Project template for managers
Production push template with every task dated from the day you start
Twelve weeks to a production milestone: the gap, the weekly number, the pipeline to feed it.
- 3 sections
- 9 tasks
- Opens as a list
- Dated from day 1
Production push: [name]
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
The arithmetic
- Target, current, gap, weeks left, weekly numberDay 1UrgentWrite the five numbers here and keep them updated.
- Pipeline needed: cases at each stage to hit the weekly numberDay 1
- Where the cases come from: reviews, referrals, leadsDay 2
Weekly
- Monday check: on the line or not, and the new weekly numberEvery Monday 9:00High
- Ten review appointments bookedEvery Monday
- Friday: cases submitted this weekEvery Friday 16:00
Milestones
- Week 4: a third of the gap closedDay 29High
- Week 8: two thirdsDay 57High
- Week 12: the numberDay 85Urgent
About this template
A milestone (a qualifying level, a contest, the year-end number) is a gap divided by the weeks left. This project makes that arithmetic visible for one advisor and keeps the weekly check honest.
Tips from the template
- Fill in the gap and the weekly number on day one.
- The Monday task is the only one that matters: are we on the line or not?
- When a week is missed, the weekly number goes up; write the new one.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Production push and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
One training session, from the skill gap to the follow-up that checks it stuck.
3 sections, 12 tasksThe annual recognition dinner in ten weeks: awards, venue, programme, the night, the photos after.
5 sections, 17 tasksFrom advisor to unit leader in ninety days: the paperwork, the first recruits, the first team meeting run alone.
3 sections, 14 tasks
Questions
Run it with the dates filled in.
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