Resource library

Process

Templates, checklists, guides and worksheets made by members — free to read, free to download when you join.

  • Client onboarding checklist

    Checklist

    Client onboarding checklist

    Everything to collect in the first week so the project does not stall waiting on logins.

    Difficulty ●○○○○

  • Scope change request form

    Worksheet

    Scope change request form

    A short form that turns “one small extra thing” into an approved, priced change.

    Difficulty ●●●○○

  • Weekly client status update

    Template

    Weekly client status update

    A Friday update format: done, next, blocked, decisions needed.

    Difficulty ●○○○○