A client workflow sheet makes life as a designer (or any field where you work with clients), easier.
When I bring on a new client, a workflow sheet is the first thing I grab. It helps keep the conversation with the client organized and makes it 100% easier for you to stay on track when balancing multiple projects.
I used to staple them to folders, and keep the folders for 6 months after deadline and then archive. After time, I found it easier to paperclip the workflow sheet to the outside of the folder. Then, when it’s time to archive, you can just take what is inside the folder out and secure it all with the same paperclip. I like to keep the workflow sheet on top so that if I ever do need to reference, it is easier to find.
Naming the Project
Name the project according to what you are working on. This makes it easier for if you have multiple projects from the same client. Keep items separate so that they are easily found when working on many projects for the same client.
Make sure you keep this information on your workflow sheet. You will easily be able to reach out to the client to follow-up, and for something should happen where you may lose contact.
Check it off
Is a milestone completed? Check it off! This will not only keep you on task and on schedule, but also there is a satisfaction about checking items off a list!
Writing a Project Objective
When I was in grad school, writing educational objectives was something I did, daily. I didn’t use to write them for my clients, but I found that taking the time to write up a specific objective for each projects provides me with time to really delve into the important aspects and the structure of the project.
Although project objectives do not have to be as precise as learning objectives, I like to use the following structure:
The What, The Who, The How and The When
Obtaining project resources is on a case by case basis. Some clients might give you samples, photos, text, or anything needed to complete the project. It is important to have a list of which resources you have so that you can make sure to include them all in the project and so that you make sure you receive all you need from the client.
Notes….take them. Be as detailed as possible and add a timestamp. This will help you when you need to communication with the client and if you need to take a break from the project and come back to it later.
Staying organized can be simple, if you have the proper tools.
I’ve included my workflow sheet for a freebie, this is one of the many resources included in our Business Building Workshop. Feel free to save this image to your computer and use it for keeping your projects organized!
If you would like to enroll in the Business Building Workshop, we still have spots open for January and February (although, limited!). It is $20 to sign up and the price will go back to it’s normal $150 cost at the end of the month! Click here to register!
Copyright 2024 Ruffled paper
I've been a graphic designer since 2007. I specialize in stationery design and business branding. I've worked with large corporations, small start ups, celebrities and everyone in between. I'd love to chat with you about your upcoming design or event coordination project!
I'm a New Jersey native now living in Pennsylvania with my husband and family. When I'm not designing, I'm usually off on an adventure with my husband and step-son.