Templates - Generic
Departments:
Brand & Creative
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Brand Perception Pulse Survey | Launch an internal or external survey to understand how the brand is perceived by key audiences, including alignment with voice, values, and identity. Total Duration: 18 working days |
| Brand Audit & Competitor Comparison | Conduct a comprehensive evaluation of the brand's current perception, alignment with goals, and how it compares to 3-5 competitors or peer organizations. Total Duration: 15 working days |
| Brand Compliance Review | Conduct a systematic audit of internal and external materials to assess alignment with brand guidelines, flag inconsistencies, and recommend corrections. Total Duration: 15 working days |
| Brand Launch Rollout Plan | Plan and execute the internal and external rollout of a new or refreshed brand, including communication, training, asset updates, and stakeholder engagement. Total Duration: 22 working days |
| Brand Messaging Framework | Develop a messaging architecture that articulates the brand's value proposition, mission, tone of voice, and audience-specific positioning to ensure consistency across content and channels. Total Duration: 22 working days |
| Brand Style Guide Development | Create a comprehensive brand style guide that outlines the visual and verbal identity of the organization, including logo usage, typography, color palette, tone of voice, and application examples. This ensures consistency across all marketing and communications materials. Total Duration: 20 working days |
| Brand Training for Internal Teams | Design and deliver a training program to educate internal staff on brand values, visual identity, tone of voice, and correct usage of brand assets and templates. Total Duration: 14 working days |
| Brand Voice & Tone Evolution Workshop | Host a collaborative workshop to explore evolving the brand's voice and tone based on changes in audience expectations, industry dynamics, or organizational values. Total Duration: 10 working days |
| Brand Voice & Tone Guidelines | Define the verbal identity of the brand with specific guidance on voice, tone, language style, and writing conventions for use across channels and teams. Total Duration: 14 working days |
| Brand Voice QA on Published Content (Monthly) | Review a representative sample of published content (webpages, social posts, emails) to assess tone, clarity, and brand voice alignment. Share recommendations with content owners. Total Duration: 8 working days |
| Branded Swag Inventory Check & Reorder | Review and manage inventory of branded merchandise (pens, shirts, folders). Reorder items as needed to support events, onboarding, and campaigns. Total Duration: 8 working days |
| Branded Swag Production & Fulfillment | Design and produce branded merchandise (t-shirts, notebooks, pens, etc.) for employee engagement, event giveaways, or client gifts. Total Duration: 16 working days |
| Design Asset Library Creation | Create a centralized, searchable design asset library that includes branded templates, icons, imagery, and design components for internal use. Total Duration: 17 working days |
| Design Asset Library Expansion | Expand an existing design asset library by adding new categories (illustrations, motion graphics, templates), improving metadata/tags, and optimizing access across teams. Total Duration: 15 working days |
| Design Trends Watch Report (Quarterly) | Monitor and synthesize emerging design trends in digital media, print, branding, and UX/UI. Summarize insights to inform future creative strategy. Total Duration: 9 working days |
| Employer Brand Campaign | Develop a cross-functional campaign that highlights the organization's workplace culture, benefits, and employee value proposition (EVP) to attract top talent. Total Duration: 21 working days |
| Event Booth Graphics & Collateral Preparation | Prepare branded materials for recurring events, such as conferences or recruitment fairs. Includes updating banners, flyers, signage, and digital screens. Total Duration: 12 working days |
| Event or Campaign Asset Localization | Adapt centrally designed brand assets (e.g., banners, flyers, social posts) for specific departments, regions, or languages to ensure localized relevance while maintaining brand consistency. Total Duration: 12 working days |
| Internal Brand Alignment Workshop | Conduct a facilitated workshop for internal teams to ensure alignment around the updated brand, messaging, and voice. Helps improve adoption and consistency. Total Duration: 12 working days |
| Intranet or Brand Portal Content Update (Quarterly) | Review and refresh the internal brand portal or intranet section that houses brand resources, templates, and documentation to ensure accuracy and accessibility. Total Duration: 9 working days |
| Logo Redesign Project | Redesign the organization's logo to reflect an updated brand identity. The project includes stakeholder discovery, creative exploration, design execution, and rollout planning. Total Duration: 23 working days |
| Marketing & Comms Brand Sync Meeting (Monthly) | Facilitate a regular working session between Marketing, Communications, and Brand teams to share updates, align campaigns, and review creative requests. Total Duration: 6 working days (monthly) |
| Monthly Creative Asset Requests Fulfillment | Recurring monthly process to intake and complete team requests for new creative assets (social graphics, banners, print layouts). Total Duration: 10 working days (repeats monthly) |
| Monthly Internal Brand Office Hours | Host a recurring session for internal teams to ask questions, get feedback on brand use, and stay informed on updates. Total Duration: 5 working days (per monthly cycle) |
| New Employee Brand Onboarding Pack Design | Create and maintain a branded onboarding kit with visuals, decks, FAQs, and cultural materials for new hires. Estimated Duration: 11 working days |
| Quarterly Brand Compliance Audit | Perform a quarterly review of digital and print brand materials to assess compliance with brand standards. Identify inconsistencies, recommend updates, and track remediation. Total Duration: 14 working days |
| Quarterly Persona-Specific Messaging Tweak | Make minor adjustments to existing messaging frameworks to better reflect changes in audience behavior, preferences, or external conditions. Total Duration: 10 working days |
| Seasonal Campaign Creative Development | Create campaign-specific visual and messaging assets to support a seasonal push (e.g., Fall Enrollment, Giving Tuesday, Q4 Sales Drive). Assets are used across digital, print, and social channels. Total Duration: 19 working days |
| Stock Photo & Imagery Library Refresh (Quarterly) | Curate and upload a refreshed set of approved brand-aligned imagery (stock photos, team photos, graphics) to keep visual assets relevant, diverse, and engaging. Total Duration: 10 working days |
| Sub-Brand or Program Branding | Create a tailored visual identity and messaging system for a sub-brand (e.g., a program, service line, department) that aligns with but is distinct from the core brand. Total Duration: 21 working days |
| Template System Audit & Cleanup | Conduct a thorough audit of branded templates in use across teams and platforms. Standardize, consolidate, and remove outdated templates to ensure brand consistency. Total Duration: 13 working days |
| Template System for Presentations & Proposals | Build a suite of branded slide, proposal, and document templates to ensure consistency and professionalism across materials shared with external and internal audiences. Total Duration: 16 working days |
| Template Usage Review & Refresh (Quarterly) | Review usage and effectiveness of brand templates across departments. Update outdated templates and add new ones based on user needs. Total Duration: 12 working days |
| Video Brand Anthem Production | Produce a brand anthem video to emotionally convey the organization's mission, values, and impact. The final product will be used across digital, events, and recruitment channels. Total Duration: 28 working days |
| Visual Identity Refresh | Update core brand visual elements (color, typography, iconography, patterns) without changing the logo. The refresh modernizes the brand and enhances consistency across channels. Total Duration: 18 working days |
| Simple Flyer/Ad | Quick - 6 task workflow, with create, approve and production steps. Estimated Duration: 12 working days |
Communications
| Name | Description and Estimated Duration (Days) |
|---|---|
| Audience Segmentation & Persona Messaging Framework | Develop a structured audience segmentation strategy and a messaging matrix to guide communications by persona. Total Duration: 13 working days |
| Brand Voice & Messaging Guidelines Creation | Develop a brand voice and messaging framework to standardize tone, language, and style across all internal and external communications. Total Duration: 12 working days |
| Company-Wide Change Communications Campaign | Manage communications around a major internal change (e.g., system rollout, restructure), ensuring transparency, clarity, and two-way dialogue. Total Duration: 15 working days |
