Tasks
When is your weekly dashboard due?
Monday by noon
This acronym stands for goals that are Specific, Measurable, Achievable, Relevant, and Time-bound.
SMART goals
Who should you reach out to if you need an agreement presented?
Keith, or the PDCs
When are Prime Hours?
9am-3pm
What time should you be on campus in the morning?
8am
This technique involves tackling your most difficult or important task first thing in the morning.
Eating the frog
Where do you put all documentation for a project?
Sharepoint
How many dials should you be making on an average day during a remote week?
200
If your preplan/class schedules seems to have incorrect information or a lack of information, who should you contact?
Molly Skiles
This technique involves working for set periods with scheduled breaks to maintain focus and prevent burnout.
Calendar time blocking
Who do you email to inform of a new project?
Anne Stelken
When are expense reports due?
What should you do every evening when you get back to the hotel?
Update CRM, send meeting recap emails, refresh preplan for next day and print
What key fall event should you check for when planning your campus visit schedule?
Fall Break (typically late October or November)
At what stage in the process do you step back from meetings and the project is officially handed off to the PDC?
After the Blueprint has been presented.
How often should you be updating CRM?
Daily
If you have thirty minutes available between scheduled meetings, how should you use that time?
Find a professor to catch after class, or make a pass by nearby hit list offices
Once the agreement has been presented, what tasks do you need to complete?
Send agreement via Docusign, create cost sheet, create Sharepoint folder and upload signed agreement and cost sheet, email Anne Stelken making her away of the new signing.