last-minute changes, miscommunication, and even project abandonment. Check it out HERE.

Block your buffer

Buffer time, or contingency time, is based on the anticipated pauses you may have on a regular workday. This gives you the wiggle room to deal with sudden events. Some jobs will have more ‘surprises’ than others. Allocate the appropriate amount of time according to the nature of your work.

Another important tip not only for managing your time but handling life as mature adults too: learning when to say no. Contingency time or not, having power over your schedule means working only within your given time frame. If you’ve already accepted a task but your workday is full, then it is important to get your time back rather than rushing through all the tasks to get everything completed.

Have small breaks throughout the day

Ahh, the best part of scheduling – breaks. No matter what anyone says, breaks are important to refocus and recharge. This cuts down stress and exhaustion, reduces early out from work, and restores the team’s overall game.

Small breaks are meant to refresh, not divert your attention from doing your job. Remove the temptation to procrastinate or browse social media. Encourage your team to use their breaks to move their bodies, reconnect with their colleagues, or clear their minds.

lady lays her head on the laptop

Note that most employees appreciate an official “wrap up” when a project is finished to talk about what worked and what could have been better. Consider a scheduled group celebration after the debriefing, a decision that can foster teamwork and let members relax and have fun at the same time.

Plan your week

Now that you have created your daily work schedule, turn it up a notch by scheduling other days into your calendar in advance. Weekly planning frees you from composing nightly to-do’s for the next day and will also help you meet deadlines thoroughly.

Looking at your energy levels is also an important part of weekly planning. If you’re more active at night, for example, you might need to factor that into your daily and weekly routines. This is a step closer to assuring you’re on track with what you are trying to achieve in the long term.

Another way to become an effective scheduler is to implement weekly staff meetings that go for 30 minutes to an hour tops. Scheduling meetings keep your team members’ attention, highlights key points, and gives way to doing the task itself.

Create a routine

Now that you have created a 7-day schedule, it’s time to fill up the rest of the month. But the planning doesn’t end there. Before you know it, you’ve successfully populated an entire schedule for the year! Scheduling your tasks annually gives you not only consistency but also insight into what you can realistically accomplish.

Scheduling is about keeping your word on things you must and must not do in a particular time frame. You have to be firm and stick to it. If you want more personal time, include that when creating your calendar of activities. Include your personal commitments in a personal calendar. This could include your morning and night regimen: yoga and eating breakfast to start your day; reading a book and preparing your clothes for the next day to end the night. This habit shapes who you are, and may also have a catching effect within your team.

As part of time management, you need to develop a workflow. Why base a routine on a wishy-washy structure when you can optimize your internal and external processes for your team’s growth? Project Management for Agencies is a proven process not just about making a strategy and gathering a group of people. It’s about creating an essential skill that will form your company’s competence, and taking that success into your everyday lives as a team.

More Employee Scheduling Techniques

Implement time blocks

Time blocks are parts of your available time that are segmented for a particular activity or event. It may be business phone calls, a field inspection, checking and replying to your emails, or even running errands like fetching your laundry from the dry cleaner. Time blocks break your schedule down into more practical chunks. If you work visually, then color-coding the blocks on your schedule can help you keep on track.

As a business owner, time blocking with your staff members helps you assess your employee availability and align team calendars for effortless coordinating meetings and projects.

Micro-scheduling tasks are not only limited to professional duties, but to personal life as well. It is an efficient way of segregating your calendar so that you make the most out of each time slot, which is usually one hour to three hours long. This helps you plan ahead and block time for top priority tasks before they are due.

writing on a paper planner

Working in batches is also another productive way to divide your schedule. It is a technique of doing tasks that are relevant to each other for a particular chunk of time. This way, you don’t constantly jump from one task to the other, increasing your productivity by preventing multitasking.

Say, for example, you work from home. You can lump together doing basic tasks like cooking and preparing meals into an hour or two every day. Another block of time then goes to feeding the dog and taking it for a walk outside. Have blocks of time set aside to focus on work, and you save time in the process.

