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SFT000: ShiftLab Master Plan
Master Plan
SHI000: Engagement
SHI100: Elements
SHI200: Environment
SHI300: Essence (Choose)
SHI400: Explanation (Interpret)
SHI500: Expression (Share)
SHI600: Evolution
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SHI000: Engagement

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Job Setup

Job Setup

Master Plan: Setting up Coda, Streamtime, Dropbox
Before we start our workshop we should have everything we need from the client set up in a way that’s easy for us to access. That means however we’ve gotten the information (Trello, Notion, Google Slides, PDF) we should have it in a format we can all digest. We do this so that:
We know we’ve read everything, and looked at everything carefully. Details have been considered from day one.
The rest of the team doesn’t waste time trying to understand new formats and systems, and so are more likely to engage with critical content and/or find it in a pinch. This Maximises Room for Magic™.
To-Do
Who
Due
Link
Done
Text
1
Set up Master Plan in Coda
⁠
@Barnaby O'Donnell Clarke
⁠
12/8/2022
​
2
Assign these tasks to the relevant people.
⁠
@Barnaby O'Donnell Clarke
⁠
12/8/2022
​
3
Create internal Slack channel
⁠
@Barnaby O'Donnell Clarke
⁠
​
4
Create Dropbox folder
⁠
@Barnaby O'Donnell Clarke
⁠
​
5
Set up Figma Team
⁠
@Barnaby O'Donnell Clarke
⁠
​
6
Create external Slack channel
⁠
@Barnaby O'Donnell Clarke
⁠
​
7
Create all invoices
⁠
@Jess Guy-Patterson
⁠
12/12/2022
​
8
Issue first invoice
⁠
@Jess Guy-Patterson
⁠
12/12/2022
​
9
Populate
Invoicing
⁠
page
⁠
@Jess Guy-Patterson
⁠
​
10
Save Pitch to Dropbox
⁠
@Barnaby O'Donnell Clarke
⁠
​
11
Save Scope to Dropbox
⁠
@Barnaby O'Donnell Clarke
⁠
​
12
Save Contract to Dropbox
⁠
@Barnaby O'Donnell Clarke
⁠
​
13
Populate
Pitch, Scope, Contract
⁠
page
⁠
@Barnaby O'Donnell Clarke
⁠
​
14
Write
Intro
⁠
⁠
⁠
@Barnaby O'Donnell Clarke
⁠
​
15
Map all known Milestones in Streamtime
⁠
@Emily McKelvie
⁠
​
16
Schedule project in Streamtime
Large projects: schedule up until first Brand Essence share
Small projects: schedule entire project
⁠
@Emily McKelvie
⁠
​
17
Book first Workshop
⁠
@Barnaby O'Donnell Clarke
⁠
​
18
Send Workshop homework
⁠
@Adnaan Narot
⁠
12/1/2022
​
19
Handover Meeting
New Biz Producer Client
​
20
Job Set Up Complete
Producer
​
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