We are looking for an Access database to help us catalogue the intellectual property and tips we deliver to our senior level executive clients
We offer programs such as
- A deep-dive immersion, year-long, individualized coaching program
- A similarly intensive executive team program
- Speaking gigs
- Leadership development programs delivered to groups
Each program contains a series of sessions (e.g., deep dive assessment, thrive as a person, excel as a leader, etc)
Each session contains content chunks which usually include
- 1 - 10 PPT slides
- 1 - 5 pages in Word in the form of a playbook
- Assessments in word/pdf eventually delivered through a tool like TypeForm or SurveyMonkey
- A QCard (4 x 6 jpeg image)
- Facilitator notes in Word
- Definition of what is optional to deliver and what is mandated
- Etc
We are looking for an Access database that will allow us to
- Track usage of each chunk
o When it was delivered
o To whom
o By whom
o Etc
- The content chunk itself (like a card catalog in the library)
o What is the chunk
o Different options for the chunk (e.g., a long version, a short version, a one-on-one version, a team version)
o A link to the pieces (the PPT, word doc, etc)
o Status (fully baked, still being worked on, etc)
o Which modules the chunk is used with
o We currently use Syncplicity to store our files in the cloud and on our laptops, with changes made to all in real time, but if it's easier we can move all of the files to the cloud
Our hope is for each new client engagement, we can quickly locate the best version and custom design our client programs by combining the chunks in different orders, etc.
About the recuiterMember since Mar 14, 2020 Winata Winata
from Veracruz, Mexico