Difference between revisions of "Faster Than 20/How we work"
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= Pipeline = | |||
== Exploration == | |||
<chklist> | |||
[] Contact and opportunity in Capsule CRM | |||
[] Meeting notes in Google Drive <tt>04 Meeting Notes</tt> directory (template unnecessary unless notes are being shared) | |||
[] Next steps in Trello, Google Calendar | |||
</chklist> | |||
== Targeted == | |||
<chklist> | |||
[] Update opportunity in Capsule CRM | |||
[] Create project folder in Google Drive <tt>01 Projects</tt> directory | |||
[] Create meetings log using template and transfer old meeting notes there | |||
</chklist> | |||
Follow [[Checklists/New projects]]. Continue updating CRM opportunity throughout the different stages until closed. |
Revision as of 20:58, 9 January 2017
This is a higher-level description of how we work. For more details, see checklists.
Rhythm
- Slack is open with colearning group and other teams while on computer during work hours
- Go to one conference / workshop a year about a topic you don't know anything about with people you don't know
Weekly
Monday | Tuesday | Wednesday | Thursday | Friday |
---|---|---|---|---|
<chklist> [] Team checkins </chklist> |
<chklist> [] Publish blog post </chklist> Community engagement okay |
Play day — no meetings! |
<chklist> [] Publish newsletter </chklist> Community engagement okay |
<chklist> [] Colearning checkin / workout [] Timesheet [] Receipts [] Other filing (e.g. CRM, tabs, email) [] Retrospective [] Next week's priorities </chklist> |
Monthly
Beginning | End | |
---|---|---|
<chklist> [] Retrospective [] Update next month's priorities, roadmap [] Expenses [] Curate (e.g. photos, Evernote) </chklist> |
Trimester
Beginning | End | |
---|---|---|
<chklist> [] Vision + Values + Strategy refresh </chklist> |
<chklist> [] Retrospective [] Learning day [] Update next trimester's priorities, roadmap </chklist> |
Pipeline
Exploration
<chklist> [] Contact and opportunity in Capsule CRM [] Meeting notes in Google Drive 04 Meeting Notes directory (template unnecessary unless notes are being shared) [] Next steps in Trello, Google Calendar </chklist>
Targeted
<chklist> [] Update opportunity in Capsule CRM [] Create project folder in Google Drive 01 Projects directory [] Create meetings log using template and transfer old meeting notes there </chklist>
Follow Checklists/New projects. Continue updating CRM opportunity throughout the different stages until closed.