1 of 9

Weekly Project Review

May 7th, 20201

2 of 9

1

2

3

4

5

Agenda

Project Overview

Goals

Timeline

Pending Tasks

Account Activity

3 of 9

Phase 1 Overview

The goal for the first phase of the Product X project for Client Company Name is to automate operations for the department name/location name.

​

To automate operations will mean that all processes are integrated with Product X solution and all relevant team members are set-up and trained.

● Account configuration (complete by: anticipated due date)

○ Brief overview of the first steps to take to configure the account

First Step

● Training and Deployment (complete by: anticipated due date)

○ Brief overview of the training sessions that will be offered/required for the customer’s team including who is recommended to attend

○ Expectations for implementing the new platform including when the new users are expected to begin the transition to the new system (ideally immediately after training)

Second Step

4 of 9

ONGOING

DONE

Review of Goals

01

What to Track

​

    • Reduced costs by reducing unnecessary travel
    • Decreased new hire onboarding time/ramp up time
    • Reduce paper costs by using digital processes

​

SAVE TIME & MONEY

02

What to Track

​

    • Increased sales of key items highlighted in weekly trainings
    • Online review scores increase as a result of automated cleanliness procedures and quality assurance tasks

DRIVE SALES & INCREASE CUSTOMER SATISFACTION SCORES

03

What to Track

​

    • Time saved by managers as a result of processes scheduled and automated
    • Managers reduced time spent updating and distributing paper processes
    • Improved employee satisfaction scores as a result of clearly documented expectations and consistent weekly training

​

IMPROVED EFFICENCY

5 of 9

1

2

3

4

Timeline

April 19th

Phase 1: Step 1

All employee details and manual processes provided by the Client Company Name team

5

April 23rd

Phase 1: Step 2

Customized account configured and approved by Project Lead/Primary Contact Name

April 30th

Phase 1: Step 3

All employees/initial Product X users attend training session (scheduled for April 30th)

May 14th

Phase 1: Complete

All initial users have completed 10 of their assigned requirements

May 17th

Phase 2: Planning

Additional departments/locations introduced to Product X

6 of 9

⬜ Team member name

⬜ Team member name

✅ Team member name

✅ Team member name

✅ Team member name

INITIAL TEAM MEMBERS TO BE ADDED TO THE ACCOUNT, AND CREDENTIALS PROVIDED

GENERAL STATUS

Step # 1

ACCOUNT IMPLEMENTATION

CUSTOMIZE ACCOUNT TO INCLUDE MANUAL PROCESSES THAT WILL BE DIGITIZED IN PRODUCT X

✅ Manual process 1 (example: Weekly training schedule created to highlight key products)

✅ Manual process 2 (example: Quality assurance inspections scheduled)

⬜ Manual process 3 (example: Maintenance tasks assigned)

⬜ Manual process 4 (example: Cleanliness tasks assigned)

⬜ Manual process 5 (example: Standard operating procedures assigned)

60%

40%

DUE DATE: APRIL 23RD

DUE DATE: APRIL 23RD

7 of 9

⬜ Team member name

⬜ Team member name

✅ Team member name

✅ Team member name

✅ Team member name

GENERAL STATUS

Step # 2

TRAINING & DEPLOYMENT

TRAINING TO BE COMPLETED BY ALL MEMBERS OF THE TEAM

DUE DATE: APRIL 30TH

ENSURE APPRIATE TEAM MEMBERS ARE ASSIGNED TO COMPLETE THE FOLLOWING

DUE DATE: APRIL 30TH

✅ Manual process 1 (example: Weekly training schedule created to highlight key products)

✅ Manual process 2 (example: Quality assurance inspections scheduled)

⬜ Manual process 3 (example: Maintenance tasks assigned)

⬜ Manual process 4 (example: Cleanliness tasks assigned)

⬜ Manual process 5 (example: Standard operating procedures assigned)

ENSURE EACH OF THE ASSIGNED TEAM MEMBERS COMPLETES THEIR ASSIGNED TASKS 5 TIMES

DUE DATE: MAY 14TH

⬜ All team members have completed 10 of their assigned tasks

40%

0%

60%

8 of 9

0

2

4

6

Team Member 1

Team Member 2

Team Member 3

Team Member 4

Team Member 5

User Activity

9 of 9

Do you have any questions?

Thank you!