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Sjabloon:PT Guideline en Sjabloon:PT Meeting minutes Management: verschil tussen pagina's

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Regel 1: Regel 1:
<div class="databox">
==Attendees==
<div class="tbl">
Who attended this meeting?
{|
 
|-
==Announcements / focus points==
!Owner / assigned to:
Who is absent this week? What are our goals for this week? What is important for meeting participants to know?
|role or (user-)name
{| class="wikitable" style="width:100%;"  
|-
!'''Who'''
!Scope:
!'''What'''
|business units affected
!'''When'''
! style="vertical-align:middle;text-align:center;" |'''Status'''
|-
|-
!Approver:
| style="width:10%;" |
|(user-)name
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:left;width:20%;" class="list" | not started / in progress / done
|-
|-
!
| style="width:10%;" |..
|
| style="width:50%;" |
| style="width:10%;" |
| style="vertical-align:middle;text-align:left;width:20%;" |
|}
|}
</div>
 
<div class="tbl">
==Cockpit==
{|
===Company situation / KPIs /Reports===
{| class="wikitable" style="width:100%;"
!'''Area'''
!'''What'''
!'''Evaluation / Action'''
|-
|-
!Status:
| style="width:20%;" |Project management
|'''in progress''' / active / obsolete
| style="width:60%;" |
*Billable time this week:
*Active customers this week:
| style="width:20%;" |
|-
|-
!Valid from - to:
| style="width:20%;" |Sales
|mm/dd/yyyy - mm/dd/yyyy
| style="width:60%;" |
*Orders:
*Offers:  
*Leads:
| style="width:20%;" |
|-
|-
!
| style="width:20%;" |Billing
|
| style="width:60%;" |
*planned billing amount (Mon):  EUR
*invoiced billing amount (Fri):  EUR
*Invoice amount from new orders:  EUR
| style="width:20%;" |
|}
|}
</div>
</div>
==Purpose==
Why is this guideline necessary? Who benefits from it? 


Policies are designed to help employees make decisions in line with company values. 
==Department==
 
===Finance and Billing===
==Provisions==
Describe in sub-sections what rules are established by this policy. Consider your audience and make sure your statements are concise and clear. Rules of conduct are important so that everyone knows their rights and obligations.
 
Policies should be supported by procedures set out in various documents, such as work instructions.
 
A policy is only effective if it clearly defines what the consequences of non-compliance with individual rules are.
===Rule 1===
Explain, with concrete examples, what the rule specifies and how it is intended to be implemented.
 
=== Rule 2 ===
Explain, with concrete examples, what the rule specifies and how it is intended to be implemented.
 
==Roles and responsibilities==
Please list all roles related to this guideline and link to any supporting documents, such as procedure, work instructions or checklists.
{| class="wikitable" style="width:100%;"
{| class="wikitable" style="width:100%;"
!'''Role'''
!'''Who'''
!'''Currently assigned'''
!'''What'''
!'''Responsibility'''
!'''When'''
!Supporting documents
!'''Status'''
|-
|-
|Position title
| style="width:10%;" |
|Person currently responsible
| style="width:50%;" |
|Description of the responsibility
| style="width:10%;" |
|
| style="width:20%;" |not started / in progress / done
|-
|-
|...
| style="width:10%;" |..
|
| style="width:50%;" |
|
| style="width:10%;" |
|
| style="width:20%;" |
|}
 
===Marketing and Sales===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
!'''Status'''
|-
|-
|...
| style="width:10%;" |
|
| style="width:50%;" |
|
| style="width:10%;" |
|
| style="width:20%;" |not started / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |
|}
|}


==Definitions==
===Projects, Service and Support===
Define terms that are potentially ambiguous,  technical or specialized.
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
!'''Status'''
|-
| style="width:10%;" |
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |not started / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |
|}


*'''Term 1:''' Definition
===Product Development===
*'''Term 2:''' Definition
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
!'''Status'''
|-
| style="width:10%;" |
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |not started / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |
|}


===Technology and Infrastructure===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
!'''Status'''
|-
| style="width:10%;" |
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |not started / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |
|}


[[Category:Guideline]]
===Internal organization===
{| class="wikitable" style="width:100%;"
!'''Who'''
!'''What'''
!'''When'''
!'''Status'''
|-
| style="width:10%;" |
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |not started / in progress / done
|-
| style="width:10%;" |..
| style="width:50%;" |
| style="width:10%;" |
| style="width:20%;" |
|}

Huidige versie van 27 jul 2022 om 10:24

Attendees

Who attended this meeting?

Announcements / focus points

Who is absent this week? What are our goals for this week? What is important for meeting participants to know?

Who What When Status
not started / in progress / done
..

Cockpit

Company situation / KPIs /Reports

Area What Evaluation / Action
Project management
  • Billable time this week:
  • Active customers this week:
Sales
  • Orders:
  • Offers:
  • Leads:
Billing
  • planned billing amount (Mon): EUR
  • invoiced billing amount (Fri): EUR
  • Invoice amount from new orders: EUR

Department

Finance and Billing

Who What When Status
not started / in progress / done
..

Marketing and Sales

Who What When Status
not started / in progress / done
..

Projects, Service and Support

Who What When Status
not started / in progress / done
..

Product Development

Who What When Status
not started / in progress / done
..

Technology and Infrastructure

Who What When Status
not started / in progress / done
..

Internal organization

Who What When Status
not started / in progress / done
..
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