This project simulates a real EA/Ops engagement for a fictional client, Priya Anand, founder of Anand Advisory — a 4-person boutique management consulting firm. No real client, company, or engagement is represented; this is self-directed practice work.
Priya ran every client engagement herself, with nothing systematic happening after meetings — action items lived in her head or notebook. No documented processes existed, so the team couldn't function without her. Project status was invisible to the team, and her inbox mixed urgent client requests with newsletters and CC threads. The root issue wasn't a lack of discipline — it was a lack of any system for externalizing what only existed in one person's head.
A full Notion-based Operations Command Center: a Meetings → Tasks → Projects pipeline with automatic linking, a 4-document SOP library, a multi-view project tracker (Kanban + Timeline), and a live Weekly Ops Report pulling directly from real task data — plus two weeks of simulated activity to demonstrate the system in actual use, not just as an empty template.
A single Notion hub links every database and view described below, so nothing lives in a separate, disconnected file. Opening one page gives a full picture of active engagements, blockers, and upcoming work.
Every meeting is logged as its own record, holding the client, project, date, and discussion notes. A single button on each meeting record instantly generates a linked task — pre-filled with which meeting it came from — so action items are captured the moment they're discussed instead of getting lost in someone's notes after the fact.
Four core processes — client onboarding, meeting prep and follow-up, weekly reporting, and inbox triage — are documented as clear, step-by-step reference pages. Because they're written down rather than held in one person's head, any team member can run these processes correctly without needing to ask Priya directly.
Every engagement is tracked as its own project record, viewable as a status-based board for a quick visual read, or a timeline view to catch overlapping deadlines. Each client also has a dedicated filtered task list, so anyone can pull up exactly what's in motion for a specific engagement without sifting through unrelated work.
Rather than compiling a summary by hand each week, the report pulls live from the task data itself — automatically surfacing what shipped, what's blocked, and what's due in the coming week. Because it's generated from real data instead of manual notes, it stays accurate without extra effort, and it's ready to review in minutes.
A documented decision process for sorting incoming email into what needs action, what's reference-only, and what can be archived — with any actionable item immediately converted into a tracked task, so client requests can no longer get buried under lower-priority messages.