Project Management Success Review

Make sure BrightWork is meeting your Project Portfolio Management goals.
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A collaborative meeting to address your immediate BrightWork or project management process needs, and to review and update your Project Portfolio Management Success Strategy devised to deliver on your long-term project management goals. 

Challenges (Why)

Once subscribed to the BrightWork solution, your group also adopts the BrightWork approach ‘Start-Evolve’ for successful Project Portfolio Management. This approach helps you quickly start deployment and gradually mature processes. You need to review the progress of your projects through this journey.

It is also possible that your Project Management needs have evolved. Your group may have experienced people coming and going, and a changing context. For these and many other reasons, the Project Management Success Review is an essential component of your BrightWork investment.

Deliverables (What)

This periodic Project Management Success Review aims to address your immediate project management needs. It is also a check-in to see if your group(s) is realizing the desired value and outcomes from BrightWork as your Project Portfolio Management solution and assist you to take advantage of the latest innovations in BrightWork.  

At the end of this review, you will have mutually agreed on updates to your Project Portfolio Management Success Strategy with your Customer Success Partner(s). With BrightWork expertise, best practices, and built-in templates, you will be able to take your project management success to the next level.

Methodology (How)

Your dedicated BrightWork Customer Success Partner will meet with you to ensure you are adequately supported to manage your projects and portfolios in a way that works for you, your team, and your organization. We will take this opportunity to review:

1. Immediate Needs (Assess)

We start by addressing your immediate needs. This is your time to ask any top-of-mind questions, bring any current issues to the table, or simply ask for a quick how-to.

We make sure you are confident using and navigating through your BrightWork 365 Project Portfolio Management tool.

2. Current State (Agree)

At this stage, a walkthrough of the recent activities helps us to understand how you are currently managing your projects and activities.

A check-in to see if your portfolios and projects are fully set up in the new BrightWork 365 home.

We identify if there is a more efficient way to get higher visibility and control of your project portfolios.

We also introduce you to the latest updates and new features added to the solution that you might find useful.

3. Desired State (Deliver)

Here, we discuss your desired state for your project management processes. This is to help you plan and document your project management vision, goals, and priorities for your teams/organization.

Together, we decide and document on a project management evolution strategy and work out the steps to put it in motion.

BrightWork Customer Success Team

Audience (Who)

Your BrightWork Customer Success Partner will be happy to meet with your designated Project Management Champion to provide answers to your open questions, record your stakeholders’ feedback, and any other group/organizational updates you deem relevant.

Where possible, a representation of stakeholders such as senior managers, project managers, and team members may attend Project Management Success Review to enable your Customer Success Partner to align BrightWork with your shared project management ambitions.

Effort and Duration (When)

We will work with you to deliver the Project Management Success Review service in a 1-hour meeting. 

Follow Up (What’s next)

After the Project Management Success Review, your Customer Success Partner will continue to work with you through your BrightWork Evolve Plans to deliver on your requirements and objectives.

When you are ready, and as needed, you can re-engage with your BrightWork Customer Success Partner to work through your ‘backlogged items’ and ‘fresh requirements’.

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