This second session in the advanced workflow management series explores techniques to manage your team, maintain visibility over what they are working on, and set a process for constant improvement.

Based on the techniques implemented by best-in-class firms, learn:

  • Operating mechanisms to manage your team: daily standups, weekly recaps, monthly review, quarterly meetings
  • Meeting management: schedule, data capture, and follow-up
  • The differences and use-cases for Karbon work items versus to-do items
  • Quarterly goal setting, scoring, and review (OKRs)
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