I have listed all the documents that took me over 12 years to put together while running my digital agency.
Proposal
Proposal Template
Proposal Agreement
Capabilities Presentation
Employees
How to bonus on profitability of the project
Scorecard for executive bonus plans
Key Employee Agreement
Project manager job posting
Business development executive (sales) job posting
Financial Documents
Goal setting document
Cash flow spreadsheet (Performa)
Legal Agreements
Operating Agreement
Contractor Agreement + NDA
Referral Agreement
Employee Seperation Agreement
Release of Claims Agreement
Terminating a Client Letter
NDA between you and company
NDA between company and possible company wanting to buy you
Project Document
Creative Brief Document
Project Plan Document
Client Edits and Changes Document
Approval Documents Clients would Sign off on
Final Client Changes Checklist
Change Order Form
Project Approval & Launch
Concept Approval Document
Checklist Documents
Design Team Checklist
New Project Setup Checklist
File Folder Checklist
Workflow Process
Creative Process Workflow
Development Process Workflow
On boarding New Client Workflow
Download Jason Swenk – All My Agency Documents We Used
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