Project SOP

Ramp Up 

• • Client signs agreement

  • PM to establish a new Asana Project (using Project template) 

    • Begin Administrative tasks like creating the Overview & adding Key Resources

    • Make sure all Tasks are ticketed

  • Invoice is sent to Client (due before Project Kickoff Week 1)

  • Internal Kickoff Meeting (PM, Ops, Dev, Sales)

    • Meeting Goals:

      • Discuss Launch Plan & Timeline

  • Schedule All Tasks per Launch Plan with larger sections being Milestones (PM, Ops)

Weeks 1-2

• • Kickoff!  

  • PM to email the Client formally acknowledging their project is underway 

    • Establish a cadence for Project Updates (typically, this will be weekly)

    • Request Content as needed

  • Design Weeks 1 & 2 will ideally include basic framework & overall styling of the site:

    • Homepage, Header, Navigation, Footer, Email Signup & anything in between

    • Overall styling including, fonts, colors, etc.

    • Adding all pages 

Weeks 3-4

• QA Completed sections & milestones from Weeks 1-2 (PM, Peer Review)

• Client Updates, Overall Updates & Requests 

  • Signoff of Previous weeks completed work (only if QA is completed & finalized)

• Design Weeks 3 & 4 will ideally include:

  • Collections Page

  • Shop Page

  • Product Detail Page

Weeks 5-6

• QA Completed sections & milestones from Weeks 3-4 (PM, Peer Review)

• Client Updates, Overall Updates & Requests 

  • Signoff of Previous weeks completed work (only if QA is completed & finalized)

• Design Weeks 5 & 6 will ideally include:

  • All Auxiliary Pages

  • Blog Collection (if requested)

  • Blog Template (if requested) 

Weeks 7-8

• QA Completed sections & milestones from weeks 5-6 (PM, Peer Review)

• Client Updates, Overall Updates & Requests 

  • Signoff of Previous weeks completed work (only if QA is completed & finalized)

• Design Weeks 7 & 8 will ideally include:

  • Finalizing use of Apps & their setup

  • All Client Content Plugged In & QA'd 

  • QA Revisions 

Weeks 9-12*

• QA Completed sections & milestones from weeks 7-8 (PM, Peer Review)

• Entire Design QA Final (Ops, Sales, or other QA Expert)

• Final QA Revisions 

*Weeks may vary or shift dependent on the project requirements

Wrap Up

• Once the Final QA has been completed, the PM should send the client a Preview Link to the Full Design and schedule a meeting to review everything within a week. 

• Complete any (in-scope) Client Requested revisions within 1 week

• Following the completion of the Revisions, send the client a Project Signoff via Eversign. 

  • Make sure "Scope" is filled out accurately

  • Inform the client they have 30-days from the date of their signoff to request adjustments and call out any flaws

• Once the agreement is signed, an invoice will be sent to the client to pay the remaining 50% of the project total. 

  • Invoice to be paid before the design is launched