S-096 · Worksheet 1

Roadmap

Use this worksheet to turn the idea into a short list of actions, dates, costs and responsibilities. It belongs to the club pack for Member Journey Automation.

Where this idea came from

Playbook entry: S-096 · Member Journey Automation
Theme: Theme 5: Digital, Data & Systems · Subtheme 6: Automation & Integration
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

What are we trying?

Use Member Journey Automation to reduce repetitive administration through well-owned automation that can be checked and safely reversed.

What we will do, what we will leave out, and when we would pause or stop

Who will do what by when?

Club action list
What needs doing	Who	By when	What must happen first	Done?

What will it cost?

People, money and materials
What we need	How much	Local cost	Who can approve it	Backup plan

Back to the club pack

See all S-096 pages and worksheets