How we do it:
We start with the kickoff meeting with the Client’s team. Our agenda is to create the project plan by confirming and determining the following elements: The scope of work, The schedule (specific milestones, task owners, and deadlines for each phase of the project), The Client estimated budget, The communication plan (indicating the roles and responsibilities of the project’s stakeholders and when updates are sent out and to who they are sent to) and The team (confirm team availability). This allows us to determine how involved and complex a project will be and what level of support is recommended to ensure achieving the Client’s goal.