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We learned some things by going through the Utilization Challenge, but the ratio of client hours to Fidelis time is only one metric. Might there be additional axes on which to judge individual and team capacity?
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1
Name
First Name
Last Name
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2
Q1: Billable Time
What was the average amount of client time you clocked over the last 30 days? Be honest with yourself.
Less than 40%
40–50%
65-75%
75–85%
90%
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3
Q2: Major Deadlines
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How many rocks' milestones, 3-hour+ Basecamp to-dos, and task-order-level client deliverables did you have in the past 30 days?
1 in the last 30 days
1 per week
1–2 per week
2–4 per week
Daily
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4
Q3: Minor Deadlines
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How many less-than-2-hour L10 to-dos, less-than-3-hour Basecamp to-dos, and completion of client emails or resolutions of Basecamp threads did you have in the past 30 days?
2–3 per week
Every few days
A few per day
Many per day
Hourly
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Q4: Big Presentations
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How many workshops, client dashboards, client-deliverable meetings (e.g. brand foundation deck or marketing strategy), etc., did you participate in over the past 30 days? Even if you don't like the answer, be honest with yourself.
1–2 in the last 30 days
Every other week
1–2 per week
2–4 per week
5+ per week
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6
Q5: Number of Projects
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How many self-contained, discrete, client projects made up your workload over the last 30 days?
1–5
5–10
10–15
15–20
20+
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7
Q6: Timelines
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Over the last 30 days, what was the maximum length of time you could afford to spend on a project?
The month
2 weeks
1 week
2 business days
1 business day
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Q7: Meetings
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How many L10s, other internal meetings (e.g. strategy sessions, namestorms, etc.), and client meetings (including workshops, dashboards, client Zooms, etc.) did you have in the past 30 days?
1–2 per day
2–3 per day
4 per day
5–6 per day
All day; individual tasks done at night
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Q8: Time for Lunch
*
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In the past 30 days, on average, to your recollection, how often were you able to take a standard, 1-hour, non-working lunch in a typical week? Make your best guess.
Every day
Most days
Maybe miss one
Skip more than half
Working lunches were daily
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Q9: Late Nights
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How often in the past 30 days did you work late at the shop or do work after hours at home just to keep up with deadlines?
Never
Once in the last 30 days
Maybe once a week
2–3 times a week
4–7 times a week
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11
Q10: Going Home
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In the past 30 days, what was the rhythm of your life in the shop on most days? For responses B–E, the presumption is that one is coming in either early or on time.
Late in and early out
Leave a little early
5pm
6pm
8pm or later
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Q11: In which department do you sit?
We want to see if different teams had different degrees of "whelmedness."
A) Brand
B) Design
C) Marketing
D) Media
Other
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Q12: Are you a department director?
We think that directors and team members might have different gauges for their sense of being whelmed.
A) Yes
B) No
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14
Q13 Is there anything else you would like to add?
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Small
Ok
quote
Created with Sketch.
Ok
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15
Whelm Total
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16
Your Whelm Score
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On the next card, you can see where you fall on the Whelm Scale from underwhelmed to overwhelmed.
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17
Image Field
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