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Data that changes the least
Clients
Clients
Company A
Company B
Internal
Team Members
Name
Abby Adam
Bertha Beaver
Charlie Cho
Debby Duster
Status
Status
Not yet started
In-Progress
Needs Approval
Done
Data that changes the most
Projects
Project Name
Client
Project Due Date
Project Owner
Related Tasks
Attachment
Choose Content Planner Platform
Company A
4/20/2022
Abby Adam
Investigate Content Creation Platforms
Prepare Summary of different tools
Submit summary to Manager for approval
Purchase the chosen tool
Onboard all users
Conduct Year-End Review Meetings
Internal
5/1/2022
Charlie Cho
Create one doc per employee
Schedule a meeting between manager and each employee
Ask both parties for feedback post interview
Compile feedback in report
Share with all parties
Create Proposal for next annual conference
Company B
4/16/2022
Debby Duster
Research suitable venues
Invite three caterers to submit proposals
Compile proposal to submit to Client
Obtain management's approval on proprosal
Obtain Client's sign-off
Tasks
Task Name
Task Owner
Task Due Date
Status
Task Notes
Project Name
Attachment
Investigate Content Creation Platforms
Bertha Beaver
4/1/2022
Done
On 3/20, Bertha met with Abby to dicuss the next steps.
On 3/21, Abby called Edgar to inquire if a decision had been reached on their end yet.
Edgar promised to get back to Abby until 3/31, currently still awaiting his response.
Choose Content Planner Platform
Prepare Summary of different tools
Abby Adam
4/5/2022
In-Progress
Charlie shared a blog post that compares different tools, can be found here https://www.socialpilot.co/social-media-scheduling-tools
Choose Content Planner Platform
Submit summary to Manager for approval
Abby Adam
4/10/2022
Needs Approval
Here's a link to the google slides presentation we prepared https://docs.google.com/presentation/d/1l-NSn4Tm7T3zOi3JYjJIK4TBk1h5cHHj_Yzi6TofJ_Y/edit?usp=sharing
Choose Content Planner Platform
Purchase the chosen tool
Bertha Beaver
4/15/2022
Not yet started
On 3/22, Accounting instructed us to use the corporate credit card to purchase the tool.
On 3/24, we were told to notify them via slack on the day of the purchase, so that they could counter-act any fraud alert
Choose Content Planner Platform
Onboard all users
Abby Adam
4/20/2022
Not yet started
On 3/29, I received a scheduling link to book future meetings. Be sure to keep this handy, so that I won't have to bother her again for her availability. https://calendly.com/nina-supsync/60min-1?month=2022-03
Choose Content Planner Platform
Create one doc per employee
Charlie Cho
4/15/2022
Done
3/12, decided to re-connect next week.
3/11, set up call to discuss.
Edgar promised to get back to Abby until 3/31, currently still awaiting his response.
Conduct Year-End Review Meetings
Schedule a meeting between manager and each employee
Bertha Beaver
4/20/2022
In-Progress
Be sure to keep this scheduling link , so that I won't have to bother her again for her availability. https://calendly.com/nina-supsync/60min-1?month=2022-03
Conduct Year-End Review Meetings
Ask both parties for feedback post interview
Bertha Beaver
4/25/2022
Needs Approval
Ask them to share insights via slack.
Conduct Year-End Review Meetings
Compile feedback in report
Charlie Cho
4/29/2022
Not yet started
Be sure to share an overview of all created feedback with all parties.
Conduct Year-End Review Meetings
Share with all parties
Charlie Cho
5/1/2022
Not yet started
Set the link to be accessible to all and include in email.
Conduct Year-End Review Meetings
Research suitable venues
Debby Duster
4/2/2022
Done
On 3/20, Bertha met with Abby to dicuss the next steps.
On 3/21, Abby called Edgar to inquire if a decision had been reached on their end yet.
Edgar promised to get back to Abby until 3/31, currently still awaiting his response.
Create Proposal for next annual conference
Invite three caterers to submit proposals
Charlie Cho
4/3/2022
In-Progress
Charlie shared a blog post that compares different tools, can be found here https://www.socialpilot.co/social-media-scheduling-tools
Create Proposal for next annual conference
Compile proposal to submit to Client
Debby Duster
4/10/2022
Not yet started
Here's a link to the google slides presentation we prepared https://docs.google.com/presentation/d/1l-NSn4Tm7T3zOi3JYjJIK4TBk1h5cHHj_Yzi6TofJ_Y/edit?usp=sharing
Create Proposal for next annual conference
Obtain management's approval on proprosal
Debby Duster
4/11/2022
Needs Approval
On 3/22, Accounting instructed us to use the corporate credit card to purchase the tool.
On 3/24, we were told to notify them via slack on the day of the purchase, so that they could counter-act any fraud alert
Create Proposal for next annual conference
Obtain Client's sign-off
Debby Duster
4/16/2022
Not yet started
On 3/29, I received a scheduling link to book future meetings. Be sure to keep this handy, so that I won't have to bother her again for her availability. https://calendly.com/nina-supsync/60min-1?month=2022-03
Create Proposal for next annual conference
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