As I sit down to reflect on my latest project, I can’t help but feel a sense of accomplishment wash over me. I’ve designed and deployed a complete project framework inside Bonsai, and it feels like I’ve finally found the structure that honors my creative energy while ensuring that I actually complete my projects. This journey has been about more than just building a system; it’s been about understanding how I work best and creating a flow that feels natural and efficient. Let me take you through the process, the challenges, and the triumphs of this creative development journey.
When I first set out to create a project framework, I knew I needed something that would honor my creative spirit but also keep me grounded. I started with the idea of a lightweight project system called FlashForge, which aimed to minimize resistance and maximize flow. However, as I delved deeper into the actual steps required for a successful project, I realized that I needed to rename and expand the framework to better reflect my working process. This led to the birth of “We Build for Change.”
In this new framework, I defined seven distinct phases: Spark, Plan, Build, Wrap, Reflect, Next Steps & Referrals, and Promote. Each phase was crafted with specific goals and task lists in mind. For instance, during the Spark phase, I focused on brainstorming and ideation, while the Plan phase required me to clearly define what needed to be built. This was a crucial realization, as I initially skipped this step, leading to confusion in the Build phase. I learned that clarity is key, and without it, the project could easily veer off course.
“I think before we get to build, but after the 'spark' phase, we need to actually define the project components.”
This quote encapsulates the moment I recognized the importance of planning. It was a turning point that allowed me to create a more structured approach to my projects. I used Bonsai to build out detailed task templates for each phase, ensuring that I had a clear roadmap to follow. The combination of naming, templating, and utilizing Bonsai's flexible project tools made the entire process feel real and doable.
One of the most significant challenges I faced was ensuring that my project phases aligned with my tone and function. Initially, I had a phase called “Savor,” which felt too vague and didn’t resonate with my approach. After some reflection, I renamed it to “Reflect” and added a real close-out phase focused on referrals and future work. This shift not only clarified the purpose of the phase but also made it feel more aligned with my overall vision.
As I built out the system in Bonsai, I encountered a learning curve with the template and form systems. My first draft of task templates was too thin, with the Build phase containing only one task. It was a humbling moment, but it pushed me to dig deeper and create a more robust framework. I realized that the more detailed and specific I could be, the better the system would serve both me and my clients.
“Now - for the final phase, which I don’t want to call ‘Savor’ :)"
This light-hearted moment of frustration turned into a catalyst for change. It reminded me that the language we use in our projects matters. By refining the phase names to match my tone, I was able to create a system that felt authentic and engaging.
Bonsai: Project templates, client forms, and task automation — https://www.hellobonsai.com
Loom: Client handoff and walkthrough videos — https://www.loom.com
Google Drive: Asset collection and final delivery folder — https://drive.google.com
Looking ahead, I’m excited to test the full We Build for Change system with the upcoming CSL Tacoma marketing project. I plan to create public-facing service descriptions for the Spark, Plan, and Wrap phases as standalone offers, which will help potential clients understand the value of each step. Additionally, I’ll record a Loom demo of the system in action to showcase it to future clients and write a blog post explaining the full project flow with screenshots.
This project has not only enhanced my portfolio visibility but has also connected deeply with my long-term goals of creative freedom and well-being. By building a system that reflects my natural rhythm, I feel empowered to take on new challenges and continue to grow as an entrepreneur. Here’s to the journey ahead!
