Project Management
- ❏ Add updated timelines to Basecamp
- ❏ Schedule training with WW peeps -who will do this training - week of the 31st of March 2025
- ❏ Schedule Unfold Testing
- ✔ Extend timing by 5 weeks - WW
- ✔ Update Gant chart with latest information
- ✔ Schedule meeting on the 25th once you hear from Unfold
- ✔ Decisions to be made or noted - Notion Notes Update
- ✔ Waiting on WW - When should we schedule the follow up meeting for events and dashboard - add to notion
- ✔ DECISION: Checkbox on the account in Salesforce so that you can make the person a partner
- ✔ DECISION - We'll push through programme engagements and completion dates through Salesforce
- ✔ Naming convention for resources free text * outcome report in Salesforce -
- ✔ Wordworks on-site automations and SalesForce integration Questions from Thabs
- ✔ Deadline follow ups
- ✔ Content briefs - Main website & resource hub (waiting on site map sign-off)
- ✔ Schedule the rest of Unfold's meetings
- ✔ List of sites and check they have a place when we get the site map - assign to WW - chat to Jane once you hear from Ian
- ✔ ask Jane if Salesforce or Wordpress needs to be source of truth
- ✔ check if we have sign off
- ✔ What do we need for the migration of information - want to make sure we get this right and noted that some user stuff that needs to go into a dashboard to feed salesforce - would this form part of that
- ✔ Put communication guidelines in place for everyone