Execute on your ideas by assigning and follow-up
We are happy to release this long wished-for improvement of the 30-60-90 Days Plan that allows advisors and their client companies to assign decisions and actions directly to team members.
With the 30-60-90 Days Plan on GrowthWheel Online it's easy for you and your team to list all the nice-to's and need-to's, sort them as decisions or actions, and produce an actionable timeline. But who makes sure it actually gets done?
With this release you can:
Assign tasks to team members and colleagues
Filter tasks by assignee
Print a visual PDF that show who is in charge of each task
When everyone knows who is in charge getting things done is somehow much easier. You no longer have to worry about all the tasks on the list, but can focus your time and energy on the tasks that you are actually responsible for.
If you are an advisor who work with founder teams, this will help you work more efficiently with your clients. Turn talk into action by making sure that all the tasks that come up during your meeting are listed, prioritized, and delegated.
After your meeting you can print the 30-60-90 Days Plan as a visual PDF-report and send it to your client and other team members. Or you can use it as a follow-up before your next meeting.
#1 Assign tasks to team members and colleagues
Decide which team member should be responsible for each decision or action.
You can filter by focus area, type, who is responsible, and priority.
#2 Get an overview of all decisions and actions
Print a visual PDF report to get a quick overview of all the tasks and who is responsible for what.
Share the PDF with your clients and colleagues after a meeting, and use it to follow-up before your next meeting.