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"We've got a few different departments within the organization—creative, development, content, etc.—and it's difficult to pass work across and through each of these teams."

 

This is extremely common amongst a lot of agencies I've spoken with.

 

But why?

 

It's often pretty obvious when I dig in a bit further.

 

Here are a few questions to ask yourself:

 

First question: Does your project management system mirror your agency structure?

 

In this scenario, a core reason that work can't be passed among different departments is because your project management system is designed to create silos.

 

If you have separate spaces for your creative and development teams, this is an issue.

 

For client services, work should be organized by clients.

 

All teams should be working within one workflow, together, not in a bunch of separate workflows that fragment client projects and make it impossible to piece everything together.

 

➝ One website project

➝ One workflow (List in ClickUp parlance)

➝ One place to communicate and share context

 

Just use custom fields to help create filtered team/department views in the future (see below).

Okay, maybe you've been watching and reading our content for the last few years and you've passed that test.

 

This next question is where most people get tripped up.

 

Second question: Do you have a shared methodology (or project management approach) and a truly healthy set of habits that are followed across your entire team?

 

If you don't have a shared fundamental approach/methodology to how your team delivers great work, you're missing the biggest piece of the puzzle.

 

All the tools in the world, all the templates you can buy, and all the consultants you can hire can't solve for your lack of a simple, clear methodology that is understood and shared by all in your organization.

 

If each person or department...

1. Creates and designs work differently

2. Prioritizes their work differently

3. Uses statuses differently

4. Or communicates differently

...you'll struggle to create a connected team.

 

I see a lot of creative and dev teams struggle to work together because they use different statuses.

 

And I see a lot of teams fail because each account/project manager is creating work differently.

 

If you want to get your teams working together, fix your systems and your habits.

 

1️⃣ Structure work so that client projects and deliverables are in one place (preferably in one client folder).

 

2️⃣ Create a shared fundamental approach/methodology to how you work.

 

3️⃣ And hold your team accountable to follow that framework.

 

If you need help building out your fundamental approach, book a time for us to chat.

 

We can help design your methodology and get your team to follow that framework.

P.S. Whenever you’re ready, here are 2 ways we can help you streamline your operations in ClickUp: