A8 terms

• Agency ProcessAn agency process is the repeatable sequence of steps a creative agency uses to take a project from brief to delivery, so that the work is consistent...
• Agency Project ManagementAgency project management is the discipline of moving creative work from brief to delivery on time, on budget and without losing the idea along the way.
• Agency SoftwareAgency software is the set of tools an agency runs on to manage clients, projects, people, time, money and the delivery of the work.
• Agency Time TrackingAgency time tracking is the practice of recording the hours people spend on each client and project so the agency knows what its work really costs.
• Agency WorkflowAn agency workflow is the repeatable sequence of steps a piece of work follows from brief to delivery, including who does what, in what order, and where...
• Agile MethodologiesAgile methodologies are ways of running work in short, repeated cycles, so that a team ships something usable early, learns from it and adjusts rather than...
• AssigneeAn assignee is the one person named as responsible for a task, so that everyone knows who is doing it and who to ask when it is not done.
• Automatic Time TrackingAutomatic time tracking is software that records the hours people work by watching what they do on their computer, rather than relying on them to fill in a...

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B2 terms

• Billable WorkBillable work is the time and effort an agency can charge a client for under the terms of the engagement, as opposed to the work it absorbs as a cost of...
• Budget AllocationBudget allocation is the decision about how a fixed sum of money is split across campaigns, channels, projects and line items so that it does the most work.

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C22 terms

• Calendar IntegrationCalendar integration connects a project or production tool to the team's calendars so that deadlines, shoot days and reviews show up where people...
• Client Collaboration ToolA client collaboration tool is a shared workspace where an agency and its client exchange files, feedback, approvals and updates in one place instead of...
• Client Holding AreasA client holding area is a private, controlled space where an agency shares work in progress with a client for review, separate from the agency's...
• Client Time TrackingClient time tracking is the practice of logging hours against each client so an agency can bill accurately, report on retainers and see which relationships...
• Collaboration PlatformsCollaboration platforms are the shared online tools, such as messaging, project management, file sharing and review software, that let teams and clients...
• Construction Budget ManagementConstruction budget management is the planning and control of costs for physical builds, including set construction, event structures, retail installations...
• Creative Agency Capacity PlanningCreative agency capacity planning is the practice of matching the work an agency has committed to against the hours its people actually have, so projects...
• Creative Agency ERPA creative agency ERP is a single system that runs an agency's projects, people, time, budgets and billing together, so the business side of creative...
• Creative Agency ProcessA creative agency process is the way an agency takes an idea from a client's problem to finished work, covering how it pitches, plans, makes, reviews...
• Creative BriefsA creative brief is the short document that tells a creative team what the work has to achieve, for whom, and within what constraints, before a single idea...
• Creative Department StructureCreative department structure is the way an agency organizes its creative people, from the creative director down to copywriters, designers and editors, so...
• Creative ManagementCreative management is the work of leading a creative team and its output: setting the standard, assigning the right people, protecting the idea and...
• Creative Project ManagementCreative project management is project management adapted to creative work, where the deliverable is an idea, the approvals are subjective and the deadline...
• Creative Resource ManagementCreative resource management is the planning of who works on what and when across a studio's projects, so deadlines are met without burning the team out.
• Creative Team StructureCreative team structure is the arrangement of roles, reporting lines and responsibilities within the team that makes an agency's or a brand's...
• Creative Workflow ManagementCreative workflow management is the active running of a creative team's workflow: keeping tasks, approvals and handoffs moving so work reaches delivery...
• Creative Workflow ProcessA creative workflow process is the repeatable set of steps a piece of creative work follows from brief to launch, written down so every job runs the same way.
• Creative Workflow SolutionsCreative workflow solutions are the software and systems a creative team uses to plan, track, review and deliver work so projects stay on schedule and on...
• Cross FunctionCross function is collaboration across the departments of a business, where people from different disciplines work on the same problem at the same time...
• Cross Functional Team ManagementCross-functional team management is the work of leading a team drawn from several disciplines, such as strategy, creative, production and development,...
• Cross FunctionalityCross functionality is the ability of a team or a person to work across different disciplines, so that collaboration between roles happens naturally rather...
• Cross-Department CollaborationCross-department collaboration is the practice of getting teams with different jobs, from strategy to production to finance, working on the same problem at...

