What is a BrightWork Project Management Success Review?

Shubhangi Pandey
By | Updated February 14, 2023 | 5 min read
Project Management Success Review

At BrightWork, our mission is to ensure you deliver successful project and portfolio management in your organization. To achieve that, we offer a free Project Management Success Review to every customer, every year.

But what is a Project Management Success Review and how does it benefit your projects? Let’s dive into the different parts of a Project Management Success Review and the output you receive at the end.


Schedule your Project Management Success Review

Project Management Success Review: An Overview

A Project Management Success Review is a 1-hour meeting with your Customer Success Partner at BrightWork. It goes through the three phases: Immediate Needs, Current State, and Desired State.

By the end of your health check, you and your Customer Success Partner (CSP) will have accomplished the following:

  • Review your current BrightWork environment.
  • Address any immediate needs and issues you may have.
  • Assess your current project management processes and identify opportunities for improvement.
  • Enable the set-up of new product features.
  • Devise a plan for higher user adoption with easy transition.
  • Figure how BrightWork can help deliver on your project management goals for the coming year.
  • Create your customized Evolve Plan.
  • Deliver a personalized slide deck with your Project Management Success Strategy.


Let’s take a closer look at each phase of your Project Management Success Review.


Immediate Needs

The first part of the Project Management Success Review is addressing any immediate needs that you may have. This can be any top-of-mind questions; any issues that should be fixed; any tips on using BrightWork, or any “how-to” training you might need 

Addressing your immediate needs first allows your Success Review to start on the right path with your Customer Success Partner. 

Current State

Next, your CSP will do a walk-through of your current BrightWork environment and assess your current project management processes.  

From there, your CSP can determine any opportunities for improvement or enable new features you want to incorporate in your processes. This step allows you to improve your project management processes and advance your BrightWork deployment quickly

Desired State

Planning for the future is never easy. We can help by documenting your goals, priorities, and vision for your project management so you are ready for future rollout.  

From ways to increase user adoption to your customized Evolve Plan, we’ll work with you to advance your Project Portfolio Management (PPM) with BrightWork

Output: The Project Management Success Strategy

The output of your 1-hour Project Management Success Review is your customized Project Management Success Strategy with all the above steps documented for future reference. 

Print, email, and share with your remote teams, project stakeholders, and senior executives so they know the plan for project success! 

The strategy also includes a section for important contact information and record of the next steps needed to ensure your plan starts on the path intended. 

What’s Next?

  1. Schedule your Project Management Success Review
  2. Get your Senior Executives, Stakeholders, and other key colleagues involved. 
  3. Come prepared with your clear goals and visions to help us help you. 


It’s important we take this dedicated time-out for consultation and review our progress to your project management goals with BrightWorkSchedule yours today! 

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Shubhangi Pandey
Shubhangi Pandey

BrightWork Content Marketer

Shubhangi is a product marketing enthusiast, who enjoys testing and sharing the BrightWork 365 project portfolio management solution capabilities with Microsoft 365 users. You can see her take on the experience of the template-driven BrightWork 365 solution, its unique project management success approach, and other personalized services across the site and social channels. Beyond BrightWork, Shubhangi loves to hunt for the newest Chai Latte-serving café, where she can read and write for hours.

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