1.6 Weekly Team Reports

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211217 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

Correspondence with the FSC Board Members

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 with Mandy on Mark’s files

Call with Mandie regarding November financials

Continue drafting budget template for 2022

Research project management software and certification

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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