Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Create bi-weekly report SOP #578

Open
1 task
laneymangan opened this issue Nov 13, 2024 · 1 comment
Open
1 task

Create bi-weekly report SOP #578

laneymangan opened this issue Nov 13, 2024 · 1 comment
Assignees
Labels
account-manager Issue for developing the account manager program

Comments

@laneymangan
Copy link
Member

Draft found here

  • Check with Jess to see if we should include quarterly report instructions in this doc
@laneymangan laneymangan added the account-manager Issue for developing the account manager program label Nov 13, 2024
@laneymangan
Copy link
Member Author

Report has been drafted here. I think it could be built out further as we continue to refine the report itself but I think this is an ok starting point. Ready for review/input from others as needed.

One thing to note, I call out in the doc that perhaps we should have a more detailed title for this report (maybe we already do??) We refer to it as "the biweekly report" but within the larger Cal-ITP context I think that's likely too vague.

@laneymangan laneymangan moved this from Todo to In Review in Customer Success Dec 20, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
account-manager Issue for developing the account manager program
Projects
Status: In Review
Development

No branches or pull requests

2 participants