Enhance Project Tracking: Tips for Small Business Owners and Managers
Discover effective project tracking strategies to keep your team and stakeholders updated. Learn how to set goals, collect data, and use visual plans.
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How to Improve the Way You Track Project Progress
Added on 10/01/2024
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Speaker 1: Does your business have an effective project tracking system in place? The more transparent the tracking process, the better. This will keep team members and stakeholders updated and involved in the project. Our tips can help you to track and measure projects more effectively, whether you're a small business owner starting a new project, or a project manager taking on multiple projects at once. I'm Sissy, here with JotForm, let's jump right in. First, it's crucial that you decide what progress looks like for you and your project. Take the time to assess your project timeline and determine the goals and milestones that will ensure that the project is completed on time. These goals can help you to establish project deliverables for every project phase. These deliverables can then be assigned to individual team members to complete. This creates accountability among your team and gives you a way of monitoring progress. By tracking and reviewing your project metrics, you can see how well the project is progressing. If things aren't progressing how you had hoped, you can make the necessary changes to your process. Next, figure out how you will collect and use data. Your metrics are only helpful if they are collected effectively. How you collect them will largely depend on your specific team and project. If you're taking advantage of a project management software, then you can easily monitor deliverables and team progress in real-time. If you aren't using any software, you'll have to find ways to effectively gather and monitor your data. This can be done by simply asking your team for updates during team check-ins, establishing a workflow, and having your teams provide a status update whenever they complete a phase. There are plenty of possibilities, but as long as you are collecting and utilizing your data, you are set up for success. Next, make a visual plan. It can be helpful to check items off a to-do list, but it may be easier to see project progress as a whole with visual representation. Visual representations can be easily understood at a glance, and they provide important motivation to team members. Creating visual plans can be done in many different ways. If you're completing a smaller project, then making a timeline on a wall with Post-it notes will do just fine. There are also software and project management programs that can automatically turn your timeline and tasks into a chart or graph. These charts can be a great addition to meetings with project stakeholders, because you can quickly show your progress to anyone, even if they aren't familiar with the details of the timeline. Next, you should hold regular check-ins with your team members. This is important not only during the project planning phase, but during all phases of the project. With regular check-ins, you'll foster more communication between teams and provide valuable reporting opportunities. This will keep all team members up to date on the project's status. Check-ins keep everyone fully engaged in the project plan. They also give you the opportunity to identify and solve problems together as a team. When you identify problems early on in the process, you can solve these problems quickly before they become a large-scale issue that could derail your project. And finally, invest in a project tracking software. This will make it much easier for you to track overall project progress. You're able to collect updates and other important information like expenses, staff time and notes. You don't have to invest in an expensive project management tool to get all of these benefits. With JotForm, you can easily collect information through employee timesheets, daily shift reports, daily task time usage information, and details on task progress. Pairing JotForm with table templates, like Employee Task List or Task Tracker, allows you to automatically collect this information in a database. This will make it easier to manage, track, and review project details. Okay, let's review. Today, we looked at five different tips that can help you to improve your project tracking process. First, decide what progress looks like for your project. Then, determine how you will collect and utilize your data. Make a visual plan for your team and hold regular check-ins to get status updates. And lastly, invest in a project tracking software. Investing a little extra time and thought into your tracking methods can pay off with better quality management and a process that contributes to your project's success. Thanks for watching today. I'm Sissy, here with JotForm. Have a good one.

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