Community Case Collaboration Project Template

More community-services templates

Improve your community service team's collaboration with this comprehensive template designed to ensure seamless communication and alignment. The Community Case Collaboration Project provides step-by-step tasks to set up a shared digital workspace, create case file templates, and establish guidelines for effective teamwork.

By following this template, you can ensure that your team stays informed and unified, leading to better representation and outcomes for the community you serve.

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Community Case Collaboration Project for Priority Matrix

Community Case Collaboration Project in Priority Matrix

Enhance team collaboration in community services with seamless case updates and shared insights.

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Proposed Tasks

High Priority - Immediate Action

  • Task 1: Set Up Shared Digital Workspace - Due in 1 day
    ☐ Choose platform ☐ Setup account ☐ Invite team members
  • Task 8: Assign Case Ownership - Due in 1 day
    ☐ Assign cases to team members ☐ Notify team members of their assignments
  • Task 2: Create Case File Template - Due in 3 days
    ☐ Define necessary fields ☐ Create template ☐ Share with team for feedback
  • Task 5: Schedule Weekly Update Meetings - Due in 3 days
    ☐ Choose time ☐ Send calendar invites

High Priority - Future Action

  • Task 3: Migrate Existing Case Files - Due in 1 week
    ☐ Digitize paper files ☐ Upload to shared workspace
  • Task 6: Create Case Update Schedule - Due in 1 week
    ☐ Define update frequency ☐ Assign responsible team members
  • Task 7: Establish Communication Guidelines - Due in 1 week
    ☐ Define preferred communication channels ☐ Set expectations for response times
  • Task 4: Create Training Guide for Workspace - Due in 2 weeks
    ☐ Write instructions ☐ Add screenshots ☐ Share with team
  • Task 10: Implement Case Closure Procedure - Due in 2 weeks
    ☐ Define closure criteria ☐ Create closure procedure
  • Task 9: Create Case Review Process - Due in 2 weeks
    ☐ Define review frequency ☐ Assign review responsibilities