Project Management Archives - Jena Paulo Virtual Solutions

What are Standard Operating Procedures (SOPs) and Why Are They Important? A standard operating procedure is a document providing explicit directions for completing a certain task or operating a certain system. David Oragui SOP documents have detailed information on how to operate and manage your backend business operations. They should be “living” documents that should […]

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Onboarding Made Simple

“Onboarding clients is the first step in their journey with your product or service. Simply stated, it’s the process you use to introduce new clients to your company. It’s akin to employee onboarding, which shares the goal of building long-lasting, mutually beneficial relationships.” – Becky Simon at SmartSheet.com Why does the onboarding process matter? Think about a company you […]

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What is offboarding?!

The technical definition for client offboarding is, “the process that leads to the formal separation between a service provider and a client through the completion or termination of service or contract.” Brian Anderson The informal way of approaching it is all about leaving your client better than they started, with questions answered, and a memorable […]

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Five Dos and Donts of Project Management

Why do you need project management when working with clients? Operating without a solid understanding of the why, how, who, and when of any project can lead to serious misalignment regarding client goals and results. You most definitely don’t want to get to the end of a project just for your client to turn around […]

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Using Clickup to manage your team

Using a project management tool is essential to keep your projects and tasks on track and streamlined. When you have a systemized way of managing projects, you inherently become more productive. In turn, this helps you serve your team and your clients better (which is the whole freaking point, right?!) As a business operations consultant, […]

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