Operations

AI Project Delivery Kit

Turn an onboarded project into a clear delivery plan — task board, blocker log, client updates, change requests, QA, and handoff.

45 min setup BeginnerNew

Works with

ChatGPTClaudeGoogle SheetsMore

The AI Project Delivery Kit picks up where onboarding ends — the real trust is built during delivery. It's a repeatable system for managing client work: delivery planning, task tracking, blocker and decision logs, client updates, change requests, QA, and final handoff. Not generic project management advice — a practical delivery control kit.

Workflow Walkthrough

Coming soon · Setup walkthrough

What You'll Build

A project delivery workflow map and delivery plan builder
A task board and blocker/decision log (CSV)
Client update templates
A change request system
A delivery prompt stack and project QA checklist
A final handoff template and delivery tracker (CSV)

Workflow Steps

  1. 1

    Plan

    Build the delivery plan from the onboarding handoff.

  2. 2

    Track

    Run tasks on the board, blockers and decisions in the log.

  3. 3

    Update

    Send client updates on a rhythm with the templates.

  4. 4

    Control

    Route scope changes through the change request system.

  5. 5

    QA

    Check work against the checklist before it ships.

  6. 6

    Handoff

    Close clean with the final handoff template and lessons.

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