LogoLogo
WebsiteGovernance PortalDiscord CommunityFinance Dashboard
  • Welcome To Deep Work
  • Working at Deep Work
    • Get Involved
      • How we work
      • Why Deep Work?
      • Discover Work
        • Refer Clients
        • Create a new role
        • Create a new project
        • Getting Paid
          • Rates
            • Client non-payment
          • Profit Bonus Scheme
            • Profit Bonus Whitelist
          • Funding Request & Negotiation
        • Agreement Documents
          • Contributor Agreement
          • Contractor Agreement
          • Referral Agreement
        • Reduce noise in Discord
      • Work Etiquette
    • Work on Projects
      • Contributing to Deep Work's vision
    • Governance
      • Snapshot Proposal
      • Funding Request
      • DEEP Token
        • Distribution
          • Old token details
    • Creating Projects and Payments
      • Multisig Addresses
      • Deep Work Studio (Design) Payments
      • Archived Layer2 Payment System
        • Archive of Getting Paid
          • Request forms
            • Other Payment Links
          • Snapshot Proposal
          • Rates
            • Client non-payment
              • Projects starting on and before 20th July
        • Archive of Representative Monthly Finances
        • Archive of Executing Payments
        • Archive of Team payments
  • teams / departments
    • Operations
      • Projects
        • Monthly Operations
        • Representatives Council
      • Roles
        • Systems Engineer
          • Workflow
            • ERD
        • Organizational Designer
          • Workflow
        • Representative
          • Workflow
          • Representative Monthly Finances
          • Treasury Payments
          • Executing Payments
          • Expensing Gas Fees
        • Operations Director
          • Workflow
          • Solution Architecture Sprint
        • Database Upgrade
          • Workflow
        • Solutions Architect
          • Workflow
          • New Creative Director
          • New Department or Change of Representative
          • Depreciating a Department
          • Removing a Creative Director or Representative
          • Editing or Creating Product Creator Fees
        • Documentation Writer
          • Workflow
          • Interview Guide
        • Financial Controller
          • Workflow
          • SaaS Repayment
          • Profit Share
            • Deep Work Studio Limited
          • Reinvest
          • Archive
        • Finance Architect
          • Workflow
        • Software Maintenance
          • Workflow
        • Newsletter Writer
    • Deep Work Studio
      • Projects
        • Prototype Sprint
        • Implementation Ready Sprint
        • Brand & Visual Identity
        • User Testing Session
        • Consultancy
      • Roles
        • Client Consulting
          • Consultancy
            • Consultancy Week Calls
        • Project Onboarding
          • Workflow
            • Proposal and Quote
            • Invoice & Statement of Work
            • Team Setup
        • Creative Director PM
          • Workflow
            • Project Setup
            • During the Project
            • Project Changes
            • Retrospective Workshop
            • Project Completion
          • Post a job offer
        • Workshop Facilitator
          • Workflow
            • Project Scoping
            • Branding Sprints
            • Design Sprint Workshops
            • Website Sprint Workshops
            • Iteration Workshop
            • Final Presentation
          • General Guidelines
        • Product Designer
          • Workflow
            • Design Sprint
              • Creating a compelling concept
            • Prototyping
              • Key Screen
              • Secondary Screens
              • Stitching Prototype
        • Website Designer
          • Workflow
            • Website Design Sprint
              • Creating a compelling concept
            • Prototyping
              • Key Screen
              • Secondary Screens
              • Stitching Prototype
        • Visual Identity Designer
          • Workflow
        • Illustration Designer
          • Workflow
        • Logo Designer
          • Workflow
        • User Researcher
          • Workflow
            • Shadowing
            • Interviews
            • Questions and Formalities
            • Summary Report
            • Long Term Goal
            • Sprint Questions
            • Feedback
            • Quick Fixes
            • Recommendations
            • Presentation
        • Tester Recruiter
          • Workflow
            • Old Workflow (v1)
        • Copywriter
          • Workflow
        • Webflow Builder
          • Workflow
    • Deep Experiences
    • R&D
      • Projects
        • System Update
    • DAO Consultancy
      • Projects
        • Project Kick-Off
          • Kick-Off Workshop
          • Retrospective
        • Audiences, Values, Mission Workshop
          • Audiences, Values, Mission Workshop
      • Functions
        • Outreach Coordinator
          • Workflow
        • Project Manager
          • Workflow
          • Proposal Design Workshop
          • Custom workshop sessions
          • Invoice & Statement of Work
        • Workshop Facilitator
          • Workflow
          • Facilitation Guidelines
        • Documentation Writer
          • Workflow
          • Workflow Interview Guide
      • Archive
        • Deep Work Steward
          • Workflow
          • Emergent Organization workshop
    • Software
      • Projects
        • Monthly Sprint
      • Roles
        • Product Owner
        • Frontend Engineering
          • Workflow
        • Backend Engineering
          • Workflow
        • Software Product Design
          • Workflow
    • Awareness
      • Projects
        • Research Article
      • Functions
        • Public Speaker
          • Workflow
        • Video Editor
          • Workflow
        • Interviewer
          • Workflow
        • Content Creator
          • Workflow
        • Social Media Agent
          • Workflow
        • Podcast Host
          • Workflow
        • Content Researcher
          • Workflow
        • Author
          • Workflow
        • Editor
          • Workflow
  • Software & Tools
    • Deep Teams
    • Deep Skills
    • Cybernotes
  • Resources
    • Prototyping Principles
    • How to Learn Fast
    • Give and Receive Feedback
Powered by GitBook
On this page
  • Create budget sheet and calculate quote
  • Project Scope and Duration
  • Write and send the proposal
  • Create Telegram group with the client
  • Create a project overview document
  • Team Setup
  • Send the client the SoW and upfront invoice
  • Project handover to Creative Director

