Intro/Welcome

Welcome to The Creative Direction Co Family! , partner with you in strengthening the operational foundation of The Creative Cornerstone. Thank you for trusting me with such an important part of your organization. This guide will walk you through what to expect, how we’ll collaborate, and the next steps to ensure a smooth and successful launch.

Project Portal

Your project portal will be your central hub for everything related to your project. It’s where you’ll find key documents, forms, content plans, timelines, and updates. This ensures everything stays organized, and you have access to everything you need in one place.

Phases/Step

Phase One: Discovery & Systems Audit

This initial phase focuses on gaining a complete and accurate understanding of your current structure. During this period, I will review all existing program documents, grants, communication workflows, onboarding materials, tools, and systems being used across your organization. I will analyze what’s working well, what needs improvement, and where gaps may exist. From there, I will organize the information and provide you with a clear, written Systems Audit Summary along with a Priority Roadmap outlining the most effective path forward for your 2026 operational needs. This ensures we build strategically from day one.

Phase Two: Operations HQ & SOP Vault

Phase Two is where your operational ecosystem begins to take shape. During this phase, I will build your complete Operations HQ inside Notion, customized to how The Creative Cornerstone functions. This includes your organizational overview, role definitions for the Executive Director, the board, administrative assistants, and instructors, as well as a full SOP Vault that documents the processes your team will follow. I will also create detailed playbooks for both administrative assistant roles, build an instructor hub with onboarding and curriculum expectations, and structure program templates for Spring Workshops, Summer Camp, Fall Programming, and ASC school-based programs. This phase establishes the infrastructure your staff and contractors will use moving forward.

Phase Three: Website Structure & Content Direction

In Phase Three, focus shifts to creating clarity and flow within your digital presence. Rather than a full website rebuild, this phase centers around developing a clear content structure and page layout plan that accurately communicates your programs, mission, and opportunities for involvement. I will map out your Youth Portfolio section, Giving & Support pathways, program pages, Instructor Interest and Board Interest areas, and your self-funded nonprofit framework. This phase ensures that your website tells the right story, guides visitors with ease, and is prepared for a future migration from Wix to Hostinger if you choose.

Phase Four: Automations, Communication & Evaluation Systems

The final phase is dedicated to building the systems that help your organization operate smoothly and consistently. During this phase, I will set up automated communication flows for parents, donors, instructors, and prospective board members, along with any SMS reminders needed for programs or events. I will also build evaluation dashboards, pre/post program surveys, feedback forms, and funder reporting templates so that impact data is captured consistently. This phase is essential for long-term growth, team accountability, and securing future operational grants with confidence.

Office Hours & Communication

My working office hours are Monday through Friday, 9 AM – 4 PM EST (By Appointment Only).
We are closed on all federal holidays. Messages received outside business hours will be answered the next business day unless marked “URGENT.”

All communication will happen via your client portal, email, or via slack.

Next Steps

To officially begin your project, please complete the steps below at the bottom of this page:

1. Review & Sign this Agreement

2. Submit Your Payment

You may choose the pay-in-full option or begin with the Phase One deposit.

Once both steps are completed, you will be added to the Project Portal and receive your onboarding instructions. Because this project operates on a structured timeline, payments are due within 5 days of receipt. If additional time is needed, communication is welcomed to avoid late fees.