Agency operations guide
Agency Project Management Workflow: From Brief to Approval
A step-by-step agency project management workflow for briefs, assignments, milestones, client feedback, revisions and final delivery.
Updated September 19, 2026 · Written by the Agencore team
1. Qualify the request
Confirm the service, outcome, scope, budget, deadline, decision maker and required source material before accepting the order.
2. Convert the brief into milestones
Break the outcome into reviewable stages. Each milestone should have a deliverable, owner, due date and approval requirement.
3. Route feedback through the project
Record feedback and revision requests beside the relevant delivery instead of splitting the decision history across email and messaging apps.
4. Close delivery and finance together
Confirm final approval, deliver the agreed files, record the invoice and payment state, then archive the project with its full history.