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