01

Project brief

Hi everyone, this page is what we'll go through together.

[One or two sentences on what the meeting covers and what comes back next.]


01-01Creative brief

[Who sent the brief and who wrote it.]

[Document title] [Organization]
The brief opens in a new tab with the link below.
The brief and the scope of work

[Anything the brief names that sits outside the scope, stated as fact.]

Section 02 is the full list of what the project covers. Anything outside it we can talk about separately.

02

Scope of work

The phases run in the order below. Every phase ends with a review meeting. I bring finished work, we go through it together, and then we move to the next phase. Small edits are handled inline and shown within the next presentation or deliverable.

01Kickoff

[One line on the phase.]

Includes
  • Kickoff meeting. With everyone on your project team, covering:
    • The scope of work, the schedule, and how we work together
    • The creative brief and materials your team provided
You get
  • Project brief. A written summary of the kickoff.
02[Phase name]

[One line on the phase.]

Includes
  • [Item]. [Short phrase.]
  • Review meeting. [What this meeting covers.]
You get
  • [Deliverable]. [Short phrase.]
03[Phase name]

[One line on the phase.]

Includes
  • [Item]. [Short phrase.]
  • Review meeting. [What this meeting covers.]
You get
  • [Deliverable]. [Short phrase.]
Your project team

[Names] approve direction[, with Name coordinating]. Those people stay involved from kickoff through completion. If someone new joins partway through and their input changes approved direction, that becomes a change in scope and I'll quote the adjustment before the project continues.

03

Project schedule

[Duration] from kickoff to the walkthrough, built around a one business day turnaround on each deliverable.

Kickoff meeting. [What it covers.]
00/00
Project brief. The written summary of this meeting.
00/00
[Review]. [What gets shown.]
00/00
Walkthrough and final delivery. We go through [what gets shown] together, and the files go out the same day. The walkthrough closes the project.
00/00
Schedule changes

Phase dates can shift with availability. [Anything the client owes that moves a date.]

04

From your team

[One line on when these get settled.]

04-01
Blackout dates. Any days when [names] are unavailable. I'll build the review meetings around them.
04-02
[Asset]. [What it is and when it's due.]
05

Open questions

I've included my recommendation where I have one.

05-01
[Topic]. [The question, with what they said inside it. My recommendation if I have one.]
05-02
[Topic]. [The question.]