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How to Build A Repeatable Process for Projects Success

repeatable process

Consistency is the cornerstone of effective project management and establishing repeatable processes is crucial for achieving consistent results and driving success. 

We’ll explore the essential steps to build repeatable processes in project management, empowering teams to deliver exceptional outcomes time and again.

11 Steps for repeatable processes

  1. Standardize Procedures:
    To lay the foundation for repeatability, start by standardizing procedures across your organization. Document and define processes for key project activities such as planning, execution, monitoring, and closure.
  2. Develop Templates and make them easy to find:
    Create standardized templates, to ensure uniformity. With consistent outputs, you can increase readability and reduce mis-understandings.
  3. Develop  Checklists:
    Create step-by-step checklists, and guidelines to streamline project workflows. These tools ensure that team members follow consistent steps and procedures, reducing errors and enhancing efficiency.
  4. Establish Best Practices:
    Identify and promote best practices within your organization. Encourage team members to share successful approaches and lessons learned from past projects. By leveraging collective knowledge, you can refine processes and drive continuous improvement.
  5. Continuous Improvement:
    Embrace a culture of continuous improvement in project management. Regularly review and refine processes based on feedback, lessons learned, and evolving industry standards. Adopt an iterative approach to process enhancement to stay agile and adaptable.
  6. Training and Development:
    Invest in training and development initiatives to equip team members with the skills and knowledge needed to execute repeatable processes effectively. Provide resources and support to foster ongoing learning and skill development.
  7. Use Tools and Technology:
    Leverage project management tools and technology to automate repetitive tasks, streamline workflows, and enhance collaboration. Choose tools that align with your organization’s needs and facilitate the execution of repeatable processes.
  8. Monitor and Measure:
    Implement metrics and key performance indicators (KPIs) to monitor process performance and identify areas for improvement. Regularly track and analyze project data to make data-driven decisions and optimize processes over time.
  9. Encourage Collaboration:
    Foster a collaborative environment where team members can share insights, ideas, and feedback to optimize processes collectively. Encourage open communication and collaboration to drive innovation and efficiency.
  10. Document Lessons Learned:
    Capture and document lessons learned from each project to inform future activities and prevent recurring issues. Encourage reflection and knowledge sharing to build a repository of best practices and insights.
  11. Management Support:
    Obtain buy-in and support from management to prioritize and institutionalize repeatable processes as part of organizational culture. Leadership endorsement is essential for driving adoption and ensuring long-term success.
repeatable process

The importance of choosing the right tool

To implement a process that can be repeated, you must consider a tool that can help guide your team clearly and effortlessly. 

Completix has been designed with governance in mind, and the ability to create repeatable processes is one of the cornerstones of its design.

You should “test drive” a tool with several real use-case scenarios to ensure it meets your requirements. After all, the tool should adapt to you and not the other way around.

Conclusion

Building repeatable processes in project management is essential for driving consistency, efficiency, and success.

By following these essential steps and embracing a culture of continuous improvement, organizations can empower their teams to deliver exceptional outcomes time and again. Invest in standardization, training, collaboration, and technology to establish a robust foundation for project excellence.

With repeatable processes in place, organizations can navigate challenges effectively and achieve their project goals with confidence.

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Changelog

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

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