Projects

Projects are the operational containers for delivering EX listening projects. Stages group under the Institute VOICE walk: Vision → Orchestrate → Invite → Comprehend → Evolve.

Survey run elsewhere is the first project type. The survey stays on the existing platform — we monitor; we do not launch a Pindrop survey. Analysis hangs on the export. The next round starts from what this round promised, in the same programme.

Creating a Project

1. Open All pages at the foot of the sidebar and choose Projects and programmes under Organisation, then click New Project
2. Choose who is running the survey first (they already run the survey / we will run it in Pindrop / not decided)
3. Set the project title, link it to a client, and optionally assign it to a programme
4. Pindrop creates the stage list for that type

Filtering the list

On Projects, filter by client, programme, or who runs the survey (they do / we do / not decided). The address bar keeps those filters so you can share a view. Clear filters returns the full list.

Stage Pipeline

Each project has a VOICE band over the delivery stages. On a Survey run elsewhere project the stages read Context, Strategy & import, Questionnaire, Their survey, Analysis, Story, Action, Close. Each stage has its own status:

• Not Started — work has not begun
• In Progress — stage is actively being worked on
• Completed — stage is done
• Skipped — stage was intentionally bypassed

Click any stage to open its detail panel and view or add tasks.

On a Survey run elsewhere project the client portal (Practice plan) asks for a typed signature on the strategy pack, the questionnaire (if we designed it), the board pack, and the action register. Those are sign-offs by the organisation's sponsor, not internal checklist ticks.

AEXP capstone

Tick This is an AEXP capstone in the new-project wizard (real engagement or simulated on sample data). The Capstone tab is a VOICE checklist of the pack the credential already names: questionnaire, communications plan, results presentation, action plan, reflective journal. A survey run elsewhere is a valid demonstration — a candidate whose organisation runs its survey in Qualtrics can still submit. The credential is held by the practitioner, not the platform. Download is blocked until each item is attached; missing files are not invented.

Tasks and Issues

Within each stage you can:

• Add tasks — individual work items assigned to team members, each with a status (To Do, In Progress, Done, Blocked)
• Log issues — problems or blockers with a severity level, tracked until resolved
• Record meetings — meeting notes linked to the project for a running engagement log

Linking to Other Platform Features

Projects can be connected to the other platform features used during the engagement:

• Questionnaires — link the questionnaire(s) built for this project
• Surveys — link the live survey(s) run under this project
• Analysis — connect the analysis work to the same project record
• Presentations — keep all the outputs you send in one place

Project Reporting

Go to Projects > Reporting for a cross-project performance dashboard. It shows total project count, task completion rates, active project count, open issues by severity, stage completion bottlenecks, and a status breakdown chart. Use the filters at the top to focus on a specific client, programme, or status.

Project Statuses