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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)?