EOY Content by Talia Van Wingerden https://padlet.com/talia102/nho6e0dzor2jfn94 Brainstorm what matters most to you as a CSM in an EOY Review! en-us 2023-03-16 05:48:28 UTC 2023-03-21 18:04:27 UTC hello@padlet.com https://padlet.net/icons/png/1f4c8.png Timing talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518878889 2023-03-16 05:51:15 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518878889 Data talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518878945 2023-03-16 05:51:19 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518878945 Highlights talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518879272 2023-03-16 05:51:42 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518879272 Accomplishments talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518879743 2023-03-16 05:52:13 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518879743 Immediate Action Items talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518879921 2023-03-16 05:52:26 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518879921 BTS Tasks talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518880045 2023-03-16 05:52:34 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518880045 2022 Example Deck: talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518885967 2023-03-16 05:58:41 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2518885967 Semester Review Content Example talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519717437 2023-03-16 16:49:03 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519717437 Timing https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519784768 For NE: End of May/Beginning of June (incase you miss May!) 
45 minutes (lots went over towards an hour)]]> 2023-03-16 17:37:39 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519784768 Booking Fall PD Days https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519784809 2023-03-16 17:37:41 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519784809 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519784841 Data district wants to see (ex: increase in usage, focusing a certain group/site, overall usage)]]> 2023-03-16 17:37:43 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519784841 BTS https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519785744 looking forward knowing how crazy July - Sep is, pulling any BTS Planning into EOY review]]> 2023-03-16 17:38:28 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519785744 Earlier can be better but is customer dependant adrienneolszewski1 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519786355 We discussed that the earlier the better, but some customers May need or want to have the conversation earlier in order to put trainings on the calendar.

]]> 2023-03-16 17:39:00 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519786355 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519786952 Initiatives we conducted throughout the year (competitions, Paper Days, any specific marketing requests to celebrate time we did to collaborate with district/schools - emphasize teamwork) . What moved the needle for their initiatives

Partnership and actions we took to work together as a team (lesson learned and where we want to partner together to avoid those gaps next year)]]> 2023-03-16 17:39:24 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519786952 YTD comparisons data from Tableau https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787379 2023-03-16 17:39:44 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787379 New Goals/District Initiatives https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787407 Determining any new initiatives the district might have in the next school year and how Paper can fit into that.]]> 2023-03-16 17:39:46 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787407 Set up recurring meetings before the end of EOY https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787594 2023-03-16 17:39:52 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787594 Summer School https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787711 2023-03-16 17:39:59 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519787711 Summer School Discussions (though that may have happened already) https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519788163 2023-03-16 17:40:21 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519788163 Celebrating accomplishments from the year https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519788308 What is the goal moving forward for next year to be brought up in BTS meeting]]> 2023-03-16 17:40:28 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519788308 BTS https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519788333 BTS guideline ready for EOY meeting]]> 2023-03-16 17:40:29 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519788333 Budgets for next school year- to buy marketing materials (Vista Print) https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789042 2023-03-16 17:41:03 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789042 Calendar of PLS bandwidth for B2S https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789286 2023-03-16 17:41:15 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789286 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789382 Champions - teachers and admin that have really adopted Paper and been champions, helped expand that to other schools]]> 2023-03-16 17:41:20 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789382 Understanding their 2023-24 goals https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789614 2023-03-16 17:41:31 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789614 May adrienneolszewski1 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789762 May seemed to be the best choice for formal conversations to occur. This gives the district time to set goals, prioritize accounts that are up for renewal, provide feedback where needed and prep for upcoming trainings.

]]> 2023-03-16 17:41:39 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789762 Back to School Events/ Relaunches https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789770 2023-03-16 17:41:39 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519789770 Rostering survey or process so we can start sharing that information https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519790150 2023-03-16 17:41:55 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519790150 Schedule meetings based on renewal and ARR https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519790628 2023-03-16 17:42:19 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519790628 YTD Data - differentiate for various tiered accounts https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791681 The one-pager was geared towards larger accounts which led to more work for CSMs of Tier 1-3 accounts.]]> 2023-03-16 17:43:07 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791681 Ease of pulling Data for CSMs https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791810 We loved how easy the Semester Review decks were to create via the Tableau report Shezan introduced.

]]> 2023-03-16 17:43:11 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791810 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791830 Renewal pulse check if timing is right]]> 2023-03-16 17:43:12 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791830 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791865 Get stakeholder feedback on how this year's goals have been going and adjusting goals for the next school year. ]]> 2023-03-16 17:43:13 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519791865 Relaunch adrienneolszewski1 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519792092 There needs to be time to set up a relaunch if that is needed for the district. We also discuss 'voluntelling' them to do a relaunch. It is always helpful!]]> 2023-03-16 17:43:24 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519792092 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519794520 Main contacts next year, who has the capacity to act like our DM and help push things forward (ex: if DM did not have a lot of time to devote to Paper this year, is there another person who could help distribute the work at the district)]]> 2023-03-16 17:45:11 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519794520 Align with customer on their academic calendar https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519795233 Where do you expect lots of usage? Where to do expect low usage? What can we do to combat that?]]> 2023-03-16 17:45:45 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519795233 Teacher PD https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519795768 Discussion around what PD looks like and how Paper can fit into it. ]]> 2023-03-16 17:46:08 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2519795768 Meeting Details: talia102 https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2524206520 - Attendees
- 45 minutes
- Agenda
- Reminder Email]]> 2023-03-20 19:59:24 UTC https://padlet.com/talia102/nho6e0dzor2jfn94/wish/2524206520