To ensure effective and efficient collaboration with the strategy team the following roles and responsibilities will be adopted across the team:

Workflow and resourcing

• Schedule tasks in Workflow with top-line descriptions of requirements and estimates on time. Not all tasks will need initial involvement from the strategy team, but where guidance on time is required, seek input on the approach
  
• Provide additional input into weekly resource report (via Account Directors), with hour estimates for four weeks ahead if not on workflow
  

Please remember:

• To directly review the strategy schedule before allocating tasks –do not only look at assigned tasks but consider workflow to check for potential clashes
  
• Where required, Account Directors will work together alongside the CSD to review client deadlines and resource requirements. Consideration will be given to how other teams (e.g. copy or leadership team) might support or if a freelance resource is needed
  
• Where tasks need to move to accommodate client deadlines, Client Services to speak directly to Jon to reallocate tasks before adding new ones (e.g. when putting in a task, explain that you already have an agreement to move any existing task on that date)
  
• A task must be created for strategy team members when notable involvement in meetings is required (e.g. presenting time, plus where preparation and a de-brief is expected)
  
• A task doesn't need to be scheduled for an initial input meeting where the team are requesting support and guidance before a brief is developed in full (1 hour or less)
  
• The task description needs to have as much information and overview as possible to ensure transparency for the strategy and resourcing team
  
• The final client deadline should always be included to give the Strategy team full visibility and to make sure all parties are aware of any flexibility to move (if required)
  

Team objective: Ensure the schedule is accurate and reflective of requirements. Full transparency for everyone involved.

Project or task kick-off

Ownership across teams to ensure optimum collaboration:

Client Services

• Written brief and briefing meeting scheduled ready for the start date
  
• Check-ins and output agreed in briefing meeting – all to be scheduled
  

Strategy team

• Recommendation of format, based on other work
  
• Integration of brief and, where relevant involvement with other team members to gain additional knowledge or insight
  
• Confirmation on time estimated and feedback to ensure the correct resource is allocated