Project Name/Type | System | Link (if applicable) |
|---|---|---|
TDSC (all projects) | Basecamp | |
Journal (all issues) | Basecamp (except posting to website) | |
Inspiration | Basecamp | |
All Website Requests | Jira (unless TDSC) | |
CDA: 2020 Ad Series | Jira | |
CDA: 2021 Western States Presidents Conference Commemorative Booklet | Jira | |
CDA: 2021 Western States Presidents Conference Reminder Email 072920 | Jira | |
Emails | Jira | |
CDA: cda.org web updates | Jira | |
CDA: cda.org Stories and Graphics | Jira | |
CDA: COVID-19 Back to Practice Initiative | Jira | |
CDA: COVID-19 Leadership Video Series | Jira | |
Jira | ||
TDIC: 40th Anniversary Content | Jira | |
TDIC Broker Toolkit | Basecamp | |
TDIC Lead Generation Faizah.Ali (Unlicensed) | Jira | |
TDIC: Commercial Property | BAsecamp | |
TDIC: Cyber Suite Liability | BAsecamp | |
Student Spotlight | Basecamp | |
Prospectus Janice Chan (Unlicensed) | Jira | Integrated Marketing |
Foundation website migration Janice Chan (Unlicensed) | Jira | CDA.org phase 2 |
Liability Lifeline (November) | Jira |
...
Recurring Projects
- Janice Chan (Unlicensed) document jobs/projects that occur weekly, monthly or on some other regular basis, with the following info
Project Name
Frequency – weekly, monthly, etc.
Project team – who works on this/is involved on a regular basis?
Who is on the project team, aka active in Basecamp
For project team members who are not currently Jira users: is it a requirement that these individuals are users of the project management system?
To document in the future:
Tasks
For each project, start with current tasks from Basecamp
Workflow
Current workflow to inform templates
Weekly Projects
Project Name | Section or Type | Account | Date/day of month | ||||
|---|---|---|---|---|---|---|---|
Component Exchange email | Leadership | Every Friday | |||||
TDIC: RM Matters | Article | Risk Management | 1st of the month | ||||
CDA: Social Media Monthly Report | Report | Marketing | 1st of month | ||||
Executive bulletin email | Leadership | Every other Wednesday | |||||
COVID newsletter | Marketing | Every Thursday | Journal promotion email | Journal | Beginning of month | ||
Inventory audit | Housekeeping | Marketing | End of month | ||||
RM Matters | Publication | TDIC | Beginning of month | ||||
Monthly Projects
Project Name | Section or Type | Account | Date/day of month |
|---|---|---|---|
Journal promotion email | Journal | Beginning of month | |
TDIC: RM Matters | Article | Risk Management | 1st of the month |