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Once the project is underway, your job is to stay on deadline, in scope, and on budget (honorable mention: continually delighting your client). This template captures the daily, weekly and periodic tasks that will allow you to see issues before they become problems, to stay on top of documentation, and to keep your project running smoothly.
Create Workspace
Start a Redbooth workspace from this template
Ongoing Client Care
View Workload report (Reports Menu > Workload)
Follow up on late tasks
Monitor urgent tasks
Monitor workload/capacity for team members
Reassign work for staff who are over capacity
Provide weekly update for team & management
Provide weekly update for client
Alert client to any client-related deadlines coming up
View Calendar report (Reports Menu > Calendar) to scan ahead
Create "Team Meeting” and “Client Meeting" task lists to capture meeting dates and agenda items
Take meeting minutes in Evernote and attach to meeting task
Transfer all tasks from meeting into Redbooth immediately
Use Redbooth chat to collaborate between meetings
Address impact of missed internal deadlines - daily
Manage client expectations - early and often
Document procedure for handling client escalations
Document procedure for handling emergency client requests
Send timely holiday greetings
Set up Redbooth tasks to remind you of client birthdays and anniversaries
Show appreciation, celebrate milestones
Never let more than 10 days go by without communication