BD/P&S Engagement Review (Review Active Engagements in Asana)

Team Calendar Link: BD/P&S Engagement Review

Why¶

Provides an opportunity for BD and P&S to review newly closed and active engagements, coordinate delivery targets, and reduce delivery risks.

How¶

1. Review Asana Active Engagements portfolio

2. Prioritize Off track and At risk engagements.

3. Review Accounts Receivables in SAGE for invoices that are 60 days past due.

4. Review Engagements with Status updates older than 30 days.

Cadence¶

Weekly on Thursdays (60-minutes)

Attendees¶

• Delivery Manager/Chief of Staff [Harold Campbell]

• Engineering Lead/People Operations Lead [April Johnson]

• Senior Product Manager, Open Science Enablement [James Munroe]

• Head of Product [Giuliano Maciocci]

• Business Development Lead [Jim Colliander]