How you deliver work — documented so it's repeatable, teachable, and improvable. If it happens more than twice, it belongs here.
| Step | Owner | Output | Typical Duration |
|---|---|---|---|
| 1. Intake call | Meeting notes, initial scope | 30-60 min | |
| 2. Background research | Client brief, industry context | 1-2 hours | |
| 3. Scope definition | Draft SOW / proposal | 2-4 hours | |
| 4. Internal review | Approved scope & pricing | 30 min | |
| 5. Client presentation | Signed SOW | 30-60 min |
| Phase | Activities | Exit Criteria |
|---|---|---|
| Research & Analysis | Data gathering, interviews, technical review | Findings documented, shared with team |
| Design & Architecture | Solution design, architecture docs, approach validation | Client sign-off on approach |
| Build & Implement | Development, configuration, integration | Passes internal review |
| Review & QA | Testing, peer review, client walkthrough | Client accepts deliverable |
| Handoff & Close | Documentation, training, transition | Client confirms receipt, engagement wrapped |
| Touchpoint | Frequency | Format | Owner |
|---|---|---|---|
| Status update | Weekly | Email or Slack | Project lead |
| Working session | As needed | Video call | Delivery team |
| Steering committee | Bi-weekly or monthly | Slide deck | Account lead |
| Retrospective | End of engagement | Meeting + doc | Both sides |