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NY Onboarding Hub
Instructions for adding clients & milestones:
Go Life Schedule
Name
🚀 Go Life 🚀
Requirements
Taxonomy
Measurement
Adhoc Reporting
Dashboard
1
Flamin' Hots
1/30/2023
1/16/2023
1/23/2023
1/29/2023
2/6/2023
3/1/2023
2
Procell
1/31/2023
1/17/2023
1/24/2023
1/30/2023
2/7/2023
3/2/2023
3
Pearson
2/1/2023
1/18/2023
1/25/2023
1/31/2023
2/8/2023
3/3/2023
4
Kimberly Clark
2/6/2023
1/23/2023
1/30/2023
2/5/2023
2/13/2023
3/8/2023
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Onboarding Health
Stage
Tasks
Client
Search
Not started
6
In-progress
5
At risk/Blocked
2
Completed
25
Adhoc Reporting
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Kimberly Clark
Media Taxonomy
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Procell
Platform access
Platform Access, direct login permissioned
Procell
Adhoc Reporting
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Procell
Custom Dashboard Launch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Procell
Measurement Framework
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Procell
Platform access
Platform Access, direct login permissioned
Diageo
Measurement Framework
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Kimberly Clark
Measurement Framework
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Pearson
Team Formation
Procell
Requirements
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Procell
Requirements
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Kimberly Clark
Team Formation
Kimberly Clark
Requirements
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Coach
Platform access
Platform Access, direct login permissioned
Coach
SOC - Organic Dashboard Launch
Platform Access
Media Team Onboarding
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Coach
Requirements
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Diageo
SOC - Organic Dashboard Launch
Platform Access
Media Team Onboarding
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Diageo
Platform access
Platform Access, direct login permissioned
Flamin' Hots
Custom Dashboard Launch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Flamin' Hots
Media Taxonomy
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Flamin' Hots
Requirements
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Flamin' Hots
Adhoc Reporting
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Flamin' Hots
Team Formation
Flamin' Hots
Measurement Framework
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Flamin' Hots
Media Taxonomy
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Kimberly Clark
Platform access
Platform Access, direct login permissioned
Kimberly Clark
Custom Dashboard Launch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Kimberly Clark
VVM - Paid Dashboard Launch
Identify Veelocity Performance Templates for Client Reporting
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Kimberly Clark
VVM - Paid Dashboard Launch
Identify Veelocity Performance Templates for Client Reporting
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Olay
Requirements
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Pearson
Media Taxonomy
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Pearson
Platform access
Platform Access, direct login permissioned
Pearson
Adhoc Reporting
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Pearson
Team Formation
Pearson
Custom Dashboard Launch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Pearson
VVM - Paid Dashboard Launch
Identify Veelocity Performance Templates for Client Reporting
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Pearson
Custom Dashboard Launch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Pearson
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