This article offers a helpful checklist outlining the essential tasks needed to effectively manage your app on a day-to-day basis during its initial phase.
Note: The checklist may vary for different agencies based on the number of features they choose to launch, but it serves as a helpful guide covering the essential features that all agencies typically begin with.
- Add new users and assign appropriate tags to them.
- Remove the "Active Caregiver" tag from caregivers who are currently inactive (but should not be deleted).
- Remove users who are no longer active and should not have access to the app.
- Review and update communication on chat boards, such as Open Shifts or community discussions, regularly to ensure they remain current.
- Review the Survey responses for "How Was Your Day" and reach out to any Caregiver who may need additional support or assistance. You can choose to respond via a push message or phone call based on your preference.
Weekly (Optional)
- Refresh the Trivia challenge or any other engagement/challenge or gamification experiences you have on the app to keep them engaging and exciting!
- Feature a Caregiver of the week (if done weekly)
- Update the Pop-up to highlight something new (an event or recognition) to keep things exciting and engaging.
- Publish the newsletter or monthly communication.
- Feature the Caregiver of the Month.
- Update any community events.
- Update or add any company-sourced discounts or coupons
Set it and Forget It
- Review documents, connections, phone numbers, and emails to ensure they are current and up-to-date.
- Review and update your team members as necessary.
- Review and update the "Places to go" section to ensure that all listings are still relevant and open for business.