Basic Project Oversight (up to 20 hours per month)

Starting at

$

1,500

/mo

About this service

Summary

This service is designed to help coaches, agencies, startups, and businesses with messy systems streamline operations, manage ongoing projects, and keep their teams on track—all without the overhead of full-time project management staff. With this retainer, you will receive 15-20 hours per month of expert project management support, ensuring deadlines are met, communication is clear, and workflows are optimized for success.
As your dedicated point of contact, I will act as the central coordinator between your team members and the various departments, ensuring tasks move smoothly from start to finish. From organizing projects to tracking progress and facilitating team meetings, I’ll ensure that your systems run more efficiently, so you can focus on growing your business.

What's included

  • Project Planning & Setup

    Scope Definition: Collaborate with you to clearly define the scope of ongoing projects, including setting priorities, identifying deliverables, and establishing timelines. Detailed Project Plans: Create comprehensive project plans that break down each project into actionable tasks, with clear milestones and deadlines for each phase of the project. Task Delegation: Assign tasks to team members with clear instructions and expectations, ensuring everyone knows their responsibilities and deadlines.

  • Weekly Check-ins & Team Coordination

    Team Syncs: Facilitate weekly check-ins with your team to discuss project progress, address roadblocks, and align on next steps. These meetings will ensure everyone is on the same page and deadlines are being met. Collaborative Problem Solving: Identify potential issues and work with the team to develop solutions for delays or challenges, ensuring the team stays productive. Prioritization: Help prioritize tasks based on urgency and importance, making adjustments as needed to keep the project moving forward smoothly.

  • Task Tracking & Follow-up

    Task Management: Use your preferred project management software (e.g., Monday.com, Asana, Trello) to create and manage task boards, tracking all action items, milestones, and deadlines. Progress Monitoring: Monitor task completion and follow up with team members to ensure tasks are being completed on time. Proactive Issue Resolution: Flag tasks that are behind schedule and work with the team to adjust timelines or reallocate resources to prevent delays.

  • Ongoing Operations Support

    Workflow Optimization: Evaluate and improve your team’s workflows, recommending tools or processes to streamline operations and reduce inefficiencies. System Troubleshooting: Provide ongoing support for operational issues, such as tech problems, process confusion, or team misalignment, to maintain smooth project flow. Process Improvement: Identify and suggest process improvements to enhance project delivery speed and quality, ensuring long-term operational efficiency.

  • Reporting & Documentation

    Status Reports: Provide weekly or bi-weekly status updates that summarize the progress of ongoing projects, tasks completed, and any risks or issues. Performance Tracking: Track team performance against project timelines and deliverables, highlighting areas of success or opportunities for improvement. Project Documentation: Maintain clear, organized documentation of project details, including meeting notes, decision logs, and any changes made to the original project plan.

  • Client Communication & Support

    Client Updates: Serve as the main point of contact for client communications, providing regular updates on project progress and handling client feedback. Clarification & Problem Resolution: Address any questions or concerns from clients, ensuring all project details are clear and aligning expectations. Feedback Implementation: Collect client feedback and work with your team to implement any necessary changes or adjustments to the project direction.


Skills and tools

Product Manager

Program Manager

Project Manager

Asana

Asana

Jira

Jira

monday.com

monday.com

Slack

Slack

Industries

Professional Services
Business Management
Product Management