TASK CHECKLIST Conduct user research High March 21

TASK CHECKLIST Conduct user research High March 21 100% Cross reference old questionnaire Compile research data and create report Medium March 25 100% Consult with product designer Present report to team and receive feedback Low April 03 100% Include product design team Verify project deliverables meet the requirements High April 15 70% Additional comments here Gather external opinions on the project Medium April 30 50% Additional comments here Picking & executing the right modeling Medium May 02 70% Additional comments here Document technical and business readings Medium May 13 20% Additional comments here Planning the next project timeline High May 15 30% Additional comments here External authority approval process Low May 21 60% Additional comments here

January 8 Content Rebecca 4 3. 5 Wireframe landing page Not started January 10 UX Aaron 2 2 Design campaign board Complete January 13 Design Micah 12 13. 5 On hold February 04 Development Emily 4. 5 4 Write email series In progress February 04 Content Rebecca 4 3. 5 Wireframe landing page Not started February 04 UX Aaron 2 2 Design campaign board Complete January 23 Design Micah 12 13. 5 On hold January 25 Development Emily 4. 5 3 WEDNESDAY Write email series In progress January 5 Content Rebecca 4 3. 5 Wireframe landing page Not started January 19 UX Aaron 2 2 Design campaign board Complete February 28 Design Micah 12 13. 5 On hold February 5 Development Emily 4. 5 6 THURSDAY Write email series In progress February 17 Content Rebecca 4 3. 5 Wireframe landing page Not started January 15 UX Aaron 2 2 Design campaign board Complete January 17 Design Micah 12 13. 5 On hold January 07 Development Emily 4. 5 Write email series In progress February 15 Content Rebecca 4 3. 5 Wireframe landing page Not started January 30 UX Aaron 2 2 Design campaign board Complete January 30 Design Micah 12 13. 5 On hold January 28 Development Emily 4. 5 3. 5 TUESDAY MONDAY In progress FRIDAY WEEKLY TASK LIST Write email series Build checkout page Build checkout page

WEEK VIEW TASK NAME OWNER STATUS DATE PRIORITY TIME EST. Aaron In progress March 01 High 2 hrs Wireframe landing page John Complete March 01 Low 5 hrs Design campaign board Joanna Waiting for review March 09 Medium 2. 5 hrs Build checkout page Daniel Waiting for review March 13 High 7 hrs Design campaign board Smith In progress March 23 Medium 3 hrs Write email series Total 19. 5 hrs NEXT WEEK TASK NAME OWNER STATUS DATE PRIORITY TIME EST. Aaron Backlog April 09 High 2 hrs Wireframe landing page John Backlog April 11 Low 5 hrs Design campaign board Joanna Backlog April 12 Medium 2. 5 hrs Build checkout page Daniel Backlog April 24 High 7 hrs Design campaign board Smith Backlog April 30 Medium 3 hrs Write email series Total 19. 5 hrs

WEEK VIEW MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY 8 AM Milestone – Document technical and business readings 9 AM 10 AM External authority approval process 11 AM 12 AM 1 PM 2 PM Picking & executing the right modeling Create a financial monthly reporting template 3 PM 4 PM 5 PM 6 PM Verify that project deliverables meet the requirements Gather external opinions on the project Milestone – Gather metrics and satisfaction form

MONTH VIEW TASK NAME WEEK 1 STATUS DUE DATE TYPE ASSIGNED TO HOURS BUDGETED ACTUAL HOURS Write email series In progress January 8 Content Rebecca 4 3. 5 Wireframe landing page Not started January 10 UX Aaron 2 2 Design campaign board Complete January 13 Design Micah 12 13. 5 On hold February 04 Development Emily 4. 5 5 Write email series In progress January 8 Content Rebecca 4 3. 5 Wireframe landing page Not started January 10 UX Aaron 2 2 Design campaign board Complete January 13 Design Micah 12 13. 5 On hold February 04 Development Emily 4. 5 4 Write email series In progress January 8 Content Rebecca 4 3. 5 Wireframe landing page Not started January 10 UX Aaron 2 2 Design campaign board Complete January 13 Design Micah 12 13. 5 On hold February 04 Development Emily 4. 5 5. 5 Write email series In progress January 8 Content Rebecca 4 3. 5 Wireframe landing page Not started January 10 UX Aaron 2 2 Design campaign board Complete January 13 Design Micah 12 13. 5 On hold February 04 Development Emily 4. 5 3. 5 Build checkout page WEEK 2 Build checkout page WEEK 3 Build checkout page WEEK 4 Build checkout page

MONTH VIEW TASK NAME OWNER DUE DATE BRAINSTORMING EXECUTION LAUNCH Wireframe landing page Allison December 12 DONE Design campaign board Jordan December 15 DONE IN PROGRESS NOT STARTED Design campaign board Jason December 23 DONE IN PROGRESS NOT STARTED NEXT MONTH TASK NAME OWNER DUE DATE BRAINSTORMING EXECUTION LAUNCH Build checkout page Allison December 11 DONE NOT STARTED Conduct beta testing Jordan December 19 DONE NOT STARTED Submit new features for review Jason December 21 DONE NOT STARTED

PERSON RESEARCH DESIGN TESTING Feature A Done Feature B Done In progress Feature C Done In progress Stuck Feature D Done Feature E Done In progress Feature F Done In progress Stuck Feature G Done Feature H Done In progress Feature I Done In progress Stuck Feature J Done Feature K Done In progress PROGRESS BAR

