Guides
- The Client Expectations Guide – for Change
- Client Expectations Guide – for Content
Plan and Process Templates and Samples
- Client Management Plan Template
- Sample Content Collection Process – (internal)
- Sample Content-First Approach – (client facing)
- Sample Change Control Process – free template from main website
- Sample Acceptance Management Plan – free template from main website
- Risk Management Process Template
- Issues Management Process Template
- Client Training Plan Template
- Sample Training Approach Statement
Project Document Templates and Samples
- Language for WordPress Project Proposals
- Sample WordPress Proposal
- Functional/Technical Requirements Template
- Plugins Descriptions Document Template
- Content Specification Template
- Style and Branding Specification Template
- Statement of Work Template
- Change Log Template
- Issues Management Log Template
- Risk Management Log Template
Checklists and Cheat Sheets
- Estimating Best Practices Checklist
- Proposal Best Practices Checklist
- Proposal Pre-Flight Checklist
- Initial Discovery Best Practices Checklist
- Acceptance Criteria Cheat Sheet
- Change Control (Scope Creep Elimination) Implementation Checklist
- Agency Productivity Checklist