Golden Rules

Dos

• Always separate any substantial project into its own Asana and Harvest project with a clear project plan, estimate, and timeline.
• Always perform the PM weekly process and send internal and external status updates to the client. Include information separated out by project.
• Always send invoices promptly (within seven days of the close of the prior month)

Don’ts

• Don’t create PM systems outside of our established Notion and Asana systems
• Don’t try to fit lots of different types of work into the same project – separate it out instead