The FinTech Project Manager’s Checklist p.7
Finally came the last part in this sequence of posts about a project management in FinTech.
The Document management
To keep the project fully transparent, attach project plan to other project-related documents like the proposal, time logs, work reports, meeting notes, or what ever else that might be helpful.
Format
Now you have the fintech project management checklist, you can build an actionable project plan. Don’t forget to include the project information like the client & project name. Add your company’s (and the client’s) logo. Use your company’s branded fonts and colour scheme.
Track the Progress
When you made it, don’t forget to update your plan as the project makes progress, also measure progress comparing with plan’s KPI.
The common practise for Agile project manager is to use a project KPI dashboard that provides a quick overview of the project’s performance and updates. It provides a real-time overview of the KPIs and facilitate to make informed decisions and achieve long-term goals. The best practise to dashboard reporting features or use Gantt charts to streamline reporting.
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