Project Management Process Guidelines

January 2, 2018

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This will be fun we swear

 
 

WHY ARE WE HERE?

Because we’re scaling. And we’re scaling fast. Thank you all for joining the team, and staying with us through a tumultuous first few months where we've closed over HALF A MILLION DOLLARS in sales in a short 6 months.

But as we know, growth doesn’t come without its pain points - and process might be our biggest one. We’re going to lay the groundwork for how you should be working to work out some of the kinks, with weekly check-ins to talk through pain points and potential optimizations or pieces of feedback for this process as we know it will always be able to be improved.


WHAT TO EXPECT:

Key Roles and Responsibilities

Process Flow Chart

Project Management Steps

Inquiry Call

Action Plan/SOW

SOW Template

Contract Signed

Dropbox Folder for project files

Sample project brief

Timeline template

Sourcing

Freelancer outreach email template

Project Kick-off

Kick-off email template

Project Management

Concepts & strategy deck template

Wrap-up report template

What to do when problems arise

Sending weekly client updates

Running daily PM stand-up

Project wrap-up

Payments

Process Guidelines Optimizations

Document to log challenges