Maximize use of calendar management tools and employee scheduling software

open book calendar

In this day and age, people are more dependent on technology than ever. There’s a good chance your paper planner has already been ditched for a Google Calendar. But today’s scheduling tools go beyond a simple calendar, to offer an excellent experience. You may have trouble selecting which option offers the best and most helpful features, however, as there are so many ones to choose from.

Most managers prefer smart calendars and other software tools that automatically schedule tasks for the week. Make sure you check out how the scheduling app is initially set up, as this will also take time off from your schedule.

Resources are not only comprised of technological advancement and innovative tools. Remember that having the right people is an asset, too! Know what tasks you can outsource and how best to handle employee schedules. Be sure to do so before you need them, and not during, to maintain your buffer and protect your schedule. You’ll want to do your best to schedule staff with different skills so that you always have a strong team of employees working. 

Employee scheduling software can also help you balance your full-time employees and part-time workers, so you don’t lose track of who’s doing what. Smart scheduling features can also handle multiple schedules and rearrange tasks automatically when your employee schedule changes. While not always a possibility, the best practice is to schedule employees for their preferred hours. 

If you need to balance your books, or you’re having difficulty communicating to 50 existing employees while closing deals with clients, you always have the option to outsource a bookkeeper or a marketing campaign manager. The key is to delegate when needed. Learn how to hire and onboard new employees without the fuss! We provide Hiring Hacks to help you build the perfect team. Click HERE for more details.

Respect your prompts

Often, we set reminders and alarms in order to help us track the time we are spending. A lot of us are guilty of pressing the stop or snooze button when the hour is up and carry on working. Sticky notes often flood our cork board, multicolored markers for whiteboards, and even highlighted notepads – but are they serving their purpose, or are they merely additional decor?

Use your reminders with precision to serve their intent. Use one-liners that will help you understand them in one look, without needing to run through your whole calendar again. Limit your words to a couple of phrases and put the rest of the activity details in a separate attachment to avoid filling up every space with post-its – they’ll only be a distraction!

sticker notes

Avoiding distractions means avoiding procrastination. Identify your biggest distractions and find a way to minimize, if not totally eliminate them. Although chores, TV, children, and neighbors can be a distraction to those working from home, having a workspace separate from all the commotion will be helpful to keep you focused. If all else fails, your friendly neighborhood coffee shop (and a good set of earplugs) might save your schedule from falling apart.

Step back and look at the big picture

light bulb with a hand underneath

At the end of the day, reviewing your schedule, and tasks to complete is helpful for understanding how heavy your commitments are and how much time each one requires. This is also useful to be able to assess your priorities and whether you are still in line with your goals. It could also be a wake-up call to your existing ineffective management process.

Sometimes, 24/7 is not enough for the list you have made, and that means your schedule probably isn’t working for you. Check which activities are really necessary and which can you drop. You don’t have to say yes to every social event or client that comes your way. Your work-life balance, mental health, and physical well-being are all essential to truly reaching your goals.

For small business owners, managing your own schedule and staff scheduling means learning how to take control. Use the scheduling techniques provided here, and be guided by our ScaleMap to know your organization’s status quo and develop your business’ strengths.

Track your schedule and focus on activities that will lead you to your goals by using the ScaleTime Framework and project strategies for agencies. Let us help you do this by setting a Free 20-minute Discovery Session HERE and start focusing on your business’ growth by taking the reins!

How to Delegate Effectively: 3 Way to Delegate More & Worry Less

how to delegate - team members discuss together
The hallmark of a great leader is how effortlessly and effectively they practice delegation of duties, and there truly is an art and science to delegation. The ability to delegate is crucial to the success of any team as it leads to enhanced collaboration and greater participation from team members. So, how to delegate effectively should be a skill that organizations should consciously promote.

Before we get to the most practical and proven ways of delegation of duties, it’s important to understand the concept, why it’s important, and what usually stands in the way of its implementation.

What is delegation?

Delegation is the transferring of responsibilities from a manager or leader to their team members. It’s important to understand that individuals who know how to delegate the right tasks with ease do it with specificity.

