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 BrightWork deployment.

Your dedicated Customer Success Partner uses this check-in to address your immediate needs and plan your medium and long-term objectives with BrightWork.

What’s Included?

  • Review your current BrightWork environment. 
  • Address any immediate issues and needs you may have.
  • Assess your current project management processes and identify opportunities for improvement.
  • Deploy new product features in your BrightWork environment.
  • Uncover ways to increase user adoption of BrightWork.
  • 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 Plan.

Our Approach

A Project Management Health Check three main focuses: Immediate Needs, Current State, and Desired State.

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 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.  

Effort and Duration

A one-hour meeting.

After the Health Check, you and your Customer Success Partner will continue to work 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 requirements.

Explore more Project Management Services



Project Management Coaching 

A guided path to help individuals become confident, skilled project managers.




Personal and Collaborative Leadership Training 

Develop the leadership skills and insights needed for project and team management. 

For Existing Customers

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

What’s New in BrightWork
Manage your timelines with the enhanced Gantt Chart web part in the latest release, plus much more

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

BrightWork Services
Advance your BrightWork solution and Project Management skills

The BrightWork framework for successful Project and Portfolio Management on SharePoint

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

Solution Services
Project Services
Platform 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

Full access to all templates and dashboards for 30 days. No credit card required. 

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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