Convenor.
Book a demo

← Back to your suite

Getting started

Start a new project, or bring one that is already running

New projects are set up in about twenty minutes, and running projects bring the files they already have. Either way, Convenor follows how your organisation runs.

Book a demo →
Your project folder
1dropped in as it is
Steps
5from upload to the take-over date
Gaps found
5each one a to-do, none blocking
Up and running
1 dayfrom sign-up

Getting started

Starting a project, or already halfway?

Either way, nothing gets retyped.

Path A · A new projectAbout 20 min

Start from the contract

Set up once, from the contract down.

  1. Contract, funder and envelope
  2. Logframe, imported from your file
  3. Team and key experts
  4. Your ToR template and branding
Path B · Already runningNothing retyped

Bring what you already have

Convenor reads the folder you keep today and drafts the whole project.

  1. Drop in the project folder
  2. Review the draft, pile by pile: nothing is live until you start
  3. Anything missing becomes an open item with an owner
  4. Choose the date Convenor takes over

Prefer help?We run the import with you on a call.

Book an onboarding call

Before you start

What to have at hand

Nothing is required on day one. Each file you bring saves typing later.

  1. Contract and annexesThe signed contract, special conditions and the budget annex.
  2. LogframeWord or Excel. We suggest short names for every result and indicator.
  3. Stakeholder listsAny spreadsheets you keep. Duplicates are matched by email.
  4. Expert CVsPDF or Word. Name, languages and expertise are read for you.
  5. ToR template and logoYour own template and branding, or start from ours and change it.
  6. How your organisation runsYour approval route, your thresholds and the systems you use.

Your first day

Up and running in one day

  1. Morning Set up Contract, how the project runs, and your team invited. About twenty minutes.
  2. Late morning Connect what you have Your files in their place; your email and documents connected with you.
  3. Afternoon Check what we found Short names, duplicates, budget rules and your approval route confirmed, pile by pile.
  4. End of the day Go live The next activity, timesheet or purchase runs from Convenor, along your approval route.

How much help you want

Three ways to get going

Do it yourself

The setup checklist shows every step in order, with what is done and what is left.

Start onboarding

Do it together

A short call to run the import. Whoever looks after your IT joins to connect email.

Book an onboarding call

Leave it to us

Send us the project folder. We set it up around your processes, connect your systems and hand it over once you approve.

Book an onboarding call

Next step

See it with your own project

Thirty minutes, with a project like yours.

Book a demo → See the whole suite