Building Repeatable Project Management Success

This guide outlines the steps necessary for establishing a repeatable process in project management to enhance customer onboarding and ensure successful project outcomes. It begins by detailing the importance of a pre-sales playbook, which creates a scalable method for engaging the project management community. The document emphasizes the need for clear communication of customer expectations and outcomes during the transition from sales to project management. It highlights the significance of the kick-off meeting as a critical step in setting expectations and defining success, ensuring all stakeholders are involved. Governance is discussed as a means to manage the onboarding process effectively, creating a common language for the team. The guide also stresses the importance of a Customer Plan that outlines key activities for clients during onboarding. Furthermore, it provides best practice checklists to ensure project managers are prepared and aligned with customer needs, ultimately aiming to track and measure project performance against key objectives.