You will get a custom built, ready to use templated system within Asana

Stephanie D.
Stephanie D.
4.8

You will get a custom built, ready to use templated system within Asana

Stephanie D.
Stephanie D.
4.8

Select service tier

  • Delivery Time2 days
  • Number of Projects1
    • General Project Consulting
    • Define Project Goals
    • Define Deliverables & KPIs
    • Resource Management
    • Project Reports
2 days delivery — Dec 4, 2022
Revisions may occur after this date.
Upwork Payment Protection

Fund the project upfront. Stephanie gets paid once you are satisfied with the work.

Project details

You will get fully customized project management templates (either in Trello, Asana or Clickup). With these management tools, you will be able to move forward with executing projects for clients, confident that every step has been accounted for and mapped out in your processes.

Developing these systems for yourself can be extremely time-consuming, and you are busy running your business - you don't have time for that! I have over three years of experience creating and managing a variety of projects within a range of systems, and can take your ideas, workflows, and SOPs, and create a workable, fully developed project management tool for your company.
 
Target Country United States
What's included
Service Tiers
Starter
$350
Standard
$800
Advanced
$1,200
Delivery Time
2 days
5 days
15 days
Number of Projects
1
3
5
General Project Consulting
Define Project Goals
Define Deliverables & KPIs
Establish Schedule & Milestones
-
Risk Management
-
-
-
Resource Management
Budget Management
-
-
Project Reports
Project Diagrams Provided
-
-
-
4.8
7 reviews
86% Complete
14% Complete
3 stars
1% Complete
(0)
2 stars
1% Complete
(0)
1 star
1% Complete
(0)
Rating breakdown
Availability
4.7
Deadlines
4.7
Skills
4.9
Cooperation
5.0
Quality
4.9
Communication
4.9

DR

David R.
5.00
Jun 21, 2022
Certified Quickbooks Professional Great job. Always keep my books in order!  

JG

Joey G.
5.00
Apr 16, 2021
Project Management System Setup

TL

Takeia L.
4.55
Jul 3, 2019
Bookkeeping

DR

David R.
5.00
Apr 6, 2018
Migration to QuickBooks Online Great work and she continues to perform well with my bookkeeping needs.  

KS

Kelly S.
4.30
Sep 1, 2017
Looking for Admin Support Great experience working with Stephanie!  

About Stephanie

Stephanie D.
Small Business Strategist
Small Business Strategist
100% Job Success
Trout Run, United States - 6:15 am local time
With ten years of experience managing my own small business and growing it to consistent sales, along with outsourced manufacturing, I am looking to help other small businesses, e-commerce, and manufacturers scale.

Over the last three years, I have coached over 100 small businesses in developing strategies for increased profits and growth, and many of them saw growth even through 2020 shutdowns.

I am looking to support individuals and companies by providing my finance, planning, strategy, and project management skills and insights to help you grow your business.
 

Steps for completing your project

After purchasing the project, send requirements so Stephanie can start the project.

Delivery time starts when Stephanie receives requirements from you.

Stephanie works on your project following the steps below.

Revisions may occur after the delivery date.

Intake

Discussion to identify what a typical project looks like, and identify general guidelines for how the work progresses. We will also cover names of key team members, their roles, and timelines for the different projects and tasks

Template Development

Here, I will take the general project information and create a customized, functional template for project and team management. These templates will be specific to the work you do, and customizable.

Review the work, release payment, and leave feedback to Stephanie.