| Crisis Communications Planning & Playbook Development | Develop a documented, cross-functional crisis communications plan with role clarity, message templates, and escalation workflows. Estimated Duration: 16 working days |
| Employee Survey Communication Campaign | Design a communications campaign to promote participation in an employee engagement or pulse survey. Estimated Duration: 9 working days |
| Employee Town Hall or All-Hands Coordination | Plan, script, promote, and execute a quarterly or biannual company-wide meeting with key updates and interactive Q&A. Total Duration: 10 working days |
| Executive & Leadership Messaging Program | Build a consistent messaging framework and communications toolkit for leaders to use across multiple channels. Estimated Duration: 12 working days |
| Executive Speechwriting & Script Support | Support executive leaders by drafting, refining, and enabling delivery of high-impact speeches for internal or external audiences. Total Duration: 11 working days |
| Internal Campaign Messaging Support (e.g., HR, DEI) | Support internal initiatives (like DEI or HR programs) with clear and engaging messaging and campaign planning. Estimated Duration: 11 working days |
| Internal Communications Plan Rollout | Launch a structured internal communications plan including channels, cadence, content, and two-way feedback. Estimated Duration: 15 working days |
| Media Inquiry & Interview Coordination | Respond to inbound media requests and manage briefing prep, scheduling, and message alignment. Estimated Duration: 7 working days |
| Media Relations & Press Engagement Strategy | Create a proactive plan for engaging media contacts and amplifying key organizational stories. Estimated Duration: 13 working days |
| Monthly Internal Newsletter Creation & Distribution | Create and send a recurring internal newsletter featuring updates, announcements, and recognition to improve alignment and morale. Estimated Duration: 11 working days |
| Organizational Announcement Communications | Draft, coordinate, and distribute internal or external communications around key organizational updates, such as leadership hires, team promotions, or structural changes. Total Duration: 9 working days |
| Organizational Communications Strategy Development | Define a strategic communications roadmap that aligns messaging, channels, cadence, and audiences with overall organizational goals. Estimated Duration: 11 working days |
| Press Release Writing & Distribution | Produce and distribute a press release to announce a key organizational milestone or initiative. Estimated Duration: 8 working days |
| Quarterly Communications Metrics Reporting | Produce and deliver a quarterly report summarizing performance across all communication channels, identifying trends, and surfacing actionable insights. Total Duration: 12 working days |
| Stakeholder Communications Mapping & Engagement | Develop a system to identify, prioritize, and engage key internal and external stakeholders with tailored messaging strategies. Total Duration: 14 working days |
Content Marketing
| Name | Description and Estimated Duration (Days) |
|---|---|
| AI-Assisted Content Ideation & Review | Use AI tools (like ChatGPT, Jasper, or Grammarly) to generate content ideas, outlines, or enhance drafts with tone and clarity adjustments. Total Duration: 8 working days (repeats quarterly or as needed) |
| Annual Content Audit & Refresh | Review all existing blog and content assets for performance, accuracy, SEO alignment, and brand consistency. Archive, revise, or republish based on audit results. Total Duration: 18 working days |
| Blog Editorial Calendar Creation | Build a 3-6 month editorial calendar for blog content including topics, formats, ownership, target personas, and publishing cadence. Supports structured content planning and cross-functional alignment. Total Duration: 14 working days |
| Content Localization for Regional Audiences | Adapt selected content (e.g., blog posts, landing pages, guides) for regional or international audiences by translating and culturally tailoring language, tone, and visuals. Total Duration: 15 working days |
| Content Repurposing Workflow | Take an existing long-form asset (e.g., webinar, report, whitepaper) and break it into multiple smaller content pieces (blogs, social graphics, quotes, infographics). Total Duration: 12 working days |
| Customer Case Study Series | Develop a repeatable process to create compelling case studies featuring successful customer outcomes. Includes interviews, writing, approvals, and design. Total Duration: 18 working days (per case study) |
| Expert Interview Articles | Develop an article or blog post series based on interviews with internal subject matter experts (e.g., faculty, clinicians, analysts). Total Duration: 16 working days |
| How-To Resource Center Build | Create a centralized online content hub with guides, tutorials, and how-to content. Supports onboarding, customer success, or self-service. Total Duration: 17 working days |
| Industry Insights Blog Roundup | Publish a curated monthly or quarterly blog post that summarizes industry news, relevant articles, new trends, and expert commentary. Total Duration: 10 working days |
| Infographic Series Design | Design a set of infographics (3-5) that distill complex data or messaging into clear visual formats. Used for reports, social sharing, or lead generation. Total Duration: 15 working days |
| Long-Form SEO Pillar Page Buildout | Create a high-ranking, comprehensive pillar page around a core keyword/topic to improve SEO authority and support related blog clusters. Total Duration: 20 working days |
| Monthly Blog Production Cycle | Description: Plan, write, edit, and publish 3-5 blog posts per month based on the content calendar. Involves collaboration with writers, SMEs, editors, and designers. Total Duration: 15 working days per cycle |
| Monthly Newsletter Content Sourcing | Curate and produce a monthly email newsletter with updates, content links, announcements, and CTAs for internal or external audiences. Total Duration: 10 working days (monthly cycle) |
| Research Report & Gated Asset Creation | Develop an original research-based report or survey summary and convert it into a downloadable lead-gen asset (PDF + landing page). Total Duration: 22 working days |
| SEO-Focused Blog Optimization Pass | Perform a targeted pass through existing blog content to improve rankings, keyword relevance, structure, and readability based on SEO best practices. Total Duration: 13 working days |
| Staff Spotlight Feature Content | Publish a recurring spotlight on notable staff to showcase internal culture, expertise, and impact. Total Duration: 14 working days |
| Thought Leadership Article Development | Partner with executives, faculty, or SME leaders to ghostwrite or co-author a high-value opinion article for blog or external media placement. Total Duration: 14 working days |
| User-Generated Content (UGC) Program | Launch a UGC initiative encouraging users/customers/community members to contribute stories, tips, photos, or testimonials for marketing use. Total Duration: 16 working days |
| Video Explainer Content Series | Produce a short video series (2-5 clips) that explains key services, products, or processes. Supports marketing automation, campaigns, or web content. Total Duration: 22 working days |
| Whitepaper or eBook Development | Create a long-form gated asset (3,000-5,000 words) that showcases thought leadership, research, or insights on a topic relevant to your audience. Supports lead generation and nurturing. Total Duration: 20 working days |
Digital Marketing
| Name | Description and Estimated Duration (Days) |
|---|---|
| Conversion Funnel Mapping & Analysis | Visualize and analyze your conversion funnel to identify drop-off points and improve the user journey from awareness to action. Total Duration: 14 working days |
| Core Web Vitals Monitoring Program | Set up tools and routines to monitor and improve Core Web Vitals (LCP, FID, CLS) for SEO performance and page experience scores. Total Duration: 10 working days |
| Digital Ad Retargeting Setup | Launch a retargeting campaign on Google, Meta, or LinkedIn to re-engage previous website visitors with personalized messaging. Total Duration: 13 working days |
| Google Ads Campaign Setup & Launch | Build and launch a Google Ads campaign, including keyword research, ad group structuring, ad copywriting, budget setup, and conversion tracking. Total Duration: 12 working days |
| Google Tag Manager (GTM) Implementation | Install and configure Google Tag Manager across the website to manage tags for analytics, pixels, and tracking scripts without direct code deployment. Total Duration: 10 working days |
| Heatmap & Session Recording Analysis | Use behavioral analytics tools (e.g., Hotjar, Crazy Egg, Microsoft Clarity) to study user interactions, uncover friction points, and recommend UX improvements. Total Duration: 11 working days |
