Ongoing Company Tracking
Owner(s)
Daily Tasks
Workshop Progress
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Exercise 5
Daily Roles & Tasks
Assignment Type
Workflow drafting and role alignment discussion
Source Documents Leveraged
- Key personnel descriptions from the SOW file
- June–September project owner listings from the strategy roadmap
Assignment Instructions
Review individual staff workloads and upcoming summer initiatives. Clearly assign responsibility for daily ecosystem data updates. Establish internal operational ownership for the new program proposal process, ensuring all future event requests include both an event brief and an in-person alignment session.
Desired Output
A clear operational role matrix that defines ongoing business tracking duties for the team.
Operational Role Matrix
Define ongoing duties, owners, and decision rights for the OnRamp Hub team.
Relationship Building
Owner(s)
Daily Tasks
Internal Event Approval
Owner(s)
Daily Tasks
Reporting & Rituals
Owner(s)
Daily Tasks
Internal Review & Event Proposal Protocol
Write out the finalized validation rules for upcoming projects and events.
Task Board Photo Capture
Upload a picture of any physical planning boards used during the session.
Task Board Photo
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