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Free resources

Resources that slay

Guides, scripts, frameworks, and more — curated from over a decade of helping small businesses and coops thrive.

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The 12 project context cards

Twelve kickoff cards that get the unsaid stuff on the table before a web or marketing project starts.

process

How to support our neurodivergent peers at work

Safe work environments begin with supportive interactions and communication. Here are ways you can show up to support our neurodivergent team members.

communication

Project benchmarking 101

Projects, process, and people health. Learn to measure what matters.

process

How to increase agency profitability

How process improvements impact your profit… and what you can do with the extra money.

operations

191 project management questions to ask clients

With new projects come new questions. Are you asking the right ones?

communication

How to run a project meeting

Nobody likes a pesky meeting—the kind that drags on with little purpose and takes your focus away from all of the valuable projects you're working on.

communication

How to run a project kickoff meeting

A handy reference for setting up and running a successful project start.

communication

The dark history of PM

PM history comes with a shameful past. This is how we can turn processes built from oppression into opportunities for a democratic future.

operations

The pillars of project management

To be good at project management we've gotta lean on the PM pillars.

process

Our project management manifesto

What it means to be a resilient digital project lead.

process

Scripts for tough conversations

Say this when you don't know what to say.

communication

The Digital PM and Producer hiring guide

How to hire the right digital PM candidate, the right way.

operations

Communication: push, pull, and interactive approaches

How to create ace interactions with stakeholders, with examples.

communication

What a healthy digital agency looks like

The traits and qualities that define our most successful agency partners.

operations

How to use a RACI chart

RACI—which stands for Responsible, Accountable, Consulted, and Informed—is an indispensable tool for determining the who's who on your projects.

communication

The digital project life cycle

A brief overview of the digital project lifecycle and typical steps for design and software development.

process

Risk management for projects

Knowing how to identify risks is every project manager's (not so) secret weapon.

risk management

Scope creep: what it is, how it happens, and how to prevent it

The four most common types of scope creep in project management with examples.

risk management

Red flags

Spot the warning signs. Clean up project emergencies.

risk management

Assessing red flags

A checklist for sniffing out and addressing risks and red flags.

risk management

Limiting beliefs at work

How the thoughts you don't notice are quietly running your decisions, your team, and your results — and what to do about it.

communication

Money Flow Systems: NFP vs For-Profit Organizations

A systems loop diagram showing how money flows between funders, not-for-profits, for-profits, and service providers — and the feedback patterns that shape each sector.

operations

The seven agency owner archetypes and their core wounds

A blended model mapping agency owner archetypes to the core wounds ('too much' / 'not enough') that drive their business behavior, culture, and client experience.

process

Archetype traps across the organizational lifecycle

How each agency owner archetype gets stuck at specific stages of the Adizes corporate lifecycle — and what they need to push through.

operations

Jungian roots of business archetypes

How the seven agency owner archetypes map to Jungian archetypes — and what the deep psychological operating system reveals about why founders build the businesses they build.

communication

Training, consulting, or coaching: which guide do you need?

A hero's journey through the three ways I work with you — and how to tell which one you need right now.

operations

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