We have a unique ability to successfully execute projects. Our adaptive project management techniques, based on the Project Management Institute’s best practices, provides the foundation for project planning and tracking.
Project start-up lays the foundation for building a successful project. Our staff have significant expertise in providing project management for project start-up during the initial 6 months. We work with organizations to 1) conduct project office set up, 2) recruitment of key personnel through scenario-based interviewing techniques, 3) review of regulatory requirements in collaboration with organizations legal department, and 5) support meeting the first 90-day contract requirements including development of work plan, M&E plan, marketing guide, etc. For each project, we develop performance metrics for start-up and monitor activities on a weekly basis. Project Balance handles the details of project start up and allows your organization to focus on key decisions.

Organizations may need support with project close out as key staff have move onto new projects or offices are closing. Project Balance can provide short-term on-site assistance to manage project close out across program, financial and administrative areas. Our goal is to ensure your organization meets contract and donor requirements for close out. In cases where project documentation has not been filed adequately, Project Balance will help to archive deliverables and project reports. Project Balance has significant financial management experience and can help review and monitor project expenditures, set expense cut off dates, and ensure timely delivery of key financial close out reports.

Project Balance is known for our ability to successfully execute projects. Our adaptive project management techniques, based on the Project Management Institute‚Äôs best practices, provides the foundation for project planning and tracking. We excel at communication management, risk management and mitigation and scheduling. We believe that an agile approach to project management is extremely important and we work closely with clients to adjust project deliverables to changing priorities and focus on activities that provide the highest business value early in a project’s life cycle. We believe that project documentation is important for optimal communication and strive to provide the right level of project documentation for the size of the project.

Project Balance project managers are Project Management Professional (PMP), Scrum Master, and Agile Certified Practitioner (PMI-ACP) certified trained in both traditional project management practices as well as agile project management techniques.

Project Balance believes that all software tools, data capture applications, websites and dashboards should be considered assets in the form of products. As such, these assets have a defined user base with specific goals. We help our clients think through the look and feel, branding, usability, marketing and distribution of these products as part of our projects. These activities may be integrated as part of the project requirements or result in a separate product management plan.

Project Balance provides creative resources to develop branding such as logos and banner graphics. We also offer clients with written website content and marketing materials as requested.

Project Balance staff help clients plan, organize and execute program and company workshops, including executive meetings, departmental planning meetings and requirements gathering exercises. Pre-workshop/meeting planning, together with the client we look at the goals of the meeting and plan interactive individual and group activities that step-by-step leads towards the end goal or decision. We facilitate the workshop/meeting so that client stakeholders can fully participate without worrying about stakeholder participation, meeting timing/pace or output documentation. Our approach is to have all team members be fully engaged and thinking creatively throughout the workshop.
Electronic tool implementation within an organization or a community generally requires a learning or educational component. Project Balance has experience developing training courses that not only show users how to use the tools but also the underlying benefit of using the tool. Our courses may include individual exercises and group activities as well as quizzes to show the student’s level of understanding. We try to create scenario-driven courses that apply directly to the student’s role.

Every software product that Project Balance develops includes a user guide and installation guide. Where appropriate we may also include graph or dashboard interpretation to help users glean as much information as possible from data visualizations. We are good at organizing documentation and use tools that can produce guides in various formats so guides can be repurposed for different environments. Our tools allow for multi-language capability.