Metrics - Do you track your initial meetings?
Last updated by SSW.Rules.SharePointExtractor about 4 years ago.See historyTo ensure clarity and consistency in our calendar invites, please follow the naming conventions below when scheduling meetings:
- For an Initial meetings, include “Initial Meeting” in the subject line
- For a Specification Review, include “Spec Review” in the subject line
This helps everyone quickly identify the purpose of the meeting, improves calendar visibility, and supports accurate reporting.
Subject: Northwind project with SSW and Bob
Figure: Bad subject - not clear it is an initial meeting
Subject: Initial Meeting with SSW and Bob from Northwind
Subject: Initial phone meeting with SSW and Bob from Northwind
Figure: Good subjects - Make clear it is an initial meeting by having both words
The Appointment should also be tracked (without regarding) in Dynamics 365 so that this information is readily available and reportable.
The idea behind it is that Power BI can then track and show this.
