Execute
Conduct Project-to-Sales Handoff
- Identify project completion gifts
- Give the OK to Redact deliverables
Conduct Post-Project reflection meeting with DORIS team
The Project Lead conducts the reflection meeting. Project Strategist takes notes on action items that emerge from the discussion.
Add all Project Data to Airtable
The purpose of the Airtable research database is to compile all of the research deliverables for each project into a searchable, sortable tool that can be used as a reference in future projects.
MARIA NOTE: We've maxed out the free Airtable plan. I don't think it's the best use of our time to document the process. We need to revisit this task.
Clean out and Archive Box + Drive folders