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Step 2: Phases & Workback
Here’s a sample work back that we use to make sure we:
As the PMM, I typically quarterback this process for our monthly product news updates, but anyone who feels operationally minded and invested could take this on!
If you’d like to use the table below, remember, you can simply to customize your own workback.
Copy this doc!
Note that the “Status” options pull from the table on the page. You can customize your status options there if you have other preferences!
Email Workback
Item
Due Date
Status
Primary DRI
Notes & Links
Share Workback
5/26/2020, 12:00 AM
🚀 Done!
Schedule Copy Reviews
🚀 Done!
Confirm bandwidth with Polly & Alan first
Compile List of Products/Launches w/ Briefs
5/26/2020, 12:00 AM
🚀 Done!
All launches since April 28th
Copy v1 Drafted
6/8/2020, 1:30 PM
🛠 In Progress
Link to 1st Draft Email
Copy v1 Reviewed Async
6/8/2020, 2:00 PM
⏳ Not started
Copy v1 Reviewed as a Team
6/8/2020, 3:30 PM
⏳ Not started
Live discussion of comments
Copy v2 Drafted
6/10/2020, 9:00 AM
⏳ Not started
Copy v2 Reviewed Async
6/10/2020, 9:00 AM
⏳ Not started
Email Hero Image Drafted
6/10/2020, 9:00 AM
🛠 In Progress
Hero product feature is XYZ
Copy v2 + Hero Image Reviewed as a Team
6/10/2020, 11:30 AM
⏳ Not started
GIFs for Email finalized
6/10/2020, 3:30 PM
👀 Acknowledged
We want GIFs that demonstrate how to use products ABC and LMNOP
Email Staged
6/10/2020, 5:00 PM
👀 Acknowledged
Email QA’d
6/11/2020, 9:00 AM
⏳ Not started
Email revisions applied
6/11/2020, 9:30 AM
⏳ Not started
Email Sent
6/11/2020, 10:00 AM
⏳ Not started
There are no rows in this table
15
Count
💡 Tip: If your team uses kanban boards for project management, you can hover over this table, select “Options” and do the following:
1. Select Group > Add Group > Status
2. Return to the table Table Options and select “Cards” from the icons at the top
If you really want to go the extra mile, you can experiment with conditional formatting and apply your rules to “all columns” to make color-coded cards.
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