All My Agency Documents We Used

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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

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