Project Management Tasks and Sales Data
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Questions and Answers

What is the format of the messages in Front, as per the instructions?

  • All points are in a single message
  • Richard replies to each message
  • Each point is a separate message (correct)
  • FYI and ACTION items are in separate threads

    • What is the purpose of grouping ACTION items together?

  • To make it easier for Richard to reply
  • To separate them from FYI messages (correct)
  • To prioritize tasks based on importance
  • To archive completed tasks

    • Why should EA go through Richard's inbox?

  • To forward messages to others
  • To archive or mute certain messages (correct)
  • To find new tasks to complete
  • To respond to messages on Richard's behalf

    • What should EA do when following up on a task?

    <p>Move the task to Richard's inbox and unfollow it</p> Signup and view all the answers

    What should EA do after completing the Monday EOW tasks?

    <p>Slack Richard the screenshot of the tasks</p> Signup and view all the answers

    What is a key factor in deciding whether Richard will attend an event?

    <p>The distance from Richard's residence to the venue</p> Signup and view all the answers

    When would Chi typically not want to attend an event?

    <p>If the event is a business gathering or happy hour</p> Signup and view all the answers

    What should be verified with the event organizer before registering Richard?

    <p>The availability of guest registration</p> Signup and view all the answers

    What should be added to Richard's calendar after registering him for an event?

    <p>The event details</p> Signup and view all the answers

    When would Richard need his mom to watch the kids?

    <p>If Chi is attending the event and it's a high-value event</p> Signup and view all the answers

    What is the first step in scheduling an event in Richard's calendar?

    <p>Check Richard's calendar and notate important notes</p> Signup and view all the answers

    What is the purpose of contacting Richard's mom when scheduling an event?

    <p>To request her help with watching the kids</p> Signup and view all the answers

    What is the typical duration of Richard's mom's assistance when watching the kids?

    <p>30 minutes before they need to leave</p> Signup and view all the answers

    What is the typical cost associated with Richard's EO events?

    <p>An annual fee</p> Signup and view all the answers

    What information should be provided to Richard's mom when requesting her help with watching the kids?

    <p>Date, time, and event details</p> Signup and view all the answers

    What should be done after confirming Richard's mom's availability to watch the kids?

    <p>Add the event to Richard's calendar</p> Signup and view all the answers

    Why would Chi be unlikely to attend an EO event?

    <p>Because it is a business gathering or happy hour</p> Signup and view all the answers

    What should be considered when deciding if Richard will attend an EO event?

    <p>The type of event and the time of day</p> Signup and view all the answers

    When would Richard need to verify the number of guests allowed with the event organizer?

    <p>Only when the event is open to non-members</p> Signup and view all the answers

    What should be added to Richard's calendar after registering him for an event?

    <p>The event details and any additional tasks</p> Signup and view all the answers

    What is the primary factor in deciding whether Richard will attend an event less than 30 minutes away?

    <p>The leaving time</p> Signup and view all the answers

    Study Notes

    Sales Data and Calendar

    • Sales data should be reported as of a specific date, with categories including HR, Fence, Post, OGM, and UV.
    • An example of a calendar screenshot is needed, showing two days in PST, such as May 20 and May 21.

    Task Management in Monday

    • Create a discussion thread in Front entitled "Buffer day" (indicating the date).
    • Each point should be its own message, allowing Richard to reply or thread it.
    • Messages should be categorized into FYI (for your information) and ACTION items.
    • Ideally, group action items together and FYI in another section.

    Communication and Task Assignment

    • For Veem, Mercury, and Airwallex, there is no need to inform Richard.
    • Go through Richard's inbox to identify tasks that need attention, and archive or mute them as needed.
    • If following up, move the task to Richard's inbox and unfollow for him.

    Additional Task

    • Send a screenshot of Monday EOW tasks to Richard via Slack.

    Scheduling Events in Richard's Calendar

    • Check Richard's calendar for important notes and potential schedule conflicts.
    • Obtain key details of the event: event name, location, time, cost, and any additional requirements (e.g., BYOB, Venmo confirmation).

    Scheduling with Dependencies

    • If Richard confirms attendance, check if babysitting/help with kids is required.
    • If so, text Richard's mom (Vera) at 310-803-0339 to:
      • Inform her of the event date, time, and details.
      • Ask if she can watch the kids, specifying the required time frame.
      • Request her to arrive at least 30 minutes before the scheduled departure time.
      • Confirm the end time based on travel time.

    EO Events (Richard's Business Group)

    • EO events are primarily held in Los Angeles, with some events open to guests.
    • There is no fee for these events, as an annual fee is paid.
    • When registering, consider if Chi (Richard's wife) will attend, as she typically does not attend business gatherings.
    • If Chi does attend, verify with the event organizer if guest registration is open.
    • Add EO events to Richard's calendar, ensuring to check the distance from his residence to the venue (less than 30 minutes driving time is a requirement for attendance).

    Additional Guidelines

    • For events with a leaving time earlier than 8:30 am, Richard will not attend.
    • Verify the distance from Richard's residence to the venue before scheduling an event.
    • Ensure Richard's mom is available to watch the kids if required, especially for higher-value events.

    Scheduling Events in Richard's Calendar

    • Check Richard's calendar for important notes and potential schedule conflicts.
    • Obtain key details of the event: event name, location, time, cost, and any additional requirements (e.g., BYOB, Venmo confirmation).

    Scheduling with Dependencies

    • If Richard confirms attendance, check if babysitting/help with kids is required.
    • If so, text Richard's mom (Vera) at 310-803-0339 to:
      • Inform her of the event date, time, and details.
      • Ask if she can watch the kids, specifying the required time frame.
      • Request her to arrive at least 30 minutes before the scheduled departure time.
      • Confirm the end time based on travel time.

    EO Events (Richard's Business Group)

    • EO events are primarily held in Los Angeles, with some events open to guests.
    • There is no fee for these events, as an annual fee is paid.
    • When registering, consider if Chi (Richard's wife) will attend, as she typically does not attend business gatherings.
    • If Chi does attend, verify with the event organizer if guest registration is open.
    • Add EO events to Richard's calendar, ensuring to check the distance from his residence to the venue (less than 30 minutes driving time is a requirement for attendance).

    Additional Guidelines

    • For events with a leaving time earlier than 8:30 am, Richard will not attend.
    • Verify the distance from Richard's residence to the venue before scheduling an event.
    • Ensure Richard's mom is available to watch the kids if required, especially for higher-value events.

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    Quiz on managing tasks and tracking sales data, including calendar organization and communication tools.

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