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Getting started

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

New projects are set up in about twenty minutes. Running projects bring their files with them, and nothing gets retyped.

Getting started

Starting a project, or already halfway?

Both work. Nothing gets retyped.

A new project

About 20 minutes to set up.

  1. Contract, funder and envelope
  2. Logframe, imported from your file
  3. Team and key experts
  4. Your ToR template and branding

A project already running

Bring what you already have.

  1. Drop in the project folder
  2. Check what we found, pile by pile
  3. Confirm the numbers once
  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.

01Contract and annexesThe signed contract, special conditions and the budget annex.
02LogframeWord or Excel. We suggest short names for every result and indicator.
03Stakeholder listsAny spreadsheets you keep. Duplicates are matched by email.
04Expert CVsPDF or Word. Name, languages and expertise are read for you.
05ToR templateYour own, or start from ours and change it.
06Logo and bannerFor invitations, RSVP pages and exports.

Your first day

From sign-up to working in Convenor, in one day

  1. MorningSet upContract, how the project works, and your team invited. About twenty minutes.
  2. Late morningBring your filesLogframe, budget, stakeholders and CVs dropped in, each in its own place.
  3. AfternoonCheck what we foundShort names, duplicates and budget rules confirmed, pile by pile.
  4. End of the dayWork in ConvenorThe next event, ToR or timesheet runs from the suite. Nothing retyped.

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

Thirty minutes on a call. We run the import with you and answer questions as we go.

Book a call →
Leave it to us

Send us the project folder. We set it up and hand you a full suite.

Get in touch →

See it with your own project

Thirty minutes, with a project like yours.

Book a demoStart onboarding

More of the suite

ActivitiesExpertsStakeholdersAnalytics and reporting