How to Manage projects & clients
To Unlock Module:
About the Module
In this module, you'll learn how to set expectations, agree on how to collaborate, and ensure smooth project management, and client relationships.
In the ideal world, projects wouldn't need much hands-on management to be successful. However, in reality, most projects do. With any new collaboration it's therefore important to have a clear and aligned understanding of anything from each other's expectations, goals, preferred ways of collaborating down to planning, processes, and tools.
What you'll learn
- How to onboard a new client
- Setting & aligning expectations
- Building & maintaining great client relationships
- How to manage projects
- How to retain clients
About the Speaker
Petra Sundell is the Founder & CEO of Upbeater. Throughout her career, she has;
- Helped 1000+ people find & start living their desired life-career
- Helped 100+ startups start & grow their businesses
- Educated freelancers, entrepreneurs & giggers
- Developed several life design concepts
- Freelanced 10+ years
“In the Freelance Foundation course I aim to share my experiences and learnings with people who want to start their own freelancing business. The hope is that you learn key skills that will get ahead of the game and help you avoid pitfalls that I myself and other freelancers I know have fallen in to."
![Upbeater.X Petra Sundell](https://www.upbeater.com/wp-content/uploads/2022/09/6-1.png)
Task 9. Develop a work plan
Set a structure for your project and collaboration by creating your own work plan:
- EXPECTATIONS - Write down 5 expectations you have on any new collaboration
- ONBOARDING PLAN - Create your onboard plan
- PROJECT PLAN & TOOL - Decide what it will look like & how you will keep track
Note. Consider what you will do if your work plan is not followed. Preparing for the “worst case scenario” and having an “exit plan” can be a lifesaver.
TIPS!
- You can use this freelance work plan template to fill in your answers if you like.
- Then, make it part of your Freelance Plan!
Good job!
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