Every engagement starts with a short discovery call to understand your context, objectives, constraints, and expectations. I assess alignment in scope, working style, timelines, and decision-making to ensure the engagement works for both of us.
After discovery, a clear decision is made:
For aligned engagements, I prepare a clear scope of work and contract that outlines deliverables, timelines, responsibilities, and communication norms. This document becomes our single source of truth and eliminates ambiguity upfront.
Once scope is confirmed, I set up shared working spaces and documentation—typically Notion for project tracking, Google Docs for collaboration, and Loom for walkthroughs or updates. Access, roles, and expectations are clarified early for a smooth start.
Work begins using a documentation-first, asynchronous approach. Progress is shared through structured updates, with decisions and key discussions recorded for transparency. Meetings are minimal and purposeful—used only when real-time discussion adds value.
At agreed milestones or engagement end, outcomes are reviewed against the original scope. Key decisions, learnings, and next steps are documented. The engagement is then either closed cleanly or extended based on mutual agreement and clear objectives.