Poor project management kills quality, margins, and client retention, period.

And faking it until you make it just isn’t going to cut it.

Project management is a critical core competency and strategy made up of people, processes, and tools that agencies simply cannot grow without. Done right, it scales you into 7, 8 and 9 figures.

Let’s S.C.A.L.E. your agency project
management for maximum growth now

Where to begin?

With so many tools like Asana, Monday, ClickUp, how do you know what’s best for your agency? And how do you ensure that your entire organization is using the tools so that you can budget, measure, and plan resources accordingly?

Because let’s face it. If everyone isn’t using the tools, no one is using the tools.

All that said, growth is very achievable and with a fully optimized project management machine in place, you’ll be in a position to onboard 2 or 3x as many clients at one time.

How? With S.C.A.L.E., our proprietary framework for pinpointing the bottlenecks, fixing them, and optimizing your internal and external business processes for maximum efficiency and growth.

Here’s how S.C.A.L.E. works to take your project management from meh to yeah!

SCALE. See what’s happening

Every agency is different. The processes you use, either currently or ultimately, will determine precisely what you need from our suite of services to optimize your project management.

During the first part of S.C.A.L.E., we’ve got to see what’s hot and what’s not — where your project management is working and what’s falling through the cracks.

  • Are statuses being used so you can stay on track, on point, and with your head still firmly attached to your neck?
  • Can people find things or is it all a big jumbled mess of nope?
  • Can we measure team capacity accurately?
  • Do deadlines keep turning into just another week (or ten) lines?
  • Do clients consistently go over scope?

Once we figure out what you need to evolve and elevate your project management, it’s time to establish the baseline.

SCALE. Create a Baseline

We all about that base up in this biznatch. You’ve got stuff that’s working, and some that isn’t. Before we can optimize anything, we need to know how well (or not so well) your current project management practices are going.

During this part of the S.C.A.L.E. framework, we take a temp check on the febrile dream that is your project management. Here, we establish a baseline for current practices, and we’ve only got one way to go from here — up.

Next up, we establish what’s working for your agency so we can optimize and amplify the good stuff.

SCALE. Amplify how you do it

First and foremost, we aren’t going to come in and “blow it up”. We know you have a business to run and we’re jumping on a moving train. You won’t have to stop operations or deal with any sputtering in your revenue stream.

We’ll audit your current systems and processes, identify gaps and help you fill them on the fly. We’re here to enable agency growth, not stifle it.

With our tools, training, and support from our collaborative tribe of agency leaders we’ll:

  • Improve your current PM processes
  • Select and set up the right PM tools for your business
  • Establish rules and parameters for dedicated process communication channels
  • Centralize client and team documents so they’re easy to find
  • Create repeatable workflows so you’re not reinventing the wheel
  • Create easy handoffs and review processes to avoid a million meetings
  • Develop owner dashboards for team oversight without getting into the weeds

Oh, and we’ll help you understand how to set KPIs to measure the impact of all of this on your agency’s growth and performance. Awesome, right? Then you’ll have the ability to lead and delegate.

SCALE. Lead and delegate

Bet you stumbled on this page because you’re sick of putting out five-alarm project catastrophe fires at 3 AM, amirite?

Life’s too short for all that. We will get your project management systems in place running smoothly and effortlessly.

But that’s not all. You’ve got a life to live outside the daily business ops.

In this step, we show you how to lead. We’ll figure out the best ways for you to implement your new project management processes across your team so they know what to do, what’s expected, and how to repeat at scale.

The key to this? Training your project manager or traffic controller so they have the right skills and tools to consistently deliver. We’ll show you how so you can finally get out of the way and relax.

SCALE. Exit and oversee

This is the fun part. It’s the part where you get out of the way. And it’s the part you’ve been waiting for all along.

You get to fully enjoy your business and watch it’s growth from a distance because guess what? Your project management is now running like clockwork without you needing to adjust the gears all the time.

Oh looky here.
Some project management resources for ya!

The Agency Project Management Checklist
Video: The Basics of Project Management

Ready to fully streamline your project management processes? Experience greater agency growth and get some work-life balance into your life. Contact us today for a free consultation.
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