| Landing Page A/B Testing Program | Create and run A/B tests for landing pages to improve conversion rate, using structured hypotheses and performance tracking. Total Duration: 15 working days |
| Lead Capture Form Optimization | Improve performance of lead gen forms through testing and best practices -- fields, layout, error handling, speed, and CTA clarity. Total Duration: 13 working days |
| Meta Tags & Schema Markup Optimization | Update and standardize meta titles, descriptions, and structured schema markup to improve SEO visibility and CTR in search results. Total Duration: 12 working days |
| Monthly Website Analytics Reporting | Build and deliver a monthly analytics report summarizing website traffic, engagement, conversions, and channel performance using GA4 or equivalent tools. Total Duration: 8 working days (recurring monthly) |
| PPC Budget Forecasting & Strategy | Develop a strategic plan and monthly budget forecast for paid campaigns (Google Ads, Meta, LinkedIn), aligning ad spend with business goals, historical performance, and seasonal trends. Total Duration: 12 working days |
| SEM Keyword Research & Update | Refresh and expand your keyword portfolio across paid and organic campaigns to align with search trends, competitors, and content strategy. Total Duration: 11 working days |
| SEO Audit & Action Plan | Perform a full audit of the website's SEO performance across technical, on-page, and content factors. Create a prioritized action plan for improvements. Total Duration: 14 working days |
| Technical SEO Cleanup | Identify and fix technical SEO issues such as crawl errors, broken links, duplicate tags, and redirect chains to improve site health and indexability. Total Duration: 13 working days |
| UTM Tracking & URL Governance | Create a standardized UTM tracking framework and governance plan to ensure consistency in campaign measurement and source attribution. Total Duration: 10 working days |
| Web Accessibility Compliance Pass | Audit and remediate your website for accessibility compliance (WCAG 2.1) to ensure content is usable by all users, including those with disabilities. Total Duration: 16 working days |
| Website Conversion Rate Optimization (CRO) Sprint | Improve website conversion rate through structured testing and enhancements across layout, copy, CTAs, and forms based on user behavior and performance data. Total Duration: 18 working days |
| Website Navigation Structure Overhaul | Redesign the site's primary and secondary navigation to improve usability, reduce bounce rate, and align with audience journeys. Total Duration: 17 working days |
| Website Speed Optimization Initiative | Improve website load times and performance by addressing core web vitals (LCP, FID, CLS), optimizing images, scripts, and server response times. Total Duration: 15 working days |
| YouTube Ad Campaign Launch | Plan, script, design, and launch a video ad campaign on YouTube via Google Ads. Includes audience targeting, ad format selection, and tracking setup. Total Duration: 14 working days |
Email & Marketing Automation
| Name | Description and Estimated Duration (Days) |
|---|---|
| Abandoned Cart or Form Recovery Workflow | Build and automate a multi-step follow-up sequence for users who abandon a cart or start a form but don't complete it. Total Duration: 11 working days |
| Automated Welcome Series Setup | Plan, build, and activate an automated welcome email series for new subscribers or leads, introducing your brand, key offerings, and content. Total Duration: 12 working days |
| Behavioral Trigger-Based Email Workflow | Set up an email automation sequence that sends emails based on user behavior (e.g., page views, downloads, abandoned actions). Total Duration: 13 working days |
| Birthday/Anniversary Campaign Automation | Create an evergreen automated email campaign triggered by subscriber birthdays or customer anniversaries with personalized messages or offers. Total Duration: 9 working days |
| Dynamic Content Email Personalization Program | Set up dynamic content modules within your emails to tailor messaging based on user data like behavior, role, or industry. Total Duration: 12 working days |
| Email A/B Testing Framework Deployment | Set up a consistent process and framework to run A/B tests across subject lines, CTAs, layouts, and send times. Estimated Duration: 10 working days |
| Email CTA & Subject Line Optimization Sprint | Rapidly optimize low-performing campaigns by testing variations in subject lines and call-to-action (CTA) language or placement. Total Duration: 8 working days |
| Email Deliverability Audit & Cleanup | Audit deliverability performance and implement changes to improve inbox placement, reduce bounce/spam rates, and enhance domain reputation. Total Duration: 12 working days |
| Email List Hygiene & Validation | Audit and clean your email lists to remove invalid, bounced, or unengaged contacts and improve deliverability. Estimated Duration: 9 working days |
| Email Preference Center Setup | Create a customizable email preference center to give users control over their subscription types, frequency, and topics. Total Duration: 10 working days |
| Event Invitation & Reminder Email Workflow | Create a time-sequenced email workflow to promote event registration and remind attendees ahead of the event. Estimated Duration: 10 working days |
| Form Submission Auto-Responder Configuration | Set up branded and informative autoresponder emails triggered by form submissions (e.g., contact forms, downloads, webinar signups). Total Duration: 8 working days |
| Lead Nurture Drip Campaign Development | Design and deploy a multi-touch email series to guide leads toward conversion, based on funnel stage or persona. Estimated Duration: 14 working days |
| Lead Scoring Model Implementation | Create and apply a lead scoring framework to prioritize leads based on engagement, behavior, and fit criteria. Estimated Duration: 11 working days |
| Marketing Automation Platform Migration or Cleanup | Migrate to a new marketing automation platform or clean up an existing platform by removing outdated lists, workflows, and tags. Total Duration: 14 working days |
| Monthly Performance Dashboard for Email Metrics | Create and maintain a centralized dashboard with key email KPIs (opens, clicks, bounces, conversions) for reporting and insights. Total Duration: 10 working days |
| New Subscriber Source Attribution Setup | Track and report on where new email subscribers are coming from by implementing source attribution across forms and campaigns. Estimated Duration: 8 working days |
| Newsletter Campaign Build & Send | Produce and send a one-time email newsletter including announcements, content highlights, or thought leadership to a targeted audience. Estimated Duration: 6 working days |
| Post-Event Follow-Up Campaign | Send a follow-up email campaign after a webinar, event, or conference, tailored by attendance status and call-to-action goals. Estimated Duration: 8 working days |
| Re-Engagement Email Campaign for Dormant Leads | Target disengaged or dormant leads with a win-back email campaign that offers value and prompts reactivation. Estimated Duration: 9 working days |
Events & Field Marketing
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Events & Sponsorship Calendar Planning | Plan the organization's full-year events calendar, including owned, sponsored, and partner events. Define goals, budget allocation, internal alignment, and resource planning. Total Duration: 15 working days |
| Event Brief & Creative Asset Package Development | Develop a complete creative package for an event, including internal briefing doc, visual identity, and promotional assets. Estimated Duration: 12 working days |
| Event Budget & ROI Framework Creation | Build a reusable framework to estimate, track, and evaluate event costs, performance, and return on investment. Estimated Duration: 7 working days |
| Event Email Campaign & Nurture Setup | Plan and launch an email campaign for an event including invites, reminders, and post-event follow-up to nurture leads. Estimated Duration: 10 working days |
| Event Feedback Collection & Report Development | Collect, analyze, and share feedback from attendees, speakers, and internal stakeholders to inform improvements. Total Duration: 8 working days |
| Event Landing Page & Registration Build | Create an effective event landing page to drive attendance, collect registrations, and communicate value. Estimated Duration: 9 working days |
| Event Promotion via Paid Media & Organic Social | Promote the event through coordinated paid and organic social campaigns to maximize attendance and engagement. Total Duration: 10 working days |
| Event Tech Stack Setup & Integration (e.g., Zoom, Cvent, HubSpot) | Set up and integrate the event management tools (e.g., Zoom, Cvent, Splash) with the marketing and sales stack to enable seamless tracking and engagement. Total Duration: 11 working days |
| Field Event Rep Enablement Toolkit Creation | Create toolkits for field reps attending or hosting events, including messaging, collateral, and FAQs. Total Duration: 9 working days |
