Project Planning Process

Who:

B2B sales brokerage firm

What:

The team was filled with visionaries who consistently took on too many project ideas, leading to overwork and incomplete projects or extended timelines.

How:

Understanding Goal Planning: Partnered with the team to delve into their approach to goal planning through EOS (Entrepreneurial Operating System) methodologies.

Identifying Motivations: Learned their habits and approaches to project planning, gaining insight into what motivates them to see a project through to completion.

Developing a Project Filter: Collaborated on creating a project filtering process to prioritize projects effectively.

Detailed Project Planning: Implemented a detailed project planning approach that complemented their EOS goal-setting calendar.

Integrating Tools: Integrated the project filter into Asana, ensuring a seamless workflow.

Template Creation: Created a templated approach for kicking off each project with intentional planning.

Facilitating Meetings: Led project planning meetings with the team for full integration and adherence to the new process.

Outcome:

Stress-Free Environment: Fostered a stress-free work environment by reducing the workload and ensuring focus on high-impact projects.

Maximized Time on Growth-Driven Projects: Enabled the team to maximize their time and efforts on projects that drive business growth, resulting in more completed projects and efficient use of resources.