A sample board for political campaigns.
4 drafts to review
The draft asks
Can you send the six unreconciled invoices today?
SourceCompliance system · Calendar. Refreshed 5 minutes ago.
The ruleA report inside thirty days needs every invoice reconciled before it files.
ResponsibleCompliance
Bookkeeper. Six invoices are still unreconciled and the pre general report files in twelve days.
Can you send the six unreconciled invoices today?
Sample data. A person reads each draft and decides what to do.
This week
Sample data · last 7 daysFlagged by the board · cleared by a person
- Wed7 flagged4 cleared
- Thu8 flagged5 cleared
- Fri6 flagged5 cleared
- Sat2 flagged1 cleared
- Sun1 flagged0 cleared
- Mon9 flagged6 cleared
- Tue8 flagged4 cleared
The repeat problem
Four of six things that slipped last month were waiting on a vendor who had gone quiet. Nobody in the building was the hold up.
What it would have caught
A fictional example. Nothing here sends.
Day 1The flag
The board would flag the mail proof as five days quiet.
Day 2The follow up
The manager would read the drafted note then send it to the printer.
Day 4What happens next
The piece would drop on the date and land before early voting opens.
Questions it answers
- What files this month?
- The pre general report on the 22nd. Six invoices are unreconciled.
- Who has gone quiet?
- The printer at five days. The data vendor at four.
- What was promised but never arrived?
- Fourteen pledges. The oldest is twenty one days.
What it reads
- Compliance system
- Vendor threads
- Shift sign ups
One screen
The board checks the tools you already use and drafts each follow-up for a person to review.
You can keep your project tool, CRM or spreadsheet.
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