| Local Field Event (e.g., Dinners, Meetups) | Host an intimate, high-touch local event for networking or prospecting. Includes venue selection, outreach, RSVP management, and follow-up. Total Duration: 12 working days |
| Monthly Event Lead Routing & Attribution Review | Review, clean, and ensure accurate routing and attribution of leads from all monthly events to support downstream pipeline analysis and sales enablement. Total Duration: 9 working days |
| Onsite Experience Design & Execution (Booth/Check-In) | Plan and deliver an exceptional onsite experience, including booth layout, signage, check-in, demos, and engagement activities. Total Duration: 14 working days |
| Owned Event Campaign - In-Person (e.g., Customer Summit) | Plan and execute a branded in-person event hosted by your company, including venue coordination, promotions, logistics, and post-event engagement. Total Duration: 30 working days |
| Owned Event Campaign - Virtual (e.g., Webinar Series) | Execute a live or recorded webinar campaign including content planning, tech setup, promotion, facilitation, and follow-up. Total Duration: 15 working days |
| Partner Co-Hosted Event Planning | Plan and execute a joint event with a strategic partner, including shared responsibilities, co-branded assets, coordinated promotion, and lead sharing. Estimated Duration: 14 working days |
| Post-Event Follow-Up Campaign Execution | Deploy a campaign to follow up with event attendees and no-shows, providing relevant content, thank-you messages, and lead routing to Sales. Total Duration: 10 working days |
| Quarterly Event Performance Review & Learnings Sync | Review the quarter's event metrics, wins, and gaps across marketing and sales to shape future event strategy. Total Duration: 7 working days |
| Quarterly Field Marketing Touchpoint Planning | Strategically plan a set of local, regional, or vertical field marketing activities that align with sales goals and territory needs for the next quarter. Total Duration: 12 working days |
| Speaker & Session Management | Coordinate all speaker-related logistics, including outreach, session planning, content collection, and day-of support. Total Duration: 13 working days |
| Tradeshow or Conference Sponsorship Activation | Activate a branded presence at an external tradeshow, including booth logistics, asset creation, team enablement, and lead follow-up. Total Duration: 18 working days |
Finance
| Name | Description and Estimated Duration (Days) |
|---|---|
| Accounts Payable Processing & Vendor Reconciliation | This recurring project manages timely invoice entry, payment processing, and monthly vendor account reconciliation. Estimated Duration: 7 working days |
| Accounts Receivable Management & Aging Review | This recurring project handles customer invoicing, collections, and AR aging report monitoring to maintain healthy cash flow. Estimated Duration: 10 working days |
| Annual Budget Planning & Development | This project involves preparing the organization's annual operating budget by collecting inputs from departments, forecasting revenues/expenses, and finalizing an approved budget for the Estimated Duration: 30 working days |
| Capital Expenditure (CapEx) Planning Process | This project prioritizes and allocates budget for capital investments, including facilities, IT, and equipment purchases. Estimated Duration: 24 working days |
| Cost Allocation & Chargeback Model Review | This project evaluates and updates the cost allocation structure (e.g., IT, facilities) to ensure transparency and fairness across business units. Estimated Duration: 25 working days |
| Credit & Collections Policy Development | This project establishes policies and processes to assess credit risk, define payment terms, and recover outstanding balances. Estimated Duration: 21 working days |
| Departmental Budget Variance Analysis | This recurring project compares departmental actuals to budgeted figures and provides variance explanations and corrective recommendations. Estimated Duration: 10 working days |
| Financial KPI Dashboard Maintenance | This recurring project ensures that key financial dashboards are up-to-date, accurate, and aligned with stakeholder priorities. Estimated Duration: 7 working days |
| Grant Budgeting & Financial Compliance Setup | This project supports new or renewing grants by setting up detailed budgets, tracking processes, and compliance reporting structures. Estimated Duration: 23 working days |
| Internal Controls Assessment & Risk Review | This project evaluates key finance processes and control gaps to reduce fraud, error, or compliance risk. Estimated Duration: 25 working days |
| Invoice Generation & Revenue Recognition | This recurring project ensures customer billing is accurate and timely, and revenue is recognized according to GAAP or relevant standards. Estimated Duration: 9 working days |
| Long-Term Financial Forecasting & Modeling | This project develops 3- to 5-year financial forecasts using scenario analysis to support strategic planning and sustainability. Estimated Duration: 27 working days |
| Monthly Cash Flow Tracking & Projection | This recurring project tracks cash inflows and outflows and projects short-term cash positions to ensure liquidity. Estimated Duration: 8 working days |
| Monthly Financial Close & Reporting | This recurring project closes the monthly books, reconciles key accounts, and produces financial statements for internal reporting. Estimated Duration: 12 working days |
| New Financial System or ERP Implementation | This project manages the planning, configuration, testing, training, and go-live of a new financial management or ERP system. Estimated Duration: 50 working days |
| Payroll Expense Reconciliation | This recurring project compares payroll expense journal entries with actual disbursements to ensure alignment with GL, benefits, and tax records. Estimated Duration: 10 working days |
| Quarterly Forecast Updates | This recurring project updates the financial forecast based on actuals and changing assumptions for strategic and operational planning. Estimated Duration: 10 working days |
| Strategic Investment Feasibility Analysis | This project evaluates potential investments (e.g., facility expansion, technology adoption) through ROI, NPV, and scenario modeling. Estimated Duration: 25 working days |
| Tax Filings & Regulatory Compliance Reporting | This recurring project covers federal, state, and local tax filing responsibilities as well as industry-specific financial compliance reporting. Estimated Duration: 12 working days |
| Year-End Financial Close & Audit Support | This project ensures the fiscal year is properly closed, including reconciliations, financial statement preparation, and audit coordination. Estimated Duration: 40 working days |
HR & PeopleOps
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Performance Review Cycle | This project covers the planning, communication, execution, and follow-up of the organization's annual performance review process. It ensures all employees receive formal feedback and that data is captured for development, compensation, and promotion decisions. Estimated Duration: 44 working days |
| Benefits Open Enrollment Process | This project guides the annual open enrollment period for benefits selection, including communication, enrollment support, and carrier updates. Estimated Total Duration: 28 working days |
| Compensation Benchmarking & Salary Review | This project benchmarks current compensation against market data and internal equity, resulting in a salary adjustment plan or compensation philosophy update. Estimated Duration: 27 working days |
| Contractor & Temporary Staff Onboarding | This recurring project streamlines onboarding for contractors, vendors, or temp hires who require limited access and compliance documentation. Estimated Duration: 10 working days |
| DEI Strategy Development & Implementation | This project establishes or refreshes the organization's Diversity, Equity, and Inclusion (DEI) strategy, including vision-setting, data analysis, program design, and internal rollout. Estimated Duration: 40 working days |
| Employee Engagement Survey & Action Planning | This project launches a company-wide engagement survey, analyzes results, and builds action plans for improvement based on insights. Estimated Duration: 27 working days |
| Employee Offboarding & Exit Interview Process | This recurring project ensures a consistent and compliant offboarding experience for departing employees. Estimated Duration: 15 working days |
| Employee Relations Case Management | This recurring project outlines a standard process for tracking, investigating, and resolving employee relations issues such as complaints or disputes. Total Duration: 18 working days |
| HR Policy & Handbook Update | This project updates the employee handbook and core HR policies to reflect compliance, benefit, and procedural changes. Estimated Duration: 30 working days |
| HRIS Implementation or Upgrade | This project implements or upgrades the organization's Human Resources Information System, including requirements gathering, vendor configuration, testing, and rollout. Estimated Duration: 42 working days |