The employees should know the scope of delegated work, the resources they would need for its completion, and the timeframe in which they have to execute it.

Why is delegation of duties important?

The question should be, “how is it not important?” Delegating and assigning tasks effectively to team members is arguably the most important piece to being a great leader.

Not to mention that it sets you up amazingly in creating stunning processes for your business!

The  effective delegation process produces higher involvement

Greater participation leads to innovation. When a manager knows how to delegate work to employees, they’re ensuring that their team members will participate in the process. Involvement is key to employees taking initiatives in problem-solving.

Employee empowerment

When a leader delegates responsibilities, they’re also showing their trust in their team members. This empowers employees to put their best foot forward. Autonomy is a function of empowerment and autonomous employees think outside the box to come up with solutions.

One of the most effective statements a leader or entrepreneur can ever make is “I trust you.” That will encourage team members to put in their best and deliver on time.

Delegating tasks improves communication

Delegation when done well will improve the level of intra-team communication. That’s because the manager will have to convey the importance of the delegated task and what’s expected of the team members.

Increases productivity

With greater participation and better communication, the outcomes will be favorable. For team members, every project becomes an opportunity to prove their talent. Under specific directions, employees will understand the problem better, which will increase the overall productivity. This also ensures that you work on high-priority tasks while other team members work on other meaningful and challenging assignments.

Revenue can increase by almost 33 percent when leaders delegate responsibility, per a Gallup study. Although this isn’t gonna happen overnight, it’s definitely worth the trouble and the effort. It’ll eventually be good for your employees and your business.

Promotes meritocracy

A company where the delegation of duties happens seamlessly and routinely will also be a company that believes in and promotes merit. This is also the kind of company that will find it easier to attract and retain talent.

The number of projects an employee is involved in will tell them how much the company trusts them and wants them to stay in the system.

Enhances learning

The more projects and specific tasks they’re involved in, the more the employees will learn. That becomes a virtuous cycle as with every project, their capabilities and confidence will grow.

Delegation of duty frees up leaders

As an entrepreneur or team leader, being constantly busy doesn’t mean you’re being productive. Being involved in everything may have served you earlier but your current position doesn’t require you to be in hands-on mode all the time.

So, it’s time to roll up your pants and dust off those delegation skills!

When you involve your employees and delegate duties effectively, you’re not only ensuring their participation and boosting their morale but also freeing up your time. Now you can focus on the big picture: being a good leader.

That’s where your expertise and experience are needed now.

Better work-life balance

We live in a culture where 90-hour weeks are considered to be the essential grind necessary for success. This overlooks the toll it takes on the personal lives of managers and entrepreneurs and overall job satisfaction. When you learn how to delegate efficiently, you will also be able to schedule time for your family and friends.

Instead of staying late and working weekends, now you’re reducing the number of tasks on your own work plate. Redistributing work means you can take that much-needed breather. These small but important steps are important for the holistic growth of leaders.

Why managers don’t delegate

I mean, most of us don’t like telling others what to do, right? It’s totally normal!

Even with the considerable advantages of delegation of duties, not many leaders practice it. There are several reasons why managers who are otherwise excellent at what they do, fail to delegate properly.

They think it shows their weakness

Some managers believe that those who delegate tasks are the ones who can’t do it effectively. So, they desist from delegation because they don’t want to come across as inefficient. They also fear that the system might misinterpret their delegation of duties as a sign that they’re incapable of performing it themselves.

What they fail to see is that delegation is another word for offering someone else a chance to work on a project and learn. Yay for professional development!

That’s one of the key responsibilities of a manager and those who don’t delegate are curtailing the growth potential of others. So, delegation reflects a leader’s strength and effective leadership, not their inability.

They want to stay in control

One of the common reasons many managers don’t delegate is that they fear a loss of control. Entrepreneurs might feel that since they’ve been doing it all along, they’re the ones better equipped to handle the responsibilities rather than assign tasks to others. If someone else were to do it, the quality might suffer, or so they feel.

