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Planning & Scheduling Projects

Access The Main Resource Hub Here

Resources:

Onboarding form template

Solo Agency Dashboard (Copy)

No work should be done until every step of the project is precisely planned and delegated

Example Project Breakdowns

Amateur

  • 3 Page Website

Freelancer

  • Collect content
  • Wireframe
  • Design (3 pages)
  • Feedback
  • Design Updates
  • Develop (3 pages)
  • Publish

Agency

  • Onboarding form
  • Kickoff call
  • Collect content
  • Collect images
  • Collect site inspiration
  • Wireframe
  • Wireframe approval
  • Wireframe updates (if needed)
  • Pass off to designer
  • Design home page
  • Review homepage design
  • Design direction feedback
  • Design adjustments
  • Finalize homepage designs
  • Homepage approval
  • Pass off remaining pages to designer
  • Design 2 remaining pages
  • Remaining pages feedback
  • Design updates (based on feedback)
  • Client approval
  • Pass off to developer
  • Develop (3 pages)
  • Client feedback
  • Development updates
  • Domain access
  • Final checks
  • Publish

Phases for the Agency Breakdown

Kickoff

  • Onboarding form
  • Kickoff call
  • Collect content
  • Collect images
  • Collect site inspiration

Design

  • Wireframe
  • Wireframe approval
  • Wireframe updates (if needed)
  • Pass off to designer
  • Design home page
  • Review homepage design
  • Design direction feedback
  • Design adjustments
  • Finalize homepage designs
  • Homepage approval
  • Pass off remaining pages to designer
  • Design 2 remaining pages
  • Remaining pages feedback
  • Design updates (based on feedback)
  • Client approval

Development

  • Pass off to developer
  • Develop (3 pages)
  • Client feedback
  • Development updates

Launch

  • Domain access
  • Final checks
  • Publish

Contractors will have a hard time delivering top-notch work without a detailed (or templatized) process