Agency operations · 7 min read
An Agency Project Handoff Checklist
Transfer deliverables, decisions, open issues, access responsibilities, and the next owner with a practical project handoff checklist.
Flotick blog
Agency operations
Practical agency operations guidance for the people who sell, deliver, and review client work.
Agency operations · 7 min read
Replace Status Recitation with Useful Updates
Publish clear client updates and keep meetings for decisions. Test a maintained-record workflow before removing recurring calls.
Agency operations · 7 min read
Run an Agency Weekly Review Around Decisions
Review client commitments, ownership, dependencies, capacity, and follow-through with an agenda that ends in named actions.
Agency operations · 7 min read
Keep Client Document Versions and Decisions Clear
Identify current documents, explain revisions, preserve decision context, and separate shared materials from internal working records.
Put the next workflow into practice.
Start with the client onboarding pack. Define scope, owners, approvals, and handoff before choosing how to manage the records.
Get the onboarding checklist