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✅ All Tasks (Keep) - Master Task List

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Agile Planning Mechanisms

Roadmap

Big picture, annual ideas

Themes - Objective

An individual strategy or objective (normally one quarter in length)

Initiative - Sprint

A collection of tactics that help meet an objective (normally one week to month in length)

Epics - Campaign

The tactics that create the finished product (there can be 1-20 epics / campaigns / tactics in one month, and some of these will go on for many months)

Stories - Tasks

The specific tasks in each epic (very specific granular tasks - you don't have to define every button click during the process of execution - just the key tasks as you see fit)

Agile Structure Types

Agile Structure Types

Item

Description

Average Duration

Ladder Notes

Roadmap

Big picture goals

Three Months to One Year

Theme

Themes are large focus areas that span the organization.

One to Three Months

Initiative

Initiatives are collections of epics that drive toward a common goal.

One Month

AKA - Monthly Objectives

Epic

Epics are large bodies of work that can be broken down into a number of smaller tasks (called stories).

One or Two Weeks

AKA - Key Results, Campaigns

Story, Tactic, Task

Stories, also called "persona stories,” are short requirements or requests written from the perspective of a target persona.

One Hour to One Week

AKA - Tactics, Tasks, Weekly Calls, Monthly Meetings

There are no rows in this table

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z Big List (old but good) All Items/Tasks/Epics/Initiatives/Themes

z Big List (old but good) All Items/Tasks/Epics/Initiatives/Themes

Epic

Item

Details

Notes: media junction

Notes: Client

End

Est. Hours

Owner

Total Effort

Team

all tasks MJ notes

Status

Done?

URL

Sales Process

SOW Signed

Sales - Identify

Sales - Connect

Internal Review of Growth Discovery

Send to prospect via Google Doc (maybe Coda in XYZ weeks),prospect fills out Discovery and media junction reviews internally, then sets up an "Explore Call" to review the prospect's Discovery

Sales - Explore

Create and Send Discovery to Prospect

Sales - 2nd Call - Review Discovery

Sales - Confirm

Sales 1st Call

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Internal Directly Post Sale

Access Document Completed

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Onboarding Process

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Welcome them as a new client

Call or Email to chat with the new client

The sooner after the close of the sale the better, if possible have the sales person sit in on the call to have a smooth handoff from the client's perspective

Quick introduction to our team

Send them links to learn more - either website or linkedin

Explain the high level view of the process

Explain what they can expect in the next coming weeks/months. What are the steps of the process, who's involved and what expectations need to be set. A graphic is helpful to be visual

Explain kickoff questionaire

Kickoff Questionaire is to start asking about the items we'll be talking about in the kickoff meeting. It's to get the client's gears turning and make the kickoff meeting as productive as possible.

Set expectation - Kickoff questionnaire

How much time it takes to fill out, who needs to fill it out, must be returned x2 days prior to kickoff meeting

Goal of kickoff

Walk out with a good understanding of company, personas, fundimental assumptions, etc.

Overview of agenda

Give them a high level overview of the agenda in order to help set expecations of what they should be prepaired to talk about

Schedule kickoff meeting

The sooner the better. You will likely need 2-3 hours of work before the kickoff meeting, so make sure to account for that. Make sure all stakeholders attend

Schedule yourself a reminder to follow up

Add a reminder to follow up x3 days before the kickoff to remind them to complete the questionaire and send back

Call or Email to chat with the new client

The sooner after the close of the sale the better, if possible have the sales person sit in on the call to have a smooth handoff from the client's perspective

Quick introduction to our team

Send them links to learn more - either website or linkedin

Explain the high level view of the process

Explain what they can expect in the next coming weeks/months. What are the steps of the process, who's involved and what expectations need to be set. A graphic is helpful to be visual

Explain kickoff questionaire

Kickoff Questionaire is to start asking about the items we'll be talking about in the kickoff meeting. It's to get the client's gears turning and make the kickoff meeting as productive as possible.

Set expectation - Kickoff questionnaire

How much time it takes to fill out, who needs to fill it out, must be returned x2 days prior to kickoff meeting

Goal of kickoff

Walk out with a good understanding of company, personas, fundimental assumptions, etc.

Overview of agenda

Give them a high level overview of the agenda in order to help set expecations of what they should be prepaired to talk about

Schedule kickoff meeting

The sooner the better. You will likely need 2-3 hours of work before the kickoff meeting, so make sure to account for that. Make sure all stakeholders attend

Schedule yourself a reminder to follow up

Add a reminder to follow up x3 days before the kickoff to remind them to complete the questionaire and send back

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Internal Handoff from Sales to Strategist and Ops Team

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Internal Kick Off Prep

Review Discovery

Review Kickoff Questionaire

to dig deeper or clarify on what they put ont he questionaire. Many time they only scrape the surface of the topic

Review Kickoff Questionaire

To reference back to and share with the team. Doesn't have to be crazy detailed, just informative of key information that may influence discussion

Quick Review the Current Website Performance

Review the existing website's current analytics to gain a general understanding of the size of the audience, most trafficed pages, etc. This is important as it helps determine how to approach researching and validating questions

Quick Review the Current Website Performance

See where the current website is lacking in performance. Many times this can open your eyes to many low hanging fruit

Quick Review the Company

Company history, team, products/services, positioning, etc.

