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Here is a list of all the tasks required to complete this project. Ordered from the most pressing to the least.  "Identify all project stakeholders and establish a communication plan describing the information needed and the delivery method used to keep the stakeholders informed." (Watt, 2021, Chp. 3)

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The meeting tracker helps the team to monitor progress, set meeting dates, and voice and support needed from departmental supervisors. The expectation is that it will be filled every meeting.

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Easily create surveys and polls to collect customer feedback, measure employee satisfaction, and organize team events.

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QRCode for Motley Fool Collaboration Meeting Tracker

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The details and the nature of the customer issue or point of friction will be listed here.

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Questions that must be answered before preceeding with a project plan. Can the customer issue be solved? Does the Motley Fool have the power to improve the point of friction? Is the focus on this issue a valuable use of the team's time?

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Notes on various ideas will go here. Do not leave details out, even if an idea or solution is not chosen for this project, it may become relevant to future projects.

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What is the chosen solution and improvement project to increase loyalty of the Motley Fool Customer? What is the JOB ONE that we are attempting to solve?

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What are the top three tasks that need to be accomplished and who are the owners of those tasks? (Primary responsible)

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Cost structure established. Cost estimates for labour, equipment, and material costs. (Watt, 2021)

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Who will be accountable for the project deliverables? The work of the project is tested

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Key stakeholders should be kept informed, progress reports and project plans should be delivered to supervising manager. (Watt, 2021)

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This form will be filled out by all team members, including supervising managers to evaluate the meeting productivity and the lessons learned to examine what went well and what didn't in the project. (Watt, 2021)

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Project Management: Initiation Phase Roles

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Project Management: Initiation Phase Roles

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Project Management: Initiation Phase Roles