Consulting Project Dashboard Creation Template

More business-consulting templates

Keep track of your consulting projects with a customizable dashboard that monitors progress and identifies bottlenecks. This template guides you through defining requirements, selecting software, designing the layout, and developing the dashboard.

It also includes steps for training staff, launching the dashboard, and monitoring its usage to ensure it meets your needs for timely project delivery and client satisfaction.

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Consulting Project Dashboard Creation for Priority Matrix

Consulting Project Dashboard Creation in Priority Matrix

Create a dashboard to monitor consulting project progress and ensure timely delivery.

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Proposed Tasks

High Impact, Quick Wins

  • Define Dashboard Requirements
    ☐ Identify key metrics to monitor ☐ Define data sources for each metric ☐ Specify dashboard layout and design
  • Select Dashboard Software
    ☐ Research available dashboard software ☐ Evaluate software based on requirements, cost, and ease of use ☐ Select the most suitable software

High Impact, Long Term

  • Design Dashboard Layout
    ☐ Create a rough sketch of the dashboard layout ☐ Finalize the layout with input from key stakeholders
  • Develop Dashboard
    ☐ Import data sources into the dashboard software ☐ Configure dashboard to display key metrics ☐ Test dashboard functionality

Low Impact, Quick Wins

  • Launch Dashboard
    ☐ Announce the launch of the dashboard to all staff ☐ Ensure all staff have access to the dashboard
  • Train Staff on Using Dashboard
    ☐ Develop training materials for using the dashboard ☐ Conduct training sessions for staff ☐ Provide ongoing support as needed

Low Priority / Etc.

  • Monitor Dashboard Usage
    ☐ Track how often the dashboard is used ☐ Survey staff to get feedback on the dashboard ☐ Make adjustments based on feedback
  • Regularly Update Dashboard
    ☐ Ensure data sources are regularly updated ☐ Update dashboard layout and design as needed