VA Process >> 5 Step Process for Getting Projects Done

The ATTAC Method

I've developed a 5 Step Process for how I work with clients to identify their needs and find solutions efficiently and effectively. To get started with clients, we attack their to-do list using this method:

Assessment: We begin by identifying client goals, short and long term. The client fills out forms, as part of the intake process, in which I ask a lot of questions about their business and goals. It helps us to get off to a great start.

Triage: Next we spend some time ferreting out which short term goals are most pressing. The top priorities emerge and then they are off your list and on mine.

Timelines: Here we break down the large projects into smaller pieces, determine the order for completion, and how much time (roughly) to devote to each task.

Example: A client wants to publish an ezine. There are several parts to this project: writing and editing the content, designing, creating the HTML, compiling a distribution list, selecting and enrolling with a distribution service, testing, etc.

My experience in project management helps me determine the deliverables and break the project down.

Analysis: I keep the client involved in the process every step of the way. Clients receive progress reports and drafts for review (usually via email) so they know how projects are going. This makes it easy to change course and adjust as we go along.

Completion: It's very exciting when we get a big project done. I'm a part of my client's team and share in their success!

Continue with the VA Process to the Client Interview Process page. more >>