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1.6 Weekly Team Reports
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    • 1.6 RMSI Weekly Reports
      • 211029 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211105 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211112 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211119 Weekly Report
        • Bill
        • Dan
        • Liz
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          Terri
      • 211203 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211210 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211217 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 220107 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 220114 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
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1.6 Weekly Team Reports
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Terri
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Terri

Reports:
Bill
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Dan
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Liz
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Terri
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Top Weekly Accomplishments

Administrative and project support
Reviewed Mark’s email for time sensitive critical items
Coding of October financial transactions
Scheduled FSC education session with Ron William
Call with Bill/Dan re: metrics
Set up access for Liz to hello@drrichardsmith.com mailbox
Pulled FSC numbers/reports for Bill
Invoice processing
Updated team report

Week’s Top Objectives

Administrative and project support
Weekly QBO reconciliation for all three entities
Call with Mandie/CFO Alliance to review financials
Complete travel arrangements for Richard
Follow-up with Mandy on Mark’s files
Follow-up on Land Survey estimate
Schedule year-end review with CFO Alliance
Start working on draft budget for 2022
Invoice processing

Reports:
Bill
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Dan
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Liz
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Terri
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