1.6 Weekly Team Reports
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1.6 Weekly Team Reports
211217 Weekly Report

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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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