Checklists for owners
This folder holds short checklists for the people who own and run a site on Exponential. They are written for the owner's side: what to look at, what to ask, who on the team does it. The technical work behind many items belongs to your administrator, host or partner; each checklist links to the pages that explain it.
The checklists
| Checklist | Time it takes | Usually done by |
|---|---|---|
| Daily | 10 minutes | The person who looks after the site that day |
| Weekly | 30 minutes | Site manager or senior editor |
| Monthly | 1 to 2 hours | Owner, with the host or partner |
| Quarterly | Half a day | Owner, with the host or partner |
| Yearly | A day, spread over a few weeks | Owner and management |
| Before a campaign | Spread over the weeks before | Marketing and owner |
| After an incident | 1 to 2 hours, within a week | Owner, with the host or partner |
The times are suggestions for a small team; measure your own in the first months.
How they fit with other checklists
| If you also run | Use as well |
|---|---|
| A store | Daily store routine, Store weekly checklist, Store monthly checklist |
| Operations yourself | Monthly operations checklist and the weekly checklist in Operating a site |
| A yearly management review | Annual value review and Annual review checklist |
Using them well
- Copy and keep. Each list is text you can paste into your own document or ticket system. Keep the filled copies; they show trends and are evidence that the work was done.
- One name per list. A checklist that "the team" owns is done by nobody.
- Shorten them. Strike items that do not apply to your site, for example the store lines if you do not sell.
- Ask for the technical parts. Items such as backups and cron jobs are checked by your host; the list tells you what to ask and how to recognize a good answer.
Tip
Put the daily and weekly lists where the work happens: pinned in the team chat, or printed next to the screen.
Related pages
- Getting value from your site
- Running your store
- Operating a site
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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