Project Managment Systems OptimizationsBethany Mckinzie
You’ll leave with a clean, scalable project management system that makes collaboration simple and transparent. Ideal for growing teams, agencies, or organizations juggling multiple tools who want clear structure, visibility, and efficiency.
What's included
Project Management Systems Optimization
Bring clarity and consistency to your project management tools.
Whether your team works in ClickUp, Asana, Monday, Jira, or Trello, I’ll streamline your workspace structure, eliminate redundancy, and set up smart automations that help everyone work smarter—not harder.
Platform audit + optimization roadmap
Comprehensive review of your existing tool setup, naming conventions, and workflows, with a written action plan for improvement.
Workspace restructure (folders, boards, or pipelines)
Clean hierarchy across projects and teams, aligned with how work actually flows in your organization.
Template library setup
Standardized task, sprint, or project templates for faster launches and consistent delivery.
Up to 3 automations or recurring workflows
Automate handoffs, status updates, and task creation using each platform’s native automation or Zapier/Make integrations.
Cross-platform alignment (optional)
Recommendations or light setup for syncing data across tools (e.g., ClickUp ↔ Slack or Jira ↔ Google Sheets).
1 Loom walkthrough or recorded mini-training
Personalized video tour showing your new system in action and how to maintain it long-term.
Starting at$750
Duration10 days
Tags
Asana
ClickUp
monday.com
Trello
Workflow
Business Consultant
Program Manager
Project Manager
Service provided by
Bethany Mckinzie proJoplin, USA
- 12
- Followers
Project Managment Systems OptimizationsBethany Mckinzie
Starting at$750
Duration10 days
Tags
Asana
ClickUp
monday.com
Trello
Workflow
Business Consultant
Program Manager
Project Manager
You’ll leave with a clean, scalable project management system that makes collaboration simple and transparent. Ideal for growing teams, agencies, or organizations juggling multiple tools who want clear structure, visibility, and efficiency.
What's included
Project Management Systems Optimization
Bring clarity and consistency to your project management tools.
Whether your team works in ClickUp, Asana, Monday, Jira, or Trello, I’ll streamline your workspace structure, eliminate redundancy, and set up smart automations that help everyone work smarter—not harder.
Platform audit + optimization roadmap
Comprehensive review of your existing tool setup, naming conventions, and workflows, with a written action plan for improvement.
Workspace restructure (folders, boards, or pipelines)
Clean hierarchy across projects and teams, aligned with how work actually flows in your organization.
Template library setup
Standardized task, sprint, or project templates for faster launches and consistent delivery.
Up to 3 automations or recurring workflows
Automate handoffs, status updates, and task creation using each platform’s native automation or Zapier/Make integrations.
Cross-platform alignment (optional)
Recommendations or light setup for syncing data across tools (e.g., ClickUp ↔ Slack or Jira ↔ Google Sheets).
1 Loom walkthrough or recorded mini-training
Personalized video tour showing your new system in action and how to maintain it long-term.
$750