Quick Review the Company

What are they talking about, posting, following, etc.

Quick Review the Company

Exclude results from their own website

Quick Review the Industry

Set time parameter for last 12, 6, 3, 1 months. Exclude results from their own website

Quick Review the Industry

Look for articles about the upcoming trends in the coming (or current) year

Quick Review the Industry

See how industry as a whole and specific keywords have been increasing/decreasing on google trends. Note - this will only work for bigger industries as Google trends only tracks larger searched items

Quick Review the Industry

See what people are talking about and sharing on an industry. Look for patterns - Twitter, Linkedin, Quara… network will depends on industry

Quick Review the Competitors

How big is their audience, how do they use their accounts, what are they sharing, what personality do they have, etc.

Quick Review the Competitors

Exclude results from their own website

Quick Review the Competitors

See how industry as a whole and specific keywords have been increasing/decreasing on google trends. Note - this will only work for bigger industries as Google trends only tracks larger searched items

Quick Review the Competitors

See what people are talking about and sharing on an industry. Look for patterns - Twitter, Linkedin, Quara… network will depends on industry

Prep Your Team

Give them the 15 minute recap of what you found in your quick research

Prep Your Team

Who's asking questions, who's taking notes, etc.

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Kick Off Meeting w/ Client

1 Welcome + Agenda

Explain how the meeting will work

1 Welcome + Agenda

Topics you will be talking about and times associated with each item. However, if you stumble upon a good topic/conversation, don't rush just for time. You can always book a follow up. Think depth/quality over speed and scraping the surface.

1 Welcome + Agenda

Quick explain role, how they will be working on the project, background, what you like to do outside of work, etc. Maybe an icebreaker game

2 Quick Overviews

Get a short and sweet overview of the company's background and who the key players are and what their big goals are for the upcoming year

2 Quick Overviews

Dig into these topics to learn more about who the company is and how they view the world. Also talk about the emotions they want to elicit from their customers/audience.

2 Quick Overviews

Have them give an overview of their products or services - what problem do they solve, what their unqiue selling proposition, etc.

2 Quick Overviews

Talk about anything that stood out on the questionaire or in your prep for the kickoff. The goal is to have a good understanding of the lay of the land.

3 Personas - Interview

Ideally should be first discussed early on before/in the questionare... but to refresh their memory, explain What they are, how they are used, who uses them, etc. show an example

3 Personas - Interview

Review the buckets of personas identified on kickoff questionsaire

3 Personas - Interview

Once personas are established, dig into each one. Use your persona template as a guide to what questions to ask

4 Fundimental Assumptions - Interview

What they are, how they are used, who uses them, etc. show an example

4 Fundimental Assumptions - Interview

Dig deeper into fundimental assumptions. Which items have been validated? Which are still fuzzy?

6 Journey & Empathy Map - Interview

What they are, how they are used, who uses them, etc. show an example

6 Journey & Empathy Map - Interview

Using a whiteboard or stickies, map out each step of the journey from first touch to life long customer. Create branches for variations of sub-sets. It's possible to have multiple personas have same journey map

6 Journey & Empathy Map - Interview

At each step, go back and note the emotional states the persona is in and why. Use colors to reflect mood. Also chat about WHY they are having those emotional states

7 Website Overview Discussion

Review the Journey Maps and have a discussion on how the website should be fitting in (where it's not today) and how it could improve negative steps in the journey

7 Website Overview Discussion

Following up on previous discussions, dig deeper into the company's overall goals, the website goals - Make sure to reset any unrealistic goals. Also set the expectation that the website is one of a bunch of peices that will help them get to their goals. Marketing is also key

7 Website Overview Discussion

See how their internal team uses the website (sales, marketing, service, product, etc) - Ask if the website could be helping those departments in new ways that it's not doing today

7 Website Overview Discussion

Cover any other systems they are using and any technical requirements for the site. Make sure to address everything up front

7 Website Overview Discussion

Discuss any other follow up questions from the kickoff questionnaire that you didn't get to

8 Next Steps & Expectation Setting

Timelines, client expectations, etc.

8 Next Steps & Expectation Setting

Short (~15-30) minute meetings for collaboration, questions, approvals, etc.

8 Next Steps & Expectation Setting

Explain what each team can be working on on their own to ensure speedy and creative process

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Initial Research + Strategy

1st Monthly Sprint Prepared

1st Monthly Sprint Review with Client

1st Monthly Sprint Approved by Client

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Initial Quick Wins

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1st Monthly Sprint Built

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Example task 1

Loren ipsum

Example task 2

Here is more info

Task a client needs to do

Here is some text

Important task name

And some details

Good Idea Example

Here's how we would do it

Kick Off Meeting w/ Client

Internal Directly Post Sale

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