Course curriculum

  1. 1

    • Introduction to this course

    • How This Course Aligns with Core Competencies

    • How to Use This Course

    • Before We Begin...Your Past Experience

  2. 2

    • Goals of Calendar Creation & Cloning

    • Goals: Customer Service & Client Strategy

    • Goals: Internal Elevate Priorities

    • Check for Understanding
  3. 3

    • Key Terms

    • Timing

    • Key Workflows

    • Roles and Responsibilities: Planning

    • Roles and Responsibilities: Drafting and Editing

    • Check for Understanding
  4. 4

    • Introduction to New Cloning Policy

    • Introduction to the Standard Cloning Template

    • Introduction to Core and Additional Fields

    • Core and Additional Fields in Calendar Creation

    • Check for Understanding
  5. 5

    • Calendar Planning 1:1 (Coordinator & Director)

    • Developing a Workplan

    • Template and Core Fields

    • Additional Fields

    • Preparing the Client
  6. 6

    • Welcome to Calendar Drafting & Review

    • Intro to Calendar Drafting

    • How to Pull the Calendar

    • Reviewing the Deadlines

    • Sending the Calendar to Directors for Review

    • Director Review of the Calendar - Accuracy

    • Director Review of the Calendar - Scope of Work

    • Director Review of the Calendar - Strategy

    • How to Edit a Calendar

    • How to Edit a Calendar....Continued

    • Check for Understanding
  7. 7

    • Finalize the Calendar and Send to Client

    • How to Manage the Client Review

  8. 8

    • How to Finalize the Calendar for Upload

    • How to Use Data Loader to Upload the Calendar

    • Double Checking & Troubleshooting

    • Check for Understanding
  9. 9

    • Congrats! Here's what's next...

    • More Resources for You

    • Before you go...