1.5 Weekly Team Reports NEW

Share

Explore

211001 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Finalized eMazanni/RiskSmith email migration

Rolled out Keeper to the team for password management

Reviewed Mark’s email for time sensitive critical items

Reviewed August financials

Follow-up with Mandie from CFO Alliance re: coding questions

Scheduled meeting with Amy and team re: RiskSmith Rebranding

Follow-up research regarding VA Compliance

Transcribed 7 Principle Videos

Updated team report

Week’s Top Objectives

Administrative and project support

Weekly QBO reconciliation for all three entities

Follow-up with Mandy re: Mark’s files

Start coding of September financials

Budget review with Richard and Bill

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.