Allocating a Chef Lead and Dispatch Date

When to Use

Use this process when:

• A project has progressed to the 99's stage.
• The project is ready for chef review and action.
• A chef needs to be assigned responsibility.
• A dispatch date needs to be scheduled.

Roles & Responsibilities

Process Steps

Step 1: Navigate to the 99's View

1. Open the relevant HubSpot project view.
2. Locate projects that have entered the 99's stage.
3. Review the list of available projects.

Step 2: Review Project Information

Before assigning:

1. Review all available project information.
2. Check customer details.
3. Review any notes recorded against the project.
4. Confirm there are no issues preventing assignment.

Tip: Small pieces of information recorded in notes may be important for the chef.

Step 3: Assign a Chef Lead

1. Locate the Chef Lead field.
2. Click into the field.
3. Select the appropriate chef from the dropdown list.
4. Confirm the correct chef has been assigned.

Step 4: Allocate a Dispatch Date

1. Locate the Dispatch Date field.
2. Click the calendar icon.
3. Select the required dispatch date.
4. Confirm the date has been saved.

Alternative methods:

• Use the calendar picker.
• Use filters if reviewing multiple projects.

Step 5: Save Changes

1. Verify:
   • Chef Lead has been assigned.
   • Dispatch Date has been entered.
   • Notes have been reviewed.
2. Save the record if required.

Outcome

Once completed:

• The assigned chef receives a notification.
• Ownership of the project is clearly assigned.
• The dispatch date is visible to the team.
• The project is ready for the next stage of the process.

Common Mistakes

❌ Assigning a chef without reviewing notes.

❌ Selecting the wrong dispatch date.

❌ Leaving the Chef Lead field blank.

❌ Failing to save changes.

Success Criteria

A project is considered successfully allocated when:

✓ A Chef Lead has been assigned.

✓ A Dispatch Date has been entered.

✓ The chef receives notification.

✓ The project is visible in the chef's workload.