Project start/finish routine in a digital agency

When you do a lot of customers’ projects, each project requires same actions over and over again. This is how you can do it.

After an agreement is signed and money received:

1. Create Harvest Project, set it up according to budget rules, invite your team.
2. Create Trello Board. Make lists: todo, returned, in progress, test, done. Invite the team.
3. Create Dropbox folder inside your team folder. Create folders structure.
4. Create Github repository. Setup project team. Invite collaborators outside the team if needed. Ask the lead developer to setup Heroku (with review apps) and Travis CI.
5. Create Basecamp to communicate with the customer and to demonstrate him project results. Invite the customer and project QA (and probably part of your team, depending on the project). Explain to the customer why you need Basecamp, and why you mostly use to-do lists instead of the discussions.
6. Create Slack channel. Invite the team. Post URL to stage server, user stories, another important info, pin this post.
7. Setup Slack Apps: Trello and Github. Ask the lead developer to setup Heroku and Travis CI.

You are all set.

To finish the project, archive everything. Don’t forget to move Dropbox project folder to the Archive folder outside of team folder to save team space.

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