This is how leaders create unproductive and self-centric cultures because the refusal to delegate is another way of saying that the manager doesn’t trust other members of the team to maintain control of the delegated tasks.

They don’t know who to delegate to

Sometimes, the manager doesn’t share duties because they don’t know who can perform the delegated tasks on their team. This ignorance reflects an acute lack of communication, among other things. Those managers who don’t know who to assign the responsibilities to may not recognize a vicious cycle of poor team management.

Unless you start delegating effectively, you wouldn’t know who is capable of doing it. Once the feedback loop kicks in, you would have a better assessment of your team members’ skill sets, which will help you delegate more productively later on.

They believe it would take more time

Usually, leaders believe that they know how to do a task within the given timeframe because they’ve been doing it for a long time. While all organizations may have such managers, startups are most likely to have leaders who think they can do it faster and better than others.

What they don’t realize is that as the startup begins to scale, they will have to focus on larger objectives and bigger problems. Plus, a delegation of duties reduces workloads for everyone and optimizes for freedom.

They’re too involved in some projects to delegate tasks effectively

Perhaps it’s something that comes naturally to you or the task is for a client that you have partnered with for a long time. You don’t want to let anyone else work on it because you’ve always loved doing it. So, you’re hesitant to involve others.

While it’s understandable, it’s good to remember that as more people get involved and become proficient, the better the product or service quality will be. It’s also an opportunity to guide others in doing something that you’re good at.

3 Ways to Delegate More and Worry Less

employees in a meeting

It should be clear by now that delegation of duties benefits managers, their team members, and the organization. To help you become a better leader and entrepreneur, here are three ways to delegate more effectively (and become the effective leader you were born to be!) 

1. Be specific

The first rule you should keep in mind while delegating is to be specific. You should know whether the task can be delegated, who’s the right person to handle it, and a timeframe for its completion.

The task: The project you delegate should be one that doesn’t require your specific involvement or decisions. All other tasks can be delegated to your employees.

Their experience shouldn’t be a hindrance to delegation if it’s a non-core activity. Even if they have never done anything on that scale, remember that they will have to start somewhere. What’s important is to define the scope task, both verbally and in writing.

The personnel: You should choose the individual(s) based on their aptitude, skill sets, and availability. Ask them whether they have done something similar at their current position or in any of their previous roles.

If they haven’t, it’s a manager’s responsibility to encourage them to take on the project. Always frame it as an opportunity to learn or enhance their new skills. Remember to be meritocratic about who you choose and be transparent about it with others. Showing confidence and support will in turn improve their self-confidence and efficiency on the next delegated task.

The timeframe: Sharing a viable timeline is crucial to the successful delegation of duties. Leaders should give not just a deadline but a timeframe that includes reviews and desired outcome should be made clear. You should ensure that your team members will have time to incorporate your suggestions. The last thing you want is to limit the time an employee might need to incorporate the changes you suggest.

Remember that you may be able to complete it faster because you would have been doing it for a while. Anyone attempting it for the first time would require more time. This is why it’s important not to delay delegating tasks until the last moment. Also, keep in mind that they might also be forced to engage in other routine tasks at the company.

2. Provide training, guidance, and authority

Knowing how to delegate a job effectively is also about knowing the kind of resources your team would need and then giving them the autonomy to do it.

Training: As a leader, you should know about your employees’ skill sets and levels of expertise. It’s important to ensure that projects are aligned with individuals with matching proficiency. If there is a deficit, they should be given adequate training.

Instead of waiting for the delegation of duties to start training, managers should engage in it proactively. Leaders can tailor the training to empower employees with the necessary skills for both existing and future projects.

Guidance: Your ability to delegate will depend on how well you can guide your associates. But some managers can’t resist getting overtly involved even after they delegate the task. This is intrusive and shows a lack of trust.

After you ensure that they have the required skills to execute the task, you should guide them on the best practices regarding the project. But don’t force them to do it the way you would have done. Let each individual figure out their paths.

Authority: Employees would naturally feel stifled working under an overbearing leader who micromanages all aspects of their project. Any team member tasked with a project should have the necessary freedom to finish it.

