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The CM Process Overview

A Gantt chart to visually sequence your tasks and minimize blockers.
Add tasks with start/end dates to the task tracker table. Tasks that begin before their pre-requisites end are shown in red. Tasks that are ongoing when their dependencies begin are shown in yellow. And any changes you make to the table will reflect in the timeline below.
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Overview Video:

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Screen Shot 2022-06-21 at 10.04.59 PM.png
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Standard Timeline (3 to 4 months)
1
Kick Off with Danielle
Client Onboarding
Course Outline
Branding
Content Strategy
Scripts
Client Recording
Assets Check
Storyboarding
Slide Design
Sample Video
QA
Client Feedback
Videos-v1
Client Feedback
Downloads / Post Sales Email Drip Content
Work on Revised Videos-v2
Downloads Design
Finalize Content
Platform Setup
Content Uploads
Client Test Run
Offboarding
Oct 2023
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Nov 2023
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Dec 2023
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Jan 2024
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Feb 2024
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Mar 2024
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Apr 2024
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May 2024
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Jun 2024
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Month
TodayFit
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Add task
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Breakdown
1
Name
Start date
End date
Prerequisite
Prerequisite end date
Dependent tasks
Dependent task start date
1
Kick Off with Danielle
1/3/2022
1/7/2022
​
Client Onboarding
1/10/2022
2
Client Onboarding
1/10/2022
1/11/2022
Kick Off with Danielle
1/7/2022
Course Outline
1/12/2022
3
Course Outline
1/12/2022
1/19/2022
Client Onboarding
1/11/2022
Branding
1/12/2022
4
Branding
1/12/2022
1/19/2022
Course Outline
1/19/2022
Content Strategy
1/24/2022
5
Content Strategy
1/24/2022
1/28/2022
Branding
1/19/2022
Scripts
1/31/2022
6
Scripts
1/31/2022
2/18/2022
Content Strategy
1/28/2022
Client Recording
2/21/2022
7
Client Recording
2/21/2022
2/28/2022
Scripts
2/18/2022
Assets Check
2/28/2022
8
Assets Check
2/28/2022
3/7/2022
Client Recording
2/28/2022
Storyboarding
3/8/2022
9
Storyboarding
3/8/2022
3/10/2022
Assets Check
3/7/2022
Slide Design
3/14/2022
10
Slide Design
3/14/2022
3/21/2022
Storyboarding
3/10/2022
Sample Video
3/21/2022
11
Sample Video
3/21/2022
3/23/2022
Slide Design
3/21/2022
QA
3/23/2022
12
QA
3/23/2022
3/25/2022
Sample Video
3/23/2022
Client Feedback
3/25/2022
13
Client Feedback
3/25/2022
3/28/2022
QA
3/25/2022
Videos-v1
3/29/2022
14
Videos-v1
3/29/2022
4/2/2022
Client Feedback
3/28/2022
Client Feedback
Downloads / Post Sales Email Drip Content
4/2/20224/4/2022
15
Client Feedback
4/2/2022
4/5/2022
Videos-v1
4/2/2022
Work on Revised Videos-v2
4/5/2022
16
Downloads / Post Sales Email Drip Content
4/4/2022
4/8/2022
Videos-v1
4/2/2022
Downloads Design
4/11/2022
17
Work on Revised Videos-v2
4/5/2022
4/9/2022
Client Feedback
4/5/2022
[  ]
[  ]
18
Downloads Design
4/11/2022
4/14/2022
Downloads / Post Sales Email Drip Content
4/8/2022
[  ]
[  ]
19
Finalize Content
4/18/2022
4/22/2022
​
Platform Setup
Content Uploads
4/25/20224/25/2022
20
Platform Setup
4/25/2022
4/28/2022
Finalize Content
4/22/2022
Client Test Run
4/29/2022
21
Content Uploads
4/25/2022
4/28/2022
Finalize Content
4/22/2022
[  ]
[  ]
22
Client Test Run
4/29/2022
5/2/2022
Platform Setup
4/28/2022
[  ]
[  ]
23
Offboarding
5/2/2022
5/3/2022
​
[  ]
[  ]
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23
Count
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