Anna Wohlesser

Anna Wohlesser

Customer Facing Circle

Purpose: Populate next:land!

  • Engagement Lead

    für specific projects

    Purpose:

    Awesome management and coordination of consulting projects

    Accountabilities:

    • Contacting current leads (=potential clients) on request by @Staffing Sparring
    • Publishing client requests on Slack to allow for challenging by @Do or Die
    • Developing cutting-edge proposals (incl. pricing in accordance with @Pricing Strategy) upon request of a customer.
    • Selecting suitable @Evolutionary Catalyst or Project Partners for client projects after integrating feedback of @Staffing Sparring
    • Deciding the staffing of specific workshops within the project, based on transparent decision criteria
    • Contracting with the clients on an ongoing basis to align expectations & logistics and adjust agreements as engagement needs evolve, saving related documents/emails @projects
    • Forecasting needed consulting resources and sharing relevant information with all @Evolutionary Catalyst or external Catalysts "Project Partners" involved in the project - prior to project launch and throughout project
    • Scheduling and facilitating regular staff meetings 1) for mutual updating of project-relevant information in the particular project staff and 2) for developing/improving the quality of the consulting strategy/work in a particular consulting project 3) for learning purposes & know-how transfer
    • Storing relevant project documents and emails directly on dG Google drive preferably in Google-doc format under the respective project folder
    • Providing relevant odoo data to @Project Backbone (Accounts, Projects, Sales Order Information)
    • Setting up initial project and governance structure according to policy "Large Staff project in Glassfrog"
    • Acting as by default @Ecosystem Partner Relais for Project Partners invited into projects for the first time.
    • Informing @Ecosystem Partner Relais Shepherd about new Project Partners and add relevant data to the project partner list.
    • Adding and updating opportunities in Odoo Pre-Sales Module, creating MVP-Sales Order(s) after proposal is confirmed by client
    • Making agreements regarding the daily rate with involved project partners - taking into account the current Ecosystem Partnership Framework - and integration of feedback from @Pricing Strategy, if required.
    • Scheduling and facilitating regular retrospectives to work better together within the staff and reflect on the staff and its dynamics
    • Creating learning opportunities within the client work for existing and potential staff members (e.g. with less experience and learning objectives in that field)

  • Evolutionary Catalyst

    für specific projects

    Purpose:

    Cutting - edge consultancy services with impact for the client system

    Accountabilities:

    • supporting the @Engagement Lead in developing client-related documents e.g. crafting offers, proposals, design, photo protocol etc.
    • making all client related documents (e.g. offers, proposals, design, photo protocol etc.) accessible and findable using project structure on the dG Google Drive provided by @Project Backbone
    • providing and facilitating excellent consultancy services
    • reflecting regulary the quality of delivery and the relationship with clients through peer to peer reviews inside dG and/or external coaching
    • building relationships with potential clients to acquire new project opportunities that fit to dGs purpose
    • leveraging contacts for dG initiatives
    • providing expert knowledge about consulting practices to the organization in interviews with @Creator and by regularly updating and feedbacking confluence pages

  • First Responder

    für KW30

    Purpose:

    Caring first impressions for general requests

    Accountabilities:

    • Exploring client requests in a caring manner so that dG has the relevant information for the next step in the customer acquisition process and a relationship is built (even if dG does not have resources to do a consulting project)
    • Providing customer with further information in a timely manner, in particular whether we can process the request and, if so, who their contact person will be.
    • Capturing and updating leads in "Client Request to dG" spreadsheet to expand our lead base

  • Project Backbone

    für specific projects

    Purpose:

    sustainable and efficient project administration

    Accountabilities:

    • Updating Odoo according to guidelines published by @Quarterback with all project relevant information (i.e. creating SO for the upcoming three months, accounts, projects, workshops, etc) for confirmed projects until the 10th of every month
    • Providing project structure on the dG Google Drive under the corresponding folder and instructing involved roles and project partners to make all project related documents (e.g. offers, proposals, design, Photo protocol etc.) accessible and findable there
    • Providing Sales Order number (SO number) and terms of business like daily rate or travel cost to involved roles and project partners by end of month at the latest
    • Checking and forwarding incoming invoices and expenses of external partners (project partners) to @Basic Financial Bee
    • Informing external partners about the expense process including deadlines and reminding them about the deadlines
    • Sending invoices to clients
    • Checking and validating information in Odoo before an invoice is created (e.g. timesheets if entered)
    • Reminding clients to pay outstanding invoices after checking invoices list provided by @Controller (after coordinating with @Account Orchestrating and @Engagement Lead if applicable)
    • Triggering @Controller to send a formal dunning letter to client if necessary

Next:Pedition

Purpose: Awesome and customer wowing cutting edge Next:Land programm

  • next:guide

    Purpose:

    transformative and engaging learning experiences that transmit next:land practices, next:tools and its underlying systemic paradigms

    Accountabilities:

    • Delivering inputs to program participants for all next:pedition modules
    • Delivering the protyping day for next:pedition program
    • Co-Crafting and Co-Designing all next:land Modules (Workshop-Design, Content, Inputs, Games, ...)
    • Reviewing content for and further developing the next:pedition modules by integrating feedback from @Evolutionary Catalyst , @Undefined_Role es and program participants
    • Triggering and briefing @Corporate Design regarding needed design adaptions of module materials.

CTA development and delivery

Purpose: All members of organizations resolve their conflicts and personal tensions in a timely manner, trust that they are heard and understood and find solutions that work for all involved.

  • CTA Training Driver

    für Facilitator Training (tbd)

    Purpose:

    Great CTA trainings that touch and excite our clients

    Domänen:

    • CTA Intro Training Materials (Design and Slides)

    Accountabilities:

    • Kicking things off: Providing a rough scope forI respective (new) trainings, setting up the staffing and delivery
    • Monitoring product-market fit, integrating relevant market feedback, updating the rough scope if useful
    • Developing & iterating Communications & Sales strategy for the respective training formats
    • Troubleshooting: Coordinating special offers & situations
    • Generating leads for public trainings out of existing CTA client relations
    • Creating a profit contribution calculation for each event and make cost transparent according to our Spending our gold policy