Project Stages
1
Kickoff
The engagement begins with a kickoff call. You and the consultant align on goals, constraints, timeline, and success criteria. You share any background materials, access credentials, or context needed to get started. The output of this call is a shared understanding of what’s being built, by when, and how you’ll measure success.
2
Planning & Milestones
Following kickoff, the consultant drafts a milestone plan and shares it with you for review. Each milestone represents a meaningful chunk of work with a clear deliverable and a target date. You review, suggest any adjustments, and confirm the plan before work begins. Milestone dates agreed here become the project’s schedule.
3
Execution & Check-ins
Work proceeds against the milestone plan. You receive regular progress updates (see below) and can track task-level status in the shared project tracker at any time. If anything changes — scope, priorities, or timeline — it’s surfaced immediately so the plan can be adjusted collaboratively rather than quietly deferred.
4
Review
At the end of each milestone, a completed deliverable is submitted for your review. You have a defined feedback window to evaluate the work, ask questions, and submit revision requests. The consultant addresses feedback within the agreed revision rounds before marking the milestone complete.
5
Delivery & Closure
Once all milestones are approved, the final handoff takes place. Files and assets are transferred, access is confirmed, and a brief closure call or written summary documents what was delivered and any recommendations for next steps. The engagement is formally closed when you confirm receipt and acceptance of all deliverables.
Milestone Planning
Milestones are agreed collaboratively at the start of the engagement, not imposed unilaterally. During the planning stage, the consultant proposes a breakdown of the project into discrete phases — each with a name, a concrete deliverable, and a target completion date. You review this plan and raise any concerns before work begins. Milestones are tracked in the shared project tracker so you can see their status at any time. If a milestone is at risk of slipping due to external factors, delays in feedback, or scope changes, you’ll be notified as soon as the risk is identified — not after the deadline has passed. Changes to the milestone schedule are documented in writing (email or project tracker) so there’s always a clear record of what shifted and why.Progress Updates
You receive a progress update at a regular cadence throughout the engagement — typically weekly for projects lasting more than two weeks, or at key points within shorter engagements. Updates are delivered via email or the project tracker and include:- What was completed since the last update
- What’s in progress right now
- What’s coming next before the following update
- Any blockers or open questions that require your input