Complete Workflow Guide & Blueprint for Interior Designers

Running a successful interior design project requires clear processes, streamlined communication, and well-documented procedures. This 35-page Policies & Procedures guide, developed by my company Charles Interior for our own internal team, outlines the entire workflow—from the first client meeting to final installations.
 
This document covers:
✔ Project management best practices for organization and efficiency.
✔ Step-by-step procedures for vendor coordination, budgeting, purchasing, and construction oversight.
✔ Team roles & communication standards, ensuring smooth collaboration.
✔ Guidelines for software tools like Trello, AutoCAD, and Clockify to keep projects on track.
✔ Customizable framework—tailor it to your own workflow or study it to understand what goes into successfully managing interior design projects.
Whether you're building your own firm or looking to tighten your project execution, this guide provides the structure and insights to help you work smarter, not harder.