We’ve all been there. The moment when (eek!), your boss says, “Could you just…[insert incomprehensible but seemingly important task]?”

In the panic, the best option often seems to be frantically typing said incomprehensible task into a  search engine and blindly following its advice.

We think there is a better way.

Try monday.com

There is quite a wide range of project management tasks out there. Examples could be the construction of a new park, or developing code to improve a workflow. They can also be less straightforward; addressing the aftermath of a natural disaster or creating a new strategy for entering a new market are also considered projects.

Perhaps you’re new to project management, or this is your first try at managing an Agile project? Or maybe you’re more experienced but need to start delivering complex projects at scale.

If you don’t fancy being held hostage by a digital algorithm, read on.

In this article, we’ll look at why you should always start with a methodology, and identify the 4 key factors in successful project management. We’ll also share some top project management examples you can crib from.

No matter what your boss needs, we’ve got your back.*

*Assuming it’s about project management. Otherwise, you’re on your own. Sorry.

Do I really need to start with a methodology?

Identifying a methodology during the project planning phase is both good project management practice, and common sense.

Organizations that invest in good project management practices, waste 21 times less money than those without an effective project management approach.

Methodologies set you up for success by providing the big picture perspective of the project schedule and how the project is going to run.

There are traditionally 2 methodologies used for managing projects and they both have pros and cons:


A linear, step-by-step approach where each new project phase follows the end of the previous one.

With this methodology, having a robust project plan is vital and lots of work needs to be done upfront to get really clear on the project goal.

waterfall methodologies pros and cons


A more iterative approach where the project team members and business stakeholders work together to refine the project outcome through feedback and review.

Project activities are delivered through short “sprints” or iterations and a list of what needs to be done next — usually called the “backlog” — is prioritized according to feedback.

agile methodologies pros and cons

Whichever methodology you choose, there are a number of things you can do to increase your chance of a successful project and start earning kudos from your boss.

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What are the critical success factors?

The Association for Project Management (APM) says there are 12 conditions for project success. It came as no surprise to us here at monday.com that proven methods and tools were one of the 12. After all, that’s what we’re in the business of. 🙂

These 12 conditions fall into 4 main factors:

  • Visibility. From the outset, the project’s goals need to be clear to all stakeholders. During the life cycle of the project, it’s important to understand who is working on what and when. A well-defined project management plan reduces confusion and makes sure the workload is evenly spread across the project team.
  • Efficiency. To maximize the project’s value you need to minimize waste during the project lifecycle. Whether that’s wasted time, effort, or money, these things need to be monitored and well-controlled to determine project progress.
  • Communication. Communication between members of the project team and the wider business is key for successful implementation. Effectively communicating the benefits of the project can improve the chance of its outcome lasting longer than an ice cream on a hot day.
  • Collaboration. Few projects run independently. Most require collaboration across teams, and with internal or external stakeholders for creating a project and geting the job done.

How can tools help?

Ok, you’ve picked a methodology and you’re ready to get started. So why exactly does the APM think tools are so important for project success?

Well, I’m glad you asked.

Let’s pretend you’re following a Waterfall methodology. You know that comprehensive planning and clearly defined project deliverables are critical. You know you need a project charter.

A wise project manager also gets the key roles and responsibilities agreed upon and signed off by the project sponsor. No one wants to have to manage the fallout of Fred and Sandra disagreeing on whose job it was to plan the executive stakeholder meeting.

monday.com is excellent at planning. Personally, we think it’s the best.

What might surprise you is how intuitive it is to use. And how it integrates with all your other favorite tools. And inspires you more than a gantt chart. Which might be just what’s needed after that stakeholder meeting on a dreary November afternoon.

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screenshot of table showing current and planned monthly tasks to complete

You’ll also want to monitor the project through its lifecycle, keeping a keen eye out for scope creep. Our template is fully customizable so you can tailor it to fit your needs.

Want to keep an eye on more than just scope? Our project management software can also help you out with resource management, time tracking, and managing project risk. Phew!

And, what about a more Agile approach? Well, good visibility and communication are key.

Using a project management tool, such as a Kanban board, to help you track what’s been done, is being done, and needs to be completed is important for managing the backlog.

screenshot of work organized on a kanban board

Using a sprint retrospective tool allows you to review the sprint and collect the feedback necessary to decide on the next steps. Without an ability to gather and track this feedback it’s likely that effort will be spent doing the wrong things, decreasing the project’s overall value.

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Umm, you said there would be examples?

