How do you confirm whether you’ve received payment?. What steps do you follow to invoice your clients?. What are the different ways you get paid?. Sometimes those steps have to happen MUCH faster and urgently than OnBoarding due to the desire to quickly remove an employee. Then, use it to create your OffBoarding list. information to pay the person (direct deposit info, where do you mail the check, etc.)Įspecially relevant is to duplicate this checklist after it is complete. Procedure (Onboarding new employees/subcontractors): 
additionally, do you link to tasks in your Project Management or Bug Tracking software?.
how do you break down your time (quarter hours? every 6 minutes? etc.). what details need to be included in the notes. what software do you use for time tracking. Policies, Procedures and Processes for Improved Productivityīeyond the basics on the slides, we wrote one of each and dug into the details of what goes into each type of documentation. how to wrap up testing to close the project. you being the professional who has to drive the client’s project – therefore you take the driver’s seat with project planning, and. 
creating a Wish List so that you have a next phase list, i.e., a more money list. how regularly scheduled status meetings help you avoid interruptions. not building your own homegrown project management solution (There are too many out there that just work! Try Basecamp 2 or Teamwork – my 2 favorites.). milestones as it seems like that locks you into not being in control of payments as easily defining the proposal in terms the client understands (so that your agreement means something). clients won’t read tech specs (so don’t include them in your proposal). Policies, Procedures and Processes for Improved Productivityīeyond the basics on the slides, we discussed:. Registration is already open!) During this year’s conference (XDC2018), I led two sessions and you can download the slides here: 
( XDC2019 was announced to be May 1-3, 2019, in Miami. First of all, I once again had the privilege to speak to the Xojo community at the Xojo Developer Conference last week.
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