Difference between revisions of "Faster Than 20/How we work"

From Faster Than 20
(Checklists)
(Pipeline)
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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.