They should have the authority to utilize any resources they might need for the task. Remember that lack of autonomy equals lack of trust. Sure they will make mistakes now and then, but the trust you give them now will bear the fruits later.

3. Give timely feedback and credit

What ensures the successful completion of a task and the proactive involvement from employees is giving feedback and credit where it’s due.

Feedback: Giving suggestions (and don’t forget to offer constructive criticism) is as important as giving them on time. Taking too long to review status updates will delay tasks and employees would rightly feel that they would be blamed for the manager’s mistakes.

Credit: Entrepreneurs should appreciate the efforts that employees put in. A better way to acknowledge them would be to celebrate them publicly. That would inspire others to volunteer for tasks and boost the morale of the organization.

There you have it! That’s How to Delegate Work to Employees Effectively

Delegation of duties is important because it brings demonstrable advantages to the team and the organization. For a business to be cohesive and robust, there should be shared responsibilities and greater participation.

The success of any team or organization will depend to a great extent on its leaders’ ability to delegate responsibilities. So, go on your way and start to delegate more in see the fruits and benefits of delegation. 

Project Manager Goal Setting [Examples Included]

Where do you see yourself in five years? No one likes this question because you can’t think that far ahead. It’s impossible to know what offbeat event is going to happen tomorrow, let alone five years from now, and how this will impact you.

Goals are essential to plan for the future and give you a rational way of charting a path from an identified situation – the now, to what you aspire to be – the ideal. Goal setting for a project manager involves the process and not just the destination. It is the track from point As-Is to point To-Be.

Discover some project manager goal setting examples to protect yourself from project derailment, and ensure great project outcomes.

Benefits of Project Management Goals

For the project manager

Many circumstances can derail your plans. It could be something completely unexpected and out of your control. But in most cases, derailed plans are due to the lack of a clear path for progress. Successful goal-setting includes:

  • Clearly defined goals and budget.
  • Excellent communication both with the team and the stakeholders.
  • Awareness of the limitations of the project scope, to avoid scope creep.
  • Adequate skill sets and training.
  • A range of identified contingencies, or Plan B’s.
  • Good project management tools.

Self-evaluation parallel to organizational evaluation can help determine your project management goals. How do you do it? Set SMART goals. (See below).

For the team

Goal setting benefits the whole team. Communicating clear goals and the progress of the project builds opportunities to give and receive constructive feedback. Goals develop overall group accountability which allows both individual and team growth. Team members can buy into good goal-setting and own their part in delivering good outcomes.

For the project itself

Good project goals are key to successfully achieve project completion. Goals make it easier to deliver projects on time and within budget. The process can be evaluated both during and at the end of the project, leading to a clearer understanding of how goal-setting impacted the process. Each completed project can set the scene for more empowered project goal-setting in the future.

Setting SMART Goals

Specific, measurable, attainable, relevant, and time-bound (SMART) goals help in creating a sound goal statement. SMART goals establish a framework that makes goal-setting a breeze, allowing you to cover all aspects of the project. They will help you implement your team’s objectives and gain an overall picture for both low and high-impact projects.

Drill down to the specifics

Generic goals are a no-go if you want to be SMART about it. Knowing exactly what you want to do allows you to push for target tasks that will take you there. If a goal is unclear, then it’s practically impossible to track where you are and to reach your objective on time and within the projected budget.

Make your goals descriptive and detailed. Instead of just saying you want to increase online traffic, being specific means saying you want to increase website traffic by x number of users by x months. Ensure your specific goals are also clearly understood and agreed with stakeholders and by your team.

Make measurable goals

You may feel great about where a project is standing but you may not be 100% sure if you’re on track, or if you have enough resources to complete it. The key ingredient to project management success is to incorporate the necessary metrics. These standards and benchmarks help you evaluate your project. A measurable goal also identifies any necessary adjustments and how much time and resources are needed going forward.

Some simple examples of how to effectively manage your project status are:

  • A list of tasks completed per week, a spreadsheet of the total number of hours billed, and the average number of hours spent on tasks.
  • A time-tracking progress chart that integrates with your project management tool.

