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Summary

I am going to spend 1.5 hours with each team member this month to evaluation their workflow process and look for ways to speed them up in order to improve client capacity.

Target release

Priority

HIGH

Project status

ON TRACK

Progress

15%

Brand

DS ARI

Owner

Grant Gooch

Team

Katie Hill Alexis Campbell (Deactivated)

Status Note

General outline is done, waiting for a little more information from SF to see how much I am going to need to alter the specifics. I want to make sure we are mapping the workflow to each click to be the most efficient.

Key Dates

  • All evaluations completed.
  • Outline with SF components added

Resources

Expected impact

Actual impact

Status Notes

Project row created, meetings set with all team members.

Met with all team members and have started laying out a new monthly workflow process.

(tick) Next Actions

  •  

(question) Questions

Questions

Answer

Who

When

Where (Meeting)

Decisions

Decision

Why

Who

When

Where (Meeting)

*Primary decision maker in bold.

Dependencies

Related Projects

Future Work


Notes