PROJECT KICK-OFF CHECKLIST

 

Passerine’s Project Kickoff – December 25, 2020

Housekeeping

  • Welcome Kit

  • Design Team (lead designer)

  • Contract

  • Retainer – applied to invoices at the end of the job

  • Payment Process (monthly time billing, 5 days proposals, invoices due on receipt)

  • Office Hours 9am-5pm; Last meeting at 6pm

  • Time billing is hourly – including all changes and unforeseen circumstances

  • Online Access

Programming

Next Steps

  • Process Overview

  • Priorities

  • Budget 

  • Timeline

  • Storage & Delivery

  • Keys

  • Decision Maker/Level of Involvement

  • Next Steps

  • What can we do to make this project a success?

Account Setup

  • Database – email vCard

  • Email Folder

  • Electronic Client File

  • Client Binder

  • Studio Webware

  • Pipeline

  • Referral – Send Thank You

  • 1st Round Due: January 25, 2021