wiki/knowledge/project-management/clickup-consultant-implementation.md · 429 words · 2025-10-02

ClickUp Consultant Implementation — Baseline Skeleton

Overview

Asymmetric Applications Group engaged external ClickUp consultants to help design and implement a standardized project management framework. As of the October 2025 sprint planning meeting, the engagement has stalled on deliverables — no blueprint or skeleton has been received yet. The team is actively pushing consultants to produce a baseline before any further individual calls are scheduled.

Current Status

Deliverable outstanding: Isalia has sent two separate emails requesting the blueprint from the consultants. No response received, likely due to consultant (Elisa) being at a conference.
Individual calls paused: The team has explicitly told consultants not to schedule further calls until a baseline skeleton is delivered. Prior calls included sessions with Mark, Melissa, and Isalia, plus a survey.
Survey data submitted: Consultants have received survey input and meeting notes from account managers — considered sufficient to begin building a framework.

Key Decisions

Pause individual stakeholder meetings until consultants produce at least a skeleton/baseline structure. Further input (e.g., from Ben on landing pages) will be incorporated once there is something concrete to react to.
Ben San Fratello requested involvement specifically around landing page workflows. This has been noted and will be addressed once the initial framework is available — Isalia will coordinate that session.

Next Steps

Owner	Action
Isalia Ramirez	Continue pushing consultants for blueprint/baseline skeleton; escalate if no response after conference
Isalia Ramirez	Once skeleton is received, schedule working session with Ben to incorporate landing page workflows
Ben San Fratello	Hold on individual consultant call; engage once baseline is shared

Background & Context

The consultant engagement was initiated to bring structure and consistency to ClickUp usage across the team. Individual team members (including Ben and Sam) were invited to fill out a scoping survey, but some links expired before all stakeholders could complete them. The decision to pause further calls reflects frustration with the lack of tangible output and a desire to get something actionable before investing more meeting time.

"We just told them to not move forward with any more calls and then just have... I think they have enough to start building something, and then I think once we have that baseline, Ben, you and I could sit down and see how to incorporate those changes, but we need to get at least the skeleton out, and that's what we're trying to push them to." — Isalia Ramirez

^[1]
^[2]
^[3]