1.6 Weekly Team Reports
Share
Explore
1.6 Weekly Team Reports
211119 Weekly Report

icon picker
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
⁠
⁠


Gallery
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.