1.6 Weekly Team Reports

Explore

211119 Weekly Report

Bill

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

Weekly Top Accomplishments

Brand

Managed team and content meetings

Proofed, approved and/or created 4 social posts

DRS list growth (currently 2,057)

Reviewed and suggested tweaks for Dan’s great app teaser edit which was posted on DRS social channels

Thorough research on Udemy for 7PSI, should wrap decision this coming week

Arranged course access for 2 DRS VIPs

Operations

Provided ongoing support and management for team

1:1’s with R

Processed weekly invoices for payment

Noted weekly/monthly metrics for DRS and FSC for stat sheet that will be managed by Terri, met with Dan/Terri to kick this off by end of month

Received job functions from Liz and Dan for planning for work split between app, DRS and FSC

FSC

Create concept and edited 2 emails for FSC Giving Tuesday

Official kick-off meeting with Ron William and Richard, seems like excellent fit

Assisted with FSC board meeting, higher engagement with the board members than normal, plans for FSC Market Forecast event on Jan 6, ’22, Cycles magazine in March or April 22 and Cycles course development

Updated latest FSC stats and bank balance

Helped with approval for non-profit status in state of VA

Schedule call with Lars for tech support / Liz / Dan

Talk with Jake about recording/live

Top Weekly Objectives

Brand

DRS Book

Social posts – send the video again with different text -- boost

Get Risk Ritual published on Friday of this coming week

Plan social video shoot for when R comes in town for Nov 30

Read DRS Brand Ideas

Plan for driving traffic to app – work on creative

Get mastering risk done – onbrand – look at all FB creative

Find social ad person on trends

Udemy finding finalized

Study eco.com

App brand

Organization

Guide metric project to completion

Send metrics/data to Jim from 7P cohorts

Content Meetings

Graphs/Metrics – get weekly stat sheet (Terri)

Process invoices

2022 Budgets

CFO Alliance meeting

Metric’s meeting with Dan/Terri to develop stat sheet and graphs

Find shared Content Team space and get used

Overall plan – brand, fsc, app

FSC

Newsletter published

FSC social posts – Ron William, save date for 2022 Market Forecast

FSC Cycles TV with Dr. Richard Smith

Jake event – Jan 6 – timeline

Find, recruit, onboard a Marketing Manager for FSC

Michael Levitan, talk about position with FSC

Giving Tuesday emails executed

Obtain R’s signature on Harriman House contract and send to Craig

Complete review Mark’s files / get ICloud access from Mandy

Top Strategic Objectives

Consolidate learnings / analysis

Ensure all 7P Cohort 2 are in the app

Work on weekly blog for app users

Strategize and implement FB and other social ads funnel to the app

Convert our list to app

DRS Masterclass

DRS web update

Do webinar on app – drive traffic

Continue building DRS list

Bullpen

Discuss Chairman and Executive Director posts with R

Redesign Mastering Risk

Podcast push

Project management top task board established

Website update

New screens for App

Finish Trademark filings

Podcast Plan

YouTube plan

Name the Q&A – Richard’s rants – Risk Report

Reports:

Bill⁠

Dan⁠

Liz⁠

Terri⁠

⁠

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