Workflow Quarterly meetings Q1 to Q4

Objectives/keypoints/promises and dashboards for your team
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Unlimited time on Free plan

Who is this space for?

This Template is created for 4 team members now, and you can copy and paste the board for as many members as you want, and each member can create his own Objectives (Group). -keypoint (items) -promises (subitems) Checklists (check list widget in updates) and dashboards view

 

There is a board for prizes where you can set up a prize for completing the objectives. Also, there is a board called Promisiunea Zilei (promise of the day), where all promises are automatically gathered from each member board once he creates his promise of the day (task of the day).

There is a main Dashboard called Everyone Dashboard with many widgets and views where all the information is gathered from all four members.

 

There are 10 automations created for reminders, creating items, emails, status updates, and many more.

What problem does it solve?

The workspace in monday solves the problem of effectively managing and coordinating a team of four members. It provides a structured template that can be replicated for each team member, allowing them to define their individual Objectives, including key points, promises, and checklists. By integrating a prize board, it incentivizes the completion of these objectives.


The "Promise of the Day" board automates the collection of daily promises from each member, streamlining communication and ensuring accountability. The central "Everyone Dashboard" consolidates information from all team members, offering a comprehensive view of progress and tasks.


With automation processes in place, the workspace handles reminders, item creation, emails, and status updates, reducing manual workload. Overall, it addresses the challenges of collaboration, task management, and motivation, resulting in a more organized and efficient work environment for the team.

What are the benefits of your space?

  1. Structured Workflow: Templates create consistent structures, streamlining task management.
  2. Individual Accountability: Members own Objectives, promises, and checklists.
  3. Incentivized Performance: Prizes drive completion, fostering motivation.
  4. Automated Communication: "Promise of the Day" board automates updates.
  5. Comprehensive Overview: "Everyone Dashboard" monitors all tasks.
  6. Efficient Task Management: Automation saves time, prevents oversight.
  7. Customization and Scalability: Templates scale with the team.
  8. Collaborative Environment: Sharing enhances teamwork and alignment.
  9. Goal Achievement: Structured approach and reminders aid objectives.
  10. Reduced Administrative Burden: Automation frees from tasks.
Best for
Leadership
PMO
Marketing
SMB
Customer Success
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Sales & CRM
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