Project Management Systems Audit
Build Delivery Systems That Finish on Time, Every Time.
Most growing organisations don't struggle with ideas; they struggle with execution. Missed deadlines, unclear ownership, and chaotic project tracking can slow your mission to a halt, eroding trust with clients, partners, and funders.
This audit evaluates your existing project management setup and redesigns it for clarity, accountability, and speed. I will help you implement the right tools, workflows, and team rituals to move your most important work forward with precision.
From Chaotic Execution to a Reliable Delivery Engine
This audit provides a structured analysis of your team's execution capabilities, identifying the root causes of delays and building a system that ensures accountability.
Project Lifecycle & Workflow Audit
We map your entire process—from project kickoff and task assignment to final reporting—to find exactly where bottlenecks occur, deadlines are missed, and handovers are dropped.
Tool & System Configuration Review
We audit your current use of tools like Asana, Notion, or Trello. Most teams use only 20% of their power. We ensure your system is configured for maximum clarity and efficiency, not adding to the chaos.
Team Rituals & Reporting Analysis
An effective system is about people, not just software. We analyse your current check-ins, team meetings, and reporting habits to build a cadence that creates momentum and clear accountability.
How It Works: Our Transparent 3-Step Process
Our audit follows a structured, collaborative process to design and implement a project management system that your team will actually use.
Step 1: Discovery & Lifecycle Mapping
We start with a discovery session to understand your delivery goals and map the lifecycle of your key projects, identifying your most significant execution challenges.
Step 2: Analysis & System Blueprint Design
I conduct the deep-dive analysis of your workflows and tool configuration, then design a blueprint for a streamlined, easy-to-use project management system.
Step 3: Custom Dashboard Setup & Roadmap Delivery
We conclude with a live session where we build out the core dashboard of your new system together. You receive your complete roadmap and a functional starting point to build from.
Your Actionable Outcomes
This audit delivers the structure and clarity required for high-performance execution.
Clear Task Ownership & Timelines
Eliminate the confusion of "who is doing what." You get a system that provides a single source of truth for all tasks, deadlines, and responsibilities across your entire team.
Stronger Team Collaboration
With a central system for communication and handovers, your team can collaborate more effectively, reducing miscommunications and ensuring smoother project flow.
Consistent, On-Time Project Execution
Build a reputation for reliability. A dependable delivery system allows you to meet your deadlines consistently, strengthening trust with the clients, funders, and partners you serve.
A Scalable System for Growth
Move beyond ad-hoc spreadsheets that break as you grow. We build a scalable system that can handle increasing project complexity without overwhelming your team.
Who Is This Audit For?
This audit is designed for teams that need to move beyond ad-hoc project tracking and build a reliable system for execution. It is a perfect fit for:
Startup teams in South Africa setting up their initial delivery workflows.
NPOs and SMEs struggling with project complexity as they grow.
Agencies and client-facing teams needing reliable project handovers.
Marketing or product departments needing better collaboration and clarity.
Project Management FAQs
Is this useful if we already use Asana or Notion?
Absolutely. Most teams only use about 20% of their PM tool's capability. This audit focuses on optimising your setup, building better workflows within the tool, and implementing the team rituals needed to get the most from your existing investment.
Do we need technical skills to use the new system?
No. Every system I design is built for simple, low-friction adoption. The goal is to create a system so intuitive that your non-technical team members can embrace it immediately.
Can you train our team after the setup?
Yes. The Standard Audit includes a live setup session to get you started. The Deep Dive Sprint includes comprehensive team training, and optional onboarding workshops can be added to any package to ensure your team adopts the new workflow successfully.