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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
Set up Master Plan in Coda
@Barnaby O'Donnell Clarke
12/8/2022
Assign these tasks to the relevant people.
@Barnaby O'Donnell Clarke
12/8/2022
Create internal Slack channel
@Barnaby O'Donnell Clarke
Create Dropbox folder
@Barnaby O'Donnell Clarke
Set up Figma Team
@Barnaby O'Donnell Clarke
Create external Slack channel
@Barnaby O'Donnell Clarke
Create all invoices
@Jess Guy-Patterson
12/12/2022
Issue first invoice
@Jess Guy-Patterson
12/12/2022
Populate page
@Jess Guy-Patterson
Save Pitch to Dropbox
@Barnaby O'Donnell Clarke
Save Scope to Dropbox
@Barnaby O'Donnell Clarke
Save Contract to Dropbox
@Barnaby O'Donnell Clarke
Populate page
@Barnaby O'Donnell Clarke
Write
@Barnaby O'Donnell Clarke
Map all known Milestones in Streamtime
@Emily McKelvie
Schedule project in Streamtime
Large projects: schedule up until first Brand Essence share
Small projects: schedule entire project
@Emily McKelvie
Book first Workshop
@Barnaby O'Donnell Clarke
Send Workshop homework
@Adnaan Narot
12/1/2022
Handover Meeting
New Biz
Producer
Client
Job Set Up Complete
Producer
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