Process & Procedures
Client Service
Creative
Reporting
Keep the wheels on the bus
100
The document a client must sign to authorize a project.
What is an Estimate?
100
Document we should provide monthly/quarterly to track program costs.
What are Budget Updates?
100
IMW's two designated proofreaders.
Who are Liz and Melanie?
100
Place where can you quickly see YTD billing and hours spent on a project.
What is WMJ?
100
To make our clients and employees successful by providing insightful and creative business building ideas which exceed expectations.
What is the IMW Vision?
200
The person who owns the estimating process.
Who is the account person?
200
Detailed document we follow to keep projects on schedule.
What is a Timeline?
200
The team member responsible for scheduling Creative projects.
Who is Jon?
200
The main analytics tool we use for Digital Reporting.
What is Google Analytics?
200
The time frame when we need to send Retainer Invoices.
What is the beginning of the month?
300
The Document that provides the Creative Department with project direction.
What is a Creative Brief/Input Sheet?
300
What we should provide clients after key meetings or calls.
What are Conference Notes?
300
The team member responsible for checking Final Art files before production.
Who is Marcie?
300
Metrics are important for all projects but especially this type of program.
What is Digital?
300
The document needed to use the IMW credit card.
What is the Credit Card Authorization Form?
400
Takes place every Monday at 9am to discuss creative needs and account updates.
What is IMW's Synergy Meeting?
400
Person ultimately responsible for quality control and accuracy.
Who is the account manager?
400
The 3 things Creative needs to start a project.
What are an approved Estimate, Timeline, and Creative Brief?
400
Where can you see a green, yellow or red indicator on your project budget.
What is WMJ?
400
The action we should take when an OOP expense is $20K or more.
What is a Pre-Bill?
500
The frequency we should follow for entering time in WMJ.
What is Daily or at least weekly?
500
Document we should provide BEFORE project goes over budget.
What is a Revised Estimate?
500
Number of days needed to quote out and develop a printing estimate.
What are 3 days?
500
From the client's perspective, this is the most important part of a Recap Report.
What are the Results?
500
Only Kari or Peter can approve the following.
What are Write Offs?