Teamwork Project Management Template for FileMaker Developers

This project management template and these processes, developed by a Teamwork Expert, are the culmination of 30 years of project management across several industries, including 8 years of managing projects in the FileMaker space.

Teamwork Template

The project management template, which Beyond the Chaos will install into your Teamwork, includes standard steps for:

  • discovery
  • the project itself
  • a kickoff call
  • FileMaker licensing
  • alpha, beta and reporting testing
  • closing a project

Note that the steps for the actual project will come from your proposal. These tasks are not “templatable” and will need to be hand entered for each individual project.

In addition, we will create a new operations project for your internal team to house the written processes on how to start projects, how to manage change and how to communicate with clients. Along with a Best Practice Overview, other tips and useful information are included in these Notebooks. We will also include templated Task lists that can be used in projects as needed.

Lastly, you will get verbiage for communications to go out at specific intervals throughout the project to help educate clients on next steps and how to use Teamwork properly. The goal is to avoid overwhelming them with details that they will forget and instead spread the communication out at the appropriate times in the timelines.

Support

In this one-on-one virtual meeting, we will walk you through the process and project management template, explaining how to use it. Coaching sessions will provide the opportunity for one-on-one Q&A after you have started using the template and process. Plus, you will have access to a Slack channel, which will include other clients who have also purchased a Template Package. You can contact Beyond the Chaos through direct messages or gain insight from other users – on the fly, as you need help.

Training

If you want assistance on how to customize your template to make it your own, we will explain some basics of how to do that in this one-on-one virtual meeting. You will learn to evolve your processes and template as you grow.

If you are seeking a customized template, designed especially for your business, please contact us.

Pricing & What’s Included

Template Only
$1,550
Our basic package*
Teamwork Template
Installation into your subscription
Written Processes
Verbiage for Client Communication
Template & Support
$3,100
Our intermediate package*
Teamwork Template
Installation into your subscription
Written Processes
Verbiage for Client Communication
One hour introduction & walk-through meeting
Two 1/2 hour coaching sessions post installation
Slack access for one month post installation
Template Customization, Support & Training
$5,150
Our deluxe package*
Teamwork Template
Installation into your subscription
Written Processes
Verbiage for Client Communication
One hour introduction & walk-through meeting
One hour training meeting on how to customize your template
Four 1/2 hour coaching sessions post intallation
Slack Access for three months post installation

 

*Prices include PayPal fees. If you are interested in paying through ACH for a 3% discount, please email us.

Terms/Requirements

You must have a subscription to Teamwork with the space to allow two new projects to be added. Administrator permissions will have to be temporarily granted to Beyond the Chaos to allow for template installation.