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Build Organization-Wide Dashboard in monday.com with automations, forms, and dashboards
Description: A Michigan-based nonprofit destination organization is seeking a skilled consultant for a one-time project to develop a comprehensive workspace in monday.com. This workspace will be crucial for managing various organizational initiatives and providing leadership with a clear overview of ongoing projects, while also allowing even the most detailed tasks to be assigned and tracked. Project Goals: We aim to create a workspace that handles project management and execution for a wide range of initiatives. There should also be various breakdowns and views with dashboards that will be managed by the Marketing and Communications team but will encompass tasks from various departments such as events, education, experiences, membership, development and donations, membership, guest relations, and more. The workspace should: Provide a space to assign work, track completion, and monitor team workload. Allow for tracking edits and efficient approvals. Utilize tagging to track not only specific projects but from which areas of the organization they are coming from. Offer leadership visibility with a roll-up dashboard that allows them to see all ongoing work at both a high level and granular level as needed. Requirements: Proven experience in creating automated workspaces in monday.com. Strong understanding of project management principles. Ability to integrate multiple departments and stakeholders into a cohesive workspace/ dashboard. Excellent communication skills to ensure smooth collaboration with our Marketing and Communications team. Experience in tagging and categorizing tasks for clear visibility. Understanding the needs and potential use case for integrating third-party apps such as Make to facilitate automations Deliverables: A fully functional worksapce in monday.com that meets the outlined goals, including various dashboards and boards as needed. Training for our team on how to use and maintain the dashboard. Documentation of the dashboard setup and usage guidelines. Timeline: Project completion within 2 months. Budget: To be determined based on scope How to Apply: Please submit your proposal including: Your experience with similar projects. Examples of previous workspaces/ dashboards created in monday.com. Your approach to meeting our project goals. Your availability and estimated timeline for completion. Your proposed budget (wether hourly or project based, but may require an initial consult) We look forward to working with a talented consultant to enhance our organizational efficiency and visibility.