The TRD is the single source of truth for every AI/full-code project: how it works, who owns each step, and why it exists.
PURPOSE TThis SOP defines how LowCode Agency monitors, reports, and responds to projects qualitative health status using a Weekly Report. The goal is to ensure all projects maintain a GREEN health status, surface risks early, and align the team on correct ...
DescriptionNaming ConceptsEpic: A block of tasks that are too complex to be delivered in a single sprint and are broken down into smaller, more manageable user stories, the epic provides the "why" and the overall objective.Milestones: are key events or ch ...
For Project Managers, Business Analysts, and Quality AssuranceGeneral Rules for ALL Tasks1. Assignment & Due DatesNo tasks without an assignee AND due date (exceptions: backlog/sprint definition tasks only)Due dates must be accurate and realisticDue d ...
Project Calls I Agendas and StandardsCalls are a key part of our process and it is important to keep them standardized for successful projects. Good, organized calls and agendas can really help build strong relationships with clients. It is important to n ...
How to organize the Documentation Structure? A clear structure is key for readers to find what they need quickly. Suggested structure: Overview & Objectives Data Model Workflows / Business Logic Accesses and platforms Step 1 ...
The objective of this SOP is to provide a comprehensive resource for project managers addressing frequently asked questions (FAQs) related to project management processes, tools, and best practices.
This SOP outlines a point system to assign to tasks for estimating development hours.
Manage Maintenance Plans by tracking hours, updating timesheets weekly, and notifying clients via tasks, comments, and email for transparent communication.
Optimized Journey Working Docs Touchpoint Mapping 7 Keys Areas For The Client Journey Worksheet Team Structure and Support at Scale Client Engagement & How to maximize and leverage Client Health Scores Desperate Jay ...
Semaforo is a custom field inside Plutio that allows PMs to set the current status of each project assigned to them. Step by step ⚠️ Semaforo Status should be updated twice a week, every Monday and every Friday. Verde - Good: time and budget ok ...
1. Purpose and Scope This SOP outlines the working hours policy for developers at LowCode Agency and provides guidance on how Project Managers can monitor these hours. It applies to all Project Managers and developers working with the agency. 2. Definiti ...
Set up boards by refining tasks, assigning roles, setting due dates per phase, ensuring approvals, and aligning milestones with timelines.
1. Purpose This SOP provides a step-by-step guide on how to create an external Slack channel to facilitate seamless communication and collaboration with external clients. 2. Benefits of an External Slack Channel Creating an external channel in Slack of ...
This SOP provides a basic course for team members who are new to using the Make platform, guiding them through foundational skills and functionalities. Why This SOP Is Important Understanding the Make platform is crucial for automating workflows, inte ...
Important note: This is a very relevant KPI for PMs. Overview This SOP outlines how Project Managers can identify, document, and pursue upselling opportunities with existing clients while maintaining focus on current project deliverables. Key Upsel ...
Guide for PMs on setting task due dates in Glide and Bubble projects, considering developer estimates, submission dates, and project context.
The SOP provides a step-by-step guide on editing task groups or columns for templates using a studio. It demonstrates how to navigate the template library, edit task groups, and make changes to specific columns.
The SOP provides a guide on editing a template project in Pludio.
Step-by-step guide on how to connect your email to Make
This SOP outlines the protocols for requesting and managing access to accounts, as well as storing passwords securely. Why This SOP Is Important Effective management of access and passwords is crucial for maintaining security and efficiency within the ...
To ensure effective communication and coordination among project managers (PMs), developers, and designers for V1 and maintenance projects.
Guidelines for outsourcing app testing and publication tasks, including Google Play Console testing and Glide app store publication.
This guide walks you through the process of creating and managing wikis in Plutio. Wikis serve as categories or groups for organizing related articles, making it easier for your team and clients to find information.Wiki content uses Markdown, a markup lan ...
What should we do if the POC is changed mid-project? Purpose: This document outlines the steps to be taken when the primary Point of Contact (POC) for a project changes during its lifecycle. The goal is to ensure a smooth transition, maintain project mom ...
