Business Teamspace - Trading Education Agency Business Planner

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  • Опубликовано: 22 июн 2024
  • Enhance your trading agency‘s business operations, marketing strategies, resource management, and educational services with this organized Notion workspace template.
    Product Details:
    This template is specifically designed for multiple users, unlike other templates intended for single use. The interfaces, filters, and databases have all been configured to support this multi-user functionality.
    What's Inside?
    Business pages
    Who we are: Clearly stating a company's mission, vision, and values provides direction, enhances employee commitment, ensures consistency and transparency, strengthens brand image and customer trust, and guides strategic planning for sustainable growth.
    People Directory: A page where you can create new teams based on your organizational requirements. Also, you may define and document various roles within the organization. Enter new employee details into the system, including names, contact information, and other relevant data. Associate each employee with their respective Notion profile, facilitating seamless integration between databases and responsive display respecting the current viewer. Assign appropriate roles to employees based on their expertise, experience, and job responsibilities. You can view employee onboarding processes and their statuses also.
    OKRs: You can set annual and quarterly objectives and track key results grouped according to these objectives. You may assign people to lead, or attach objectives or key results with relevant teams and set these objectives' statuses to track them easily.
    Meetings & Notes: Let your managers set your agency's meetings, it will appear on the personal dashboards of those included in the designated team, and they can click the Attend button to add their names to the list. You can view these either in calendar view or Kanban view. You may also create your own database templates based on the meeting type by which you will be able to streamline your workflow.
    Projects: Enter your project, you can track its status, divide it into tasks, and relate them to docs and teams. You may view docs and tasks related to a certain project by clicking the project and opening it as a page by which you can view only tasks, notes that are related to that certain project.
    Internal FAQs: You can use Notion's newest Q&A feature at the bottom right to quickly get answers to particular questions not only from this FAQ but your entire workspace.
    Inspiration: If you come across something work-related, like a visual, a promotional video, a book, a movie, or a great restaurant, and you want to share it with your colleagues, add it to the relevant section, and others can bookmark or like it. This way, you'll have shared it with them.
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