1.2.1. Weekly To-do List:
| Area / topic | Task | Due on | Status |
|---|---|---|---|
| Onboarding & Training | Initial Training - Internal Training , Training Plan and Sales Basics, Sales Handbook, Marketing Handbook, Partner Program, Partner Contract/Terms and Conditions Review | 09.08.2024 | planned / started / finished |
| Onboarding & Training | First Week Plan, New Employee Checklist | 09.08.2024 | planned / started / finished |
| Onboarding & Training | Research various competitors, customers, partners, social media accounts...etc. | N/A | planned / started / finished |
| Onboarding & Training | Spend time getting to know Odoo, Candely, Cloudya, EasyRedmine, jitsi...etc. | N/A | planned / started / finished |
| ITSA Conference Preparation | Scrub list of attendees with Markus. | N/A | planned / started / finished |
| Individual Admin | Start roles and responsibility description / Profile page on HW! Wiki / |
N/A | planned / started / finished |
| Training Update | Compile thoughts and ideas for changes/improvements to the onboarding process. Set up a meeting with Margit in the future. Begin reworking Onboarding for Sales - set time to meet with Angi | 16.08.2024 | planned / started / finished |
| Individual Admin | Create a page in your Wiki for "Longterm Projects". | N/A | planned / started / finished |
| Individual Admin | Create a "Revamp Onboarding/Training" page. | N/A | planned / started / finished |
| Onboarding & Training | Learn the basics of Wikitext (Wikicode) for formating within BlueSpice. Learn the basics of Draw.io. | N/A | planned / started / finished |
| Individual Admin | Make a list of daily and weekly routine tasks, meetings, preparations, updates...etc. | N/A | planned / started / finished |
| Individal Admin | Request access for Bitwarden Password Manager. | N/A | planned / started / finished |
| Marketing | Translation of Use Case Documents (Techinical Documentation, Quality Management...etc)
S:\4_Vertrieb und Marketing\03_Vertriebskoffer\01_BlueSpice\04_Use Cases |
20.08.2024 | planned / started / finished |
| Markus | https://wiki.hallowelt.com/wiki/Vertriebsunterlagen - Find and add additional resources | 23.08.2024 | planned / started / finished |
| Richi | Get with Richi to set up a time to meet with WikiTeq folks about their sales process, tech sales in America...etc | N/A | planned / started / finished |
| Individual Admin | Practice Tour 1 - 4 of the BlueSpice Demos - create checklists for each on what to highlight | N/A | planned / started / finished |
| Individual Admin | Speak with Richi/Anja about the meeting with SoftwareOne and Sandeep - discuss the sharing of the contract | N/A | planned / started / finished |
| For Angi | Update with wishes for a new CRM software: https://wiki.hallowelt.com/wiki/Sales:Customer_Relations_Management_Tool/Anforderungskatalog_CRM | 30.08.202 | planned / started / finished |
| Individual Admin | Figure out new work hours and get them approved by Richi | 30.08.202 | planned / started / finished |
- How long do Confluence Migrations take? Cost range? Work hours?
- More in depth look at Semantics
- Provider connection LDAP/SAML?
- Why does inserting a table or bullet list always create a paragraph/space above?
- Draw.io - How to do align a created drawing (i.e. left, middle, right)?
- Ask Richie about time off for school? And changes in schedule to reach 20 hours when we have a holiday?
- What is the evaluation process here? Yearly? Biannual?
