https://handbook.gradientmetrics.com/projects-clients/ Recent content in Projects & Clients on Handbook Hugo -- gohugo.io https://handbook.gradientmetrics.com/projects-clients/approaching-contacts/ Mon, 01 Jan 0001 00:00:00 +0000 https://handbook.gradientmetrics.com/projects-clients/approaching-contacts/ Intermediary Collaborator Random Person Vendor Potential Client Existing Client Competitor The 50/50 Call Intermediary These are companies or people that would not necessarily use Gradient directly, but would have an interest in having us work with a connection of theirs to create value.For example: investment firms that have portfolio companies that would benefit from Gradient’s services. Potential Objectives: Introduce Gradient Get introductions to their contacts Potential Approaches: https://handbook.gradientmetrics.com/projects-clients/proposal-guidelines/ Mon, 01 Jan 0001 00:00:00 +0000 https://handbook.gradientmetrics.com/projects-clients/proposal-guidelines/ Capture and Deliver what the Client Needs Pricing Approach Preparing a Budget Set Stage for Subsequent Business Review and Approval Capture and Deliver what the Client Needs Resist the temptation to offer a potential client more than what they need or ask for. In the long-term, Gradient will secure more business by excelling at what our clients demand of us than by jeopardizing a relationship by over-selling. https://handbook.gradientmetrics.com/projects-clients/proposals/ Mon, 01 Jan 0001 00:00:00 +0000 https://handbook.gradientmetrics.com/projects-clients/proposals/ Guidelines Jira Issue Template Documents Workflow Terms Guidelines We typically do proposals via memo, not decks—this allows for more substantive conversation than a deck. Before telling them what we’ll do, we align with them on what they need. We don’t put pricing down until we’ve done a pricing analysis. In an ideal world, proposal development would be split into two stages: FIRST objective and methodological alignment, THEN pricing determination. https://handbook.gradientmetrics.com/projects-clients/project-startup-workflow/ Mon, 01 Jan 0001 00:00:00 +0000 https://handbook.gradientmetrics.com/projects-clients/project-startup-workflow/ Create a Codename Create a Project in JIRA 1. Create a New Project 2. Check Screen Settings for the New Project 3. Customize the Project Description, Avatar, Etc. 4. Create a JIRA Board Integrate into Slack Create a Google Drive Folder Set Up AI Project Folder with Materials Create a Shared Folder Upload Materials to the Folder Prepare Project Playbook Add Bookmarks to Slack Create a Google Group Create & Add a Roadmap to JIRA Consider Releases Consider Reviews Add Recurring Issues (If Applicable) Post Mortem Setup Pre Mortem Think About the Gradient Machine Add to Quickbooks A Step-by-Step Guide to Setting Up New Projects https://handbook.gradientmetrics.com/projects-clients/project-closeout-workflow/ Mon, 01 Jan 0001 00:00:00 +0000 https://handbook.gradientmetrics.com/projects-clients/project-closeout-workflow/ Research Manager Closeout Confirm Jira contractor issues are closed out Client Debrief Archive Deliverables in Repository and Drive Clean-up Data Deletion Testimonial/Referral Request Operations Closeout Contractor Closeout Confirm Data-Related Actual Costs Invoice the Client Infrastructure Closeout Jira: Remove Recurring Issues Release All Releases Jira: Move to Closed Projects Archive Slack channel Post Mortem Code Closeout Clean Up Project Directory Document The Project Close Project on Github A step-by-step guide for closing out completed projects. https://handbook.gradientmetrics.com/projects-clients/contractor-effort-tracking/ Mon, 01 Jan 0001 00:00:00 +0000 https://handbook.gradientmetrics.com/projects-clients/contractor-effort-tracking/ Introduction Contractor Profile Manual Issue Creation Introduction Gradient uses metrics to determine the profitability of client projects, manage bandwidth, and evaluate effort by Gradient team members. This contractor effort tracking process was created to make sure we are including contractor effort in our performance metrics. Contractor Profile Gradient has created a singular Contractor profile in Jira to be used to assign contractor issues and track effort in Gradient metrics.