5 steps to a successful project start

Category Date 27. September 2019 Author
Braindinx Workflow Onboarding

What is the workflow at project start with braindinx GmbHs team?

Of course, many of our clients have very similar questions when we work together for the first time. That’s why we would like to explain the path to the project start today in 5 steps and briefly talk about the individual phases and their meaning.

Clear structures are not only very important to us, but also the key to a successful project. The start of the project is particularly important here, as all framework conditions are discussed, defined and approved.

1. Contact

The first phase og project start is the contact. Usually you can reach us via the e-mail address office@braindinx.de or by phone under 02404 8790087. Here we can vote for a short time, if project requirements, objectives, timeline and budget fit for both of us and a cooperation is expedient.

We respect your time because it is valuable and we respectfully deal with our own time. If the framework does not fit, the early “no” is the second best option for us both.

Of course, we treat personal data that we need for all further steps strictly confidential. You can find more about that in our privacy policy.

The framework fits? Great, time for a personal appointment with us.

2. First meeting

The framework conditions for cooperation agree? Then it’s time to get more involved with your challenge or project.

We usually arrange an appointment for a personal meeting as part of a first meeting with us in the agency. This meeting is not binding and there are no costs for you. The time frame is about 60 minutes.

With our guide, we work together to develop the essential framework conditions for the project.

These include information about the company and the challenge. But we also talk about your products and services, industry trends and sales channels.

Of course, time frames and budgets are also important indicators for cooperation. If you are not sure if you have prepared all relevant data and numbers for the conversation, then contact us in advance.

The first impression was confirmed in the initial interview? Then our meeting ends with concrete next steps. Of course it is not binding for you.

3. Offer

The framework conditions are clear and we recorded in our initial discussion what next steps and content should be for a tailor-made offer. Time to make the numbers concrete. Our offers are clearly structured and provide you with clear information on costs and services. We work completely digitally and send you everything uncomplicated as a PDF by e-mail.

It is very important to us that the processes are clear, transparent and comprehensible. Nevertheless it should be uncomplicated for you. The processes are therefore standardized, supply run and order confirmation largely automated. For further questions we are always there for you personally.

In order for the project to start successfully, we need a binding confirmation of our offer. Of course you will receive a corresponding order confirmation.

4. Creative Brief

Just as important as the offer – here we essentially talk about numbers – is our Creative Brief. Here you will find everything important in a clear form and at a glance.

The Creative Brief summarizes all framework conditions and insights for the project.

It is the basis for a successful project and the basis for team briefing. The letter contains the concrete goal of the project, information on the target group as well as general conditions, milestones and scope of delivery. Do not worry, it is a maximum of one DIN A4 page and ensures that we can work purposefully.

Here, too, we require a binding release in order to be able to move on to the last step.

5. Onboarding

We have a successful first contact and a first meeting completed and agree on the goal, the scope of services and the costs. The offer and the creative letter are released. That’s the starting signal. Now it is time for project start.

Onboarding ensures that we have put everything together to work successfully.

We create your own folder structure for your project and save all data on our server. Timelines are set in the project management and the team is briefed.

Of course, we now also need all the data from you that are relevant to the project. This can be pictures, texts, existing templates or your corporate design guide. Of course, detailed information was already available in the Creative Brief.

Done, now it really starts!