| Internship Program Coordination | This recurring project manages the administration of seasonal internship programs, including recruiting, onboarding, and end-of-program reviews. Estimated Duration: 24 working days |
| Job Description Audit & Standardization | This project reviews all job descriptions to ensure consistency, legal compliance, and alignment with job architecture and compensation. Estimated Duration: 30 working days |
| Leave of Absence & FMLA Management | This recurring project ensures consistent handling of employee leaves, including medical, parental, and FMLA, from request to reintegration. Estimated Duration: 17 working days |
| Monthly Payroll Processing & Audits | This recurring project ensures accurate monthly payroll, deductions, and tax reporting through coordination between HR, Finance, and payroll systems. Estimated Duration: 12 working days |
| New Employee Onboarding Program | This project establishes a structured and consistent onboarding experience for new hires, ensuring alignment with company culture, processes, and performance expectations. Estimated Duration: 25 working days |
| Quarterly Compliance Training Rollout | This recurring project manages the quarterly assignment, tracking, and support of required compliance training modules. Estimated Duration: 10 working days |
| Quarterly HR Metrics & Reporting | This recurring project captures and analyzes key HR metrics (turnover, time-to-fill, DEI, training compliance, etc.) to inform strategic decisions. Estimated Duration: 12 working days |
| Recruitment & Hiring Process Management | This recurring project governs the full-cycle recruitment process for each new role, from requisition to onboarding handoff. Total Duration: 20 working days |
| Remote Work & Hybrid Schedule Coordination | This recurring project manages the process of updating, supporting, and documenting remote/hybrid schedule requests and transitions. Estimated Duration: 15 working days |
| Succession Planning & Talent Review | This project builds a plan to assess internal talent and identify successors for key roles, reducing risk and supporting leadership continuity. Estimated Duration: 30 working days |
IT & Systems
| Name | Description and Estimated Duration (Days) |
|---|---|
| Cloud Migration Planning & Execution | This project moves applications, data, or infrastructure from on-premise environments to the cloud (IaaS, PaaS, or SaaS). Estimated Duration: 33 working days |
| Cybersecurity Risk Assessment & Remediation | This project identifies security vulnerabilities and implements mitigation strategies across systems, networks, and endpoints. Estimated Duration: 30 working days |
| Data Backup Strategy Implementation | This project designs and implements a secure, automated, and tiered data backup solution for business continuity and compliance. Estimated Duration: 25 working days |
| Endpoint Encryption Program Maintenance | This recurring project ensures all organizational devices remain encrypted and compliant with security policies. Estimated Duration: 8 working days |
| Helpdesk System Implementation or Overhaul | This project deploys or refreshes the ticketing system used to manage IT support requests. Estimated Duration: 20 working days |
| Helpdesk Ticket Triage & Escalation Process_ | This recurring project ensures consistent handling, categorization, and timely escalation of IT support tickets. Estimated Duration: 8 working days |
| IT Asset Lifecycle Management Program_ | This project establishes a centralized system for tracking, maintaining, and decommissioning IT hardware assets across the organization. Estimated Duration: 20 working days |
| IT Infrastructure Upgrade & Modernization | This project involves upgrading core infrastructure components (servers, storage, switches, etc.) to improve performance, reliability, and scalability. Estimated Duration: 40 working days |
| IT Onboarding Program for New Staff & Faculty_ | This recurring project ensures that new hires have access, tools, and orientation required to be productive from day one. Estimated Duration: 10 working days |
| IT Policy Review & Documentation Project | This project reviews, updates, and standardizes IT policies to ensure clarity, compliance, and staff awareness. Estimated Duration: 18 working days |
| IT Satisfaction Survey & Feedback Process_ | This recurring project collects feedback on IT services to guide improvements in service delivery and end-user experience. Estimated Duration: 8 working days |
| MFA (Multi-Factor Authentication) Rollout & Monitoring | This recurring project monitors enrollment and compliance with MFA for new users, and addresses MFA issues across platforms. Estimated Duration: 9 working days |
| Monthly Patch Management & System Updates | This recurring project deploys critical patches and OS updates across all infrastructure and endpoints. Estimated Duration: 10 working days |
| Network Architecture Redesign & Optimization | This project updates the organization's network topology for better performance, security, and scalability. Estimated Duration: 32 working days |
| Network Performance Monitoring & Optimization | This recurring project tracks network uptime, latency, and throughput to ensure high availability and reliability. Estimated Duration: 10 working days |
| New Software Implementation & Integration | This project deploys a new business application (HRIS, CRM, ERP, etc.) and integrates it with existing systems and workflows. Estimated Duration: 40 working days |
| Quarterly System Access Reviews | This recurring compliance project reviews and validates system access rights across departments and roles. Estimated Duration: 12 working days |
| Software License & Subscription Audits | This recurring project tracks software usage and ensures licensing compliance while reducing unnecessary spend. Estimated Duration: 10 working days |
| User Provisioning & Deprovisioning | This recurring project handles new user setup and secure removal of access when employees leave or transfer. Estimated Duration: 7 working days |
IT PMO
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Tech Asset Inventory & Compliance Check | This recurring project validates hardware/software inventory and ensures licensing and policy compliance across the IT asset base. Estimated Total Duration: 20 working days |
| Change Request Intake & Approval Process | This recurring project ensures structured intake, review, approval, and implementation of IT change requests (CRs), minimizing risk and enhancing transparency. Estimated Total Duration: 15 working days per cycle |
| Cloud Migration Strategy Execution | This project involves planning and executing the migration of applications, data, and infrastructure to a cloud platform (e.g., AWS, Azure, GCP). It includes current-state assessment, cloud readiness analysis, migration strategy development, pilot migrations, full-scale execution, and post-migration optimization. Estimated Total Duration: 100 working days |
| Cybersecurity Framework Implementation | This project establishes and implements a security framework (e.g., NIST, ISO 27001) across the organization. It involves risk assessment, gap analysis, control implementation, training, and audit-readiness prep. Estimated Total Duration: 90 working days |
| Data Governance & Master Data Management Rollout | This project establishes standards, processes, and tools for managing enterprise data across departments. It involves building a governance framework, assigning roles, defining data standards, implementing MDM tools, and conducting stewardship training. Estimated Total Duration: 100 working days |
| Digital Transformation Roadmap Execution | This initiative implements prioritized digital capabilities (e.g., automation, self-service, analytics) across business units, guided by a roadmap and executive alignment. Estimated Total Duration: 120 working days |
| Disaster Recovery & Business Continuity Planning (IT PMO) | This project develops and tests the disaster recovery (DR) and business continuity (BC) framework to ensure system resilience during outages or disasters. Estimated Total Duration: 50 working days |
| Enterprise System Implementation | This project involves the end-to-end implementation of a new enterprise-level system (e.g., ERP, CRM, EMR, or LMS). It includes system selection, requirements gathering, implementation planning, configuration, integration, testing, training, and go-live support. The goal is to ensure a smooth transition to the new system while minimizing disruption to existing operations. Estimated Total Duration: 140-165 working days |
| IT Budget Planning & Portfolio Prioritization | This project aligns budget planning with strategic IT priorities. It includes capacity forecasting, project cost estimation, portfolio scoring, and exec review/approvals. Estimated Total Duration: 60 working days |
| IT Capacity Planning & Resource Load Balancing | This project reviews current and forecasted IT resource workloads to avoid over-allocation and optimize project delivery. Estimated Total Duration: 20 working days per cycle |