JANUARY 20 XX S Write email series Wireframe landing page Design campaign board Build checkout page Write email series Design campaign board Wireframe landing page M T W T F S S M T W T F S

JANUARY 20 XX 0 1 RESEARCH Send out user survey Compile existing user data Analyze existing user data PRODUCT DESIGN User interface prototype Storyboarding and mapping Develop main features PRODUCT TESTING Receive user feedback Test within organization Receive and compile feedback CONTINUOUS IMPROVEMENT Benchmark current workflow Resolve current bottlenecks Experiment with new workflow 0 2 0 3 0 4 0 5 0 6 0 7 0 8 0 9 1 0 1 1 1 2 1 3 1 4 1 5 1 6 1 7 1 8 1 9 2 0 2 1 2 2 2 3 2 4 2 5 2 6 2 7 2 8 2 9 3 0 3 1

Daily Weekly Monthly Yearly Daily Weekly MUST-DO LIST � Create a financial monthly reporting template Write email series � External authority approval process Wireframe landing page � Verify project deliverables meet the requirements Design campaign board � Picking & executing the right modeling Build checkout page � Document technical and business readings Write email series Gather external opinions on the project Design campaign board Gather metrics and satisfaction form Wireframe landing page Yearly

TEAM TO-DO LIST DESCRIPTION PRIORITY DUE DATE PROGRESS ADDITIONAL NOTES High April 01 70% Write your comment here Medium April 18 70% Write your comment here High May 01 70% Write your comment here Medium May 19 70% Write your comment here 1 Create a financial monthly reporting template 2 External authority approval process 3 Verify project deliverables meet the requirements 4 Picking & executing the right modeling 5 Document technical and business readings Low May 03 70% Write your comment here 6 Gather external opinions on the project Low June 13 70% Write your comment here 7 Gather metrics and satisfaction form High June 19 70% Write your comment here 8 Lead and manage the project team High June 23 70% Write your comment here 9 Planning the next project timeline Medium August 29 70% Write your comment here

TASK ASSIGNMENT TABLE Create a financial monthly reporting template Emily March 01 April 10 14 Not started External authority approval process Ryan March 01 April 14 14 In progress Gather external opinions on the project Ryan March 01 March 20 14 In progress Picking & executing the right modeling Carolyn March 09 August 30 21 Done Measuring and reporting test coverage Jonathan March 09 March 30 21 Not started Planning and controlling of resources Donna March 09 March 30 21 Not started Verify that project deliverables meet the requirements Tamara March 09 April 18 21 Not started Milestone – Gather metrics and satisfaction form Tamara May 01 June 20 31 Done Brian May 01 June 20 31 Done Theresa May 01 July 14 45 Done Emily May 01 July 14 45 In progress Carolyn May 01 July 14 45 Not started Establish project schedule Lead and manage the project team Milestone – Document technical and business readings Planning the next project timeline Emily Jones Ryan Hansen Tamara White Donna Smiths 1 2 0 2 3 1 1 1 0 3 1 0 Done In progress Stuck Jonathan Kurtis Theresa Stones Brian Martins Carolyn Jones 2 0 1 1 3 0 1 2 0 1 Done In progress Stuck

TASK DESCRIPTION ASSIGNED TO START DATE DEADLINE Create a financial monthly reporting template Walter March 03 March 30 External authority approval process Jane March 30 April 03 Gather external opinions on the project Jane April 12 April 25 Picking & executing the right modeling Measuring and reporting test coverage Planning and controlling of resources Linda Erin Jeremy March 26 May 13 May 03 March 30 March 24 May 12 Verify project deliverables meet the requirements Beatrice March 15 March 20 Gather metrics and satisfaction form Grant March 17 March 20 Establish project schedule Grant April 10 April 15 Lead and manage the project team Tiffany May 28 June 02 Document technical and business readings Amanda March 03 March 05 Planning the next project timeline Emma March 21 March 31 Picking & executing the right modeling Martin March 12 April 13 Complete the personal to-do list Jonathan April 30 May 15 MONTH COMPLETE IN PROGRESS NOT STARTED January 0 2 2 February 2 0 2 March 0 3 1 April 4 0 0 May 1 1 2 June 2 1 1 July 2 0 2 August 3 1 3 September 0 3 1 October 0 4 0 November 0 2 2 December 2 1 1 6 4 4 Tasks already completed Tasks currently in progress Tasks not yet started (backlog)

TEAM TO-DO LIST DUE DATE April 11 April 15 April 07 April 21 April 18 April 09 TASK DESCRIPTION AND PROGRESS Verify that project deliverables meet the requirements Create a financial monthly reporting template Gather external opinions on the project Planning and controlling of resources Document technical and business readings Picking & executing the right modeling Gather external opinions on the project COMPLETION

4 PROGRESS TRACKER 4 3 On Track 2 Concern 1 1 0 Complete TASK DESCRIPTION Delayed Overdue START DATE DEADLINE DURATION Create a financial monthly reporting template February 01 February 15 15 days 100% External stakeholder approval process February 12 February 22 10 days 100% Gather external opinions on the project March 02 March 12 10 days 73% Picking & executing the right modeling March 10 March 23 13 days 51% Measuring and reporting test coverage March 07 March 20 13 days 80% April 01 April 05 4 days 59% Verify project deliverables meet the requirements March 15 April 15 31 days 50% Milestone – Gather metrics and satisfaction form March 20 March 31 11 days 61% Document technical and business readings April 20 April 27 7 days 80% Picking & executing the right modeling April 14 April 20 6 days 90% Planning and controlling of resources 4 % COMPLETE ON TRACK OVERDU E