Market Feedback
Marketing + Communications
Client Engagement
Prioritize Clients
Tier 1
Event
Tier 2
Lunch Dinner
Tier 3
Contact via Phone/Email
Identify Organizations
ABC
People
AIA
CREBA
CREW
Dave Mensh suggestion
CORENET
DCBIA
IIDA
REG
USGBC
WBC
SCUP
Photography
Identify Projects to be Photographed Internally
Professional
At Completion
Progress or Feature Item
DAVIS
Progress or Finished
Identify at Brief at Award
Coordinate with MarComm
Feature Items
Identify at Brief at Award
Coordinate with Marcomm
Communication
Internal
What We Do
External
Social Media
Coordinate with Pat
Common Themes / Messaging
People
Technology
Quality
Flexibility
CRM Management
Implementation
Outlook Sync Validation
Overall Management
Manage Data
Companies
Contacts
Project Brief
Project Award
Work with Ops Team to Validate Data
Enter in CRM
Ability to modify
Update Stats Sheets
Update Map Graphics in Infogram
Project Completion
Secondary Brief
Work with Ops Team to Validate Data
Enter in CRM
Ability to Modify
DAM
CRM Incentive on Performance Appraisal
HR
Education
Develop Overview
Develop Education for Key Players
Develop Education for Light Users
Client
New Employees
Work with HR
Client Info
Resume Info
Get list of projects
Specialty or Characteristics?
CRM Training - If required
Main topic
Review
Weekly
Current Tasks
Update on Remainder Tasks/Initiatives
Pursuits
Group Structure
Proposals
Leslie
Tish
Joey
TBD
Presentations
Mary to specialize with support from team
Support
InDesign Templates in New Format
Resumes
Resumes in New Format
Saved in Master File
Customized Saved and Organized in Employee Folder
Include Graphics/Stats
Update Employee
HR
Project Sheets
New Template
Saved in Master File
Customized Saved in Master/Custom Folder
Include Graphics/Stats
Precon Approach
New Template
New Graphic/Timeline
Project Approach
New Template
New Graphic/Timeline
References
Save Reference List with Info in One Spot
Infogram
Chanel
Create Templates to be shared with Ops
Cover
Team Charts
Logistics Plan
Site
Videos
Animated Floor Plans
3D PDF's
Building Elevations
Drone Videos
Interiors
Animated Floor Plans
Schedule
Create Year Template
Create Monthly Template
Sustainability
Include Stats
QC
Safety
Develop File Structure/Database for Infogram
Covers
Team Charts
DAVIS
Schedule
Videos
Site Logistics
Client Testimonials
Client Quotes
Quotes
Safety
Sustainability
QC
Subtopic
Icons
Cover Letters
Create List of Potential Questions - General and market specific
Infogram Tutorials
Creating
Use Grammarly
Develop Tutorial if sending Live Link to Client
Presenting
Ensure Wifi connectivity
Open in Microsoft Edge
New Options for Market Leaders
Presentations
Resumes
Cover Letters
Precon Approach
Base Building
Writen
Graphic
Interiors
Written
Graphic
Project Approach
Base Building
Written
Graphic
Interiors
Written
Graphic
Team Chart
Electronic
Presentation
Schedule
Presentation
New Templates
Electronic
Presentation
InDesign
Infogram
All Templates
Electronic
Presentation
InDesign
Inforgram
Develop Process
Subtopic
DAVIS Overview Brochure
Flipsnak
Infogram
Chanel
3D PDF's
Pursuits
Presentations
Staff Assets
Testimonials
Project Briefs
Management of Project Briefs
Collaborate with Tems to Validate Data
New Projects
Historical Data on Projects in Dynamics
Control Informaton
Capture Brief Information from Ops Team and Update in new CRM
Bi-Monthly Meetings with Pursuits + Chanel
Discuss Brand and any new Templates
Discuss Status of Iniatives
Discuss Recent Photography
Discuss Special Characteristics of Projects to be Highlighted
Market Sector Alignment
Develop Process for Realigning Closed Projects
Develop File Structure
Update Project Shets
Update Resumes
File Structure
Communications
Can Certain Elements be accessed by anyone PM level and above?
