Project Management Health Check

Get more from BrightWork with a review of your current environment and project management processes.  

In just one hour, improve your project outcomes, assess your current BrightWork environment, and plan the next steps in your project management journey.  

What is a Project Management Health Check? 

A Project Management Health Check is a critical component of your Support and Upgrade Plan. It has three main focuses: Immediate Needs, Current State, and Desired State  

Our aim is to support an effective way to manage your projects and portfolios that works for you and your team. 

What’s Included?

  • A full review of your BrightWork environment 
  • A full assessment of your project and portfolio management processes 
  • Assistance with any questions or issues 
  • Creation of your Evolve Plan 
  • User adoption assistance 
  • Set up of new features 
  • Personalized slide deck with your tailored Evolve Plan.  

Our Approach

During a Project Management Health Check, your Customer Success Architect will take you through the following stages to ensure you’re getting as much value from BrightWork as possible. 

Immediate Needs

You’ll start by addressing your immediate needs, which allows us to start on the right path. This is your time to ask any top-of-mind questions, bring any current issues to the table, or to simply ask for a quick how-to. 

Current State

Then, you’ll move onto the current state of your BrightWork solution. A walkthrough of recent activity will help us to understand how you’re currently managing your projects and activities.  

This allows us to assess if there’s an easier way for you to accomplish the same result. We’ll also share new features or processes you might like to adopt. 

Desired State

Lastly, we’ll discuss your desired state. We will help you to plan and document your goals, priorities, and your vision for project management in your team or organization 

Together, we’ll help discuss how you’d like to evolve your project management and plan the next steps to ensure we get you there.  

Explore more of Project Management Advisory Services



Project Management Coaching & Mentoring

A guided path to help teams achieve their ambitions, dreams, and strategies.




Collaborative Project Management Training Course

Train your team on Personal and Collaborative Leadership and Project Management.

For Existing Customers

Contact our Customer Success Team to find out how you can benefit from BrightWork Professional Services

New to BrightWork?

Contact our Sales Team to learn how BrightWork can help you reach Project Management Success

Product Overview
Everything you need for Project and Portfolio Management on SharePoint

Deployment Options
Software deployment programs catered to your SharePoint setup

Customer Stories
What our customers say about BrightWork

Templates Overview

Learn how BrightWork Templates simplify project management

Project Templates

Deliver succesful projects with best-practice templates

Portfolio Templates

Get visibility of multiple projects across an organisation

Free Template

Free SharePoint project management template, deployed in just 5 minutes

Professional Services
Advance your BrightWork solution and Project Management skills

The BrightWork Approach
Discover our ‘Start-Evolve’ framework to do what you want.

3D Deployment
Get started using our simple 3-step process, focused on your needs

BrightWork Services
Advisory Services
Technical Services
Want to know more about BrightWork Services?

Already a Customer? Visit our Support Hub >

On-Premise Pricing

Pricing for BrightWork On-Premise – installed in your own SharePoint 2019, 2016, or 2013 environment.

Cloud Pricing

Pricing for BrightWork Online – Shared, Dedicated, FedRAMP, and HIPAA/HITRUST compliant options.

SharePoint templates free

Free Trial

No Credit Card Required. Full access for 30 days.

Insights and articles from our team and guests

 CPM Handbook
A five-step approach to collaborative project management

Live and On-Demand webinars to help your SharePoint project management journey

 Guides and Ebooks
Free resources, videos, and advice to make project management easier

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