Assemble a Project Team: Online Appointments

Steps to Assembling a Team to Implement Scheduling Online Appointments

Pick your team members

Include staff who currently set appointments.

Schedule team meetings

At first meeting:

  • Discuss work that needs to be done.
  • Set clear goals.
  • Establish roles and responsibilities for team members.

Guide the discussion with these brainstorming questions(1 page DOC), or develop your own list of questions.

Develop a timeline

Include deadlines for all tasks the team should perform.

What you will need

  • Decision-making authority
  • Time to select team members (30 minutes; one person)
  • Time to hold first team meeting (three hours; three to four people)
  • Time to create timeline (one to two hours; one person)

Difficulty: Easy; needs dedicated time for meetings

Outcome: A project team and a timeline for its work

Time to Complete: Two weeks (to pick team members, have first meeting, and develop timeline)