| IT Infrastructure Modernization Project | This project upgrades outdated servers, storage, and network components to modern infrastructure. It includes environment assessment, procurement, staging, migration, decommissioning, and documentation. Estimated Total Duration: 110 working days |
| IT Project & Portfolio Management (PPM) System Rollout | This project implements a PPM system (e.g., ServiceNow, Clarity, Jira Portfolio) to centralize tracking, reporting, and resource planning. Estimated Total Duration: 90 working days |
| Knowledge Base & IT Documentation Updates | This recurring project ensures IT documentation is current, accurate, and accessible for internal use and audits. Estimated Total Duration: 15 working days per cycle |
| Monthly IT Project Portfolio Reporting | This project creates and distributes regular status reports on active IT initiatives, including health, timeline, budget, and risks. Estimated Duration: 10 working days |
| Ongoing User Access Review & Role Cleanup | This recurring initiative validates user access to systems and applications, ensuring adherence to least privilege policies and reducing security risk. Estimated Duration: 16 working days |
| Quarterly Patch Management & Software Updates | This recurring project ensures timely deployment of OS, application, and firmware patches across the IT environment to maintain security and compliance. Estimated Duration: 20 working days |
| Quarterly Vendor SLA & Risk Review | This project ensures that IT vendors are meeting performance, compliance, and risk standards outlined in SLAs and contracts. Estimated Total Duration: 18 working days per cycle |
| Service Desk Performance Monitoring & Enhancement | This project monitors helpdesk KPIs and enables continuous improvement via reporting, automation, and staff training. Estimated Duration: 20 working days |
| Software Vendor Evaluation & Selection | This project ensures the selection of the best-fit software vendor through structured evaluation. It includes stakeholder alignment, requirements definition, RFP development, demo coordination, scoring, and final contracting. Estimated Total Duration: 60 working days |
| Weekly IT PMO Standups & Status Sync | This recurring project tracks weekly progress across key IT initiatives, facilitates risk/issue surfacing, and ensures team alignment. Estimated Total Duration: 5 working days per week |
Legal
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Ethics & Code of Conduct Review | Recurring annual review and update of the organization's code of conduct and ethics policies. Estimated Duration: 20 working days |
| Contract Lifecycle Management System Implementation | This project involves selecting, configuring, and launching a centralized system for contract creation, tracking, approvals, and storage. Total Duration: 40 working days |
| Contract Review & Approval Workflow | This recurring project ensures consistent review, negotiation, and approval of contracts across the organization. Estimated Duration: 15 working days |
| Corporate Governance Policy Update | This project updates board-level and governance policies, including charters, bylaws, and conflict of interest procedures. Estimated Duration: 24 working days |
| Data Privacy Impact Assessment & Governance Plan | This project assesses how personal data is collected, stored, and used, and defines governance controls aligned with laws like GDPR, HIPAA, or CCPA. Estimated Duration: 30 working days |
| FOIA / Public Records Request Response Process | Manages the intake, review, redaction, and response to Freedom of Information Act (FOIA) or public records requests. Estimated Duration: 17 working days |
| Intellectual Property Strategy & Portfolio Review | This project audits current intellectual property (IP), evaluates protection strategies, and updates documentation for patents, trademarks, and copyrights. Estimated Duration: 17 working days |
| Internal Legal Risk Assessment & Mitigation Plan | This project identifies key legal risks (contracts, data use, governance) and builds an action plan to reduce liability. Estimated Duration: 20 working days |
| Legal Matter Management & Case Tracking | A recurring legal operations task that centralizes active legal matters and monitors progress, risks, and costs. Estimated Duration: 18 working days |
| Legal Training & Awareness Sessions | Ongoing initiative to educate staff on legal risks, processes, and compliance requirements. Estimated Duration: 12 working days |
| Litigation Readiness & eDiscovery Planning | This project establishes a scalable litigation readiness protocol, including eDiscovery workflows and document preservation practices. Estimated Duration: 24 working days |
| Mergers, Acquisitions, or Strategic Partnership Legal Review | This project supports due diligence and legal review of acquisitions, divestitures, or partnerships. Estimated Duration: 30 working days |
| Monthly Legal Advisory & Issue Tracking | Recurring engagement with departments to advise on legal questions and track ongoing matters. Estimated Duration: 10 working days |
| Outside Counsel Engagement & Billing Review | This project ensures ongoing oversight of external legal counsel use, including performance and cost management. Estimated Duration: 14 working days |
| Policy Review & Legal Document Standardization | This project consolidates, reviews, and updates legal documents and policies to reduce risk and improve consistency. Estimated Duration: 25 working days |
| Quarterly Compliance Monitoring & Reporting | This project ensures departments follow required compliance procedures and tracks documentation for audit readiness. Estimated Duration: 20 working days |
| Regulatory Compliance Framework Development | This project creates a structured framework to track, interpret, and comply with relevant regulations (e.g., HIPAA, FERPA, PCI). Estimated Duration: 30 working days |
| Subpoena & Legal Hold Management | Responding to subpoenas or other legal requests with formal holds and data preservation protocols. Estimated Duration: 15 working days |
| Trademark or Patent Renewal Management | Manages upcoming IP renewals for trademarks, patents, or copyrights. Estimated Duration: 12 working days |
| Whistleblower Policy & Reporting Program Setup | This project establishes a formal whistleblower policy and anonymous reporting mechanism to support compliance and ethical governance. Estimated Duration: 25 working days |
Marketing Strategy
| Name | Description and Estimated Duration (Days) |
|---|---|
| Agency or Vendor Marketing Strategy Kickoff | Launch a successful partnership with an external agency or vendor by aligning on strategy, goals, deliverables, timelines, and collaboration norms. Total Duration: 9 working days |
| Annual Marketing Plan Development | Create the organization's annual marketing plan, including goals, initiatives, campaigns, and budget. This plan sets the direction for the year and aligns stakeholders across functions. Total Duration: 20 working days |
| Brand Positioning & Messaging Update | Refresh brand positioning and messaging to reflect market evolution, product maturity, or strategic shifts. Total Duration: 15 working days |
| Campaign Brief Development Framework | Create a standardized framework for campaign briefs to ensure consistency in planning across teams and initiatives. Total Duration: 10 working days |
| Content & Campaign Themes Planning Cycle | Establish quarterly themes to guide campaign and content planning across teams, ensuring alignment to goals, seasonality, and persona needs. Total Duration: 12 working days |
| Cross-Channel Campaign Planning Sprint | Align internal stakeholders across paid, owned, earned, and shared channels to develop a coordinated multi-channel campaign plan. Total Duration: 13 working days |
| Customer Journey Mapping & Gap Analysis | Map the customer journey from awareness to advocacy, identifying friction points, content gaps, and opportunities for improvement. Total Duration: 14 working days |
| Go-to-Market (GTM) Strategy for New Product or Service | Develop a comprehensive GTM strategy to launch a new product, service, or feature, including positioning, channels, messaging, and internal enablement. Total Duration: 18 working days |
| ICP (Ideal Customer Profile) & Persona Development | Identify and build detailed buyer personas and ICP documentation to guide messaging, targeting, and segmentation across marketing efforts. Total Duration: 14 working days |
| Internal Marketing Strategy Enablement Toolkit | Create a toolkit to help internal teams understand, communicate, and execute against the current marketing strategy and messaging pillars. Total Duration: 11 working days |
| Market Segmentation & Prioritization Plan | Segment the market by vertical, geography, size, or behavior to define focus areas for campaign targeting, messaging, and territory planning. Total Duration: 13 working days |
