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Daily Check-In and Status Email Check-Ins

When projects get rolling and eventually when the team is in crunch time, there is a strong need to keep the PM/BAs/Developers all on the same page. To that end, here is what we do:

  • Morning and Evening Check-Ins:
    • Review the open issues/bugs/next steps
    • Schedule the day of bug fixing, testing and any other analysis work needed
  • Detailed Status Emails (after each check-in):
    • Yesterday Review: [DATE]
      • [MODULE Name 1]
        • [Bugs/Fixes/Updates listed out]
        • [MODULE Name 2]
        • [Bugs/Fixes/Updates listed out]
    • Todays’ Most Important Tasks: [DATE]
      • [MODULE Name 1]
        • [Bugs/Fixes/Updates listed out]
      • [MODULE Name 2]
        • [Bugs/Fixes/Updates listed out]
    • This Week
      • Monday, MM/DD:
        • [Likely Task/Goal/Milestone]
      • Tuesday, MM/DD
        • [Likely Task/Goal/Milestone]
      • Wednesday, MM/DD
        • [Likely Task/Goal/Milestone]
      • Thursday, MM/DD
        • [Likely Task/Goal/Milestone]
      • Friday, MM/DD
        • [Likely Task/Goal/Milestone]
    • UPCOMING MILESTONES:
      • Milestone 1 by MM/DD
      • Milestone 2 by MM/DD
    • Future Release Planning/Backlog
      • Note: Items added to Smartsheets backlog here.
      • [Module 1] Backlog
      • [Module 2] Backlog