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D8 terms

• Daily Productivity TrackerA daily productivity tracker is a tool or habit for recording what was done each day, so a person or a team can see where their time and output actually went.
• Daily Time TrackerA daily time tracker is a tool for logging the hours of a working day against tasks and projects as they happen, instead of reconstructing them at the end...
• DeadlineA deadline is the date by which a deliverable has to exist, and in client work it is the one date everything else in the project is planned backward from.
• Deliverables in Ad AgenciesDeliverables are the finished things an agency hands over at the end of a project, from films and ads to copy and design files, each one defined in the...
• Design SprintsA design sprint is a structured, time-boxed process, usually five days, in which a small team defines a problem, sketches solutions, builds a realistic...
• Desktop TimerA desktop timer is a small application that sits on a computer and records working time against tasks or projects with a start and a stop.
• Digital Agency ERPA digital agency ERP is a system that manages a digital agency's projects, resourcing, time, billing and client work in one place, so operations and...
• Drag and Drop PlanningDrag and drop planning is a way of building schedules and project plans by moving tasks, people and dates around a visual board with the mouse instead of...

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E5 terms

• Effective Resource ManagementEffective resource management is the practice of matching people, skills and time to the work in hand so that projects are delivered well without...
• Effective Team CollaborationEffective team collaboration is the way a group of people with different skills works together on the same piece of work, sharing information, feedback and...
• Email NotificationsEmail notifications are automatic messages sent by a system to tell someone that something has happened: a task assigned, a comment left, a file approved, a...
• Employee EngagementEmployee engagement is the degree to which people care about the work they do and the place they do it, which shows up in retention, effort and the quality...
• Entries On TimeEntries on time is a measure of punctual submission: time entries logged the day the work happened, or award and competition entries delivered before the...

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F2 terms

• Features of Project ManagementFeatures of project management are the core capabilities a project management system provides: task tracking, scheduling, resourcing, collaboration,...
• Full-Time Work ScheduleA full-time work schedule is the standard arrangement of around 35 to 40 working hours a week that defines a salaried role, as opposed to part-time,...

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G2 terms

• Gantt ChartA Gantt chart is a bar chart that lays a project's tasks out against a calendar, showing when each one starts, how long it runs and what depends on what.
• Group Project SoftwareGroup project software is a shared online workspace where a team plans, assigns, tracks and discusses the work on a project, so everyone sees the same plan...

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H3 terms

• Hire a Project ManagerHiring a project manager means bringing in one person whose whole job is to keep a creative project's scope, schedule, budget and communication on...
• Hourly Time TrackingHourly time tracking is the recording of work in hours against tasks, projects or clients, used for billing, measuring productivity and planning who has...
• Hours of AvailabilityHours of availability are the times a freelancer, agency or team member can be reached and can work, agreed up front so clients and colleagues know when to...

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I2 terms

• IT Resource Management SoftwareIT resource management software is a system for assigning technical people, equipment and budget to the projects that need them, and for seeing when they...
• IT Time TrackingIT time tracking is the practice of logging developer and technical hours against specific tasks and clients so the work can be billed, planned and improved.

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K2 terms

• Kick OffA kick-off is the meeting that officially starts a project, where the team, the client, the scope, the schedule and the ways of working are set in one room.
• Kick Off Meeting PurposeThe purpose of a kick-off meeting is to align the client and the team on goals, scope, timeline and roles before any work begins.

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M7 terms

• Management SoftwareManagement software is any system that organizes a company's work, people and information so the operation runs on one set of facts instead of a...
• Management ToolsManagement tools are the instruments, from software to meeting rituals, that leaders and producers use to plan work, see its status and keep people pointed...
• Marketing Agency ERPA marketing agency ERP is a single system that runs an agency's projects, time, resourcing, billing and reporting, so the business is managed from one...
• Meeting ManagementMeeting management is the practice of planning, running and following up meetings so that each one has a purpose, a decision and an owner for what happens next.
• Milestone ReviewsMilestone reviews are the scheduled checkpoints in a project where the client and the team look at the work so far, confirm it is on course and decide...
• Multi Project TimelineA multi-project timeline is a single schedule that shows every active project side by side, so overlaps, crunches and free capacity are visible at once.
• Music SupervisionMusic supervision is the craft of choosing the music for a film, campaign or brand, and securing the rights to use it.

