From our first conversation to getting started, here’s how we’ll organise the work and keep things on track.
Step 1
Whether you know exactly what support you need or aren’t sure where to start, I’m here to help. Use my Contact Me form, email me or book a discovery call to tell me about your organisation, current challenges and the support you’re looking for.
We’ll discuss whether the work fits my skills and availability, and arrange a further scoping conversation where needed.
Step 2
We’ll talk through the scope of work, priorities, timescales, hours, system access and any other important requirements. Together, we’ll establish what you need from me and what I’ll need from you before work can begin.
For a defined project, this will usually involve a Project Scoping Call. I’ll also send you a Client Information Form to gather the business, contact and invoicing details needed to set up our work together.
Step 3
I’ll send you the relevant documents, explaining what needs your approval or signature:
The terms and conditions and framework for working together. You’ll review and sign this before work begins.
The agreed work, intended outcomes, responsibilities, timescales and charging arrangements. You’ll review and sign this too.
Provided where I’ll handle personal data on your behalf. It records the agreed data handling arrangements, including the information involved, purposes, storage and return or deletion requirements. You’ll review and approve it before the relevant work begins.
The agreed fees and hours or spending limit. You’ll approve the quotation before work begins. For a Prepaid Time Block, I’ll then send a pro forma payment request, with payment required before the reserved work starts.
Step 4
You’ll arrange secure access to the systems, documents and information needed for the agreed work. I can coordinate with your team or relevant providers to check that I have the appropriate access and that everything works before our agreed start date.
This initial access check will be scheduled in advance and won’t be charged.
Step 5
I’ll complete a final readiness check to confirm that the required documents are agreed, any upfront payment has been received, access is working and the necessary information is available.
Once everything is in place, I’ll confirm that we’re ready to begin.
Step 6
We’ll agree how often you’d like updates and what information would be useful. I’ll keep you informed about completed work, next steps and anything I need from you.
There will also be opportunities to review priorities and discuss changes, so the support continues to meet your needs.
Whether you have a specific task in mind or need help working out where to start, we can talk through what would be useful for your organisation.
Book a discovery callPrefer to email? Get in touch
Absolutely not! We can talk about the tasks you’re struggling with in your business, and I can suggest ways I could help you keep on top of them. Together, we can work out whether you need a one-off task completed or ongoing support.
For ongoing support, I suggest starting with an agreed one-week trial so we can see how well we work together before planning a longer period of support. We’ll agree the work, hours and fees before starting, then review how things have gone.
For one-off work, you’re welcome to read the recommendations from former employers and colleagues on my More About Me page, which share their experiences of working with me.
I start by asking which systems you use, how you use them and what processes you already have in place. As I carry out the agreed work, I’ll follow your established approach and look for steps that are unclear, repetitive or causing delays.
If you already have process guides, I can work through them and identify where information may need adding, updating or simplifying. I’ll discuss suggested improvements and suitable opportunities for automation with you before making changes.
This can vary depending on the size of the project, the access required and the time needed to arrange meetings and get documentation approved. It also depends on schedule availability and whether we’re waiting for information or access from other people.
All necessary documentation must be reviewed and approved or signed before work begins. For a Prepaid Time Block, full payment must also be received before the agreed reserved work starts. We’ll discuss a realistic start date together.
This will depend on the work you need me to carry out. We’ll discuss the documents, system access, source information and any other requirements during our scoping conversation.
I’ll make clear what I need from you and flag anything outstanding before our agreed start date.
We’ll agree an approach that works for you and fits the work and my schedule. This could include updates after agreed tasks, a weekly summary or check-ins at key stages of a project.
During our scoping conversation, we’ll discuss how often you’d like updates, what you need to know and the format you’d find most useful.
We’ll discuss how the changes affect the agreed work, including any impact on priorities, timescales, hours and cost. I’ll also confirm whether the revised work fits my availability and skills.
Depending on the change, we may need to update the Client Work Brief and quotation, arrange another scoping conversation or use an Amendment Agreement where the wider agreement needs changing. We’ll agree the relevant changes before I begin the additional or revised work.