Goals:
- Pass on important knowledge to the next team member
- Keep tasks running smoothly
- Equip the next person to take a proactive and strategic approach to the projects
- Equip the next person to build confidence with the client
Change all tasks to a deliverable: i.e. “complete YE marketing plan and submit to Alexis”
Make sure all tasks have a date, are assigned, and have summary explaining in the details.
Main questions to answer in brain dump:
Staff
History of organization
History working with Accordus
2 things we can do better
2 things we are doing great with
Things the clients wants to know that you know:
- What they are working on
- Who their main donors are
- What we are trying to improve
- That you are looking ahead
Inbox
Meetings
- how they usually go
- Things that have been lingering
Database –
- frequency
- Who does what
- Nuances
Accounting
- client uploads receipts once a month
- Usually casual about QBO reports
- Board meetings happen on the
Social media
- Be careful about religious and sexual pictures – fetishes
- Most of the kids their serve are black demographic, so pictures should reflect that
- Do batches once a month – include upmcomg events, holidays, prompt client and add your own suggestions, cover all of their programs each month (EduCare, monthly partners)
Emails
- communication plan
- Careful about which months are asks
- Check to udoate footer content