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Role

Oversight

Diana

Schedule meetings

Assign and manage tasks

Distribute meeting notes

Attend all meetings

Management

Doc Gen

Photos

Bynder/DAM

Develop process for Doc Gen

Experience Charts

Pulled from Employee

Sync Contacts

Validate contact info

Identify Shared Contacts

Outlook

Mobile Connection

Develop training

Produce Education Sessions

Show + Tell

Companies + Contacts

Mobile App

Team + Role

CMIC?

Presell, Pursuit and Pending Decisions

Leads

Overview of Dynamics

Develop Content

Data Migration

Develop source of data for collecting data

Deltek

CMIC

Employee Resumes

Project Involvement

Closed Projects

Develop plan to capture LEED info to get to date

Develop process to perform ongoing project cleanup

Delegate cleanup

Identify what projects are a priority

Assign responsibility

Develop What Info Needs to be captured

Architect

Characteristics

Market Sector

Aligned with new sectors

Completion

Start Date

SF

Marketing Value

Process for Doc Gen

Pull from CMIC

Address

Name

Develop Process on how to collect and validate data

Collaborate with Project Teams

Projects

Decision on data source for open projects

Work with Bynder Team on DAM process

Develop process on how to collect and update data during construction

Develop Process on how to collect and validate data after completion

Restrict access to who can change info once validated and in Dynamics

LinkedIn

Personal Info

Project Association

DAVIS Association

Develop process for how to validate data

Websites

Clean Up Company Info/Duplicates

Visualizations

Develop process for Resource Planning

Top Priority for Operations

Produce charts for data

Prioritize based on feedback

Identify what data Market Leaders need

Community Outreach

Organization

Industry Events

Hosted Events

Sponsorship

Budget

Bynder

Develop process on whether characteristics will be entered manually in to the DAM

Project Numbers

Project Characteristics

Process

Develop Management Process

Workflow

Who will be responsible for this?

Business Plan

BD

Marketing

Strategy

Floating topic

Nat Geo Leave Behind

Finished Leave Behind

Modify with Chanel

Templates

Print, Digital and Presentation Team Charts

infogram

Set up meeting with team and Chanel for Infogram 9/15/21

Market Feedback

Getting Things Done, appropriately called the art of stress-free productivity, conceptualized by David Allen, contains the methodology to control the flow of your life’s work.

Pursuits Process

Template Folders

Narrative + Graphics

Video Testimonials to Reference

VC + Technology

Pinpoint for Addresses

Create Master from CRM

Create Graphic Template for Proposals + Presentations

QR Codes

WELL

Develop WELL Sheet

Diversity + Inclusion

Develop D+I Sheet that includes graphics

LEED

Develop Process for Tracking and Responsible Person to Manage

Clean Up Stats

Create Graphics for Presentations

Include Graphics

Saved in Master Template Folder

Collaboration

Highlight what's new in our writing

Utilize Teams Channel

ICG

VC Graphics

Technical

Business Solutions

CRM

MarComm/Chanel

Feedback on Graphics

Brand Consistency

Process for Not Reinventing the Wheel

Proposal Items saved in Specialty Folders

Mentoring

Quality Control

Critical Thinking ILO Copy and Paste

Grammarly

Spellcheck

Determine Effort

Level C

Utilize templates with little to no customization

Level B

Utilize Templates with some customized info

Level A

Targeted Opp - Priority

Everything is Saved in Folder and not Job Folder

Stats

Pipeline

Determine What Category we pull from

Supplemental Writing

Master

Marketing Tools

Road Show Markets

Repositioning + Renovation

Healthcare

Life Science

Higher Ed

K12

Senior Living

Office to Residential

Road Show Presentation

Printed Format

Presentation Format

Pursuits

File Structure

Can Certain Elements be accessed by anyone PM level and above?

Provide Sample Templates Here

Communications

Market Sector Alignment

Update Resumes

Update Project Shets

Develop File Structure

Develop Process for Realigning Closed Projects

Bi-Monthly Meetings with Pursuits + Chanel

Discuss Special Characteristics of Projects to be Highlighted

Discuss Recent Photography

Discuss Status of Iniatives

Discuss Brand and any new Templates

Project Briefs

Capture Brief Information from Ops Team and Update in new CRM

Control Informaton

Collaborate with Tems to Validate Data

Historical Data on Projects in Dynamics

New Projects

Management of Project Briefs

Staff Assets

Testimonials

DAVIS Overview Brochure

Flipsnak

Develop Process

All Templates

Inforgram

New Templates

InDesign

New Options for Market Leaders

Team Chart

Presentation

Electronic

Print

Written

Base Building

Graphic

Writen

Infogram

Infogram Tutorials

Presenting

Open in Microsoft Edge

Ensure Wifi connectivity

Creating

Develop Tutorial if sending Live Link to Client

Use Grammarly

Create Templates to be shared with Ops

Create List of Potential Questions - General and market specific

Develop File Structure/Database for Infogram

Cover Letters

Icons

Subtopic

Quotes

Client Quotes

Client Testimonials

Site Logistics

Covers

Safety

QC

Sustainability

Include Stats

Schedule

Create Monthly Template

Create Year Template

Logistics Plan

Interiors

Site

Drone Videos

Building Elevations

3D PDF's

Animated Floor Plans

Videos

Team Charts

Cover

Chanel

InDesign Templates in New Format

References

Save Reference List with Info in One Spot

Project Approach

Precon Approach

New Graphic/Timeline

Project Sheets

New Template

Customized Saved in Master/Custom Folder

Resumes

Update Employee

Resumes in New Format

Include Graphics/Stats

Saved in Master File

Customized Saved and Organized in Employee Folder

Group Structure

Presentations

Support

Mary to specialize with support from team

Proposals

TBD

Joey

Tish

Leslie

Review

A weekly review is essential to keep everything running smoothly.

During this review, you can make adjustments or modifications.

Weekly

Keep track of how many tasks you have completed so far.

Update on Remainder Tasks/Initiatives

Maintain your focus by always knowing which are the tasks you currently have in progress.

Current Tasks

Main topic

CRM Management

New Employees

CRM Training - If required

Resume Info

Get list of projects

Specialty or Characteristics?

Client Info

Get list of clients

Work with HR

Client

Education

Develop Education for Light Users

Develop Education for Key Players

Develop Overview

A Day in the Life

Dashboard

Evin

CRM Incentive on Performance Appraisal

HR

Overall Management

Manage Data

DAM

Secondary Brief

Ability to Modify

Project Brief

Project Completion

Project Award

Update Map Graphics in Infogram

Update Stats Sheets

Ability to modify

Enter in CRM

Work with Ops Team to Validate Data

Contacts

Companies

Outlook Sync Validation

Implementation

Marketing + Communications

Common Themes / Messaging

Flexibility

Quality

Technology

Communication

External

Social Media

Coordinate with Pat

Internal

What We Do

Photography

Identify Projects to be Photographed Internally

DAVIS

Feature Items

Coordinate with Marcomm

Progress or Finished

Identify at Brief at Award

Coordinate with MarComm

Professional

Progress or Feature Item

At Completion

Client Engagement

Identify Organizations

SCUP

WBC

USGBC

REG

IIDA

DCBIA

CORENET

CREW

Dave Mensh suggestion

CREBA

AIA

ABC

People

Prioritize Clients

Usually not all the tasks are actionable at all.
Some of them can be deleted and there are a few ideas which you can keep for later revision, or you can create an action list for these to come back and review in 6 months or so.

Use the marks below to sort out the non-actionable items.

Tier 3

Contact via Phone/Email

Tier 2

Lunch Dinner

Tier 1

Event