Provide Sample Templates Here
Pursuits Process
Marketing Tools
Road Show Presentation
Presentation Format
Printed Format
Road Show Markets
Office to Residential
Senior Living
Education
K12
Higher Ed
Life Science
Healthcare
Repositioning + Renovation
Process for Not Reinventing the Wheel
Everything is Saved in Folder and not Job Folder
Resumes
Master
Supplemental Writing
Project Sheets
Master
Supplemental Writing
Stats
Pipeline
Determine What Category we pull from
Determine Effort
Level A
Targeted Opp - Priority
Level B
Utilize Templates with some customized info
Level C
Utilize templates with little to no customization
Quality Control
Spellcheck
Grammarly
Critical Thinking ILO Copy and Paste
Mentoring
Proposal Items saved in Specialty Folders
Collaboration
MarComm/Chanel
Brand Consistency
Feedback on Graphics
Business Solutions
CRM
ICG
Technical
VC Graphics
Utilize Teams Channel
Safety
Highlight what's new in our writing
Narrative + Graphics
LEED
Saved in Master Template Folder
Customized Saved in Master/Custom Folder
Include Graphics
Create Graphics for Presentations
Clean Up Stats
Develop Process for Tracking and Responsible Person to Manage
Sustainability
Saved in Master Template Folder
Customized Saved in Master/Custom Folder
Include Graphics
Create Graphics for Presentations
Diversity + Inclusion
Develop D+I Sheet that includes graphics
Customized Saved in Master/Custom Folder
Include Graphics
Create Graphics for Presentations
WELL
Develop WELL Sheet
Customized Saved in Master/Custom Folder
Include Graphics
Create Graphics for Presentations
Develop Process for Tracking and Responsible Person to Manage
Quality
Saved in Master Template Folder
Customized Saved in Master/Custom Folder
Include Graphics
Create Graphics for Presentations
Safety
Saved in Master Template Folder
Customized Saved in Master/Custom Folder
Logistics Plan
QR Codes
Pinpoint for Addresses
Create Master from CRM
Create Graphic Template for Proposals + Presentations
VC + Technology
Video Testimonials to Reference
Template Folders
Subtopic
DAM
Floating topic
infogram
Set up meeting with team and Chanel for Infogram 9/15/21
Templates
Print, Digital and Presentation Team Charts
Nat Geo Leave Behind
Modify with Chanel
Finished Leave Behind
Business Plan
Pursuits
Strategy
CRM
Marketing
BD
CRM
Debbi + Megan
Develop Management Process
Who will be responsible for this?
Workflow
Diana
Main topic
Management
Bynder
Process
Project Characteristics
Project Numbers
Develop process on whether characteristics will be entered manually in to the DAM
Client Engagement
Budget
Sponsorship
Hosted Events
Industry Events
Organization
Community Outreach
Visualizations
Identify what data Market Leaders need
Prioritize based on feedback
Produce charts for data
Develop process for Resource Planning
Top Priority for Operations
Data Migration
Companies
Clean Up Company Info/Duplicates
Develop process for how to validate data
Websites
Subtopic
Contacts
DAVIS Association
Project Association
Personal Info
Subtopic
Develop process for how to validate data
Websites
Projects
Develop Process on how to collect and validate data after completion
Restrict access to who can change info once validated and in Dynamics
Develop process on how to collect and update data during construction
Work with Bynder Team on DAM process
Decision on data source for open projects
Closed Projects
Develop Process on how to collect and validate data
Collaborate with Project Teams
Develop What Info Needs to be captured
Name
Address
Marketing Value
Pull from CMIC
Process for Doc Gen
SF
Start Date
Completion
Market Sector
Aligned with new sectors
Characteristics
Client
Architect
Project Brief
Identify what projects are a priority
Assign responsibility
Develop process to perform ongoing project cleanup
Delegate cleanup
Develop plan to capture LEED info to get to date
Subtopic
Employee Resumes
Develop Process on how to collect and validate data
Project Involvement
Pull from CMIC
Develop source of data for collecting data
CMIC
Deltek
Education
Develop Content
Produce Education Sessions
Overview of Dynamics
Leads
Projects
Presell, Pursuit and Pending Decisions
Projects
Team + Role
CMIC?
Project Briefs
Mobile App
Companies + Contacts
Show + Tell
Mobile Connection
Implementation
Develop training
Sync Contacts
Identify Shared Contacts
Outlook
Subtopic
Validate contact info
Doc Gen
Resumes
Pulled from Employee
Project Sheets
Experience Charts
Develop process for Doc Gen
Photos
Bynder/DAM
Subtopic
Communication
Attend all meetings
Distribute meeting notes
Assign and manage tasks
Schedule meetings
Role
Oversight
Implementation