Project Plans
This is a detailed record of your tasks that helps you track a Project's progress.
Project Plan
These are the three types of Barometers sent to the team and client
Red, Yellow and Green
Meeting Notes should go out this soon after a meeting is convened
Within 24 hours
Use this Call Sharing program when setting up meetings online and over the phone
JoinMe
This is the dollar amount the Implementation Specialist or Manager should fill in on a project
Estimate Project Value
A project plan is mandatory for ALL projects of this Business Type
Acquisitions
Barometers should be sent on this day, unless otherwise determined by the team
Friday(s)
Meeting Notes should fit the template described in this playbook
Documentation Standardization Playbook
During a meeting it is good form to ask everyone to do this before speaking
Say their Name/Self Identify
This is the estimated day the project site is expected to be used by the customer
Target Go Live Date
This dollar amount is the cutoff for keeping Project Plans on Expansion Projects
$100,000
To set up a Barometer email template, you must first set up an email template in this cloud-based CRM
Meeting Notes should include this, which is the email sent ahead of the meeting describing the planned topics
Agenda
Before ending a call, do this, an anagram for CRAPE
RECAP
This is the Service Offer Segment to fill in for a project valued at $250,000
Strategic
You can find a project plan template here
KnowledgeBase Project Management Tools
This hashtag should be used if a Barometer is RED and the RVP must be alerted
#REDBAROMETER
When assigning tasks from a meeting in meeting notes, document who, what, and THIS important note about the task
when (it will be acomplished).
The first meeting on a project is usually referred to by this football-related term.
Kickoff
The Push Counter will increase by one this often
Every 30 days
You can find the work instruction on Barometers here
TC Portal, KnowledgeBase, or Onboarding Playbook are all acceptable
Meeting Notes should include the name of the Client, as well as this generally 5-digit description of the account.
Salesforce Project Number
The Meeting Invite should be a template stored in this Microsoft program
Outlook
The Voice of Customer will automatically send if what conditions are met?
The project has a contact, Go Live Date, and the Send Survey box is checked