Vanessa Edwards @Process_Driven
Creative Performance is a consulting firm that specializes in agency operations. We drive operational efficiency while maintaining your creativity. creativelyperform.com Portland, Oregon Joined October 2010-
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If you use @workamajig Campaigns to break large contracts into multiple projects, but you want to link Project B to the completion of Project A, set a Cross Project Predecessor in Project B’s schedule! #WMJWeds
Have you used @workamajig Column Sets yet? They’re a great way to create client facing, simple or printable Schedules – so you can have detailed columns for schedule management AND simpler columns for printed schedules! #WMJWeds
Did you know you can apply @workamajig Credit Card Charges to Vendor Invoices via Credit Card Connector? Ensure charge Vendor matches invoice Vendor; click Split Invoices, select correct invoice + update Amount if needed #WMJWeds
New in @workamajig: now Media Mass Billing includes vendor invoices linked to Media Items, even if they’re not connected to an IO or BO! #WMJWeds
If you’re using @workamajig’s Resourcing functionality, make sure you review Staff Schedule often to ensure there aren’t any tasks due this week or next week without an employee assigned (only a Service) #WMJWeds
Is your list of @workamajig Clients getting unmanageable in search screens or when you add new projects? The beginning of the year is a great time to cleanup your list and deactivate clients you no longer work with! #WMJWeds
Create a @workamajig Project View to review your internal agency project setup so you can ensure internal projects are set as non-billable and have a non-billable project type for accurate utilization + operational reporting #WMJWeds
Do you use @workamajig’s Media Stations + Publications? If so, you can now add a new Station or Pub directly from the Vendor Record, saving time when setting up new media vendors! #WMJWeds
Do you buy credits from stock agencies but struggle with how to bill them back to clients? Add purchase for credits as OpEx; then, using unique @workamajig Purchase Item, add as a Misc Cost to project for amount to bill your client #WMJWeds
Ensure all your internal initiative, RFP + opportunity @workamajig projects are calculated at your standard service rates, and NOT at $0, so you can measure the true opportunity cost of using billable resources on internal jobs #WMJWeds
Did you know admins can customize the columns on the @workamajig Project Manager > Projects page? We like to add Non-Billable (y/n), Campaign Name and columns for budget vs. actual hours and dollars #WMJWeds
Welcome to 2022! Now’s a great time to clean up @workamajig Active Projects list by moving any completed 2021 projects to Complete/Billing Only status (which shouldn’t allow time but should allow expenses) to start 2022 off with a clean list! #WMJWeds
Interesting article from @CNET predicting the Great Resignation will continue in 2022, but encouraging a reframe to Great Promotion or Great Work Change and a focus on retaining existing employees vs. recruiting + poaching, which encourages people to quit buff.ly/32L3eBI
If you haven’t already, don’t forget to create your @workamajig 2022 non-billable Agency Admin projects: Gen Admin, Training/Shadowing, Time Off, Mgmt, Gen Ops, Resource Mgmt + Biz Dev (+ optional Leadership Ops, Acctg, HR, IT, Mktg) & deactivate 2021 projects on Jan 3! #WMJWeds
When using @workamajig’s Mass Billing Media screen, make sure you enter different date ranges for the IO and BO search, calendar month for IOs and broadcast month for BOs, to ensure you get the right orders! #WMJWeds
Embrace your DiSC profile and enjoy a few minutes of relaxation and stress relief with these fun coloring pages from @disc_profile 😜 buff.ly/3e2Stg8
Time for our annual moment on the Time Tracking Soapbox! I know we sound like a broken record, but agency employees should be logging time in @workamajig on a DAILY BASIS so you get the most accurate data and can make the best, data-driven decisions! @WMJWeds
Interesting article from @BrandStoryboard about why agency talent is leaving for streaming platforms & internet startups, often for “better pay packages, work-life balance and far better growth opportunities”…what are you doing to combat the mass exodus? buff.ly/3dwECOY
Did you see this recent news about UK based Atom Bank officially moving to a 4-day work week, via @CNNBusiness? Do you think your agency would ever adopt a 4-day work week? buff.ly/3IwA2yq
Are you creating @workamajig annual Non-Billable Client Admin projects for existing clients to track unreimbursable costs, non-billable travel + relationship building time? If not, you should start in 2022 to get more accurate client P&Ls! #WMJWeds
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