Agency Project Management Health Benchmark "*" indicates required fields Step 1 of 20 5% Assess Your Operations in 20 QuestionsRate your team by using the best-fit response for each statement. After completing the survey, you’ll receive your score (and benchmark data from 2k+ other teams).We have a documented process for delivering client work and we hold each other accountable to it.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have easy-to-deploy templates in our project management system for all common projects, deliverables, and tasks.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have a standardized system for measuring workload, managing resources, and forecasting staffing needs.*Strongly disagreeDisagreeNeutralAgreeStrongly agree Our entire team understands each tool we use and where it fits into our process.*Strongly disagreeDisagreeNeutralAgreeStrongly agree Things don't slip through the cracks here.*Strongly disagreeDisagreeNeutralAgreeStrongly agree Every team member knows how and where to find any file or process needed.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We know the key metrics required to measure the quality, efficiency, and profitability of our team and how we will use this data to make better decisions as we scale.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have utilization targets for each team member and/or department and evaluate utilization on a consistent basis.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have a transparent, standardized process for adding and scheduling tasks in our PM platform.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have documented rules of engagement for all team members that define exactly how we use our PM tooling.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We show up each day knowing what we need to complete that day.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have healthy communication habits within our team.*Strongly disagreeDisagreeNeutralAgreeStrongly agree Our internal meetings are focused, meaningful, and productive.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We set healthy expectations with our clients.*Strongly disagreeDisagreeNeutralAgreeStrongly agree Our client onboarding process is seamless and clients often comment on how smooth the process is.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have a clear, standardized way of adding all follow-up tasks from meetings into our PM platform and assigning the right task owners, due dates, and context.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have a system for measuring client satisfaction and can spot issues before they blow up.*Strongly disagreeDisagreeNeutralAgreeStrongly agree We have accurate reports that show profitability by client, service, department, and individual team member and we review these reports at a consistent cadence (monthly or quarterly).*Strongly disagreeDisagreeNeutralAgreeStrongly agree We know our client retention, churn reasons, and LTV metrics and can easily segment that data based on service, sales rep, and account team.*Strongly disagreeDisagreeNeutralAgreeStrongly agree Your Email We’ll send you a copy of your results, along with a full breakdown of the benchmark data from over 2,700 agencies. Δ
