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How do we know that we are still on track?
This fundamental question goes unasked in most businesses for years until something major goes wrong. Once this happens, management implements mechanisms to ensure rapid and precise movement toward organizational goals.
Yet, a tracking board is a simple and effective business management tool that needs to be used daily. Businesses that use it are always on track or are always aware of the course they are on.
A tracking board is a tool of project management that assists managers within a corporation in scrutinizing and monitoring the state of a specific project and controlling outcomes. It visualizes core metrics, milestones, risks, and trends that impact the organization.
The management can use this wonderful productivity instrument to improve organizational communication, introduce the principles of collaboration, and facilitate decision-making among high-performers.
A well-designed tracking board can be potent and lead to the opening of new means of accountability and project management within a company. By tracking progress over time, companies can cohesively monitor broad trends and patterns within the market, thereby equipping the top brass to make better, well-informed decisions with more robust risk management tactics.
While on this topic, click here if you’re hungry for more, and check out our blog discussing seven must-have project tracking sheet templates.
In this blog, we will be perusing a list of must-have tracking boards, each unique in its aesthetic, design, and professional application. These templates come with the advantage of being content-ready, enabling 100% user customization, and blending flexibility with performance.
Let’s begin.
Template 1: Bid Tracking Board For Tender Procurement
Employ this finely-made slide to get organized and enrich and enhance your business capabilities. The template is targeted to make procurement through the tendering process, and comes with crucial metrics and data necessary to ensure the use wins the bid. A graph is presented for the user, with the subheadings bid, item, date of bid, amount, deadline, days left, client and notes.
Template 2: Clients Accounts History Tracking Board
To anyone that’s in the business of accounts management, being diligent and organized with data is essential. Avail the use of a helpful presentation tool to help in the same. It has a vibrant aesthetic and use a range of vital metrics that can help you stay updated – task name, assignee, due dates, stage, priority and MRR. Get this slide and apply it to your business framework to strengthen your credentials and earn better returns on your investment.
Template 3: Sales Pipeline Activity Tracking Board
Finance is a fast-moving and rapidly changing business. Get ahead of the curve in this lucrative business with the aid of a cogent sales activity tracking board that employs the right tools and metrics to give you an edge with your business. This professionally-designed template comes with the subheadings activity name, assignee, estimated value, lead status, priority, as well as active opportunities, late state opportunities and closed or won deals.
Template 4: Project Benefit Realization Plan & Tracking Board
This template can help you reap the full benefits of your business, if you are into project management. The slide embodies a mix of dark blue and yellow hues against a white background for an impressive style and appearance. Paired with this is its professional structure that uses such practical sub-headings as benefit owner, target due, realization phase, status of the project and the description of the benefit.
GET STRUCTURED, USE A TRACKING BOARD
Tracking boards can be helpful assets to managers across varied business landscapes. Our templates allow you to cut to the chase by delivering sound and effective content with the added benefit of full customization. Peruse our library of pre-designed templates and download the ones that appeal to you, adding some structure to your business organization methods.
FAQs on Tracking Boards
What is a tracking board?
A tracking board is an instrument that allows a visual representation of the progress of a company’s project. It generally incorporates a host of vital information relevant to the project, such as its name, goals, milestones, tasks, and deadlines. Members of a corporate organization can use a tracking board to effectively survey the growth of a project and pin-point the cause of delays and risks in the process. They can serve to boost collaboration and engagement between a company’s teams and further project management needs of businesses.
What is the function of a tracking board?
Below are some of the core functions of a tracking board:
- Monitor progress: Tracking boards are useful in giving teams tools to monitor the progress of their projects. This information can then be applied to specify potential risks and make changes to the working environment.
- Establish communication: Tracking boards can be used as a productive medium of communication, helping an organization present its goals to its own employees and update stakeholders on the progress of an individual project.
- Help mitigate risks: With the aid of tracking boards, organizations can isolate and diffuse risks before they can manifest within a corporate project. They help companies plan when running a project, drafting corrective plans and implementing them when needed.
- Bolster communication: Tracking boards can bridge better connectivity and engagement between arms of an organization, giving the business a centralized domain where workers can track progress and stay updated on the happenings.
- Make for increased accountability: Tracking boards can enhance professional standards and accountability of the constituent team members. By establishing clear goals and timelines, team members are guided into a state of heightened responsibility when operating.