| Marketing Channel Mix Strategy Review | Evaluate the performance and strategic fit of each marketing channel to refine the channel mix and improve ROI. Total Duration: 11 working days |
| Marketing Innovation & Experimentation Sprint | Launch a 2-3 week sprint dedicated to testing unconventional or experimental marketing tactics across channels to unlock new growth opportunities. Total Duration: 10 working days |
| Marketing OKRs & KPI Alignment Process | Define and align team-level OKRs and performance KPIs that map to broader marketing and company goals. Total Duration: 11 working days |
| Partner Marketing Strategy Planning | Develop a marketing strategy to support and collaborate with strategic partners, including joint messaging, campaigns, and co-branded asset development. Total Duration: 13 working days |
| Pricing & Packaging Marketing Strategy Input | Collaborate with Product and Revenue teams to refine or introduce pricing and packaging options, and provide marketing insights, messaging, and customer communication plans. Total Duration: 12 working days |
| Quarterly Marketing Strategy Refresh | Review and update the marketing strategy at the start of a new quarter, incorporating performance data, new priorities, and tactical adjustments. Total Duration: 10 working days |
| Revenue Marketing Alignment Project (Sales + Marketing) | Align Sales and Marketing strategies through shared definitions of funnel stages, lead handoff criteria, attribution, and revenue goals. Total Duration: 14 working days |
| Voice of the Customer (VoC) Insights Report | Compile and analyze customer feedback from surveys, interviews, reviews, and support tickets to surface actionable marketing insights. Total Duration: 10 working days |
Operations
| Name | Description and Estimated Duration (Days) |
|---|---|
| Business Process Improvement Initiative | A strategic initiative to analyze, redesign, and optimize a key operational process to increase efficiency and reduce waste. Estimated Duration: 24 working days |
| Cross-Departmental Workflow Standardization | This project focuses on aligning processes and communication flows across departments to reduce friction, delays, and duplication of work. Estimated Duration: 40 working days |
| Customer Complaint Resolution Workflow | A standard response and resolution process for logged customer complaints across service lines. Estimated Duration: 5 working days |
| Daily Production/Service Quality Check Process | A daily operational task to inspect and log production/service standards and address any non-conformances. Estimated Duration: 3 working days |
| Employee Shift Planning & Roster Updates | Ongoing weekly process to generate staffing schedules, balance workloads, and handle PTO or absence coverage. Estimated Duration: 4 working days |
| Equipment or Asset Procurement & Setup | Acquire and deploy new operational equipment or assets to support service delivery or infrastructure. Estimated Duration: 23 working days |
| Facilities Renovation or Expansion Project | A strategic initiative to analyze, redesign, and optimize a key operational process to increase efficiency and reduce waste. Estimated Duration: 50 working days |
| Facility Maintenance Scheduling & Issue Tracking | Ongoing task to proactively schedule maintenance and resolve any facility-related service tickets. Estimated Duration: 6 working days |
| Inventory Monitoring & Reordering Cycle | Recurring process to review stock levels and initiate replenishment of critical items. Estimated Duration: 6 working days |
| Monthly Equipment Inspection & Calibration | Scheduled inspection and calibration of critical equipment to ensure performance, safety, and compliance. Estimated Duration: 6 working days |
| Monthly Operations Metrics Review & Reporting | Recurring project to compile, analyze, and distribute key performance indicators across the operations function. Estimated Duration: 8 working days |
| Operational Risk Assessment & Mitigation Planning | This project identifies, evaluates, and prepares for potential risks that could impact day-to-day operations. Estimated Duration: 24 working days |
| Operations Team Reorganization or Restructuring Plan | Revise team structure, reporting lines, and roles to reflect operational priorities and increase efficiency. Estimated Duration: 24 working days |
| Quarterly Compliance Checklist Completion | Routine project to ensure all regulatory, safety, and internal compliance tasks are completed, documented, and auditable. Estimated Duration: 6 working days |
| Standard Operating Procedure (SOP) Development & Rollout | This project involves developing, reviewing, approving, and rolling out standardized operating procedures to improve consistency, efficiency, and compliance across operations teams. Estimated Duration: 35 working days |
| Supply Chain Optimization Project | Improve logistics, sourcing, or inventory management processes to reduce costs, delays, and supply risk. Estimated Duration: 35 working days |
| Sustainability & Resource Efficiency Program | Initiative to reduce waste, energy use, and optimize environmental impact of operational practices. Estimated Duration: 32 working days |
| Vendor Contract Review & Renewal Cycle | A recurring operational check-in to review contract terms, vendor performance, and initiate renewal or rebidding. Estimated Duration: 8 working days |
| Weekly Cross-Functional Coordination Meeting Prep & Follow-Up | Prepare and follow up on weekly operational sync meetings across departments. Estimated Duration: 3 working days |
PMO
| Name | Description and Estimated Duration (Days) |
|---|---|
| Annual Project Planning & Budgeting Cycle | A comprehensive process to define, evaluate, and approve projects for the coming fiscal year, aligned to organizational strategy and financial constraints. Total Duration: 20 working days per year |
| Change Request Intake & Evaluation Process | A standardized process for managing change requests across projects. This includes intake, evaluation, impact analysis, approval/rejection, and documentation. Total Duration: 7 working days per change request cycle |
| Compliance & Regulatory Project Implementation | Coordinate efforts to meet compliance or regulatory requirements (e.g., HIPAA, FERPA, SOX). Includes gap assessments, remediation planning, documentation, and validation. Estimated Duration: 26 working days |
| Cross-Departmental Collaboration Project | Facilitate a project that involves two or more departments working together to solve a shared problem or deliver a common goal, requiring coordination, communication, and alignment. Total Duration: 35 working days |
| Enterprise Project Portfolio Setup | Establish a centralized enterprise-wide project portfolio to enable consistent prioritization, tracking, and resource allocation across all initiatives. This includes defining portfolio criteria, setting up governance processes, integrating with existing systems, and onboarding stakeholders. Estimated Duration: 35 working days |
| Lessons Learned & Project Closeout Review | Conduct structured reviews after project completion to document lessons learned, celebrate wins, and identify improvements. Typically done for medium- to large-scale projects. Total Duration: 8 working days per project |
| Monthly Project Health Review Cycle | Conduct a recurring monthly review of active projects to assess scope, schedule, budget, and risk status. This helps maintain portfolio visibility, identify risks early, and enable timely interventions. Total Duration: 10 working days per month |
| New Product or Service Launch Management | Coordinate the cross-functional planning and launch of a new service or product, including development, marketing, training, and go-to-market activities. Estimated Duration: 50 working days |
| Organizational Change Management Program | Plan and implement structured organizational change support for initiatives like system adoption, reorgs, or process shifts. Includes readiness assessment, communication, training, reinforcement, and evaluation. Total Duration: 30 working days |
| PM Training & Onboarding Program Execution | A recurring initiative to train new project managers and onboard them to PMO processes, tools, templates, and governance. Total Duration: 12 working days per onboarding cycle |
| PMO Metrics & KPI Dashboard Update | Update the PMO dashboard regularly (monthly or biweekly) to reflect the latest data on project performance, budget adherence, risk status, and resource utilization. Total Duration: 6 working days per cycle |
| Process Improvement / Lean Six Sigma Initiative | Identify, analyze, and improve an inefficient business process using Lean Six Sigma (DMAIC) or similar frameworks to reduce waste, time, and cost. Estimated Duration: 40 working days |
| Project Governance Framework Design | Establish a formal project governance framework to define roles, responsibilities, escalation paths, and oversight mechanisms. Supports consistency in project execution across departments. Total Duration: 30 working days |
