Employee Rules

Contributed Rules

Do you know how to automate event signup processes?
Do you use the official mobile app for CRM?
Communication - Do you know how to take feedback/criticism (even if it’s not your fault)?
Do you use PDF instead of Word?
Do you prioritize your existing clients over prospective ones?
Dones - Do you reply 'Done' and delete the original email?
Do you make awesome documentation?
Do you know how to be a good Product Owner?
Do you keep your inbox as a task list only?
Do you use great email signatures?
Do you to put the client logo on the pages that are about the client's project only?
Do you include "Commercial in confidence" in your proposal?
Do you have a Word template?
Priorities - Do you complete work in order of importance (aka priorities)?
PRIORITIES - Do you complete work in order of importance (aka priorities)?
Do you have good and bad bullet points?
Do you conduct an architecture review every few Sprints?
Spec - Do you effectively present the outcomes at the "Specification Review Presentation"?
Do you create a Sprint Review/Retro email?
Calendar - Do you set your work hours in CRM and your calendars?
Do you use Photoshop artboards to create campaign images?
Do you use email signatures for external emails?
Do you know what to do when asked to sign an NDA?
Do you have essential fields for your timesheets?
Do you send a 'For the record' email when you disagree?
Do you know when to use a round figure or an exact figure?
Do you know all the symbols on the keyboard?
Do you send "As Per Our Conversation" emails?
SEM - Do you regularly audit your Google Ads account?
SEO - Do you use American spelling for your Website?
SEM - Do you use both conventional and American spelling for your Google Ads?
Do you know the best learning resources for Angular?
Office environment - Do you follow the company's dress code?
Do you incentivise your employees to do their timesheets on time?
Calendar - Do you know the ways to see others' calendars?
Do you know the modern alternatives to using a whiteboard?
Teamwork - Do you manage up? (Give a recommendation)
Do you group your emails by Conversation and Date?
Dones - Do you include useful details in your 'Done' email?
Dones - Do your 'Dones' include a URL?
Do you know the "touch it once" principle? (AKA if something takes less than 5 minutes, do it immediately)
Do you provide ongoing support?
Meetings - Do you know the agenda for the initial meeting?
Do you know the four standard email types?
Appointments - Do you send Outlook Calendar appointments when appropriate?
Do you use spelling and grammar checker to make your email professional?
Do you know how to justify your rates?
Office environment - Do you give enough notice for annual leave?
Do you know how important timesheets are?
Communication - Do you have professional integrity? (Are you a person of your word?)
Communication - Do you send "Done" videos?
Communication - Do you chase your Product Owner before he has to chase you? (E.g. Asking for clarification)
Teamwork - Do you know the 5 pillars of teamwork?
Teamwork - Do you know the 5 dysfunctions of a team?
Communication - Do you hold regular company meetings?
Spec - Do you conduct a Specification Review? (Ask for a coffee not a marriage)
Office environment - Do you label broken equipment?
Communication - Do you know the nice way to correct someone?
Quality - Do you know the best place to find good software videos?
Quality - Do you know the best books to read on software development?
Communication - Do you CC your Account Manager on emails relating to new work?
Quality - Do you go two miles when you're only asked to go one?
Do your Sales People work together and keep each other accountable?
Do you know how to claim expense reimbursements?
Do you bring evaluation forms to every event you speak at?
Do you make complaints a positive experience?
Do you know the reasons why people call?
Do you give informative messages?
Do you know to communicate effectively?
Do you always get your prospect's full contact details?
Do you know how to be prepared for inbound calls?
Do you know how to send newsletter in Microsoft CRM 2013?
Tasks - Do you know that every PBI should have an owner?
Do you make sure your developers get to see each other regularly to avoid becoming disconnected?
Do you track your initial meetings?
Do you have a war room? (summary)
Calendar - Do you use a centralised leave calendar?
Do you inform the client of any resource or rate changes?
Do you merge Accounts or Contacts when you see duplicates?
Do your evaluation forms identify prospects?
Do you know where to upload work related videos?
Rules to Better Recruitment
Do you have a marketing plan?
Data Entry - Do you know the quick way to create a Contact, Account, and Opportunity in 1 go?
Do you give a heads up when logging in to someone else's accounts?
Spec - Do you know how thorough your customer's specifications are? (There are 5 levels)
Do you ensure your client projects who don't use full Scrum, at least have a "Mini-Review"?
Spec - Do you keep your PBIs smaller than 2 days' effort?
Do you know how to install SkypePOP on your PC?
Do you use Expensify for expenses?
Do you always propose all available options?
Sales - Do you track all sales related activities in CRM?
Do you schedule a follow-up meeting after a Spec Review?
Do you incentivize a quick Spec Review sale?
Meetings - Do you know the outcomes from your initial meeting (Spec Review or Ad Hoc work)?
Do you use “by” rather than “per” in your chart titles?
Do you know how to browse your site’s visitors?
Do you know how to interact with people on your website live, or trigger when people land on certain pages?
Do you know how to hand off a new live chat lead to a sales person using support?