Was this helpful?

  1. teams / departments
  2. Deep Work Studio
  3. Roles
  4. Project Onboarding

Workflow

PreviousProject OnboardingNextProposal and Quote

Last updated 1 year ago

Was this helpful?

Create budget sheet and calculate quote

Before writing the proposal, calculate how much the project will cost. Familiarise yourself with existing projects and budget sheet templates to find the best fit.

to explore the budget sheets for different projects. Create one either from a template or from a previous project.

If you need to calculate rates of days, refer to estimations.

Project Scope and Duration

Refer to the section in this documentation to evaluate the scope and duration of projects.

You can also estimate how it would look including weekends by mapping it out on .

Write and send the proposal

Write the proposal based on a template for what could fit Deep Work's suite of products. If the scope is not standardized yet, make sure you review the cost using the budget sheet.

to access previous proposals or use a template.

Once written, double-check with another team member or creative director and send it out.

More details on how to create a proposal can be found here:

Create Telegram group with the client

Once the client confirms the proposal, you can continue with the project setup and, if it seems right, create a more direct channel for communication - for example a group chat in Telegram.

Create a project overview document

Create a document in Notion (or any other platform) that the team members can refer to for details on the project. It should contain:

  • Project details, based on your notes from the client conversations. Make sure to include everything you consider important to each team member.

  • Scope of work, including any extras or special requests.

  • Proposal you sent to the client.

  • Budget breakdown including all costs, to make compensation to the team clear.

  • Additional notes and files

In the course of the project setup, you can also add:

  • Invoices

  • Deep Teams project link

  • Reference material from the client

Team Setup

Once the client has confirmed the proposal, suggest the earliest starting date considering a buffer for your team and the client team to prepare.

To set up the team you need to send the potential team members:

  • The overview document from the previous step.

  • The project budget sheet and payments

  • An overview of potential dates in Asana

More information on the process can be found on:

You're responsible for finding the team availability, negotiating payments and sending the start date to the client.

Send the client the SoW and upfront invoice

Ask the client to fill out the Statement-of-Work Typeform and transfer the amount from the upfront invoice.

Only when the upfront payment is made the project start can be considered confirmed.

Follow this section for more details:

Please make sure that all the client has seen all the steps from the Typeform, especially when using an alternative way of signing the SoW.

Project handover to Creative Director

If there are any custom changes to the process, please write your own checklist and hand it to the Creative Director who will continue working on the project.

Ask the team about their availability. You can also check current project schedules .

If you are not the creative director on the project, please fill out this checklist and pass it on to them to make sure no information is missed:

Click here
this spreadsheet with daily rate
Projects
Prototype Sprint
Implementation Ready Sprint
Brand & Visual Identity
Asana
Click here
Proposal and Quote
in Asana
Team Setup
Invoice & Statement of Work
https://grid.is/@deepwork/creative-director-checklist-09gQu:GRT0:YGEOuexyPYg