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.
A PwC study of 10,600+ projects found that only 2.5% are completed successfully, with most exceeding budget or deadlines
Establishes a shared understanding of the project’s goals, scope, and brand identity.
Establishes a shared understanding of the project’s goals, scope, and brand identity.
Establishes a shared understanding of the project’s goals, scope, and brand identity.
Streamlines the initiation process, reducing time spent on back-and-forth clarifications
Identifies potential challenges early, allowing for proactive solutions
Fosters open communication between all parties, minimizing misunderstandings
Feeds directly into your Agile backlog, ensuring that user stories and tasks are grounded in a well-defined scope
Remember, even the most seasoned sailors consult their compass before setting sail. Embarking on a project without the Compass Survey? That’s like navigating the Bermuda Triangle blindfolded—thrilling, but not recommended.
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