| Quarterly Strategic Project Prioritization | Evaluate and re-prioritize the strategic project pipeline every quarter. Involves intake of new proposals, prioritization scoring, alignment with strategic goals, and resourcing validation. Total Duration: 15 working days per quarter |
| Resource Capacity & Allocation Review | A recurring operational process to assess current resource availability vs demand and adjust assignments to align with project needs and team load. Total Duration: 9 working days per cycle (monthly/quarterly) |
| Stakeholder Communication & Engagement Planning | A recurring PMO activity to ensure effective stakeholder communication for key projects through planned messaging, cadence, and feedback collection. Total Duration: 8 working days per major initiative |
| Strategic Initiative Planning & Execution | Plan and oversee execution of a strategic initiative that aligns with organizational goals. Includes charter development, stakeholder engagement, detailed work planning, execution monitoring, and success measurement. Estimated Duration: 35 working days |
| Technology Implementation / System Rollout | Implement new software, SaaS solution, or IT system. Includes planning, data migration, testing, training, launch, and post-launch support. Estimated Duration: 45 working days |
| Weekly PMO Team Coordination & Status Sync | A recurring weekly sync to align the PMO team on project statuses, escalations, resource conflicts, and upcoming deliverables. Total Duration: 3 working days per week |
Procurement
| Name | Description and Estimated Duration (Days) |
|---|---|
| Backorder & Supply Chain Disruption Monitoring | Ongoing tracking of supplier delays, part shortages, and fulfillment issues to proactively respond to disruption. Estimated Total Duration: 11 working days |
| Category Spend Analysis & Optimization | This project evaluates procurement spend across categories to identify consolidation, savings, and efficiency opportunities. Total Duration: 23 working days |
| Contract Renewal & Compliance Check | Manages upcoming vendor contract renewals and ensures continued compliance with terms. Estimated Duration: 15 working days |
| eProcurement System Implementation | Implements or upgrades a digital platform for managing procurement workflows, requisitions, POs, and approvals. Total Duration: 30 working days |
| Inventory & Stock Level Monitoring Review | Ensures critical inventory levels are maintained through periodic stock audits and reorder review. Estimated Duration: 16 working days |
| Low-Value / Spot Buy Management Process | Standardizes the process for managing non-catalog, low-value purchases to reduce maverick spend. Estimated Duration: 10 working days |
| Monthly Spend Analysis & Reporting | Recurring review and reporting on organizational spend by category, vendor, department, and region. Estimated Duration: 12 working days |
| Procurement Compliance Training | Quarterly or bi-annual sessions to train staff on procurement policies, ethics, and system usage. Estimated Duration: 10 working days |
| Procurement Policy & Procedure Development | This project establishes a standardized procurement policy framework that governs sourcing, purchasing, approvals, ethics, and compliance. Total Duration: 25 working days |
| Procurement Risk Management Plan | Establishes a framework to identify, assess, and mitigate procurement-related risks, including supplier, compliance, and geopolitical risk. Total Duration: 22 working days |
| Purchase Order & Requisition Cycle Audit | Conducts a recurring review of the PO and requisition cycle for efficiency, compliance, and turnaround time. Total Duration: 14 working days |
| Quarterly Vendor Performance Reviews | Regular review process to assess key vendor performance across quality, delivery, service, and compliance. Total Duration: 18 working days |
| RFP Development & Management Process | Designs and runs a repeatable RFP (Request for Proposal) process to support large or strategic purchases. Total Duration: 22 working days |
| Strategic Sourcing Initiative | This project identifies high-impact categories and runs strategic sourcing to drive cost savings and supplier consolidation. Total Duration: 30 working days |
| Supplier Contract Negotiation & Finalization | Formalizes negotiated terms and executes supplier agreements that align with internal policies. Total Duration: 18 working days |
| Supplier Diversity Program Launch | Develops and implements an initiative to improve inclusion of minority-owned, women-owned, veteran-owned, and local businesses. Total Duration: 24 working days |
| Supplier Issue Escalation & Resolution Process | A recurring process to manage and resolve operational issues with suppliers (e.g., late deliveries, quality problems, misbilling). Estimated Duration: 13 working days |
| Sustainable Procurement Strategy Design | Develops procurement guidelines and tools to incorporate sustainability into vendor selection, purchasing, and reporting. Total Duration: 20 working days |
| Vendor Master Data Review & Cleansing | Recurring audit of vendor master data to ensure accuracy, completeness, and removal of duplicates. Estimated Duration: 10 working days |
| Vendor Onboarding & Qualification Program | A structured approach to consistently vet, approve, and onboard new vendors. Total Duration: 20 working days |
Social Media & Community
| Name | Description and Estimated Duration (Days) |
|---|---|
| Branded Hashtag Campaign Rollout | Launch and promote a branded hashtag to unify user engagement and encourage participation in a themed campaign. Estimated Duration: 10 working days |
| Comment Moderation Playbook | Create a documented approach for managing, responding to, and removing comments across all platforms. Estimated Duration: 6 working days |
| Community Guidelines Development & Posting | Create, review, and publish a clear set of online community guidelines to ensure respectful, inclusive, and safe engagement across platforms. Estimated Duration: 10 working days |
| Community Member Recognition Campaign | Highlight and thank active community members through spotlight content, giveaways, or features to encourage engagement. Total Duration: 10 working days |
| Executive Social Presence Development (e.g., LinkedIn Thought Leadership) | Support an executive or leader in building a personal social media presence aligned with brand thought leadership. Estimated Duration: 10 working days |
| Influencer or Partner Collaboration Campaign | Plan and execute a social collaboration with a brand partner, creator, or influencer to expand reach or drive trust. Estimated Duration: 15 working days |
| Live Social Media Coverage Plan (for Events) | Plan and execute real-time social media coverage of an event, webinar, or live session. Total Duration: 10 working days |
| Monthly Organic Social Content Production | Create and package all visual and written content for the upcoming month's social media posts. Estimated Duration: 12 working days |
| Monthly Social Analytics & Reporting | Collect, analyze, and present monthly performance data across social channels to evaluate performance, trends, and next steps. Estimated Duration: 8 working days |
| New Social Channel Launch (e.g., TikTok, Threads) | Launch a new social media channel by setting up the account, preparing content, and announcing its launch. Estimated Duration: 11 working days |
| Organic + Paid Social Content Alignment Sprint | Run a collaborative sprint to align upcoming paid and organic social content for consistency and cross-channel lift. Estimated Duration: 10 working days |
| Paid Social Media Advertising Campaign | Build and launch a targeted paid campaign on platforms like Facebook, Instagram, or LinkedIn to drive leads, traffic, or awareness. Estimated Duration: 13 working days |
| Social Campaign Launch (Time-bound or Thematic) | Plan, build, and launch a short-term campaign across social channels to drive awareness, engagement, or conversion. Estimated Duration: 14 working days |
| Social Channel Brand Refresh | Refresh the branding across all social platforms with new bios, banners, templates, and tone guidance. Estimated Duration: 10 working days |
| Social Channel Engagement Program (DMs & Comments Strategy) | Build a consistent, scalable approach for replying to DMs, comments, and mentions with brand voice and rapid response time. Estimated Duration: 11 working days |
| Social Listening & Competitor Audit | Conduct a structured social listening effort to monitor brand sentiment and analyze competitor content, tone, engagement, and themes. Estimated Duration: 10 working days |
| Social Media Content Calendar Development | Plan a 1-3 month content calendar across channels to guide consistent posting, campaign alignment, and team collaboration. Estimated Duration: 10 working days |
| Social Media Style Guide Creation | Create a clear, reusable guide outlining brand tone, visual rules, emoji use, hashtags, and engagement guidelines for social. Estimated Duration: 10 working days |
| UGC (User-Generated Content) Program Setup | Build a framework to encourage and collect user-generated content (UGC) for brand reposts, contests, or campaigns. Estimated Duration: 12 working days |