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) : Sydnee Funke (Unlicensed) wants to find a way to document the following for projects that occur on some regular basis
...
Tasks
For each project, start with current tasks from Basecamp
Workflow
Current workflow to inform templates
Weekly Projects (Additional Detail on Tasks / Subtasks for Recurring Projects is Here)
Project Name | Section or Type | Account | Date/day of month | Project Team/Jira or No? |
|---|---|---|---|---|
Component Exchange email | Leadership | Every Friday | Not Everyone is in Jira | |
CDA Update/COVID newsletter | Marketing | Every Thursday | Not Everyone is in Jira | |
Newsroom articles | Article | Marketing | Every week | This is in Jira |
Newsroom graphics | Graphics | Marketing | Multiple a week | This is in Jira |
Digital graphics | Graphics | Marketing | Multiple a week | This is in Jira |
Bi-weekly Projects
Project Name | Section or Type | Account | Date/day of month | Project Team/Jira or No? |
|---|---|---|---|---|
Executive bulletin email | Leadership | Every other Wednesday | Not Everyone is in Jira | |
Leadership video series | Video | Leadership | Every other week…sometimes. | Not Everyone is in Jira |
Monthly Projects
Project Name | Section or Type | Account | Date/day of month | Project Team/Jira or No? |
|---|---|---|---|---|
Inventory audit | Housekeeping | Marketing | End of month | N/A |
CDA: Journal | Publication | Marketing | Beginning of month | Not Everyone is in Jira |
CDA: Journal promo in newsletter | Graphic | Marketing | Beginning of month | Not Everyone is in Jira |
CDA: Journal promotion email | Journal | Beginning of month | Not Everyone is in Jira | |
CDA: Social Media Monthly Report | Report | Marketing | 1st Beginning of month | Could be in Jira |
TDIC: Liability Lifeline | Publication | TDICFaizah.Ali (Unlicensed) to advise | Every 3 months | Could be in Jira |
TDIC: RM Matters | Publication | Risk Management Faizah.Ali (Unlicensed) to advise | Beginning of month | Could be in Jira |
CDA: Student Spotlight | Article | CDA Membership - Student Programs | Beginning of month | Could be in Jira |
TDIC Social Media Monthly Report | Report | TDIC | Beginning of month | Could be in Jira |