1.6 Weekly Team Reports

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220107 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Provided Dan with metric numbers

Correspondence with Mandy re: Mark’s files

Completed review of November financials

Provided draft budget template

Invoice processing

Call with RiskSmith Executive Team

Updated team report

Week’s Top Objectives

Administrative and project support

Weekly QBO reconciliation for all three entities

Complete Stock Agreements

Schedule call with Jim Barnish

Coding of December financials

Provide weekly metrics

Complete

Monday.com⁠

signup for the team

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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