Teams | Collaboration | Customer Service | Project Management

August 2024

Project Planning: A Guide For Professional Service Firms

Your project plans make all the difference to project success. While no plan is 100% foolproof, detailed project planning gives you and your team a clear roadmap to follow—one that outlines how you can meet your clients’ goals and your own. Let’s take a closer look at the basics of project planning and how to create this actionable, single source of truth.

Billable Hours 101: A Guide for Professional Services Businesses

Improving profitability is a key goal for most agencies. But finding tactical ways to do so can be a lot more challenging, since profitability is impacted by so many variables. Which factors do you need to change? And which actions make the biggest impact? One concrete way to boost profitability directly is to improve billable hours. This increases the percentage of employee hours driving revenue for the business. We’ll explain billable hours, how to calculate them, and how to increase them.

Freia Muehlenbein: How to pitch to WIN

Winning pitches is tough. Ghosting has become a common challenge, and even when you win, clients may be commissioning smaller pieces of the project rather than the full program. But that’s only part of the struggle - crafting pitch decks takes a lot of time and energy. Surely there’s a better way than packing slides with your best creative ideas. In this episode we tackle these challenges and introduce a strategic approach to pitching. The focus shifts from pitching tactics to showcasing value and ROI.

Resource Scheduling: Turning Your Resource Plan into Action

Missed deadlines even with a full team. Constant confusion about who should be working on what (and when). Uneven workloads that cause some team members to be overwhelmed while others are bored. All these signs point to issues with resource scheduling. Improve your scheduling process to establish clear assignments and due dates, eliminate delays and miscommunications, and boost your team’s overall productivity. Here’s what you need to know.

10 Ways Scoro Boosts Employee Mental Health and Well-Being

In 2024, Scoro was awarded the “Workplace Mental Health” silver label by Peaasi.ee, highlighting our commitment to prioritizing employee mental well-being and fostering a healthy work environment. At Scoro, we believe that the well-being of our team drives our company’s success. Here are 10 ways Scoro supports employee mental health and well-being.

Jenny Plant: Great Sales and Great PM - Can One Person Do It All?

Part of the remit of an ops leader is to ensure they’ve got the right people, in the right place. In many agencies, account managers handle sales, client relationships, AND project management. However, this hybrid role often leads to trade-offs. Everyone’s got their own strengths and preferences – and these responsibilities seemingly require very different personality types.

Resource Planning: Turning Your Capacity Plan into Action

Do your projects often run into unexpected roadblocks? Are some team members constantly overworked while others sit idle? If this sounds familiar, take a closer look at your resource planning. Effective resource planning can prevent missed deadlines, uneven workloads, and wasted talent—all while boosting your project success rates. Here’s how to get it right.

11 Tips For Effective Resource Management

Resource management—assigning the right people to the right projects at the right time—plays a key role in a team’s success. But meeting deadlines and goals without overloading team members isn’t always easy, especially when juggling multiple projects. Follow these resource management best practices to create a clear, organized approach that supports your team and keeps clients happy.

Revenue Forecasting: A Guide for Professional Services

Accurate revenue forecasts are critical for sustained business growth and profitability. Without them, you’ll find yourself guessing about your financial needs. Which leads to misguided sales targets, less profitable project pipelines, and overworked or underutilized employees. Stop the guesswork and learn how to use revenue forecasts to make data-driven business decisions. This way, you can support the company’s financial health. And your team’s ability to do their jobs well.