Project Management Systems Audit for Startups & SMEs
Project Management Systems Audit for Startups & SMEs
Project Management Systems Audit for Startups & SMEs

Project Management Systems Audit for Startups & SMEs

Build smarter delivery systems that scale with your business

Most startups and SMEs struggle not with ideas, but with execution. The Project Management Systems Audit helps teams upgrade their delivery systems — blending workflow clarity, digital tools, and rituals that move work forward with precision.

What Is a Project Management Systems Audit?

This audit evaluates your existing project management setup, tools, and team workflows. We redesign your project delivery systems so your team gets more done — with fewer blockers and no missed deadlines.

What’s Included in the Audit?

Project Roadmap Design

  • Map key projects, tasks, deadlines, and handoffs

  • Spot bottlenecks and fix unclear ownership

Custom Workspace Setup

  • Build a project dashboard tailored to your team

  • Improve task tracking, visibility, and team collaboration

Reporting Systems & Delivery Cadence

  • Create reporting templates for weekly updates

  • Set simple delivery rituals (check-ins, syncs) to maintain momentum

What Are the Key Outcomes?

By the end of the audit, you’ll have:

  1. Clearer task ownership and delivery timelines

  1. Stronger team collaboration and fewer dropped handovers

  1. Consistent, on-time project execution

  1. A scalable system that grows with your team

🧭 The result: less chaos, more clarity — and projects that finish on time.

Project Management systems audit Tiers

Tier

Delivery

Delivery

Scope

Scope

Tool Review

Tool Review

Workspace Setup

Workspace Setup

Reporting

Reporting

Resources

Resources

Support

Support

Bonus

Bonus

In-Person Add-On

In-Person Add-On

Basic

Async report (email & shared doc)

1 project or team

Basic setup review

Template recommendations only

Light checklist

2-page summary PDF

1 round email Q&A

Advanced

1× live session (90 mins)

Up to 3 teams/projects

Full workspace structure audit

Custom board build for 1 tool

Weekly report template + async comms guide

6–8 page report or Notion page

30 min post-audit call

Workspace starter kit template

Expert

2× live sessions (90 mins + follow-up)

Full business project operations

System overhaul + integration ideas

Full system dependencies, labels, automations

Reporting dashboards + onboarding templates

10+ page PM handbook + videos

60 min support/training call

Async team onboarding videos + templates

Basic

Async report (email & shared doc)

1 project or team

Basic setup review

Template recommendations only

Light checklist

2-page summary PDF

1 round email Q&A

Advanced

1× live session (90 mins)

Up to 3 teams/projects

Full workspace structure audit

Custom board build for 1 tool

Weekly report template + async comms guide

6–8 page report or Notion page

30 min post-audit call

Workspace starter kit template

Expert

2× live sessions (90 mins + follow-up)

Full business project operations

System overhaul + integration ideas

Full system dependencies, labels, automations

Reporting dashboards + onboarding templates

10+ page PM handbook + videos

60 min support/training call

Async team onboarding videos + templates

Basic

Async report (email & shared doc)

1 project or team

Basic setup review

Template recommendations only

Light checklist

2-page summary PDF

1 round email Q&A

Advanced

1× live session (90 mins)

Up to 3 teams/projects

Full workspace structure audit

Custom board build for 1 tool

Weekly report template + async comms guide

6–8 page report or Notion page

30 min post-audit call

Workspace starter kit template

Expert

2× live sessions (90 mins + follow-up)

Full business project operations

System overhaul + integration ideas

Full system dependencies, labels, automations

Reporting dashboards + onboarding templates

10+ page PM handbook + videos

60 min support/training call

Async team onboarding videos + templates

Please scroll to see all tiers

Who Is This Audit For?

  • Startup teams setting up delivery workflows

  • SMEs moving beyond ad hoc project tracking

  • Agencies or client-facing teams needing reliable project handover

  • Sales, product, or marketing departments needing collaboration clarity

Project Management Systems Audit FAQs: Delivery, Workflows & Team Collaboration

  1. How long does the audit take?

Typically 2–3 weeks from kickoff to final handover.

  1. Is this useful if we already use Asana or Notion?

Absolutely. Most teams underuse their tools. This audit gets your tools working for you.

  1. Do we need technical skills to use the new system?

No. Everything is designed for simple, low-friction adoption.

  1. Can you train our team after setup?

Yes. Optional training sessions and onboarding videos are available.

How the Audit Is Delivered

  • Remote Sprint: All sessions via Google Meet.

  • In-Person Sprint: Available in Cape Town or on request (travel fees apply).

Terms & Conditions

  • In-person delivery may include extra fees for travel and accommodation.

  • Visual identity assets are strategy-driven and aligned to your business goals, not full branding packages.

Book Your Free Strategy Consultation

Book Your Free Strategy Consultation

Book Your Free Strategy Consultation

Ready to Move Faster?

Book a free 20-minute call to unpack your goals, tools and delivery bottlenecks.

Romanos Boraine

Brand Strategy & Business Growth Consulting
Helping nonprofits, startups and social enterprises grow smarter through strategic positioning, creative direction, digital systems audits and workflow optimisation.

© Romanos Boraine 2025.

All Rights Reserved

Ready to Move Faster?

Book a free 20-minute call to unpack your goals, tools and delivery bottlenecks.

Romanos Boraine

Brand Strategy & Business Growth Consulting
Helping nonprofits, startups and social enterprises grow smarter through strategic positioning, creative direction, digital systems audits and workflow optimisation.

© Romanos Boraine 2025.

All Rights Reserved

Ready to Move Faster?

Book a free 20-minute call to unpack your goals, tools and delivery bottlenecks.

Romanos Boraine

Brand Strategy & Business Growth Consulting
Helping nonprofits, startups and social enterprises grow smarter through strategic positioning, creative direction, digital systems audits and workflow optimisation.

© Romanos Boraine 2025.

All Rights Reserved