Quick Reference
The most-used info from across all SOPs — key contacts, approval chains, budget thresholds, naming conventions, and essential forms. One page, zero digging.
JH
MM
SM
JP
NB
KS
NE
MM
JY
CS
MW
TS
| Action | Threshold | Approver |
|---|---|---|
| Vendor Agreement (standard) | Any amount | Jennifer Hughes (COO) |
| Vendor Agreement (non-standard) | Any amount | Jennifer Hughes + Legal Review |
| NDA | Any | Jennifer Hughes |
| Budget updates (scope change) | Any | Account Lead + Client approval |
| Expense report | Any | Direct manager |
| Credit card purchase | Any | Log in CC tracker same day |
| Freelancer engagement (W2) | Any | ICA Request Form → Jennifer |
| Freelancer engagement (1099) | Any | ICA Request Form → Jennifer |
| Talent agreement | Any | Jennifer Hughes |
| Time off / PTO | Any | Direct manager via Justworks |
25%
Production Margin Target
Minimum on all projects
60-70%
Services Margin Target
Across services revenue
Cost + margin
OOP Markup
Per budget tool structure
Varies by role
Freelancer Markup
See Budget Tool Template
Budget Update Rules
- • Budget updates require Account Lead + client approval before changes are made
- • All budget changes must be documented in the Budget Tool with date and reason
- • Reconciliation begins within 2 weeks of event wrap
- • Final wrap report due within 30 days of event completion
This page pulls key info from across all SOPs. For full details, navigate to the specific article using the sidebar or search.