Difference between revisions of "Faster Than 20/How we work"
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<chklist> | <chklist> | ||
[] Thinking / free writing | |||
[] Team checkins | [] Team checkins | ||
</chklist> | </chklist> | ||
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<chklist> | <chklist> | ||
[] Contact and opportunity in Capsule CRM | [] Contact and opportunity in Capsule CRM | ||
[] Meeting notes in Google Drive <tt>04 Meeting Notes</tt> directory | [] Meeting notes in Google Drive <tt>04 Meeting Notes</tt> directory if being shared, Bear otherwise | ||
[] Next steps in Trello, Google Calendar | [] Next steps in Trello, Google Calendar | ||
</chklist> | </chklist> | ||
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[] Create project folder in Google Drive <tt>01 Projects</tt> directory | [] Create project folder in Google Drive <tt>01 Projects</tt> directory | ||
[] Create meetings log using template and transfer old meeting notes there | [] Create meetings log using template and transfer old meeting notes there | ||
[] Create new Harvest categories and re-categorize old tasks | |||
</chklist> | </chklist> | ||
Follow [[Checklists/New projects]]. Continue updating CRM opportunity throughout the different stages until closed. | Follow [[Checklists/New projects]]. Continue updating CRM opportunity throughout the different stages until closed. |
Latest revision as of 23:52, 14 September 2021
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> [] Thinking / free writing [] 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 if being shared, Bear otherwise [] 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 [] Create new Harvest categories and re-categorize old tasks </chklist>
Follow Checklists/New projects. Continue updating CRM opportunity throughout the different stages until closed.