This second session in the advanced workflow management series explores techniques to manage your team, maintain visibility over what they are working on, and set a process for constant improvement.

Based on the techniques implemented by best-in-class firms, learn:

  • Operating mechanisms to manage your team: daily standups, weekly recaps, monthly review, quarterly meetings

  • Meeting management: schedule, data capture, and follow-up

  • The differences and use-cases for work items versus to-do items

  • Quarterly goal setting, scoring, and review (OKRs)

Did this answer your question?