It’s going really well but I think I’m going to run out of time!

Andy Farnsworth

Schedule a meeting with direct report to discuss evaluation process and expectations

In progress

Schedule a meeting with direct report to discuss evaluation process and expectations

There are 2 feedback items related to the 📈 Performance Evaluation Process, step 2: Schedule a meeting with direct report to discuss evaluation process and expectations. The first feedback item indicates that the task is going well but the owner is concerned about running out of time. The second feedback item indicates that the owner is having difficulty scheduling the meeting due to conflicting schedules.

📈 Performance Evaluation Process

Performance Evaluation Process - Janey Janes - Jun 26, 2023, 7:46 PM

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details

It can wait

Jun 28, 2023

Task: Schedule a meeting with direct report to discuss evaluation process and expectations

Reflection Importance:

It can wait⁠

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Reflection: It’s going really well but I think I’m going to run out of time!

Owner: Andy Farnsworth

I’m having difficulty scheduling the meeting because we’re both so busy. I don’t think I can cancel my previously scheduled work.

Andy Farnsworth

Schedule a meeting with direct report to discuss evaluation process and expectations

In progress

Schedule a meeting with direct report to discuss evaluation process and expectations

📈 Performance Evaluation Process

Performance Evaluation Process - Janey Janes - Jun 26, 2023, 7:46 PM

Open

details

It can wait

Jun 28, 2023

Task: Schedule a meeting with direct report to discuss evaluation process and expectations

Reflection Importance:

It can wait⁠

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Reflection: I’m having difficulty scheduling the meeting because we’re both so busy. I don’t think I can cancel my previously scheduled work.

Owner: Andy Farnsworth

this should be an hour longer

Andy Farnsworth

Process Interview Notes

Done

Process Interview Notes

Step 7 - Process Interview Notes

There are 2 feedback items associated with this step. The feedback received includes reflections from Andy Farnsworth, who is the owner of the task. One feedback item suggests that the step should be longer, while the other item reflects on the importance of capturing tacit components of the interview, such as tone, facial expressions, and personal feelings.

🗣️ Conduct Stakeholder Interview

Conduct Stakeholder Interview - Jinny Jinson - Jun 25, 2023, 6:28 AM

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details

It can wait

Jun 30, 2023

Task: Process Interview Notes

Reflection Importance:

It can wait⁠

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Reflection: this should be an hour longer

Owner: Andy Farnsworth

I left it too late and had forgotten some of the tacit components of the interview: the person’s tone, facial expressions, and my feelings about the responses. Next time I should take a few minutes immediately following the interview to document some of that information.

Andy Farnsworth

Process Interview Notes

Done

Process Interview Notes

Step 7 - Process Interview Notes

🗣️ Conduct Stakeholder Interview

Conduct Stakeholder Interview - Jane Joe - Jun 24, 2023, 8:41 AM

Open

details

Important

Jul 4, 2023

Task: Process Interview Notes

Reflection Importance:

Important⁠

⁠

Reflection: I left it too late and had forgotten some of the tacit components of the interview: the person’s tone, facial expressions, and my feelings about the responses. Next time I should take a few minutes immediately following the interview to document some of that information.

Owner: Andy Farnsworth

I asked the 🤝 Preparing for Consultancy Handover process this question: when do we meet with the acquiring company? The response was: I'm sorry, but I couldn't find any information in the provided background information about when you would meet with the acquiring company. However, it is important to note that communication and stakeholder management are crucial aspects of the "Preparing for Consultancy Handover" process. Therefore, it would be best to develop a communication plan that includes regular updates and meetings with all relevant stakeholders, including the acquiring company, to ensure that everyone is on the same page and the handover process is successful.

Andy Farnsworth

Develop a communication plan

There is 1 feedback item for step 10, "Develop a communication plan," in the process of "Preparing for Consultancy Handover." The feedback is a question asking when the team will meet with the acquiring company. The response to the question is that there is no information provided about when to meet with the acquiring company, but it is important to develop a communication plan that includes regular updates and meetings with all relevant stakeholders, including the acquiring company, to ensure a successful handover process.

🤝 Preparing for Consultancy Handover

Open

details

It can wait

Jul 12, 2023

Task:

Reflection Importance:

It can wait⁠

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Reflection: I asked the 🤝 Preparing for Consultancy Handover process this question: when do we meet with the acquiring company?

The response was: I'm sorry, but I couldn't find any information in the provided background information about when you would meet with the acquiring company. However, it is important to note that communication and stakeholder management are crucial aspects of the "Preparing for Consultancy Handover" process. Therefore, it would be best to develop a communication plan that includes regular updates and meetings with all relevant stakeholders, including the acquiring company, to ensure that everyone is on the same page and the handover process is successful.

Owner: Andy Farnsworth

Interviewee was unresponsive to my requests to schedule a meeting. Should have reached out earlier to avoid delaying completion of this task.

Andy Farnsworth

Schedule Interview

Done

Schedule Interview

There is one feedback item for step 5, "Schedule Interview," which states that the interviewee was unresponsive to requests to schedule a meeting, causing a delay in completing the task. The feedback suggests that reaching out earlier could have avoided this delay.

🗣️ Conduct Stakeholder Interview

Conduct Stakeholder Interview - John Jay - Jun 24, 2023, 9:05 AM

Open

details

It can wait

Jul 12, 2023

Task: Schedule Interview

Reflection Importance:

It can wait⁠

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Reflection: Interviewee was unresponsive to my requests to schedule a meeting. Should have reached out earlier to avoid delaying completion of this task.

