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. |
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Target release | Dec 29, 2023 |
Priority | HIGH |
Project status | Pushed |
Progress | 15% |
Brand | DS ARI |
Owner | @Grant Gooch |
Team | @Katie Hill @Alexis Campbell |
Status Note | Sep 13, 2023 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 | Jul 1, 2023 All evaluations completed. Sep 30, 2023 Outline with SF components added |
Resources | |
Expected impact | |
Actual impact |
Status Notes
Project row created, meetings set with all team members.
Aug 9, 2023 Met with all team members and have started laying out a new monthly workflow process.
Emoji :check_mark: Next Actions
Emoji :question_mark: Questions
Questions | Answer | Who | When | Where (Meeting) |
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Decisions
Decision | Why | Who | When | Where (Meeting) |
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*Primary decision maker in bold.