The Compass Survey is a structured pre-contract questionnaire designed to ensure strong alignment between the client and the constructor before any formal agreement is signed. It serves as a foundational tool to guide the partnership and clarify expectations.
Clearly articulate the project’s objectives and desired outcomes
Outline the scope, deliverables, and timelines, ensuring all parties know the plan
With everyone aligned, transition smoothly into the Agile workflow, translating the survey insights into actionable backlog items
The Compass Survey acts as your project’s pre-departure checklist
Define the Destination: Clearly articulate the project’s objectives and desired outcomes.
Map the Route: Outline the scope, deliverables, and timelines, ensuring all parties know the plan.
Assemble the Crew: Assign roles and responsibilities, fostering accountability and collaboration.
Prepare for Storms: Identify potential risks and develop contingency plans.
Set the Sails: With everyone aligned, transition smoothly into the Agile workflow, translating the survey insights into actionable backlog items.
For Clients: Gain confidence knowing that your vision is understood and that the project is set on a clear path from the start.
For Contractors/Freelancers/Companies: Reduce ambiguities, streamline workflows, and build stronger relationships with clients through transparent communication.
The Compass Survey isn’t just a preliminary tool; it’s an integral part of your Agile process. By translating survey findings into user stories and backlog items, it ensures that the project’s execution remains aligned with its original vision, adapting seamlessly to changes along the way