How to Create an Effective Engagement Schedule

By Michelle Voznyuk, Marketing Consultant at Heinz Marketing
When it comes to a new client engagement, having a clear and defined schedule is essential. This is true not only for your internal team who will need to know which tasks are assigned to them and when, but for your client as well. Giving your client insight into what’s happening behind the scenes allows them to better understand the work that goes into each deliverable. Additionally, this process will establish your team as the subject-matter-expert(s) and create trust needed to carry the engagement forward.
Ideally, creating your engagement schedule should take place sometime between when the SOW is signed and when you have your first meeting (or kickoff) with the client. Showing up prepared allows everyone to be on the same page, from the get-go.
In order to create an effective engagement schedule, here are some tips to help you get started:
1.) Determine which