Risk management is a critical element in the success of any project. Teambook, with its advanced features, offers effective tools for identifying and limiting risks right from the planning phase.
This article explores how to use Teambook for proactive and effective risk management.
1. Define the rules right from the start
The first step in limiting risk is to define the rules right from the start.
By entering key elements such as time budget and start and end dates, you can visualize directly in the planner the periods during which resources can or must be budgeted. This initial clarity helps prevent budget overruns and delays.
2. Using milestones in the “By Project” view
Milestones are essential for tracking progress and managing project phases.
In the “by project” view of Teambook’s planning screen, the use of milestones allows you to set and visualize these key stages. If necessary, you can adapt planned resources as the project progresses, helping to anticipate and react to changes.
3. Customized schedules for project resources
Teambook lets you define personalized schedules for each resource, including part-timers. This information appears specifically on the scheduler, avoiding the need to book unavailable slots. This feature reduces the risk of scheduling conflicts and optimizes resource utilization.
4. Planning “Non-project” times
It’s important that the schedule also reflect “non-project” time. Teambook allows you to automatically insert public holidays, plan training courses and take account of vacations. This complete visibility ensures that all factors affecting resource availability are taken into account, reducing the risk of unforeseen interruptions.
5. Fine-tuned management of resource tags
Teambook proposes the use of tags to define the skills, specificities, and other locations of your project resources. These are freely defined and assigned to users according to your organization’s logic.
The Users view provides an overview of the key skills defined and assigned, and these values can be used to filter information in the planning screen, enabling precise and efficient allocation of resources, thus optimizing the use of available skills. In short, fine-tuned management of these tags ensures that project managers have the right resources for the right tasks!
6. Using the dashboard to monitor performance
Management and project managers need to consult the dashboard frequently, not only to check performance but also to identify any anomalies. For example, productivity in excess of 100% is not sustainable in the long term and may indicate a risk of overwork or burnout.
7. Monitoring of budget and over-booking indicators
Planners need to keep an eye on the progress bars presented during each booking entry, which are indicators of potentially exceeded budgets. In addition, red indications on the planning screen show possible overbookings, enabling rapid intervention to readjust assignments.
By using Teambook’s advanced features for planning and monitoring, you can effectively identify and mitigate risks in your projects.
This proactive approach is essential to ensure the success and sustainability of your project initiatives. Now that you’ve familiarized yourself with this brief demonstration, what could be better than testing Teambook for real? It’s free for up to 10 projects, profite!