Follow
Defining Workfront Goals and Objectives

Primary Goals and Objectives

When implementing Workfront, it is necessary to identify the principles of your success criteria. In other words, what is it you are trying to solve? Why are you implementing Workfront and how do you plan to use the software to improve your processes?

There are a few factors to consider as you map your goals and identify the business processes you want to improve. We recommend you start by documenting your overall goals and objectives for Workfront. The following is an example of goals generated by a company. You may consider some of these in your own requirements gathering.

Improve Service Response Times Within the Organization

  1. Objective- Create an Workfront request queue to manage specific requests from within your organization.
  2. Objective- Create a report to show any outstanding issues not closed within 5 days.

Improve Time Spent on Projects and Budget in the Coming Year

  1. Objective- Develop a standard project methodology for your organization. Include a best-practices-approach to deliver quality in every project. Identify any repeatable projects that can be used to create templates.
  2. Objective- Create a dashboard that displays the progress of this year's portfolios of projects.

Improve the Quality of Services with Better Management of Internal Processes

  1. Objective- Develop a process for delivery of services and use Workfront to manage tasks associated with any daily and/or weekly tasks.
  2. Objective- Create reports to display resources allocated to tasks so we can better understand how to improve productivity and quality of delivery.

Define Success Criteria

Once you identify your primary goals and objectives, you can start defining the success criteria surrounding your Workfront implementation. This criteria should pertain to the reasons you purchased Workfront in the first place! With your success criteria in place, Workfront will be in position to manage your organization's needs and make your implementation a success. The following is an example of how to define success criteria:

Example of Success Criteria

All approved projects for the coming year are entered into Workfront and ready to be managed by the Project Managers.

  1. All department requests are managed in Workfront.
  2. The processes that support internal projects are managed using Workfront.
  3. All repetitive processes are managed in Workfront including utilization of resources, continual project and task templates, and any internal processes necessary for quality delivery.

As you work to define these goals and success criteria, be sure to provide opportunities for review by implementation team members as well as other stakeholders involved. Incorporating their feedback is key to success and facilitates a smooth adoption of the Workfront solution.