We created a full project lifecycle system tailored to how I actually work—creative, fast-starting, easily distracted, but wildly capable when the structure is right. I mapped out the full process from idea to client handoff and built every phase into reusable task templates inside Bonsai. Now there's a client-ready flow that’s grounded, efficient, and easy to repeat.
Oh, the thrill of creation! I’ve been on a wild ride lately, diving deep into the world of project management with my latest endeavor: designing and deploying a complete project framework inside Bonsai. It’s been a journey of discovery, and I’m excited to share how I’ve crafted a system that honors my creative energy while ensuring that I actually finish what I start. Spoiler alert: it’s all about structure!
Initially, I was inspired by the concept of FlashForge—a lightweight project system that promised to keep resistance at bay. But as I began mapping out my process, I realized that I needed something more robust. I wanted a framework that reflected my actual working style: creative, fast-starting, and easily distracted, but capable of amazing things when the right structure is in place.
That’s when I had my “ah-ha” moment: I needed to stop trying to fit myself into someone else’s productivity model. Instead, I embraced my natural rhythm and created a framework that felt authentic. I renamed the project to "We Build for Change" to reflect its broader intention, and I defined seven phases: Spark, Plan, Build, Wrap, Reflect, Next Steps & Referrals, and Promote. Each phase is now a vibrant part of my workflow, and I can’t wait to see how it transforms my projects!
Renaming phases might seem trivial, but it was a crucial part of the process. For instance, I initially called one phase "Savor," but it just didn’t resonate with me. I realized I needed something that felt more aligned with my tone and purpose. So, I renamed it to "Reflect," which captures the essence of looking back and considering what went well and what could be improved.
As I was refining these names, I had a little chuckle when I said,
“Now - for the final phase, which I don’t want to call ‘Savor’ :)”
It’s funny how a name can change everything! The clarity that came from this renaming process was liberating. It made the phases feel more actionable and connected to my overall mission.
One of the biggest surprises was realizing that I couldn’t just jump into the "Build" phase without a solid plan. I had to take a step back and define what needed to be built first. This led to the creation of a new "Plan" phase, which I now see as the backbone of the entire framework.
I remember thinking,
“I think before we get to build, but after the ‘spark’ phase, we need to actually define the project components.”
It was a lightbulb moment! This new phase not only added clarity but also helped me avoid confusion later on. It’s amazing how a little planning can save you from a lot of headaches down the line.
Creating a project framework is one thing, but making it client-ready is another challenge altogether. I wanted to ensure that my clients felt engaged and informed throughout the process. So, I built in client communication, feedback, and referral steps.
The moment I saw all the phases laid out in Bonsai with actual task templates and client-facing forms, I felt a wave of relief wash over me. It wasn’t just a theoretical exercise anymore; it was a usable system! I even exclaimed,
“Ok, actually, you do not need to do anything at this point! I’ve got it all sorted out!”
It was a joyous moment, realizing that I had created something that could truly serve my clients.
Now that I’ve finalized the framework, I’m eager to put it to the test! The next steps include testing the full "We Build for Change" system with a marketing project for CSL Tacoma. I’m also excited to create public-facing service descriptions for each phase, record a Loom demo to showcase the system in action, and write a blog post explaining the full project flow with screenshots.
I’m even considering developing a Notion or Webflow version for prospects to preview before hiring. The possibilities are endless, and I can’t wait to see how this framework evolves!
As I reflect on this journey, I’m filled with gratitude for the lessons learned and the creativity unleashed. Building this project framework has not only helped me organize my work but has also deepened my understanding of what it means to create for change. I’m excited to see how this system will grow and adapt as I continue to explore new projects and ideas. Stay tuned for more updates—I can’t wait to share what’s next!
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
