1.4 Weekly Team Reports

Explore

210702 Weekly Report

Bill

Reports:

Bill⁠

Dan⁠

Mark⁠

Liz⁠

Terri⁠

⁠

Weekly Top Accomplishments

Brand

Oversaw content meetings resulting in IPO RR and social posts for week

Participated in DRS masterclass content meetings resulting in an excellent complete outline of curriculum

Approved all social posts for week and part of QA for editorial

Requested, received and reviewed lead summary report from Autonomy

Operations

Weekly discussion with Josh Rhodes

Working with Terri on presentation of DRS budgets across all entities

Booked travel and received expenses approval on next week’s trip to VA to shoot masterclass

Produced detailed schedule for masterclass shoot

Reviewed and forward all invoices for week and received R approval

Reviewed and recommended approach for Net Suite billing situation

FSC

Participated in weekly FSC operations meeting

Conversations with Mark McVey regarding FSC budget

Reviewed Jonas Herbsman’s retainer agreement to review Harriman House agreement

Top Weekly Objectives

Brand

Final prep masterclass production (goal of two weekly modules produced)

Produce masterclass (loop in Annie, Josh and Liz)

Copywriting & Design solutions

Content calendar solution

Program for attendee recruitment established

Name Masterclass

Curriculum and prompts fully complete

Organization

Budget vs. actual

Disclaimer for masterclass

FSC

Participate in FSC Ops meeting

Have Harriman contract reviewed

Bullpen

Distribute Masterclass production schedule

Secure URL for masterclasses

Podcast push

Find killer copywriter

Find designer

Establish Rocks for personal brand

Project management top task board established

New screens for App

Metrics meeting with Dan – new dashboard for brand

Finish Trademark filings

Review and craft disclaimer statements via legal review

Reports:

Bill⁠

Dan⁠

Mark⁠

Liz⁠

Terri⁠

⁠

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