Do you know how to add a group (AKA Departments) for all staff who answer live chats?
Do you know how to change the live chat appearance?
Do you know how to enable chat for a user?
Do you know the benefits of using Zendesk?
Do you give your emails a Business Value?
Do you avoid duplicating content?
Do you enter into a binding written contract with a client before doing any billable work?
Do you realize the value of your existing clients?
Do you know how to share links to specific tabs in Power BI reports
Triaging - Do you correctly triage additional item requests?
Do you know the dangers of sitting?
Do you know not to use Alphabetical Sorting?
Do you regularly check up on your clients to make sure they're happy?
Do you know how to manage objections?
Spec - Do you use User Stories when appropriate?
Spec - Do you start the work soon after the Specification Review?
Spec - Do you know how to give the customer a ballpark?
Spec - Do you know how to estimate a Project (include the 'General Project Costs')?
Spec - What are the Specification Review Deliverables?
Meetings - Do you know the outcomes from your initial meeting (Spec Review or Ad Hoc work)?
Do you perform a background check?
Meetings - Are you prepared for the initial meeting?
Web content like wikipedia/instructional style - Do you write in the newsreader and eyewitness style?
Do you know how to follow up a customised training client?
Do you know how to invoice a customised training client?
Do you have a Product Roadmap?
Do you know the alternative to giving discounts?
Do you know how to advertise using Facebook Ads?
Do you utilize advertising mediums?
Do you tell the world about your event sponsorship?
Do you sell the sizzle, not the steak?
Do you manage your inbound leads effectively?
Are you flexible with the order you do the work (i.e. Cancelling a sprint)?
Does your Scrum Master (aka Project Manager) maintain a strict project schedule?
Do you provide a high level "Project Progress" report for clients?
Do you know who are the most appropriate resources for a project?
Calendar - Do you give your PA administrator permissions for your calendar?
Calendar - Do you check someone's calendar before booking an appointment?
Efficiency - Do you use two monitors?
Do you keep your client informed of progress?
Do you turn off audio notifications on the iOS app?
Do you present project proposals as lots of little releases rather than one big price?
Do you get a signed copy of the whole Terms and Conditions document (not just the last page)?
Do you link similar threads with similar subjects?
Do you do know the best technical solution to enable purchase approvals?
Do you know how to do a hard delete of large files in MDM (Microsoft Dynamics Marketing)?
Do you enable unsubscribe via a foolproof subscription centre?
Do you know the different MDM Marketing Automation options?
Do you know how MDM (Microsoft Dynamics Marketing) structures its contacts and companies?
Do you know the difference between MDM (Microsoft Dynamics Marketing) User Types?
Do you know the difference between Microsoft Dynamics CRM marketing and Microsoft Dynamics Marketing (MDM)?
Do you take advantage of every point of contact?
Do you use door prizes and giveaways at your events?
Do you plan in advance for your marketing campaigns?
Do you rotate your marketing communications?
Do you have a consistent brand image?
Do you measure the effectiveness of your marketing efforts?
Do you customize your approach to your target market?
Do you identify your target market?
Do you know how to report on CRM data?
Do you know how to sync your Outlook contacts to CRM?
Data Entry - Do you know how to create new Opportunities?
Do you use Events to market your consulting work?
Do you know when, and when not, to give away products?
Do you ensure an excellent 1st date? (aka winning customers via a smaller "Specification Review")
Do you aim for an advancement rather than a continuance?
Approval - Do you get work approved before you do it?
Do you follow up course attendees for consulting work?
Do you set a specific time to follow up a prospect?
Do you know how to describe the work you have done (while avoiding the word 'Bug')?
Do you know when to enter your timesheets?
Do you follow policies for recording time?
Do you know the best ways to keep track of your time?
Do you know how to manage the Product Backlog?
Do you print out your general ledger for the week and ask your boss to initial?
Do your cheque and memo fields have a good description?
Do you know the costs of old versus new technologies?
Agreements - Do you use 1 or 2 week sprints?
Triaging - Do You Understand that All Feedback Will be Worked on in the Next Sprint?
Agreements - Do You Join the Team as a Tester?
Watch - Do You Get Sprint Forecasts?
Agreements - Do You Book the Next Sprint Ahead of Time?
Post-Production - Do you know how to promote videos?
Does your company cover taxi costs?
Do you book a minimum of 1 day's work at a time?
Indicate the magnitude of a page edit
Do you use MS Project integration with TFS 2012?
Do you send "Sprint Forecast" and "Sprint Review/Retro" emails to the client?
Do you always state your understanding or what you have already done to investigate a problem?
Do you nurture the marriage? (aka Keeping customers with "Software Reviews")
Do you reference which email template you’re using?
Do you email clients as soon as you realise you will overrun your original estimate?
Estimating - Do you know what tasks are involved in addition to just Development Work Items?
The Team - Do You Have a Scrum Master Outside the Dev Team?
Do you know when to write a rule?
Do you double-check the importance of a task when you realise it's going to take more than 2 hours?

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Rules

Rules

Employee Rules

Ulysses Maclaren

Contributed Rules