The Director of Alumni and Donor Services (ADS) at Wake Forest University, leads and manages fundraising campaigns, alumni relationships, brand identity, and publications within the Wake Forest community.
The problem?
The goal?
To find a new project management tool that is user-friendly for all the departments and to create a business dashboard that displays and updates data in real-time to help improve project visibility across the organization.
Here’s how Morey and the ADS department delivered this project:
Initiation phase
- Identify the project: Create an accurate and reliable project dashboard for leadership and team members
- Define the desired outcome: Improve data reporting and task visibility across departments, and align team goals
Planning phase
- Project management methodology: Agile
Execution phase
Task checklist
- Consolidate work tools and integrate apps together to streamline the data reporting process
- Set an all-hands meeting with the department to collect feedback about the current process and document meetings notes in a Doc or Notepad
- Set up your Workspace and establish a dedicated home for each department
- Create a Space for each department to organize work by departments
- Within each Space, create a Folder for each project
- Within each Folder, create a List for each team member
- Customize your project views and add key information to each task
- Create Custom Statuses for every stage of the project
- Set up and add tags to tasks to categorize and link related tasks together
- Establish goals and document targets for each in Click Up Goals
- Build a custom Dashboard for the entire organization, and each department and project
- Define your Dashboard audience and data story
- Choose the right KPIs to support the data story
- Select the widget that matches your reporting requirements
Closing phase
- Present the project to the department head and key stakeholders for review and approval to close the project.