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N°01Playbooks

Catch a project going over.

10 minModerateFlow*form · Pulse*form

You learn a project is going over in the week it crosses, while capping or re-pricing it is still a decision you can make.

  1. Step 01

    Set the baseline

    The project carries its fee, its committed hours, and the blended rate. The margin figure recomputes from those three numbers, so a wrong baseline shows up as a wrong margin, not as a surprise at invoicing.

    Range credibility launch

    0% On fee

    Retail media readiness audit

    0% On fee

    Onboarding funnel rebuild

    0% Flagged in week 4

    Onboarding funnel rebuild

    Compliance content engine

    0% On fee

    Sustainability claims radar

    0% On fee

    Trade window campaign

    0% On fee

    Example data
  2. Step 02

    Read the margin cards

    Every project in the month shows its margin beside its fee and burned hours. Healthy projects sit in the thirties and forties; anything sliding toward zero is asking for a decision, not a status update.

    Range credibility launch

    0% On fee

    Retail media readiness audit

    0% On fee

    Onboarding funnel rebuild

    0% Flagged in week 4

    Onboarding funnel rebuild

    Compliance content engine

    0% On fee

    Sustainability claims radar

    0% On fee

    Trade window campaign

    0% On fee

    Example data
  3. Step 03

    The flag fires where you already look

    When a project crosses below zero, the morning digest carries it as urgent that same week. In the fixture, the Halcyon rebuild was flagged in week 4, while there was still time to act on the scope.

    Urgent

    • Decide the Halcyon rebuild scope this week: cap it or re-price it.

    Waiting

    • Northwind legal review of two launch claims.
    • Verdant monitoring brief section on retailer claim wording.

    Shipped

    • Q3 range press kit delivered to Northwind.
    • Retail media network scorecard presented.
    • August category report circulated to all three clients.
    Example data
  4. Step 04

    Decide while it is still a decision

    Cap the scope or re-price it. The margin summary gives you the arithmetic; the digest made sure you saw it in time. Neither step requires anyone to have kept a spreadsheet honest.

    Range credibility launch

    0% On fee

    Retail media readiness audit

    0% On fee

    Onboarding funnel rebuild

    0% Flagged in week 4

    Onboarding funnel rebuild

    Compliance content engine

    0% On fee

    Sustainability claims radar

    0% On fee

    Trade window campaign

    0% On fee

    Example data

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