1.6 Weekly Team Reports

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211217 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 2,167)

Initiated creative idea for this week’s RR

Got Josh Rhodes Fridays rolling again

Received and thoroughly reviewed Udemy’s policies for 7P, set plan

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

Participated in RiskSmith business roadmap meeting

Read and commented on RiskSmith business roadmap

Reviewed accounting data for DRS enterprises for October, all is tracking per budget

Answered TM legal questions

FSC

Giving Tuesday emails, not great response ($200-ish), but did add 21 renewals, 11 new members and 2 new Analyst members

Wrote up agenda/outline and arranged meeting with Jake Bernstein to kick of FSC Market Forecast ‘22

Established FSC/DRS billing policy until end of year

Top Weekly Objectives

Brand

DRS Book

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

Get Risk Ritual published

Plan social video shoot

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

Implement Udemy plan

Study eco.com

App brand

Review copy for new App website

Set meeting for Justin/Content team for Tuesday, 11A

Organization

Budget through Q1 ’22 across RMSI

Guide metric project to completion

Content Meetings

Graphs/Metrics – get weekly stat sheet (Terri)

Process invoices

2022 Budgets

Find shared Content Team space and get used

Overall plan – brand, fsc, app

Project board for Dec/Jan

Finish current TM project

FSC

Newsletter published

Jake Meeting

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

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

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

Contact Ron William about Dec

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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