Shared Dashboard for Tech Consulting Projects Template

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Ensure your tech consulting projects are successful by keeping your team aligned with a shared dashboard. This template guides you through identifying key project metrics, selecting the right dashboard software, designing an effective layout, and implementing the dashboard.

From training your team to regularly updating the dashboard and reviewing its effectiveness, this template covers all steps to improve transparency and team alignment, ensuring everyone is on the same page.

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Shared Dashboard for Tech Consulting Projects for Priority Matrix

Shared Dashboard for Tech Consulting Projects in Priority Matrix

Create a shared dashboard to align your tech consulting team on key tasks and projects.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Identify Key Project Metrics
    ☐ Define the key metrics ☐ get team approval ☐ document the metrics
  • Task 2: Select Dashboard Software
    ☐ Research available tools ☐ evaluate pros and cons ☐ make a selection
  • Task 9: Ensure Dashboard Accessibility
    ☐ Ensure all team members can access dashboard ☐ Resolve any access issues

High Impact, Long Term

  • Task 3: Design Dashboard Layout
    ☐ Decide on layout ☐ create a mockup ☐ get team approval
  • Task 4: Implement Dashboard
    ☐ Set up dashboard ☐ input initial data ☐ test functionality

Low Impact, Quick Wins

  • Task 5: Train Team on Dashboard Use
    ☐ Create training materials ☐ schedule training session ☐ conduct training
  • Task 8: Incorporate Dashboard into Project Workflow
    ☐ Integrate dashboard use into regular team meetings ☐ Encourage daily dashboard check-ins

Low Priority / Maintenance Tasks

  • Task 10: Maintain Dashboard
    ☐ Regularly check dashboard for errors ☐ Fix any issues that arise
  • Task 6: Regularly Update Dashboard
    ☐ Establish update schedule ☐ Assign responsibility for updates
  • Task 7: Review Dashboard Effectiveness
    ☐ Collect team feedback ☐ Make necessary adjustments