Scoping
This comes in many forms. Two examples:
Joining a Project
Where you're tasked with working on a project. Questions to ask on a scoping call for a project.
NOTE: in this case, billing or other details external to the work itself would have already been discussed and agreed upon.
1) Timeframe
- Internal reviews / deadlines
- External reviews / deadlines
2) Updates / Drafts
Expectations of updates.
- Timing / frequency
- Types of drafts
3) Deliverables
Expectations of deliverables.
- File format?
- Layers?
- Line Art? B&W? Color?
Electronic Delivery
- Single Document (e.g. PDF, Word, PSD)?
- Individual Documents (e.g. SVG, PSD, PNG)?
- Pre-existing template?
- Resolution + DPI?
Physical Delivery
- Frame? Matte?
- Printing logisitcs
- Where / what printing services are available
- Test prints?
- Cost
- Shipping logistics
- Timeframe (e.g. days vs week+)
- Packaging (e.g. how / what materials are needed to protect + ship the item)
- Cost
- Cost of all materials?
4) Asset Usage
- Availability of photo, art, product, and brand assets for use
- Time to build mood board if assets are provided
- Time to build mood board if assets are not provided
Managing a Project
Where you're managing the project.
- Defining the scope of a project.
- What is the long term goal
- What short term goals are required to reach the long term goal
- Time available vs time required
- Budget available vs budget required
- What roles are required (people, services)?
- Documentation + legal paperwork required (IP rights, NDA, work-for-hire)?