Week 1:

• Weekly Agendas: What it is, How we use them, How to build them, update them, store and organize them, and how to hold the team accountable for updating on a weekly basis. 

• Work to understand internal storage, Google Drive, internal and external documents and folders.

  • Start thinking about a structure of organization 

    • What would you change? 

    • How would you organize it 

• Review of scope, quoting, billing estimations, pricing

• Understanding team roles, responsibilities, job duties, and how that ties into your position. 

• Begin Shadowing w/Adam 

  • Attend client meeting 

  • Take notes

  • Ask client questions   

  • Add to Asana 

    • Asana Edu​

    • Videos/tutorial

    • Build test project

      • Agile Project set up. 

        • Two week sprints 

        • Swimlanes  

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Week 2: 

• Workflow & Communication | (Who, What, When, Where, Why, How) Asana, Toggl, Communication, Organization

• Coordinate and recap weekly internal team and leadership meetings to discuss present and future issues/updates/needs.

• Work with the CEO and Vice President of Communication on all employee matters.

• Client Goals and KPIs (Key Performance Indicators), How to Set, track, manage, and report on.

• Continue reviewing company financials, goals, tools, documents, processes, and procedures etc

• Work closely with PMs

• Pull time tracking reports

• LOA

  • What happens when a LOA is signed 

  • Discovery, Proposal, LOA

    • What is a Discovery Document 

    • Proposal Review LOA

    • What do you need to do?  

• RFAC

  • Review 

  • Who completes it? 

  • Why do you need it? 

• War Rooms

  • What are they 

  • What are PM and operations responsibilities before they happen?

    • Steps HERE​

  • Who is running them 

  • What happens 

  • What are your responsibilities

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Week 3: ​

• Client Goals & KPIs

  • Where are they defined 

  • Where do they live? 

  • How do we track them? 

  • When do we pull reports on them? 

  • Once reports are pulled where does the information go?

  • What should be on reports?

  • How should they be structured?

• 90 Day Strategy 

  • What is it? 

  • Who completes it 

• Beginning of the scope of work

• Workflow department by department 

  • Who touches what, why, how

  • Client review process

  • How that ends up in the real world 

  • Reporting and changes based on KPIs

• Client roll-off

  • ​Wrap Report 

  • What is it? 

  • How do we task it out? 

  • What is your responsibility?

• ​Case Study

  • Why are they important? ​

  • Who completes them? 

  • Where do they go? 

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Week 4: 

• Determine current and future operational opportunities that can provide short- and long-term growth.

• Establish quantitative and qualitative metrics, guidelines, and standards by which the company's efficiency and effectiveness can be evaluated; identify opportunities for improvement.

• Review, analyze, evaluate, and contribute to business procedures.

• Ensure that departmental decisions and project plans such as those for staffing, development, organization, material efficiency, hardware acquisitions, and facilities are in line with the organization's business plan and vision.

• Interpret business challenges, create process mapping, analyze potential improvements, and translate these into best practices, solutions, and KPIs.

• Assist with the development of Project Schedules, incorporating dates and times for decisions, availability of deliverables needs.

• Oversee each department, guiding the project managers to ensure each is reaching goals set by clients, departmental and company leadership.

Week 5:

• Implement policies and procedures alongside the Vice President of Communication that will improve day-to-day operations.

• Ideate, communicate and explain new directives, policies, or procedures to managers; for major changes, meet with the leadership team to plan explanations to the entire staff, answer questions, and maintain morale.

• Own and run our workflow software, processes, adhere to company organizational standards, and deliver reports on time tracking and health of clients to the company leadership team.

• Assist with the development of Project Schedules, incorporating dates and times for decisions, availability of deliverables needs.

• Strive to help the agency reach 75% billable.

• Manage scope and process to ensure the team is funded

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Week 6: 

• Help onboard new team members and Clients

• Deploy training to improve overall productivity (e.g. brief training)

• Oversee each department, guiding the project managers to ensure each is reaching goals set by clients, departmental and company leadership.

• Own and run our workflow software, processes, adhere to company organizational standards, and deliver reports on time tracking and health of clients to the company leadership team.

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Week 7:

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• Improve customer service and satisfaction through policy and procedural changes alongside the Vice President of Communication. 

• Help implement new roles or ways of working to meet client needs.

• Oversee talent acquisition planning, execution, and vendors with a budget and revenue focus. 

• Serves as coordinator of all training programs, including onboarding, positional training, and advanced training.

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Week 8:

Music Industry Communication, Request, Contacts, Pollstar, Email Copy, Best Practices

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Week 9:

• Oversees facility leases, construction, renegotiations, relocations, etc. related to maintaining adequate office space required to achieve the organization’s goals.

• Provides oversight for organizational risk management/ liability reduction via implementation and oversight of the insurance packages (liability, umbrella, etc.)

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Week 10:

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Week 11: 

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Week 12: 

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