Agency PM Health Benchmark

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20 Questions to Benchmark Your Agency Operations

These questions (and the examples shared in your benchmark results) will help you build a more productive, more profitable agency operation.
For each question, simply answer using the best-fit response ranging from "Strongly disagree" to "Strongly agree."
After completing the survey, you will receive your score and full benchmark data. Let's get started!

We have a documented process for delivering client work and we hold each other accountable to it.*

We have easy-to-deploy templates in our project management system for all common projects, deliverables, and tasks.*

We have a standardized system for measuring workload, managing resources, and forecasting staffing needs.*

Our entire team understands each tool we use and where it fits into our process.*

Every team member knows how and where to find any file or process needed.*

We know the key metrics required to measure the quality, efficiency, and profitability of our team and how we will use this data to make better decisions as we scale.*

We have utilization targets for each team member and/or department and evaluate utilization on a consistent basis.*

We have a transparent, standardized process for adding and scheduling tasks in our PM platform.*

We have documented rules of engagement for all team members that define exactly how we use our PM tooling.*

We show up each day knowing what we need to complete that day.*

We have healthy communication habits within our team.*

Our internal meetings are focused, meaningful, and productive.*

Our client onboarding process is seamless and clients often comment on how smooth the process is.*

We have a clear, standardized way of adding all follow-up tasks from meetings into our PM platform and assigning the right task owners, due dates, and context.*

We have a system for measuring client satisfaction and can spot issues before they blow up.*

We have accurate reports that show profitability by client, service, department, and individual team member and we review these reports at a consistent cadence (monthly or quarterly).*

We know our client retention, churn reasons, and LTV metrics and can easily segment that data based on service, sales rep, and account team.*

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Agency Project Management Health Benchmark

20 Questions to Benchmark Your Agency Operations