作者：Carter Carter 2 年以前
100
Market Feedback
This document outlines a comprehensive plan for managing various aspects of business operations, focusing on areas such as customer relationship management (CRM), data management, and strategic planning.
作者：Carter Carter 2 年以前
100
更多类似内容
Schedule meetings
Assign and manage tasks
Distribute meeting notes
Attend all meetings
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
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
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.
Create Master from CRM
Create Graphic Template for Proposals + Presentations
Develop WELL Sheet
Develop D+I Sheet that includes graphics
Develop Process for Tracking and Responsible Person to Manage
Clean Up Stats
Create Graphics for Presentations
Include Graphics
Saved in Master Template Folder
Highlight what's new in our writing
VC Graphics
Technical
CRM
Feedback on Graphics
Brand Consistency
Critical Thinking ILO Copy and Paste
Grammarly
Spellcheck
Level C
Utilize templates with little to no customization
Level B
Utilize Templates with some customized info
Level A
Targeted Opp - Priority
Stats
Pipeline
Determine What Category we pull from
Supplemental Writing
Master
Repositioning + Renovation
Healthcare
Life Science
Higher Ed
K12
Senior Living
Office to Residential
Printed Format
Presentation Format
Provide Sample Templates Here
Historical Data on Projects in Dynamics
New Projects
Inforgram
InDesign
Presentation
Electronic
Written
Base Building
Graphic
Writen
Presenting
Open in Microsoft Edge
Ensure Wifi connectivity
Creating
Develop Tutorial if sending Live Link to Client
Use Grammarly
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
Save Reference List with Info in One Spot
New Graphic/Timeline
New Template
Customized Saved in Master/Custom Folder
Update Employee
Resumes in New Format
Include Graphics/Stats
Saved in Master File
Customized Saved and Organized in Employee Folder
Support
Mary to specialize with support from team
TBD
Joey
Tish
Leslie
A weekly review is essential to keep everything running smoothly.
During this review, you can make adjustments or modifications.
Keep track of how many tasks you have completed so far.
Maintain your focus by always knowing which are the tasks you currently have in progress.
Get list of projects
Specialty or Characteristics?
Get list of clients
A Day in the Life
Dashboard
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
Social Media
Coordinate with Pat
What We Do
DAVIS
Feature Items
Coordinate with Marcomm
Progress or Finished
Identify at Brief at Award
Coordinate with MarComm
Professional
Progress or Feature Item
At Completion
SCUP
WBC
USGBC
REG
IIDA
DCBIA
CORENET
CREW
Dave Mensh suggestion
CREBA
AIA
ABC
People
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
