How to avoid costly project misalignments with real-time documentation

View profile for Felipe Camacho

CEO @ Cad 4 Land Survey || We Provide Professional Drafting Services 4 Land Surveyors || Cad4LandSurvey.com

One simple, but very effective, workflow step that has eliminated costly project misalignments: documenting conversations in real-time, immediately reading them back, then putting it in writing. Here's what I mean- during client calls or meetings, I take quick bulleted notes on: ~What problem we're actually solving ~Scope inclusions (AND exclusions) ~Deliverables & file formats expected ~Hard deadlines and milestone dates ~Budget/resource constraints ~Any revisions or assumptions discussed ~Etc Then—this is the key part—I finish the call by saying: "Let me recap what I heard so we're on the same page..." and I read those bullet points back to them. The number of times a client has said, "Actually, I didn't mean that..." after hearing it back is remarkable. You catch it before investing eight hours in the wrong direction. Two minutes of recapping saves you from endless rework. Then lastly, when submitting the deliverables, I reiterate those same bullet points as confirmation. It becomes your project roadmap—and your protection.

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