Feedback Training Feedback Standards & Practices for All Roles Purpose This document outlines how feedback should be given, documented, and integrated into team dynamics and leadership at Lowcode. It ensures consistency across roles and projects. ...
What are the main goals of the Perfect Last Touchpoint: Leave your clients wanting more Give them a memorable ending Cherish the relationship you've built over time Goals for the Call: Celebrate Client Wins so far Understand where the client i ...
You can check the tabs for dev and design roadmaps on this spreadsheet: https://docs.google.com/spreadsheets/d/1ON5PgBH7KP7KN8WB-6y8j7Hf5I1jSI3RNhBetCboFRI/edit?usp=sharingYou can check how to create roadmaps here: https://drive.google.com/drive/folders/1 ...
Refinement Phase:Share this with your clients during the last refinement call and try to get their input live, it shouldn't take more than 5 mins. Survey: https://forms.lowcode.agency/cs-refinement-phase-145mB1 Design Phase Share this with your cli ...
This SOP defines the feedback process for Project Managers, ensuring feedback is provided via direct message (DM), recorded through a formal survey created by Jesús, and logged in the PMs channel for visibility. The process promotes a strong feedback cult
Hi [Name],I hope you're doing well! We've really enjoyed working with you and are looking to continue growing by connecting with more great clients like yourself.If you know anyone who might need a custom business application, we'd love an introduction. W ...
A Slack bot that allows team members to submit private feedback about teammates. Feedback is stored securely in Google Sheets and only visible to leadership.Why do we have this? We need your help! As we keep growing, it’s important to flag feedback issues ...
Project Manager Availability & Emergency Response PolicySlack & Communication RequirementsAll Project Managers and Sales team members are required to have the Slack app installed on their personal mobile device with push notifications enabled at a ...
Main Message: Present the proposal as a natural continuation of refinement, not a separate step to wait for.Key Talking Points:Leverage the Completed Refinement"Now that we've finished refinement, we know your timeline and scope"Tie to Their North Star Go ...
Demo Call AgendaObjective: Demonstrate your completed app and establish a smooth path to launchDuration: 30-60 mins1. Welcome & Call OverviewQuick introductions and agenda reviewCelebrate milestone: Your app is ready for testing!How this call works: F ...
Low Fidelity WF Use the Airdev Canvas as a guide always https://build.airdev.co/library and https://build.airdev.co/figma If an app needs to be responsive on both mobile and desktop platforms, AirDev Canvas is already designed to be responsive on both. ...
FlutterFlow considerations, limitations and frequently asked design questions.
Custom Collections vs Table Table w/ Action (This is an update of the current table): I can have as much collection as I want (technically there is no limit of columns) only the UI issue when there is a lot of info does not fit well (you can do horizonta ...
This document outlines the essential guidelines and practices for tracking hours within our processes.
Think of LowCode development as a synchronized machine. Missing a deadline disrupts the entire schedule, causing the PM to reschedule QA, creating a ripple effect that impacts other developers' tasks.
Plutio is our project management tool, everyone on the team should use Plutio on a daily basis, in this SOP you will find some step-by-step guides on how to use Plutio. Why it's such an integral part of our workflow: Centralized Project Hub Progres ...
In the following document, you will find our process outlined as it is mapped on our project management tool, Plutio.
Position Overview: The QA Engineer is responsible for ensuring the quality and performance of applications developed using low-code/no-code platforms such as Bubble, Glide, Flutterflow, and Webflow. This role focuses on testing the functionality, usabilit ...
This SOP outlines a point system to assign to tasks for estimating development hours.
This SOP provides guidelines on the dos and don'ts when creating a Version 1 (V1) of a project across our various development platforms.
Guide for creating and managing milestones in the development process, including their creation in Plutio, assignment, and progression through development stages.
Follow these rules to ensure efficiency and speed in the design process by keeping wireframes simple and focusing on what can be quickly edited directly in Glide.
To establish a clear procedure for defining which links clients will use for testing and how frequently changes are deployed to ensure consistency and clarity in the development process.
The purpose of this documentation is mainly for PMs so they can see how it's done, we may also share this video with clients so they also know exactly how it works and have this as documentation.
To provide a step-by-step guide for transferring app ownership to another user on FlutterFlow.