OPERATING PRINCIPLES These principles are non-negotiable expectations that guide decision-making when rules don’t cover the real-world nuance. Every team member must operate...
ROLES & ACCOUNTABILITY Clear ownership eliminates ambiguity.This section defines who is responsible for what at all stages of a project. Project Manager (PM)...
CORE PROCESSES This is the backbone of your project workflow. Project Intake → Scoping → Planning Every project follows this sequence: 1....
COMMUNICATION SYSTEM Communication failures cost more than technical failures. Client Communication Cadence Every active project receives: Weekly Update Milestone UpdatesAt start +...
TASK MANAGEMENT SYSTEM The most important section for your team. What Is a Good Task Request? A task must include: If any are...
SERVICE LEVEL AGREEMENTS (SLAs) SLAs define how quickly the team acknowledges, responds to, and resolves client needs.These rules eliminate ambiguity, prevent randomization, and set...
RED FLAGS & ESCALATIONS This is where most agencies fail — they react too slowly. Red Flag Criteria A project is automatically flagged Yellow...
QUALITY STANDARDS These rules eliminate rework, inconsistent output, and subjective quality debates. Design Standards All design work must meet: The Project Lead...
PROJECT TEMPLATES These are task templates saved in our project management tools but documented here. Admin: Internal Set Up Internal review and...
MEASUREMENT & CONTINUOUS IMPROVEMENT Project Scorecard Measured weekly: PM Performance Indicators PM success is measured by: Retainer Health Metrics Track: Margin Analysis Monthly review:...