How might we...
- Communication: How might we improve our communication internally and externally?
- How might we increase transparency in our intake process to better use staff resources/knowledge?
Hypothesis
If we make our intake process and resources transparent and consistent then we can better leverage staff capacity ,knowledge and resources and learn more about intake’s relationship to teaming and strategy.
If we have a google documents to share intake information, then we will have better data to strengthen the intake process.
Design
What is the work?
- We will define operating assumptions (Aja will start and share to get input – or can review at next meeting)
- Create drive to hold all related intake materials and resources (Amy)
- Create experiment and put on dashboard (Amy)
- Create template for intake (Natalie)
- Change google spreadsheet and staff use the spreadsheet (Susan)
Metrics
What is success for experiments?
- Increased sense of transparency re: how intakes are moving through the pipeline so we can be more responsive and use the full team’s capacity. We have real-time information to know how we are doing on a sales funnel. Data on what intakes are coming in and we are able to answer questions about what this means for MAG’s positioning.
- We feel like we have more information and attention to teaming. And learn about how we are or are not teaming.
- Shared understanding re: beliefs for business development and strategic decisions about projects we do. We have identified areas of disagreement