11: How To Create A "How We Work" Document For Your Business

Transparency and Clarity are the building blocks for a successful working relationship between creatives and clients, and the "How We Work" document is a crucial component. Today, I want to share with you my exact How We Work document and the components inside it that create a better working relationship with our clients and my team.

In this episode, we will discuss:

• What a How We Work document is
• Why You Need A  How We Work Document
• What You Should Include in Yours
• What I Include In Mine

Here are categories you could consider including in your document:
Overview of Your Design Process
Project Timeline
Project Budget/Fees/Procurement/Payment Methods
Communication (Methods and Timeliness)
Revisions & Scope/Scope Creep
Collaboration Methods
Contractual Information

Here are the categories I include in my How We Work document:
Welcome Page
Design Phases Page
Detailed Design Process (Project Journey) Page
Headings:
Communication (How & When)
Project Management System
Project Timeline
The Emotional Design Coaster page (detailing the emotional ups and downs of a project)
Thank you Page

Whatever categories you include, use this as your opportunity to say what you might be apprehensive to say in person and set the tone for each and every client relationship. 

Start today and create your own "How We Work" document and set your projects off on the right path with super clear communication and mutual understanding between your clients and you!

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