Shared Dashboard Development for Team Alignment Template

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Ensure your consulting team stays aligned and collaborative with a shared dashboard. This template guides you through creating a dashboard that keeps everyone updated on project status and next steps.

From identifying requirements to final implementation, follow these steps to enhance communication and foster better outcomes within your team.

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Shared Dashboard Development for Team Alignment for Priority Matrix

Shared Dashboard Development for Team Alignment in Priority Matrix

Create a shared dashboard to improve team alignment and collaboration on key tasks.

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Proposed Tasks

Not Critical & Not Immediate

  • Identify Dashboard Requirements - Due in 1 week
    ☐ Meet with team members to identify what information should be included on the dashboard ☐ Document all requirements
  • Select Dashboard Software - Due in 2 weeks
    ☐ Research potential dashboard software options ☐ Compare features and cost ☐ Select optimal software for team needs
  • Create Dashboard Prototype - Due in 3 weeks
    ☐ Use requirements to design a prototype ☐ Include key task tracking features
  • Gather Feedback on Prototype - Due in 4 weeks
    ☐ Present prototype to team ☐ Gather feedback and suggestions
  • Revise Dashboard Based on Feedback - Due in 5 weeks
    ☐ Make necessary changes based on team's feedback
  • Finalize Dashboard Design - Due in 6 weeks
    ☐ Finalize the design of the dashboard ☐ Ensure all necessary features are included
  • Present Final Dashboard to Team - Due in 7 weeks
    ☐ Present the final design to the team ☐ Explain how to use it
  • Implement Dashboard - Due in 8 weeks
    ☐ Implement the dashboard ☐ Ensure it is accessible to all team members
  • Train Team on Dashboard Use - Due in 9 weeks
    ☐ Conduct a training session on how to use the dashboard
  • Monitor Dashboard Use - Due in 10 weeks
    ☐ Monitor the use of the dashboard ☐ Ensure it is being used effectively
  • Gather Feedback on Dashboard Use - Due in 11 weeks
    ☐ Ask team for feedback on dashboard's effectiveness
  • Make Necessary Dashboard Adjustments - Due in 12 weeks
    ☐ Make necessary adjustments based on team's feedback
  • Implement Dashboard Adjustments - Due in 13 weeks
    ☐ Implement any necessary changes to the dashboard
  • Communicate Dashboard Adjustments to Team - Due in 14 weeks
    ☐ Communicate any changes to the team
  • Monitor Dashboard Use after Adjustments - Due in 15 weeks
    ☐ Monitor the use of the dashboard after changes ☐ Ensure it is being used effectively
  • Gather Feedback on Dashboard Adjustments - Due in 16 weeks
    ☐ Ask team for feedback on the changes
  • Create Dashboard User Guide - Due in 17 weeks
    ☐ Create a user guide for the dashboard ☐ Distribute to team
  • Archive Dashboard Project - Due in 18 weeks
    ☐ Archive all project materials ☐ Ensure the dashboard is in full operation
  • Conduct Post-Project Review - Due in 19 weeks
    ☐ Conduct a post-project review ☐ Gather lessons learned
  • Plan for Future Dashboard Updates - Due in 20 weeks
    ☐ Based on feedback and lessons learned, plan for future dashboard updates