1.6 Weekly Team Reports

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211210 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Coding of financial transactions

Provided Dan with metric numbers

Correspondence with Mandy re: Mark’s files

Correspondence with attorney re: Trademark application

Invoice processing

Updated team report

Week’s Top Objectives

Administrative and project support

Weekly QBO reconciliation for all three entities

Review Mark’s email for time sensitive critical items

Finalize coding of November month-end transactions and send to CFO Alliance

Provide weekly metrics

Follow-up regarding Trademark application

Follow-up with Mandy on Mark’s files

Continue working on draft budget for 2022

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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