Most small businesses don't lose money on projects because the work is bad. They lose it because scope creeps, nobody tracks the hours, and the client hears about problems too late.
The Project Delivery Kit fixes that with one connected system. Write the proposal, plan the work, run a professional kickoff, report status in two minutes, handle changes in writing, and close out with a signed handover and a referral request.
WHAT'S INSIDE
1.Project Documents (Word, 9 pages)
– Start Here guide with a six-stage roadmap: Win, Plan, Launch, Run, Change, Close
– Client Proposal: needs, approach, timeline, investment, and sign-off
– Project Plan: scope, deliverables, milestones, team roles, and communication plan
– Status Report: a one-page update your client can read in two minutes
– Change Request: puts every out-of-scope request in writing, with its cost and timeline impact
– Closeout & Lessons Learned: client sign-off, a handover checklist, an internal review, and a ready-to-send testimonial and referral request
2. Project Delivery Workbook (Excel, 11 tabs)
– Timeline for up to 20 tasks, with a 16-week Gantt chart that colours itself: red for late, green for done
– Risk register (20 risks, scored by likelihood and impact) and issues log (25 issues, with overdue flags)
– RACI chart that pulls in your tasks and checks each one has exactly one person accountable
– Sprint board for up to 30 work items, plus a board view that sorts them into columns automatically
– Budget tracker, planned versus actual, with labour costs calculated from the time log
– Time log for up to 200 entries, with billable hours and billable value
– Dashboard with five health checks and one overall status: ON TRACK, AT RISK, or OFF TRACK
3.Kickoff Deck (PowerPoint, 12 slides)
– Objectives, scope, timeline, team, how you'll work together, how changes work, and what you need from the client
– A reusable status-update slide for check-in meetings
HOW IT WORKS
Enter your team, dates, and budget once on the Project Setup tab. Every other tab picks them up. As you update tasks, log hours, and record issues, the dashboard tells you whether the project is on track and why.
The workbook comes filled with a sample project, a website and booking-system launch for a dental clinic, so you can see every feature working before you clear it and add your own.
WHO IT'S FOR
• Consultants, agencies, and freelancers who deliver work for clients
• Service businesses running installs, fit-outs, or system rollouts
• Property managers overseeing renovations, turnovers, or vendor projects
• Any small team that has outgrown sticky notes but doesn't want another subscription