Change Management
Background
Clarke was contracted by a government and communications firm to design and deliver a change management strategy and implementation plan supporting the firm’s transition to ClickUp as its primary project and client management platform. The engagement included executive and team training and the development of standardized systems to manage leads, client onboarding, and ongoing client management across the organization.
The Challenge
Although the firm had been inexistence for over two years, it did not use a formal projectmanagement system. Client and project tracking were managed primarilythrough Excel spreadsheets, which were incomplete, inconsistentlymaintained, and lacked visibility across teams. As the firm grew,leadership needed a centralized system to support adoption,accountability, and consistent workflows—without disrupting activeclient work.
The Solution
Clarke led a change management–driven ClickUp implementation, focused on adoption and operational clarity. This included executive and team training on ClickUp fundamentals and hierarchy, implementation of a three-stage client management framework (Leads, Client Onboarding, Client Management), standardized templates and task structures, defined roles and accountability, and integration with Google Drive and QuickBooks Online to create a single source of truth.
Results
Measured at Six Months
- 87% user adoption rate across executives and staff
- Reduced operational handoffs through standardized workflows and templates
- Improved cycle times for lead qualification and client onboarding due to clearer task ownership and visibility
- Consistent client management using standardized ClickUp folders, task lists, and documentation
- Improved leadership visibility into workload, progress, and bottlenecks
The firm successfully transitioned from fragmented spreadsheet tracking to a scalable, organization-wide operating system that supports disciplined execution and future growth.
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