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Zoom Pilot

Roadmap to Zoom Pilot

Work Flow

What

Passes

Owner/Driver

How to test (these are just ideas….)

Check-ups / Check-Outs

SW, MW, BL, CS

Melanie/Shock

Live Event (kickoff, closing, cohort connects)

BL, NS, CS

Shock/Betsaida/Nate

Community Channel Content

BL, NS, CS

Shock/Nate

Drop in slack channel weekly basis?

SQUAD Connect Playbook

Betsaida

Small group rotating weekly; B2C?

Instructademos

Weekly Challenge

Shock/ Betsaida

Test with f+ similar to GOTW?

Newsletter/Comms

MW, NS

Melanie/Nate

Leaderboard

Melanie

Work on manual one in Monday.com

Beta: Testing Community

Shock

Activate B2C Community

There are no rows in this table

⁠

Check-ins Monday - 30 minute internal review; 30 minute SCRUM for week

Tuesday/Wednesday - Async Canva/slack group update

Thursday - Present live for feedback (send anything to review by EOD Wednesday or review live)

Friday - Async Incorporate feedback

Week of July 31

⁠

Add task

⁠

Debrief pilot

Identify video needs for Jamie (playbooks and video drops in CC); reshoot gratitude pond and traffic light (?)

Is there something we want/need from our advisory board?

Meeting Friday(time TBD) :

Discuss RoadMap

Reshoot gratitude pond, traffic light, and one other?

Discuss overarching instruction design including weekly themes (and maybe challenges?)

Friday: Full Month Instructional Briefing Set Up: Planning for Cohort express/align on overarching themes, etc

Checklist to Zoom Pilot

Checklist to Zoom Pilot

Done

Task

Due date

Week

1st Pass

2nd Pass

3rd Pass

Update

Content Review 2

Instructional Design Coda Page

8/8/2023

8/7/2023

Review at 12p Call Tuesday

Share Thursday

Create Connect 4 banner image

8/8/2023

Update ComChan for Week 1

8/9/2023

8/7/2023

Build in Zoom chat

Test in Zoom Chat

Week 2 Squad Playbook

8/10/2023

8/7/2023

Blocker:

@Jamie Wright

⁠

- are instructademos ready to go for this week?

Share Thursday

Week 2 ComChan Content

8/10/2023

8/7/2023

Blocker -

@Jamie Wright

⁠

- do we have “everything is an offer” ready to go?

Share Thursday

Update Run of Show for kickoff

8/11/2023

8/7/2023

Content Team Review

Assessment Overview and Stakeholder Determination

8/11/2023

8/7/2023

N/A

B2C Testing - Stakeholders and Timeline

8/11/2023

8/7/2023

N/A

Week 3 Comm Chan

8/17/2023

8/14/2023

Test in Zoom Chat

Week 3 Squad Playbook

8/17/2023

8/14/2023

Share Thursday

Outline Cohort Connect (Week 3)

8/17/2023

8/14/2023

Share Thursday

Determine assets needed for Kickoff; send to Jamie

8/17/2023

8/14/2023

Content Team Review

Update Deck for Kick off

8/18/2023

8/14/2023

Content Team Review

Overall Structure Assessment/Typeform test

8/18/2023

8/14/2023

Content Team Review

TBD B2C Testing

8/18/2023

8/14/2023

N/A

Brainstorm Freemium

8/18/2023

8/14/2023

N/A

Draft newsletter/leaderboard

8/18/2023

8/14/2023

Jamie/Jr to assist branding

Content Team Review

Test Week 2 in Zoom Chat

8/18/2023

8/14/2023

Test in Zoom Chat

Build Assessment in Typeform

8/21/2023

Content Team Review

Instructions for “Wrong Answers Only” (Slack/Zoom) and “Fortune -Title TBD” (Playbook)