Four, to be exact.

1. The National Hockey League (NHL)

  • Challenge: increase visibility

After first loading NHL game stats onto the web over 25 years ago, NHL developers have managed 100s of requests for custom applications. In-house developers now share the workload with a team in Belarus.

Relying on email and text to collaborate over different time zones was causing several challenges including unclear prioritization and ineffective workload management.

Using the monday.com platform has brought transparency across the development cycle. Now, at any moment, everyone on the team can see who is working on what, and when.

Using the bar graph view, the business can easily track which units have commissioned the most development cycles across the year. The team also uses the Calendar and Chart app to organize and track fan engagement programs.

screenshot showing chart of all NHL development efforts by business unit

While initially focused on improving their sprint planning, the NHL has also begun to exploit other capabilities of the monday.com Work OS. Building workflow apps within the platform has reduced the need for custom development, reducing the development time by 4+ weeks per cycle.

For more on how the NHL increased their visibility and saved 4 weeks per development cycle, check out their case study.

2. Zippo

  • Challenge: improve efficiency while scaling globally

Zippo compiled their product catalog on paper-based worksheets before transferring them to a digital version. The process took around 2 weeks for 20–30 active projects and became outdated almost as soon as it was completed. Zippo knew if they wanted to scale their business their processes needed to become more efficient.

  • Solution: an integrated Work OS capable of managing internal workflows and external suppliers

Initially signing on 10–15 users with a monday.com Pro account, Zippo now has around 125 users on an Enterprise solution. Building the product catalog has become a collaborative effort with users able to drag-and-drop projects into the catalog and shift things around in real time as priorities change.

Through the dashboard views, stakeholders can track progress across all the projects and monitor the overall workload of the team. This means people can be matched to resource gaps speeding up delivery.

Zippo also set up an automated system for workflow approval. A reminder is sent to the task owner if there is an outstanding request. This makes the approval process faster and increases efficiency.

These changes mean that, over the last 8 months, Zippo could focus on global expansion, acquiring new businesses, and entering new markets.

For more on how Zippo improved their efficiency and saved £82k/year while expanding into new markets, check out their case study.

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3. Deezer

  • Challenge: enable global collaboration while keeping the ‘local hero’ approach

The music streaming service, Deezer has a team of editors worldwide who understand local music tastes and market towards them. Coordinating this dispersed team from the European HQ was challenging and campaign management was siloed within countries.

Business development was also managed regionally. With no centralized system, it was hard to prioritize support requests to other departments such as finance and legal. This meant new deals took a long time to reach the market.

  • Solution: an integrated, intuitive workspace that brings multinational collaboration

Deezer used monday.com to build a centralized pipeline of all business development projects which meant work could be analyzed and prioritized globally. This streamlined the work required from the support departments improving time to market speed.

There were also benefits for the customer engagement team. With the monday.com Work OS, campaign planning, management, and evaluation are now visible to teams in all countries.

For more on how Deezer improved global collaboration and increased their customer engagement by 483%, check out their case study.

4. Israeli Government

  •  Challenge: ensure effective communication during a global pandemic

As the number of cases grew, Israel set up a National COVID-19 Control Center. The Control Center brought together civilian and military agencies, for the first time, to manage the crisis and support front-line workers. Each agency had its own processes and way of working but a coordinated response was needed immediately if the situation wasn’t to grow out of control.

image showing a conversation between team members in the Covid-19 Control Center, Israel

(Image Source)

It was proving incredibly challenging to get accurate testing information from labs and hospitals meaning it was impossible to create a “big picture” perspective of the situation. Essential equipment and suppliers were sourced in an ad-hoc manner and there was no central communication channel to monitor or follow up leads on potential suppliers.

  • Solution: a centralized, flexible platform with customizable permissions

Communication around procurement is now seamless, with multiple connected workflow apps integrating information on requirements, suppliers, approvals, and financing. These have customized permissions so the right people approve each step at the right time.

It’s also easier for hospitals and labs to communicate with the Control Center. The team worked with monday.com to create web and mobile forms to collect up to date information. These can be submitted at any time and entered into the centralized system immediately. This means decisions are now based on the best available data at the time.

For more on how monday.com is continuing to support the Israeli government with their Covid-19 response check out their case study.


Hopefully, seeing some real-life examples has helped you feel more confident in tackling your next project.

These examples are proof that monday.com can add real value to whatever you’re working on next.

We have over 200 customizable and engaging templates to support your project.

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