Workstreams & Action Items

Drive focus and accountability by tracking progress towards the most important outcomes.

Strategic Use CasesCompany ELTMar 01, 2023 - Dec 31, 2023: GOODHEALTH: SLOWPACE: P2PRIORITY66322272%Board ViewList ViewCalendarRecent Activity2 ObjectivesFilesFilterUse Cases12Write new copy for the Product page, approve with brand team, and pass to SLT for feedback / signoff.Mar 6, 2023Manny Admina2152Follow up on Tier 1 and Tier 2 account materialsMar 8, 2023Manny Admina121Focus personas on Tier 1 accountsApr 4, 2023Maria Cmoso2Define 7 CMO personasJan 10, 2023Roger Larson215Re-look at the persona for chief of staff - they are the key decision makersCX Implementation9Deliver final personas and CMO agenda POV to CX, Sales and exec teamMay 3, 2023Barry Bosser1Update messaging playbookMar 1, 2023Rachel Palmera18Define agenda and curriculum for CX team training on CMO agenda, personas and the new use casesJun 10, 2023Maddie Jones52Get the right folks out to 5 of the right industry events in the next 30 days.Mar 13, 2023Maria Cmoso1Identify the personas that will likely use the beta version of Digipay.Sales Enablement7Onboarding checklists for each use caseJun 12, 2023Manny Admina2Update overview deck to reflect latest persona work and distribute to the field.May 3, 2023Joe Smarts62Draft demo script for updated CMO use caseApril 12, 2023Maria Cmoso3Schedule deep dive training sessions for East and West sales teams.May 15, 2023Manny Admina5Update demo instances to address the latest use cases.Roadmap2Review product roadmap to address Tier 1 and 2 customer use casesMay 18, 2023Roger Smithson26Draft roadmap deck to share with executive buyers at key customersJun 1, 2023Roger Smithson11Marketing ImplementationUpdate website home and product pages to address key persona use cases.March 6, 2023Maria Cmoso23Update campaign list to target key personas in Tier 1 and Tier 2 accounts in the CRMMarch 8, 2023Ellen Argent41Roll CMO persona and use case work into new email and social campaignsApril 4, 2023Maria CmosoCase study drafts with candidate CMOsAprMaria Cmoso2Work with CX and sales to identify chief of staff candidates for updated case studies.Search WorkBoardCreate3

Action plans that drive outcomes

Quickly plan and align the work needed to achieve outcomes and ensure everyone knows the actions they own with Workstreams.

  • Organize actions in boards with built in workflow or your own columns
  • See who owns which action items and current status, narratives and risks
  • Cut through the noise with a simple view of your own actions this week
  • See team objectives in the same context as the many actions competing for time
  • See your own action item list next to your OKRs to make smarter decisions on where to spend time

Drive accountability in meetings

Make meetings more impactful by keeping the conversation focused on outcomes and ensuring everyone leaves with actionable next steps.

  • Assign actions directly within a meeting so everyone is clear on how their work contributes to achieving the strategy.
  • Build accountability into every conversation by documenting learnings and takeaways in Smart Agendas that can be revisited anytime.
  • Avoid lengthy status meetings by assigning Action Items and tracking them in a fully transparent and collaborative Workstream.
  • Turn inclusive brainstorming sessions in WoBo Canvas into actionable next steps for all team members.

WorkBoard Applications

WoBo Workstreams & Action Items works seamlessly with all WorkBoard applications

“On Day 1 of a quarter, we have our OKRs in place, dependencies resolved, and major milestones captured in a Workstream — all in WorkBoard — so we are ready to execute well in the quarter.”

Summers Hutchings
Director, Product Delivery & Portfolio Strategy, Carmax

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