The ProjectBook journal
Practical guides to planning projects, working with clients, and making space for what matters.
Featured guideClient relationships
Record client decisions with a simple template covering the question, approver, rationale, evidence, and next action, plus a filled example you can adapt.
94 articles
Productivity
Separate delivery deadlines from the dates you plan to work. Use a comparison table and a worked weekly example to schedule tasks without moving the promise.
Running a business
Check whether your freelance file backups are usable with a safe restore checklist, a sample recovery record, and clear follow-up steps when a test fails.
Project management
Calculate your weekly freelance capacity, account for admin and revisions, and use a worked example to decide whether another client project fits.
Project management
Turn an approved brief into a first-week plan with a freelance kickoff checklist, a 30-minute agenda, and a worked example with owners and next actions.
Productivity
Use a short restart note to preserve your place in interrupted work, with a copyable template, a worked example, and a practical return-to-task routine.
Project management
Organize ongoing maintenance alongside fixed projects with two work lists, a weekly allocation, and a worked example for handling an unexpected request.
Client relationships
Turn a client call into clear next steps with an action-item template, a before-and-after example, named owners, and a simple confirmation process.
Running a business
Review freelance software before it renews with a practical inventory, a keep-downgrade-cancel checklist, and an example that separates savings from switching costs.
Project management
Consolidate your workflow around the jobs you actually do: capture a brief, plan deliverables, schedule work and track follow-ups.
Project management
Before pausing a project, record what is finished, what is blocked and the next action.
Project management
Keep uncommitted ideas and reference material in one searchable place, separate from your current commitments.
Project management
Use phases to describe how work progresses and deadlines to define when agreed outcomes are due.