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Process for Full Management for First-time Clients

  1. You schedule an Advisory Meeting and complete a client scope of work detail checklist.
  2. We provide you with a Client Service Agreement and Document Request Form.
  3. You return the Client Service Agreement, and the documents we requested. We will request a small retainer should we decide to proceed.
  4. We review your documents and begin our analysis.
  5. We contact you to schedule a Goal Setting Meeting.
  6. Following the Goal Setting Meeting, we complete our analysis and contact you to schedule a Presentation Meeting.
  7. 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.
  8. You contact us with any follow-up questions.

Process for Advanced Publications and Event Posters

  1. You schedule an Advisory meeting.
  2. Together, we develop a scope of work and a publication schedule. A retainer may be requested for large jobs or first-time clients.
  3. We provide you with proofs before production for your approval.
  4. Payment in full is due upon approval and delivery to the printer.

Process for Other Projects

  1. You schedule an Advisory Meeting. Give us a heads up on what's on your mind.
  2. We brainstorm on how we can help your organization.
  3. After we sign an engagement agreement, we get right to work.
  4. Depending on the type of work, several intermediate conferences may be scheduled.
  5. A schedule for payment will be agreed upon between W1DM and your organization once the scope of work is settled.