The Complete Guide to Web Design Project Management(Part-3)

    Part 3: Templates and resources for smoother workflows

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No two projects are precisely the same. But, that doesn’t mean you can’t streamline your workflow by automating or templating as many processes as possible. That way, you'll specialize in the online design and development work you are doing best. These also are referred to as strategic operating procedures or standard operating procedures (SOPs).

In this section, we share a number of the templates and resources that will prevent time and energy on each client project—from key documents to planning software, and communication tools. Use these documents, templates, and resources to assist keep your project organized and on target, while making your clients happy too.

1. The project proposal

Send your client a project proposal that’s direct, clear, and quick to read. Learning the way to create a proposal may be a good way to sell your prospective clients on your services. It also can set the tone for a productive and positive working relationship together with your client.

While you'll create your project proposal template in Google Docs or on your computer, proposal template software can make sure that you include the proper information for the project without re-typing each section.

Check out these five proposal template apps which will assist you to get started:

• Qwilr
• .Proposify
• .PandaDoc
• .Nusii
• .Bidsketch

2. The statement of labor

A statement of labor (SOW) comes after—or instead of—the proposal stage, when your client is confident that they need to figure with you. there's some overlap between this document and therefore the proposal, with a key distinction: it’s framed solely on what you'll deliver for the client rather than why the client should prefer to work with you on the project.

3. The Planning brief

Similar to the statement of labor, a design brief may be a document that details the scope of the project, critical client and project details, and descriptions of the general project workflow. It sets the tone for projects by helping you to manage client expectations.

A solid design brief includes the subsequent sections:

• ·Client name, project title, job number (if applicable), and date
• ·Company profile
• ·Project overview
• ·Goals and objectives
• ·Target audience
• ·Design requirements
• ·Key project stakeholders (names and get in touch with details)
• ·Budget and schedule (for each billable deliverable)
• ·Any additional, relevant information

4. The contract

A detailed contract is that a legally binding document detailing payment deadlines, the scope of labor, timelines, and maintenance responsibilities.

“It is the last word point of reference throughout the lifetime of a project,” says freelance web developer Celso.

Be sure to try to do your due diligence when drafting a contract. Any business contract template you employ should first be reviewed by a lawyer who has experience in your industry and region(s) where you use it.

“The contract is protection for both you and therefore the client,” Celso adds. “There must be a written record of agreements and decisions, and therefore the contract is that the foundation of that written record .”

5. The project intake forms

Project intake forms are a part of your client vetting process. you'll build your form, embed it into the contact page on your website, and it'll do the work for you over and once again. Or, you'll send it to your client as a part of the client onboarding process.

The more information your client provides upfront, the more you understand about their business, needs, budget, and goals. Your project intake form should include fields like:

• ·Client name
• ·Client contact information
• ·Business name
• ·Website URL (if applicable)
• ·Which of your services they’re curious about
• ·Brief description of their business
• ·Most urgent business challenges
• ·Budget
• ·Anything else they need to share

Great templates and SOPs keep your projects on target

Creating smooth workflows by using well-crafted templates and SOPs can have a considerable impact on the success of your projects. the simplest part is that you simply don’t need to spend an excessive amount of time on them once you discover a formula that works. you'll always make changes if something stops working well for you.

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