Setting Client Expectations from the Start | Downloadable

Consultants in any industry will tell you that setting expectations for your client is incredibly important - and invaluable! The process of talking about the full scope of your project and clarifying details will save you tons of time, as well as the stress of miscommunication or misalignment of project goals.

I'll be starting a new project with a client this week and in addition to the phone call we had to discuss project goals, I thought it would be useful to create a visual of our project process. This calendar-style document was as much for my client as it was for me - this timeline will keep me accountable to our schedule and will hopefully lead to a successful and on-time project launch!

After designing my branded project timeline document, I stripped it of the branding and made a template to share with my fellow designers/consultants/project managers/deadline-crushers! You can create something similar to best suit your process, or you can download this editable PDF below and fill in your timeline right within the document!

Let me know if this helps you! I'd love to hear your feedback :)

-Y 

 
You can download this PDF and type directly into the cells!

You can download this PDF and type directly into the cells!

 
This is what I share with clients to give them a sense of the direction we are going in. I tweak it depending on the project and I also let the client know that if any of the deadlines change or get pushed back, they'll get notice well in advance. The client also has to hold up their end of the partnership by responding with feedback on the assigned due dates so that the project can be finished on time.

This is what I share with clients to give them a sense of the direction we are going in. I tweak it depending on the project and I also let the client know that if any of the deadlines change or get pushed back, they'll get notice well in advance. The client also has to hold up their end of the partnership by responding with feedback on the assigned due dates so that the project can be finished on time.