Why Every Interior Designer needs a Project Management System

Episode 96

Every interior designer knows the chaos of managing multiple projects simultaneously—design concepts to finalize, orders to place, client emails to answer, and site visits to attend. Without a centralized system, important details slip through the cracks, deadlines are missed, and stress levels rise.

A well-structured project tracker gives you a bird's eye view of every project. So at any moment, you know what stage each project is at. No more guessing.

I hope you enjoy the episode

Beth xx

Download the Project Tracker Here

Key Components of an Effective Tracker

The best project trackers include just enough information without becoming overwhelming:

• Project Overview: Basic project identification including client name and address 

• Key Dates and Deadlines: Major milestones, builder deadlines, and order timelines 

• Task Breakdown: Clear responsibilities for each phase of the project 

• Communication Schedule: When you'll update clients to maintain trust and expectations

"A project tracker isn't just a glorified to-do list. It's a system that helps you manage all the moving parts of a project in one place," Beth emphasizes.

Choosing the Right Tool

While many sophisticated project management tools exist, I recommend starting simple:

"I actually use a good old Google Sheet or Excel. It's really simple. It's easy to customize. You can have tabs for multiple projects."

The most important factor isn't which tool you use, but whether you consistently use it.

Making It a Habit

For your project tracker to be effective, I suggest three key habits:

• Start each day by reviewing your tracker before checking emails 

• Update it in real-time as you complete tasks 

• Schedule a weekly check-in to ensure everything is current

"I can guarantee there is no better feeling than at the end of your work week... you make sure your project tracker is up to date and you can see exactly where you are on all your projects."

This episode is essential for interior designers who want to reduce stress, improve efficiency, and ensure no important details fall through the cracks in their design projects.

Want to Feel More Confident in Your Process?

Start from the very beginning with our course The Process Stage One.

This course takes you from when you get that initial enquiry through to sign contracts

It includes

  • Document Templates

  • Email Scripts

  • Meeting guidelines

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