#63 Project management: One View

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In this podcast, the View Legal team explore the following topic ‘Project management: One View’ which was held on 21 October 2021.

In many business succession arrangements

Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project management is arguably the single most important issue for professional service providers heading into 2022.

Since embracing a timeless business model (with all work scoped and priced upfront) project management has become arguably the biggest investment made by View.

Many of the principles View now embraces are because we first tried every other known approach – and failed.

To help you avoid enduring the same journey, this webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions:

  1. Why the main thing, is keeping the main thing, the main thing
  2. What one, off the shelf tool, can change everything
  3. How workflow management is rarely helped by any form of technology
  4. What are the 7 biggest lies of the project management industry
  5. How can you avoid making the wrong mistakes

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

 Related articles and resources:

PODCAST #37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform

PODCAST #45 – Exploring the Science of Sales

PODCAST #18 – Firm of the Future – Now

Listen to View’s previous episode here

Dyan Burgess

Dyan Burgess

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