Owner: Andy Farnsworth

I asked the 👋 Offboarding Process process this question: if we were to add a new step to the process regarding IP, what would that look like? The response was: I'm sorry, but the Offboarding Process background information doesn't mention anything about adding a step regarding intellectual property (IP) to the process. However, a possible step could be to review and ensure that all company-owned IP is properly transferred or protected after the employee's departure. This may involve working with legal and/or IT departments to ensure that all necessary measures are taken to protect the company's assets.

Andy Farnsworth

Collect company assets

There is no feedback for Step 5 in the Offboarding Process, "Collect company assets.”

👋 Offboarding Process

Open

details

It can wait

Jul 13, 2023

Task:

Reflection Importance:

It can wait⁠

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Reflection: I asked the 👋 Offboarding Process process this question: if we were to add a new step to the process regarding IP, what would that look like?

The response was: I'm sorry, but the Offboarding Process background information doesn't mention anything about adding a step regarding intellectual property (IP) to the process. However, a possible step could be to review and ensure that all company-owned IP is properly transferred or protected after the employee's departure. This may involve working with legal and/or IT departments to ensure that all necessary measures are taken to protect the company's assets.

Owner: Andy Farnsworth

I asked the 👋 Offboarding Process process this question: if we were to add a new step to the process regarding IP, what would that look like? The response was: I apologize, but there is no information provided in the background information about a specific step regarding IP in the Offboarding Process. However, a new step regarding IP could involve conducting an audit or review of any intellectual property or confidential information that the departing employee had access to, and ensuring that all such information is properly secured and protected. It would also be important to communicate any relevant policies or procedures to the departing employee to ensure that they understand their obligations regarding the use and protection of company IP.

Andy Farnsworth

Review IP Requirements

There is no feedback for step 4, "Review IP Requirements," of the Offboarding Process in the organization's Coda process library.

👋 Offboarding Process

Open

details

It can wait

Jul 13, 2023

Task:

Reflection Importance:

It can wait⁠

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Reflection: I asked the 👋 Offboarding Process process this question: if we were to add a new step to the process regarding IP, what would that look like?

The response was: I apologize, but there is no information provided in the background information about a specific step regarding IP in the Offboarding Process. However, a new step regarding IP could involve conducting an audit or review of any intellectual property or confidential information that the departing employee had access to, and ensuring that all such information is properly secured and protected. It would also be important to communicate any relevant policies or procedures to the departing employee to ensure that they understand their obligations regarding the use and protection of company IP.

Owner: Andy Farnsworth

it took us ages to compile the list of tasks in progress

Andy Farnsworth

Reassign remaining tasks

Not started

Reassign remaining tasks

There is no feedback for Step 2 "Reassign remaining tasks" in the Offboarding Process.

👋 Offboarding Process

Offboarding Process - H. MacDonald - Jul 13, 2023, 9:59 AM

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details

It can wait

Jul 16, 2023

we should add a research checklist!

Andy Farnsworth

1 Research AI at Work Challenge requirements

Done

1 Research AI at Work Challenge requirements

Deleted Row

Open

details

It can wait

Jul 17, 2023

Task: 1 Research AI at Work Challenge requirements

Reflection Importance:

It can wait⁠

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Reflection: we should add a research checklist!

Owner: Andy Farnsworth

I think we should identify the format for our file naming convention - something standardized so that anyone digitizing files knows how to do it and we maintain consistency.

Andy Farnsworth

Create an index of all digital copies

No feedback received.

💻 Digitizing Past Client Agreements and Engagements

Open

details

It can wait

Sep 8, 2023

Task:

Reflection Importance:

It can wait⁠

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Reflection: I think we should identify the format for our file naming convention - something standardized so that anyone digitizing files knows how to do it and we maintain consistency.

Owner: Andy Farnsworth

it would save us time if we had a list of potential interviewees that we added to as we thought of new stakeholders we wanted to talk to

Andy Farnsworth

Research Potential Interviewees

In progress

Research Potential Interviewees

Step 1: Research Potential Interviewees No feedback was received for this step.

🗣️ Conduct Stakeholder Interview

Conduct Stakeholder Interview - Tanya Banya - Sep 12, 2023, 7:35 PM

Open

details

Important

Sep 12, 2023

Task: Research Potential Interviewees

Reflection Importance:

Important⁠

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Reflection: it would save us time if we had a list of potential interviewees that we added to as we thought of new stakeholders we wanted to talk to

Owner: Andy Farnsworth

I asked the 📈 Performance Evaluation Process process this question: how often do we do evaluations? The response was: Morning Strategy's Performance Evaluation Process does not specify a set timeline for evaluations. The process is designed to be flexible and allow for evaluations to be conducted as needed. It is up to the discretion of the manager and the direct report to determine when evaluations should take place based on their specific circumstances and needs.

Andy Farnsworth

Review previous performance evaluations

There is 1 feedback item for Step 1: Review previous performance evaluations. The feedback is related to the question of how often evaluations should be conducted. The response was that Morning Strategy's Performance Evaluation Process does not specify a set timeline for evaluations and that it is up to the discretion of the manager and the direct report to determine when evaluations should take place based on their specific circumstances and needs.

📈 Performance Evaluation Process

Open

details

It can wait

Nov 5, 2023

Task:

Reflection Importance:

It can wait⁠

⁠

Reflection: I asked the 📈 Performance Evaluation Process process this question: how often do we do evaluations?

The response was: Morning Strategy's Performance Evaluation Process does not specify a set timeline for evaluations. The process is designed to be flexible and allow for evaluations to be conducted as needed. It is up to the discretion of the manager and the direct report to determine when evaluations should take place based on their specific circumstances and needs.

Owner: Andy Farnsworth

DB Feedback

Step 7 - Process Interview Notes

Step 7 - Process Interview Notes