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#TasksStagePerson (Suggested Team)Responsibilities
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Package Overview
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1Initial InputJakob (Mgmt Team )Idea for a new service package is conceived and mapped out at the big picture level.
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2First draftRick, Amarind, Angie, Marc, ? (Mgmt Team)It gets mapped at a big picture level.
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3ReviewJakob (Mgmt Team)The team must decide if it's a go (a viable, in-demand service) or no-go (not viable, low demand).
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4Continous iterationAngie, Marc, content writer? (Mgmt Team)Refine the big picture idea with more concrete steps based on further market reseach and potential customer interviews.
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5Final ReviewJakob (Mgtm Team)A concrete overview comprises of bullet points is ready to be turned into an actionable checklist for freelancer and guideline for potential customers. Mgmt Team endorses the package.
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Preparation Checklist
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1Initial InputJakob (All Teams)Package overview is shared with the rest of the team. Big picture bullet points turn into a detailed, DIY guideline, checklist, final reports.
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2First draftRick, Amarind, Angie, Marc, ? (Writing Team)Writing begins. No need to reinvent the wheel here. Find content and step-by-step online. Sprinkle some uniqueness to it.
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3ReviewJakob (Mgmt & Design Teams)First draft is ready for initial review. feedback and recommendation, provided;first draft turns into final draft. A few rounds may be needed here.
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4Continous iterationAngie, Marc, content writer? (Writing & Design Teams)Draft becomes final. Content freeze is in effect.
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5DesignDesigner (Design Team)Design elements (e.g., ecover, graphs, charts, highlighted boxes, etc.) get added.
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6Final ReviewJakob (All Teams)
Final guideline, checklist, and reports get signed off. They are ready to be published and shared with customer and Implementation team. Marketing of the new service goes full swing while the Implementation Team gets trained and is ready to take on clients.
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Implementation Checklist
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1Initial InputJakob (Mgmt & Implementation Team)Training, test implementation, process refinement continue.
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2First draft
Rick, Amarind, Angie, Marc, ? (PM & Implementation Teams)
Live clients sign up. Paid implementation begins
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3ReviewJakob (PM, Mgmt Team)Continuous refinement is part of the iterative process. Refinements are incorporated into the published guideline, checklist, and final report template.
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4Continous iterationAngie, Marc, content writer (All Teams)Any changes to the process (by Google AdWords, Facebook Ads, etc.) get analyzed and added to the published guideline, checklist, and final report template. Implementation team documents and update the rest of the teams.
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5DesignDesigner (Design Team)Design update gets incorporated as needed.
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6Final ReviewJakob (All Teams)A final report is issued by the implementation team, review by PM Team, and sends to the client. The report should include some recommended tasks (upselling) that clients should consider in order to improve their online ROI.
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Final Report Template
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1Initial InputJakob (Angie, Marc)tbc
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2First draftRick, Amarind, Angie, Marc, ?tbc
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3ReviewJakobtbc
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4Continous iterationAngie, Marc, content writer?tbc
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5DesignDesigner (john, brainard?)tbc
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6Final ReviewJakob (All Teams)tbc
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Additional Documents
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All stepsJakobWill do all steps for individul support documents, hard to outsource those one-time things.
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PersonResponsibilities
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Hannah
Project management (PM), making sure that deadlines are met, making sure that everyone understands their role and that deadlocks are avoided (no "i didn't know who to ask or i don't know my task" -> we can resolve that by good communication; jakob and amarind are always there for questions)
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Amarind
Recruiting, Hiring, Training (first person to contact for employment / freelance contracts and payment)
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Jakob
Content input and review (person to contact if something is unclear about the actual task, about facebook or google ads)
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Rick
Checklist master, client contact and chief of account access (if account access isn't there, contact Rick)
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Angie
Implementation & checklist improving by continuous iteration (!!) -> ask amarind or jakob if unsure what that means
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Marc
Implementation & checklist improving by continuous iteration (!!) -> ask amarind or jakob if unsure what that means
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Content writer tbd
Produce high quality, written content
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Designer tbdMaking all documents look nice
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People in Each Team
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Mmgt Team
Jakob, Rick, Hannah, Amarind, ???
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Implementation TeamAngie, Marc, ???
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Design TeamTBD
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Writing TeamTBD
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Project Management TeamHannah
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Roles & Responsibilities
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