Project management
Freelance capacity planning: how much client work can you take on?
Calculate your weekly freelance capacity, account for admin and revisions, and use a worked example to decide whether another client project fits.
The ProjectBook journal
Project management
Turn a brief into a workable plan. Explore scope, milestones, priorities and the handoffs that keep projects moving.
Project management guides
49 articles
Project management
A project kickoff checklist for freelancers: plan the first week
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.
Project management
Maintenance work vs. project work: make room for both
Organize ongoing maintenance alongside fixed projects with two work lists, a weekly allocation, and a worked example for handling an unexpected request.
Project management
Airtable, Asana, Trello... or One Tool That Does It All? How to Streamline Your Workflow
Consolidate your workflow around the jobs you actually do: capture a brief, plan deliverables, schedule work and track follow-ups.
Project management
When to Pause a Project—and How to Resume It Without Losing Momentum
Before pausing a project, record what is finished, what is blocked and the next action.
Project management
The “Second Brain” Strategy for Freelancers: Where to Keep Everything That’s Not Urgent (Yet)
Keep uncommitted ideas and reference material in one searchable place, separate from your current commitments.
Project management
Using Phases vs. Deadlines: Which Works Best for Freelancers?
Use phases to describe how work progresses and deadlines to define when agreed outcomes are due.
Project management
How to Plan Around Your Energy (Not Just Deadlines)
Match demanding work to the parts of the day when you usually focus best, while keeping client commitments visible.
Project management
How to Prep Your Projects Before Vacation (So You Can Actually Log Off)
Before taking time off, update project status, agree on client expectations and write down the first action for your return.
Project management
What “Done” Really Means: Defining Deliverable Completion Like a Pro
Define completion before starting a deliverable: what will be supplied, how it will be reviewed and who approves it.
Project management
Milestones, Not Mayhem: Building Project Checkpoints That Keep Clients Aligned
Choose milestones that represent meaningful outcomes, such as an approved brief or completed draft.
Project management
How to Track Revision Rounds (Without Letting Them Spiral Out of Control)
Agree on the number and purpose of revision rounds before work begins.