Designed by Michael Morgan

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Insert JTBD Template for [name]

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Scope of work

• Location: Remote
• Start Date: [start date]
• Hours Available: [number of hours]
• Job Function: [function name]
• Communication: [comms style]
• Project Management: [project style]
• Goal: [main goal] + [secondary goals] </aside>

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Collaboration

1. Option 1: Only work on projects assigned by [name], scope the amount of hours each, and complete projects on a weekly sprint schedule.
   1. Swimlane: [Name] → @Michael Morgan
2. Option 2: Work directly on projects assigned by [name] but also work on long-term projects requiring months of to complete. Mixture of short-term + long-term projects.
   1. Swimlane: [Name] → @Michael Morgan (short-term projects)
      1. We operate on a weekly sprint.
   2. Swimlane: [Name] → @Michael Morgan (long-term projects)
      1. We operate on a weekly sprint but also manage longer term projects.
3. Option 3: Work with the team to determine which projects have the highest efficiency yield today, rank them by priority and create a back-log of tasks to complete weekly.
   1. Swimlane: [Name] → @Michael Morgan (short & long-term projects)
      1. We operate on a weekly sprint.
      2. We operate on a weekly sprint but also manage longer term projects.
   2. Swimlane: @Michael Morgan → [Name] (short & long-term)
      1. I spend time pro-actively analyzing data and scoping out projects for sprint approval. </aside>

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Rate types

You will be invoiced from my company [payment terms]. [Payment options] will be referenced directly on the invoice as well as descriptions of work accrued. Any invoices past due 30 days will pause active sprints or current projects.

If Option 2 or Option 3 is the preferred option, hours can still be capped monthly.

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Priority details

• Priority detail 1 summarized
• Priority detail 2 summarized
• Priority detail 3 summarized </aside>

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Tool access

• Specific tools needed 1
• Specific tools needed 2
• Specific tools needed 3 </aside>

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Supporting links

• Supporting link 1
• Supporting link 2
• Supporting link 3 </aside>