Aside from investing in the perfect project management tools, having a project management checklist on hand can help you set measurable goals.

Make goals attainable

Clients often come to the table with nearly impossible targets or decide to add further goals to a project once underway. A project manager’s challenge is to ensure that the project’s goals are attainable and keep an eye on what is feasible and reasonable. Making goals attainable means that you find a way to build in unexpected developments.

For example, you may have a team of four people but one is on vacation, making it challenging to wrap up a huge deal in a week. Have you built in some reserves in terms of resources, or is there an option for extra time? Good project managers build in the ability to adjust their goals to account for the variations that will inevitably hit a project.

Set goals that are relevant

Efficient project leaders will ask the right questions to ensure project goals are relevant. They will have good knowledge of the project and know that goals will be relevant depending on the skill set of the team, the budget, and the timescale.

Re-assessment of goals once a project is underway is also useful so you can check on how relevant they continue to be. Competitive benchmarking and Key Performance Indicators (KPIs) may help keep your goals relevant.

Some questions to ask:

  • Is the team size still relevant now the project is underway?
  • Has the market changed, and if it has, how does that affect this project?
  • Have budget considerations changed in the company overall, and how do they affect this project’s goals?

Good project managers recognize the need to continue to analyze and examine goals, adjusting them so they remain relevant.

Give your goals an alarm clock

Always remember that all goals are time-bound. Project goals still abide by the rules of time and space. A project that should have taken six months could turn into eight, nine, even ten if you don’t have a time limit. Understanding that some goals will take longer to reach than others is reasonable, but there is still a timeline to follow.

If you follow an agile project management method like SCRUM  you may find that your project timelines are negatively affected, so you should weigh the pros and cons of your project management approach.

Establishing SMART Project Management Goals

Now that you have an idea of what SMART goals are, It is time to create your own project management goal. Keep in mind that project management goals are more focused on the long-term, and they are executed through comprehensive team involvement too. What are the different areas you should emphasize?

Project objectives

Project objectives are small steps done in order to meet the goal. These are less complicated tasks assigned to smaller groups. The objectives have more tactical immediate changes. This can feel tedious and stressful but it’s an essential first step to ensuring your objectives are aligned with your goals.

Determine if you need to consider more than one objective. You might only need to identify one objective for a project, as SMART goals should be reliable benchmarks and indicators of how close you are to hitting a bullseye on your target. Be careful not to divvy up your goal into more objectives than necessary as this may lead to overthinking, confusion, and frustration.

Hard data

Sometimes you just run the day with gut feel and instinct. A project manager must also take into account the budget and data. Getting involved in statistics and other metrics widens your options and establishes solid evidence of what needs to be changed or improved.

Is the step you’re going to take viable? Will the product, service, or personnel development affect the organization’s financial performance? Let your data do the goal-setting.


Be strategic but know your limits. Remember, be SMART! Thinking macro will move you from a daily to-do list to focus on other underdeveloped areas for your product or service. Nowadays, teams are starting to embrace the digital world through virtual-based ways of working.

How will you stay ahead in the field? What are your plans for your organization to be technology-enabled? Software and cloud solutions have become more reliable and more present in project progress. If properly implemented, strategic goals help in the redistribution of valuable resources.

Career development

An engaged team will deliver their best and help your project achieve its goals. One of the best ways to keep your team motivated is to work with them on their individual career goals. Identify their short-term professional goals and long-term career opportunities. What direction is their role going in?  Your own career goals will also motivate you as project manager to dig deep and find what your real aspirations are. Connect where you are right now with what you want to be in the future.

Examples of SMART Goals in Project Management

Development Goals

Development goals follow the basic project management phases of Initiation, Planning and Design, Construction and Execution, Monitoring and Control, Completion and Review. Developmental goals allow you to step back and focus on the big picture. The challenge is to set the bar high and keep it there.

An example of a SMART developmental goal statement related to the planning and design phase would be:

“By June 10, the team will have planned the implementation protocol, completed one pilot trial to field test the protocol they have designed, and be ready to present feedback on any adjustments needed to the protocol to make it successful within the project budget.”

