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To-do list

Stuff we need to do by July 22nd! 🤗
Progress:
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To-do list
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Done
Priority
Task
Owners
1
High
New website
Scott, Caroline, Dominic.
2
High
Spin off Financial Education stuff (including HTBAM)
3
High
Marketing / Communication Plan (for post relaunch)
Scott with partner
4
High
Press release for July 22nd
5
Medium
Hype video
6
Medium
Identify core focuses and develop long-term OKRs
Katherine; Avneesh
7
High
Retrospective / celebration
There are no rows in this table
New Website:
Pages in need of refinement:
About us
Our approach
New research / content for “Why Financial Health” page
Data & Insights
Innovation lab
Volunteer (Dominic)
Partner
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.
Hype Video:
Anthony Schilt leading
Long-term OKRs:
Avneesh
Notes: automate the educational content and materials. This is the way to keep it simple.
Package the work.


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