PM should work on classification of the submitted tasks (need to define classifications) PM should scope task that are unclear by asking the client or jumping on a call until scope is clear Once a task is clearly scoped assign Jesus so he can add the de ...
This is a list of risks we can expect to face throughout the duration of a project.
Business Needs Why are you developing this software? What is the main motivation or issue that needs this software solution? User Needs and Goals: Who are the primary users of the app? What are their main goals and pain points? How will ...
Use this template as the first point of contact between you (PM) and the client.
*Protocol always has a komodo guide.
Follow-Ups must be done every 2 days after last response. By following up every two days, you demonstrate a proactive and attentive approach to project management, which can lead to higher client satisfaction and successful project outcomes. Example: If y ...
Source: https://docs.google.com/document/d/1jljzCzDWo5VRafKbfw20YKa4r6zDONvKWmuLlOP1DPg/edit?tab=t.0#heading=h.62nvabgyg6r7🌅 Project Sunset, Suspension, and Transition ProtocolThis document outlines the mandatory steps for formally concluding or pausing ...
If you feel like any of your clients is in danger of Churning flag it to the Head of Ops and Leadership asapIf client has decided to stop working with us share Ceci’s booking link https://tidycal.com/ceci1/15-mins so she can do an “Exit Interview” and und ...