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O3 terms

• On-Time TrackingOn-time tracking measures how often work is delivered by its agreed date, turning reliability into a number a team can watch and improve.
• Operational EfficiencyOperational efficiency is how much useful work a business produces for the time, money and people it spends, and how little of that spend is lost to friction.
• Overtime TrackingOvertime tracking is the practice of recording the hours people work beyond their standard day or week, so those hours can be paid, billed and planned for...

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P11 terms

• Personal Time TrackingPersonal time tracking is the habit of logging your own hours, by task or project, to see where your working day actually goes.
• PlanningPlanning is the work of deciding, before anything is made, what a project will deliver, in what order, by whom, by when and with what money.
• PM Scheduling SoftwarePM scheduling software is project management software built around the calendar, used to place every task, person and milestone of a project on specific dates.
• PM SoftwarePM software is the project management software a team uses to plan work, assign it, track deadlines and keep everyone looking at the same schedule.
• PM ToolsPM tools are the software, templates and routines a team uses to plan, assign, track and report on project work.
• PMO Software ToolsPMO software tools are the systems a project management office uses to oversee many projects at once, standardize how they are run and decide where people...
• Pomodoro TechniqueThe Pomodoro Technique is a time management method that breaks work into 25-minute focused intervals separated by short breaks.
• Productivity WorkflowA productivity workflow is the repeatable set of steps, tools and habits a person or team uses to move work from an incoming request to a finished result...
• Project ManagementProject management is the discipline of planning, organizing and steering a project so it delivers what was agreed, on time and on budget.
• Project Time TrackingProject time tracking is the logging of hours against a specific project and its phases, so the work can be billed, budgeted and compared with the estimate.
• Project TimelinesA project timeline is the schedule of a piece of work laid out in order, showing what happens when, who does it and which dates everything else depends on.

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R3 terms

• Resource BalancingResource balancing is the practice of redistributing work across people and time so nobody is overloaded while others sit idle, and deadlines stay realistic.
• Resource ManagementResource management is the practice of assigning the right people, equipment and budget to the right work at the right time, across every project a team is...
• Resource PlanningResource planning is the forecasting of the people and capacity a team will need for upcoming work, so they can be arranged before the work arrives.

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S3 terms

• Scope CreepScope creep is the gradual expansion of a project beyond what was agreed, through small additions that arrive without new time or budget.
• Scope of WorkA scope of work is the document that defines exactly what a project will deliver, how, by when and within what limits, so the client and the agency agree on...
• Sprint PlanningSprint planning is the meeting at the start of an agile sprint where a team agrees what it will deliver in the next short, fixed period of work, and how.

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T5 terms

• Task Management ToolsTask management tools are software for capturing, assigning, prioritizing and tracking the individual tasks that make up a team's work.
• Team CollaborationTeam collaboration is how a group of people with different skills shares ideas, information and decisions to make one piece of work together.
• Time CategoriesTime categories are the labels used to classify logged hours by type of work, such as billable client work, internal projects, admin or new business.
• Time SchedulingTime scheduling is the practice of assigning specific dates and times to tasks, people and resources so work happens in the right order without clashes.
• Time TrackingTime tracking is the practice of recording the hours people spend on their work, so a business can bill accurately, plan capacity and see where its time...

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W7 terms

• Waterfall Project ManagementWaterfall project management is a linear method in which each phase of a project (plan, design, build, test, deliver) is finished and signed off before the...
• Week TimesheetA week timesheet is a record of the hours one person worked across a single week, broken down by day, project and type of work.
• WIP TrackingWIP tracking is the practice of monitoring every piece of work in progress (where it is, who has it and what it is waiting for) so nothing stalls unnoticed...
• Work Breakdown Structure (WBS)A work breakdown structure (WBS) is a hierarchical map of everything a project has to deliver, broken into smaller pieces until each one can be estimated,...
• Work ManagementWork management is the overall approach a team uses to plan, organize, track and deliver all of its work, across projects, recurring tasks and everything in...
• Workflow OptimizationWorkflow optimization is the practice of studying how work actually moves through a team, finding where it stalls or gets repeated, and changing the process...
• Workflow SystemA workflow system is the defined sequence of steps, roles and tools that every piece of work follows from request to completion, often encoded in software.

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