Performance Goals

Performance is often measured through evaluation at the end of the project. Good communication skills during the project will be a great asset in your post-project review. Update and talk regularly with stakeholders, give milestone feedback to your team members. Review your team’s strengths and weaknesses. Assist them to develop not only their technical skills but also their soft skills. This way, you are also developing great leaders. Remember that you’re not the only one with career goals.

An example of a SMART performance goal includes:

“By the end of the year, Chris will have completed in-house training in financial reporting, been supervised on financial reporting for two projects, and be confident in completing the financial reports for the projects he handles.

Yearly Goals

The rise of the challenge in upskilling and reskilling calls for responsive restructure and reorganization.  It’s part of the project manager role to deliver and complete projects by being adaptable.

Yearly goals for project managers include keeping pace with the developing digital world. This develops reputational strength and reliability. Positive word of mouth improves your clients’ and your team’s trust.

Awareness of the latest industry impacts aids in the future direction of your organization. It can shed light on the higher-level financial, business, and profitability effects these sways may bring.

The SMART way to say your project yearly goals could be:

“I will keep on top of the industry trends throughout the year so that my team can maximize opportunities as they arise. I will do this by setting aside half a day each month to keep up-to-date with developments in the industry, in technology, and in training opportunities. I will distill three points from my research into an email to my team each time.”

Project Managers, Are You Ready?

Setting a SMART goal or objective correctly does not require a genius IQ or a Master’s degree. It does take patience and a general understanding of the team, the stakeholders, and the project. When crafting your SMART goals you’ll need to put in some thought and effort. But following through on these project manager goal examples will make it easier for you to lead your project to successful completion.

How to Build a Risk Management Plan in Project Management [Examples]

Maybe you like surprises. But while surprise parties and gifts make you smile, surprises at work make you cringe. When you’re a project manager or agency owner, you need a risk management plan and a risk management process for avoiding those not-so-pleasant surprises at work.

When you’ve got too much risk

Guess what? There’s no such thing as an accident when it comes to risk management — at least, not a happy one. There are only preventable events you didn’t see coming.

But you should perform a risk analysis for the unforeseen anyway and get cracking on your risk response planning.

“But I have no idea where to start with a risk management process! What does this sh&t even mean?!”

Good news! The gods of the Google algorithm have smiled upon thee. You’ve come to the right place, project manager amigo.

We’re gonna bust open the myths, the how-tos, and the what for’s on all things risk management and help you shore up your project management process , kick as$, and take names.

Where to start with a project risk management plan

The project risks management process starts by identifying as many potential risks as possible, and creating risk analysis plans to avoid, mitigate, or offset those project risks. Use the risk management template below to keep your project stakeholders happy as larks and stress-free.

An overview of where a project risk can happen

Some of these project snafus might be task-based. A project risk might be related to the nature of the work being done, or even where an uncertain event happen in the project management process.

But whatever the project risks you’re facing, you can build a project risks management plan to limit your downtime and lower your potential losses. Here’s how to encourage and empower your team members and project managers with their risk response through an airtight project risk management plan.

How does risk management fit into project management?

Identifying potential problem areas that might affect the outcome of your project is the first step in creating risk management plans, but it’s not the only one.

There are several steps in the risk management process, including:

  • Identifying the a potential project risk
  • Quantifying the effect if that risk should occur (this could be delays, lost revenues or other effects)
  • Determining how likely each risk event is to happen
  • Developing risk mitigation strategies
  • Communicating risk management strategies with project team members
  • Ensuring that risk management plans and procedures are followed
  • Updating the risk assessment whenever new information is available

Often, organizations use a risk assessment matrix to calculate which risks are the most likely to occur and have the highest impact, and then they assign resources and develop strategies accordingly. But let’s look at each of these elements in a little more detail. Of course, low priority risks and those with a low risk score receive less attention than those with a higher risk score. 

