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Set up Wrike

Purpose

Establishes deadlines + role responsibilities for the project duration. Team members can indicate the status of tasks. 

Responsible Party

Operations Manager

Interdependencies

  • The project timeline has been set. 
  • Roles (e.g., project lead, maker, writer, etc.) have been established.  
Directions

Example:

  1. The Sales Lead meets with the VP of Operations to identify who on the Ops Team is available to facilitate the Alignment Meeting.
  2. The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. 
    • Duration: 90 minutes
    • Location: In-person at the client site is preferred
    • Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate)
  3. The Sales Lead invites all attendees to the meeting or asks the client to invite both DORIS attendees to the meeting.
  4. The Sales Lead updates the Ops Manager once the meeting is confirmed
Resources

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