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Process for Full Management for First-time Clients
- You schedule an
Advisory Meeting and complete a
client scope of work detail checklist.
- We provide you with a Client Service Agreement and Document
Request Form.
- You return the Client Service Agreement, and the documents we
requested. We will request a small retainer should we decide to
proceed.
- We review your documents and begin our analysis.
- We contact you to schedule a Goal Setting Meeting.
- Following the Goal Setting Meeting, we complete our analysis and
contact you to schedule a Presentation Meeting.
- We provide you with detailed recommendations and your reports at
a Presentation Meeting. We start on the day-to-day management of
your organization and implementation of our strategic plan.
- You contact us with any follow-up questions.
Process for Advanced Publications and Event Posters
- You schedule an
Advisory meeting.
- Together, we develop a scope of work and a publication schedule.
A retainer may be requested for large jobs or first-time clients.
- We provide you with proofs before production for your approval.
- Payment in full is due upon approval and delivery to the
printer.
Process for Other Projects
- You
schedule an Advisory Meeting. Give us a heads up on what's on
your mind.
- We brainstorm on how we can help your organization.
- After we sign an engagement agreement, we get right to work.
- Depending on the type of work, several intermediate conferences
may be scheduled.
- A schedule for payment will be agreed upon between W1DM and your
organization once the scope of work is settled.