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Deliver the work without losing control of scope, time or cash.

Operate turns good intentions into repeatable client, project, invoicing and change-control habits.

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Start here

1. Use the intake form before committing to a new client or brief.
2. Confirm the appointment, deliverables and assumptions in writing, then turn the agreed requirements into a working brief with Project Brief & Room Schedule.
3. Add the next project actions to Actions.
4. Invoice to an agreed rhythm rather than waiting for a stage to feel finished.
5. Keep Cash Flow up to date as receipts and costs become known.

Keep visible

• current project commitments and deadlines
• work completed but not yet invoiced
• client decisions holding up delivery
• additional services awaiting approval

Watch for: unrecorded changes, delayed invoices and work waiting on client decisions.

Core Resources

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More Resources

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Previous stage

Price & Win

Next stage

Maintain