Overview This project aims to enhance departmental understanding of the **ISP (Internal Service Provider) process**, which has been identified as one of the team’s most complex and misunderstood workflows. The initiative will expand and refine the existing process documentation in MyMarComm, create detailed training materials, and facilitate in-person training sessions.…Read More
Business Operations
Standardizing Project Management with ClickUp Consultation
Overview This project focuses on engaging a consultant to optimize **ClickUp**, the team’s project management software, ensuring a standardized, cohesive, and consistent system for managing projects. The initiative aims to streamline workflows, improve collaboration, and establish a uniform process across all projects. Key activities include vetting ClickUp partners to hire…Read More
Establishing a Career Planning Process for Staffing and Freelancer Evaluation
Overview This project involves creating and implementing a **Career Planning Process** to enable leadership to annually evaluate staffing and freelancer usage. The process will include a training program and leverage HR tools to provide insights, streamline evaluation efforts, and align with Wharton’s broader HR strategies. Key activities include collaborating with…Read More
Creating an Operations Hub for Streamlined Decision-Making and Efficiency
Overview This project focuses on creating an **Operations Hub**, potentially within Salesforce, to streamline departmental operations. The hub will include a ticketing request system, forms and surveys, and the contracts tracker. By centralizing these tools, the initiative aims to enhance efficiency, quantify issues and resolutions, and identify recurring problems to…Read More
Developing an Effective Contracts Tracker for Departmental Use
Overview This project aims to develop a comprehensive **Contracts Tracker** to streamline the tracking of submitted contracts for the department. The tracker will include key details such as costs, invoices charged against the contracts, and term dates. This system will ensure timely renewals and improve financial and operational efficiency across…Read More
Establishing Efficient AI Project Tracking on MyMarcomm
This project focuses on tracking AI-related initiatives by establishing a dedicated space within MyMarcomm to manage and monitor progress. The initiative aims to provide streamlined access to AI project information while ensuring that updates and new additions are efficiently managed.…Read More
Financial Dashboard for Budget Management
Overview This project involves the creation of a comprehensive internal financial dashboard aimed at supporting budget owners in effectively managing their budgets. The dashboard will consolidate and present financial data in a clear, user-friendly format, making complex budgetary information more accessible. The goal is to enhance budget owners' understanding of…Read More Project Charter Template
Editable template for developing a project charter: Project Charter Template