Skip to content
🥭 High level stuff
Stuff we need to do by July 22nd! 🤗
Scott, Caroline, Dominic.
Spin off Financial Education stuff (including HTBAM)
Marketing / Communication Plan (for post relaunch)
Scott with partner
Press release for July 22nd
Identify core focuses and develop long-term OKRs
Retrospective / celebration
There are no rows in this table
Pages in need of refinement:
New research / content for “Why Financial Health” page
Data & Insights
Footer section (Dominic)
Spin-off Financial Education
Decide if HTBAM should spin off or be merged with a different organization.
All of our past education resources need to be put on a single page (or make the old finmango website for the education hub)... possibly use this page:
and rebrand it.
Marketing / Communication Strategy (post relaunch)
Need a leader for this
Press Release for July 22nd
Need someone to write it.
Anthony Schilt leading
Notes: automate the educational content and materials. This is the way to keep it simple.
Package the work.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (