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Lead Training - Coggle Diagram
Lead Training
2. Setup project
Visit client
Flare template
Setup and customize to brand
GIT repo
Contractors and freelancers
Engage and plan
Groove
Wiki
Processes
People
Service manager engage
3. Implement project
Manage client
Schedule
Delivery plan
Delivery of final docs
Feedback - quality
Peer reviews
SME reviews
Meetings
Internal team meetings
External client meetings
Arrange, plan, and log
Onboarding new authors
Technical knowledge about product
Writing quality
Tools and skills knowledge
JIRA
Manage external resources
Contrators and freelancers
1. Prep for project/client
Discovery session
Content plans and models
Hubspot
Quote generation
Estimation and costs
5. Complete the project
Hubspot
Next sale opportunity
Client engagement review
Close project
Groove clean up
Source handover
Service manager close
Invoice and finances
4. People management
Training
Style guide
template description
Quality of writing