Mastering Your Creative Operations Workflow: The E-Course Series
Welcome to the definitive e-course series designed to transform creative chaos into measurable business impact. This program is for creative professionals, project managers, and stakeholders who are ready to build a strategic foundation, streamline workflows, and position their teams as a vital Center of Excellence.
Course 1: The Strategic Foundation of Creative Operations
What you’ll learn: This course defines the strategic purpose of Creative Operations, moving beyond project management to focus on its role in driving business impact. You’ll learn how to set clear goals, understand the ROI of process, and establish a collaborative partnership paradigm that bridges the gap between creative and stakeholders. By the end of this course, you’ll have the foundational knowledge to articulate the value of your team and set up effective communication frameworks like RACI.
- Module 1: Understanding Creative Operations
- Lesson 1.1: What is Creative Operations? Defining Scope, Value & Role
- Lesson 1.2: Setting Strategic Goals for Creative Operations
- Lesson 1.3: The Imperative for Optimization: Identifying Common Pain Points & Hidden Costs
- Lesson 1.4: The ROI of Process: How Strategic Creative Operations Drives Business Impact
- Module 2: The Partnership Paradigm
- Lesson 2.1: It’s a Partnership: Bridging the Gap Between Creative and Stakeholders
- Lesson 2.2: Collaborative Decision-Making: Defining Roles & Responsibilities
- Lesson 2.3: Applying RACI for Effective Collaboration & Eliminating Ambiguity
Course 2: Building a Predictable Creative Project Lifecycle
What you’ll learn: This course is your practical guide to building a consistent and predictable project workflow. You’ll master the art of planning, from distinguishing strategy from tactics to crafting a “bulletproof” project brief that eliminates ambiguity. You’ll also learn the best practices for initiating a project, managing intake, and using a project checklist to ensure all critical steps and approvals are met from idea to delivery.
- Module 1: The Power of Planning
- Lesson 1.1: Planning is Everything: Strategy vs. Tactics
- Lesson 1.2: The Comprehensive Project Brief: Critical Role & Essential Components
- Lesson 1.3: Crafting a Bulletproof Brief: Prompts & Best Practices to Avoid Ambiguity
- Module 2: Initiating & Managing Project Flow
- Lesson 2.1: The End-to-End Project Flow: From Idea to Delivery
- Lesson 2.2: Entering Project Requests into Your Chosen Tool: Best Practices for Intake
- Lesson 2.3: Project Checklist: Ensuring All Necessary Steps & Approvals are Met
Course 3: Optimizing Execution & Quality Control
What you’ll learn: Execution is where the rubber meets the road. This course provides the frameworks to optimize this critical phase. You’ll learn how to establish realistic timelines using Service Level Agreements (SLAs), manage feedback and iteration cycles efficiently, and maintain project integrity. The course also equips you with strategies for realistic estimation and managing the inevitable “rush requests” without derailing your team.
- Module 1: Establishing Realistic Timelines & SLAs
- Lesson 1.1: Best Practices for Setting Creative Service Level Agreements (SLAs)
- Lesson 1.2: Understanding & Auditing Your Resources & Capacity
- Lesson 1.3: Defining Service Tiers & Project Categories for SLAs
- Lesson 1.4: Presenting & Communicating SLAs to Stakeholders (Guiding Expectations)
- Module 2: Efficient Review & Feedback Management
- Lesson 2.1: Disciplined Feedback & Iteration Cycles: Rounds & Deadlines
- Lesson 2.2: Providing Actionable Feedback: Context Over Prescription
- Lesson 2.3: Maintaining Project Integrity: Post-Handoff Protocol
- Module 3: Managing Exceptions & Maintaining Flow
- Lesson 3.1: Best Practice Timeline Summary: Strategies for Realistic Estimation
- Lesson 3.2: Backward Planning: Working from the Deadline
- Lesson 3.3: Managing Rush Requests: Strategic Handling of Urgent Demands
Course 4: Advanced Creative Operations & Continuous Excellence
What you’ll learn: The final course in the series focuses on continuous improvement and scaling your operations. You’ll learn how to measure and prove ROI, quantify the benefits of process, and establish success metrics that resonate with leadership. This course also provides a framework for implementing a cycle of continuous improvement and adapting your workflows for evolving business needs, including leveraging technology like AI to future-proof your creative capabilities.
- Module 1: Measuring & Proving Impact
- Lesson 1.1: Measuring the ROI of Process: Quantifying Benefits
- Lesson 1.2: Setting Success Metrics for Creative Projects
- Lesson 1.3: Reporting & Retrospectives: Learning from Every Project
- Module 2: The Cycle of Continuous Improvement
- Lesson 2.1: Perfecting Our Practice: Observe, Strategize, Create, Evaluate
- Lesson 2.2: Implementing Feedback Loops for Operational Refinement
- Lesson 2.3: Fostering a Culture of Process Adoption & Innovation
- Module 3: Scaling & Future-Proofing Creative Operations
- Lesson 3.1: Scaling Your Creative Capabilities with Optimized Operations
- Lesson 3.2: Adapting Workflows for Evolving Business Needs
- Lesson 3.3: Leveraging Technology for Creative Operations Excellence
Creative Ops Bootcamp (Beta Cohort)
What you’ll learn: This 4-week guided experience is designed to help you proactively rebuild your creative team’s operations from the inside out. Perfect for teams in transition or those ready to scale, you’ll work hands-on to map a repeatable creative process, define the right roles around it, and streamline key touchpoints like reviews and deadlines. You will gain the practical knowledge and confidence to implement a robust operational framework before inefficiencies and bottlenecks take hold.
- Structure: A 4-week guided program
- Format: Weekly 90-minute live workshops on Zoom, with Slack support throughout the course
- Who it’s for: Agency founders, project managers, or team leads in transition
- Key Outcomes:
- Map a clean, repeatable creative process
- Build the right roles around your workflow
- Streamline reviews, handoffs, and deadlines
- Learn best practices for using tools like Asana, Notion, or ClickUp