11: How To Create A "How We Work" Document For Your Business

EPISODE · Aug 31, 2023 · 34 MIN

11: How To Create A "How We Work" Document For Your Business

from The McClain Method | Business Tools For Interior Designers · host John McClain

Transparency and Clarity are the building blocks for a successful working relationship between creatives and clients, and the "How We Work" document is a crucial component. Today, I want to share with you my exact How We Work document and the components inside it that create a better working relationship with our clients and my team. In this episode, we will discuss:What a How We Work document isWhy You Need A  How We Work DocumentWhat You Should Include in YoursWhat I Include In MineHere are categories you could consider including in your document:Overview of Your Design ProcessProject TimelineProject Budget/Fees/Procurement/Payment MethodsCommunication (Methods and Timeliness)Revisions & Scope/Scope CreepCollaboration MethodsContractual InformationHere are the categories I include in my How We Work document:Welcome PageDesign Phases PageDetailed Design Process (Project Journey) PageHeadings:Communication (How & When)Project Management SystemProject TimelineThe Emotional Design Coaster page (detailing the emotional ups and downs of a project)Thank you PageWhatever categories you include, use this as your opportunity to say what you might be apprehensive to say in person and set the tone for each and every client relationship. Start today and create your own "How We Work" document and set your projects off on the right path with super clear communication and mutual understanding between your clients and you!Text Me a Message!FREE VIDEO TRAINING DIRECT FROM JOHN:Design feels natural.The business side doesn’t.Join this free 39-minute training for interior designers and learn the 3 secrets to building a profitable, stress-free design business without burnout or chaos.👉 Watch the free training: https://learn.mcclainmethod.com/dsa_webinar_registrationSupport the show🌟 For all things John and The McClain Method, head to: www.mcclainmethod.com https://mcclainmethod.com/ for information on coaching, memberships, & more!Sign up for my free 40 min training: The 3 Things I Wish I Had Known Before Becoming an Interior Designer https://learn.mcclainmethod.com/dsa_webinar_registration📕 Order a signed copy of John's book: The Designer Within (or purchase anywhere books are sold!) https://johnmcclaindesign.com/designerwithin Connect With John!YouTube https://www.youtube.com/@mcclainjohnInstagram https://www.instagram.com/themcclainmethodFacebook https://www.facebook.com/mcclainmethodLinkedIn https://www.linkedin.com/in/thejohnmcclain/

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11: How To Create A "How We Work" Document For Your Business

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