SOP-07: Project Management & Delivery Protocol
The Automation Surgeon's Project Execution Framework
| Version | 1.0 |
| Owner | Founder |
| Trigger | New client project initiation, project milestone reviews. |
| Purpose | To provide a systematic approach to project delivery ensuring consistent quality, timeline adherence, and client satisfaction. |
1. Core Process
1.1. Phase 1: Project Initiation
- Discovery Call Documentation: Capture pain points, goals, timeline, budget
- Scope Definition: Define deliverables, exclusions, assumptions
- Proposal Creation: Fixed-price or hourly structure based on complexity
- Contract Execution: Standard terms, payment schedule, deliverables
1.2. Phase 2: Project Planning
- Work Breakdown: Decompose into manageable tasks
- Timeline Creation: Realistic milestones with buffer time
- Resource Allocation: Tools, platforms, external services needed
- Risk Assessment: Identify potential blockers and mitigation strategies
1.3. Phase 3: Execution & Monitoring
- Weekly Status Updates: Progress, blockers, next steps
- Change Management: Process for scope changes and impact assessment
- Quality Assurance: Testing protocols, client feedback integration
- Documentation: Process maps, user guides, maintenance procedures
1.4. Phase 4: Delivery & Handoff
- Final Testing: End-to-end validation with client
- Training Delivery: Client team education on new processes
- Documentation Handoff: Complete process documentation
- Support Transition: 30-day support period, ongoing maintenance options
2. Key Templates
- Project Charter Template
- Weekly Status Report Template
- Change Request Form
- Client Handoff Checklist
3. Success Metrics
- On-time delivery: 95%+
- Client satisfaction: 4.5/5+
- Project profitability: 30%+ margin
- Repeat client rate: 60%+