Your project management risk plan: Get the deets

The role of risk management in the project planning process is to analyze risks, focus everyone’s attention on what might go wrong, and create accurate risk checklists. This will ensure you have the most effective tools and processes ready if they do happen. 

Our top risk management strategies and plans

1. Identify risks

The first step in creating an effective risk management plan and risk checklist in project management is to understand what the risks are. Every task you undertake will have some potential risks associated with it. And as such, your risk management plan needs to reflect your identified risks.

Action steps for identifying potential risks in your risk management plan

Your first step in creating a risk management plan is to talk to the project team members who will be involved in delivering each task. Ask them what might go wrong.

Sometimes, this might be something as simple as not getting enough information or supplies on time, which would delay delivery. Or there may be technical, budgetary, human resource problems, or any other kinds of issues that can delay your ability to complete each task. 

Team members who are directly involved are best equipped to do this. List all of them as part of your first steps for creating a quantitative risk analysis.

2. Quantify your risk management

The next step in the risk management plan journey is to determine how big a risk is. Some issues are going to be more of a headache than others. Determining the impact of a given risk will help you create an accurate quantitative risk analysis.

It’s imperative that you understand the potential impact and how likely the problem is to occur. During the quantifying process, focus on what the impact of the risk would be, if it were to happen. 

Some questions to ask yourself when creating your super-duper risk management plan:

  • Would it delay progress?
  • If so, would it affect other tasks and teams?
  • Would there be financial losses?
  • Would you need to spend more money to fix the problem?

Make notes of the possible impact of each risk on your risk management plan list — both the qualitative and quantitative impact.

3. Likelihood and risk assessment

Even if a risk could have catastrophic consequences if it were to happen, if it is very unlikely to happen, it might be less important than some risks that might look less significant at first glance.

Many project managers use numbers to rank the likelihood of risks occurring in their risk management plan.

If there is no chance of it happening, assign a zero. Low risk would be 1, moderate risk 2, higher risk 3, high risk 4 and very likely 5. In risk management, this is called a risk score.

You’ll want to spend more time developing risk mitigation strategies for risks that are moderate to very likely to happen and ruin your day.

4. Mitigate and identify risks

Risk mitigation strategies are all about how you will either prevent something from happening, or if it does happen, limit the qualitative and quantitative impact on the project.

This might mean that you assign more resources at the start of the project or use specific tools or processes that are less likely to create the conditions for the risk to occur. Spend time thinking about everything that could go wrong, and how you could lower the risk or effect. 

5. Communication and implementation of risk response

These two steps coexist on most projects. You need to ensure that every team member knows how to react when any assessed risk happens, and you also need to make sure that they follow the procedure.

Knowledge and action are the two key pillars of effective risk management! So empower your project manager and their team to make good decisions in planning their risk response.

6. Update and review your risk management plan

Very few (if any) projects are the same on the day they are completed as the day they were started. Scopes change, things are added, and some milestones removed.

So, it makes sense that your risk assessment should change and evolve too.

Whenever there’s a major change to the work that needs to be done to deliver a successful project, you should update, add and amend your risk assessment plan. 

Here are your action steps for effective project risk management

There are no (happy) accidents. And a good risk management plan will ensure that when and if things go pear-shaped on your project, you know exactly how to react. No nail biting required.

  • Know your risks. You can’t prevent a disaster if you don’t know it’s even a thing.
  • Quantify your risks. What’s the biggest log of you-know-what that can hit the fan? The smallest? Grade and number your risks so you know what’s the most important to avoid.
  • Develop and communicate a risk response plan. Make sure your team members and project stake holders are involved, are on the case, and know what’s up.
  • Be on top of things when it comes to the often inevitable project changes. Make it a priority to reassess your identified risks and make any necessary changes to your risk management planning. 

Quick tip: risk identification isn’t a quick one-and-done type of thing.

You’ve got to tailor risk identification to each project. Plus, it’s a given that your project will change in some fashion at some point.

So, pivoting your risk identification is vital to manage risk and keep your project running smoothly.

Ready to level up this biotch? Schedule a FREE session with us to get the ball rolling on your project risk plan.