Monthly Scheduling Meeting:<\/strong> Every month, you\u2019ll meet with your Account Manager to discuss the tasks you want to prioritise. By this time, all tasks should have their hours estimated, and we\u2019ll work with you to fit them into the roadmap for the coming month or beyond.<\/li>\n<\/ul>\n\n\n\nThe monthly meeting included in your subscription is a planning call, intended to schedule tasks that have already been scoped and estimated. Discussions about scope and change requests are welcome but new requests may not be estimable ahead of the Evolve month that immediately follows this meeting. <\/p>\n\n\n\n
\n\n\n\n2. Agreeing on the Scope with You:<\/strong><\/p>\n\n\n\nOnce the task breakdown and estimate are ready, we\u2019ll move on to ensuring you\u2019re comfortable with the scope:<\/p>\n\n\n\n
\n- Scope Review:<\/strong> During your monthly scheduling call, we\u2019ll go over the tasks, estimates, and deadlines with you. This is your opportunity to confirm that everything aligns with your expectations. If it does not, we’ll take the task back to our team for further refinement. This may result in tweaks to both written scope and time estimates. <\/li>\n\n\n\n
- Locking in the Scope:<\/strong> After finalising the task list for the month, the scope is locked in. From this point on, our team will focus on delivering those tasks by the end of the month. If you need to make any changes, we\u2019ll do our best to accommodate them, but please be aware that once work has begun, changes may not be possible without an additional charge or time adjustment.<\/li>\n<\/ul>\n\n\n\n
Transparency is at the heart of our process. We make sure you have full visibility on what\u2019s planned, what\u2019s prioritised, and when it will be delivered.<\/p>\n\n\n\n
\n\n\n\n3. Where to Find the Task Scope:<\/strong><\/p>\n\n\n\nOnce the scope is agreed upon, all information is centralised and easily accessible:<\/p>\n\n\n\n
\n- Asana:<\/strong> Your main resource for tracking tasks is your dedicated Asana project. Here, you can find task descriptions, hours estimates, progress updates, and deadlines. This portal provides you with a real-time view of your ongoing work, allowing you to stay informed at all times.<\/li>\n\n\n\n
- Monthly Summary:<\/strong> At the end of each month, you\u2019ll receive a summary of how your Evolve hours were spent. This includes a breakdown of completed tasks and their final scope, giving you a clear picture of what was accomplished.<\/li>\n<\/ul>\n\n\n\n
We make it easy for you to track and review the scope of your tasks. Whether it\u2019s through Asana or during your regular calls, you always know what\u2019s being delivered.<\/p>\n\n\n\n
\n\n\n\n4. Managing Changes and Delays:<\/strong><\/p>\n\n\n\nWhile we strive to meet every end-of-month deadline, some tasks may require additional input or collaboration from you. For example:<\/p>\n\n\n\n
\n- Sign-Off Delays:<\/strong> If your task includes multiple phases (such as design and development), we\u2019ll need your feedback and approval on the initial phase before moving forward. Any delays in sign-off can affect the timeline for delivery.<\/li>\n\n\n\n
- Access to Tools:<\/strong> Sometimes, we need access to certain client-managed systems or tools to complete a task. If access isn\u2019t provided in time, this could delay progress.<\/li>\n\n\n\n
- External Purchases:<\/strong> If a task depends on an external purchase (e.g., integrating a third-party tool), delays in procurement can also impact the overall timeline.<\/li>\n<\/ul>\n\n\n\n
If such issues arise, we\u2019ll communicate with you as early as possible to minimise disruptions to your schedule.<\/p>\n\n\n\n
\n\n\n\nAt SMILE, we designed Evolve to give you control, flexibility, and transparency over the creative services we provide. By clearly defining task scopes, agreeing on them with you, and ensuring you have full visibility through our systems, we make it easy for you to manage ongoing work and get the most out of your subscription.<\/p>\n\n\n\n
Whether you\u2019re scheduling new features, requesting UX consultancy, or planning a website enhancement, you can trust that every task will be scoped, scheduled, and delivered with your needs in mind.<\/p>\n","protected":false},"excerpt":{"rendered":"
At SMILE, clarity and communication are key to successful project management. As an Evolve subscriber, understanding how your tasks are scoped\u2014and where to find this information\u2014is vital to getting the most out of your subscription. In this article, we\u2019ll walk you through how we define what will be delivered as…<\/p>\n","protected":false},"author":5,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[102],"ht-kb-tag":[],"class_list":["post-1506","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-evolve"],"_links":{"self":[{"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/ht-kb\/1506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/comments?post=1506"}],"version-history":[{"count":5,"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/ht-kb\/1506\/revisions"}],"predecessor-version":[{"id":1514,"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/ht-kb\/1506\/revisions\/1514"}],"wp:attachment":[{"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/media?parent=1506"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/ht-kb-category?post=1506"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/wearesmile.com\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=1506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}