This first call will cover all things needed for a successful implementation. How do your projects start/end? Your processes will be examined and defined.
01.01# MEET, LISTEN AND STUDY THE CURRENT ORGANIZATIONAL CHART & WORKLOAD DIVISION > which parts of the organisation do we wanted to onboard?
> what is the exact team sizing? internally and externally (eg. freelance workforce)
> who is who, has the lead, in which terms, and for which parts of the organization?
01.02# INVENTORIZE & VISUALIZE ON-GOING AND FUTURE PLANNED ACTIVITIES > where is the organization at? where is it going to?
> what are the needed efforts and how is the distribution and workload to the team?
01.03# ANALYSE & PRIORIZE ITEMS, IDENTIFY THEIR TRIGGERS AND DELIVERABLES > which part is the most important to organise first and how would it normally be done?
> what are the already installed processes and how satisfied are we with the outcomes?
> in current workflow, how do we take things from point A over point B to step C?
01.04# LIST THEM, ALL NECESSARY STEPS TO AWAITED OPTIMIZATION > which items do we wanted to push faster forward? why and and how?
> where are the repeatable, time-consuming tasks and how to automate them?
> do we seek more transparency? on which type of tasks?
> do we seek to increase the ownership of some members? which members and, to which level?