8/22/2023

8/21/2023

Create Cohort Connect Run of Show

8/24/2023

8/21/2023

Share Thursday

Review Closing Awards Show; Determine assets needed

8/24/2023

8/21/2023

Content Team Review

Draft Awards Show

8/24/2023

8/21/2023

Share Thursday

Squad Playbook Week 4

8/24/2023

8/21/2023

Share Thursday

Community Channel Content Week 4

8/25/2023

8/21/2023

Test in Zoom Chat

Cohort Connect Deck and Asset Build

8/25/2023

8/21/2023

Content Team Review

Week 4 Newsletter

8/25/2023

8/21/2023

Share Thursday

Test Week 3 in Zoom Teams Chat

8/25/2023

8/21/2023

Test in Zoom Chat

Create Gifs for CommChan GOTW

8/31/2023

8/14/2023

Content Team Review

Test Assessement

9/5/2023

8/28/2023

Content Team Review

Review Week by Week

9/5/2023

Content Team Review

Last looks Assessment

9/6/2023

9/5/2023

Content Team Review

Review overall program

9/6/2023

9/5/2023

Content Team Review

Last looks kickoff deck/assets

9/6/2023

9/5/2023

Content Team Review

Rehearsal for Kickoff

9/7/2023

Share Thursday

Send assessment and welcome email

9/7/2023

9/5/2023

Rehearsal for kickoff as needed

9/8/2023

9/5/2023

Content Team Review

Drop W1 Mindful Monday

9/11/2023

Drop W1 Tip Off Tuesday

9/12/2023

9/11/2023

Drop W1 Wacky Wednesday

9/13/2023

9/11/2023

Finalize assets for Cohort Connect

9/14/2023

9/11/2023

Drop W1 Thoughtful Thursday

9/14/2023

9/11/2023

Drop W1 Reflective Friday

9/15/2023

9/11/2023

Confirm Guest Host/Cohort Companion

9/22/2023

8/14/2023

Confirmed for kickoff; still need confirmation for closing

N/A

10/12/2023

Refinement Meetings

10/12/2023

There are no rows in this table

⁠

Add task

⁠

Add a task, due date, and directly responsible individuals. Once you’re done, get the satisfaction of checking off boxes. Overdue tasks (in red) can always be rescheduled.

Clear sample data

⁠

Week of Aug 7

⁠

Overarching Theme: Connection

Run of Show Considerations

Feedback from pilot

Delineating roles (Guest vs Companion)

Wrapper - talk show? something else?

Production - Squad Playbook

Community Channel Content

Edit from pilot for week 1 based on feedback; Drop into Zoom channel for testing

Design for week 2

Contains the following:

Visual to separate from previous posts

Actual post

Call to action

Newsletter/emails

Based on feedback; coordinate with Jr/Jamie for branding

Check-ups

Overarching design based on 20 minutes of play

Type form capability

B2C Testing

Determine stakeholders needed to make decisions

Create timeline/schedule brainstorming sessions/meetings

Week of Aug 14 (CAB Meetings)

Notes: Melanie in NYC; Shock out Aug 11-14

Production for week 3

ROS for Cohort Connect - Outline/structure; Rough draft is enough

Community Channel Content - Week 3

Squad Playbook - Week 3

Leaderboard/Newsletter

Assessment Brainstorming

Meeting with necessary stakeholders; block 2-4 hr design/brainstorming sessions

Planning for Testing Program / B2C

Identify people to contact (maybe Susie supports?)

Determine specs

What is the ask?

How much does it cost?

What is cadence (if any)?

When is launch?

Week of Aug 21

Production for Week 4

Continue building cohort connect adding any music, sound, videos, slides, etc; If ready - look to Closing/Awards show to see how much we can save/repurpose and how much is new build

Community Channel Content - Week 4

Squad Playbook - Week 4

Leaderboard/Newsletter

Build Assessment

Build assessment in typeform

Socialize B2C Plan

Present plan to quartet

Week of Aug 28 (CISCO delivery and company offsite - Vegas)

Test Assessment

Send assessment to stakeholders for feedback

B2C Marketing

TBD based on plan

Week of Sept 4 (Labor Day week)

Monday is off for Labor Day

Tues - Review Full Month

Wed - Review Weeks 1-4

Th - Rehearsal for Kickoff

Fri - Last looks

Week of Sept 11 - Zoom Pilot Kickoff

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