Todos(3)

• Running the To Do Overview Report
• Uploading Todos from ABB Master Base 2024
• Uploading Todos from ABB Motion UK Base 2024

About Napier and Introductions(8)

• 1.40 Napier AI Policy
• 1.30 Key Performance Indicators (KPIs) for new team members
• 1.10 Napier Phone Number List
• 1.04 Napier Org Chart
• 1.01 Introduction
• 1.03 Napier Guide to New Team Members
• 1.02 Napier Vision and Values
• 1.20 Napier Marketing Tools and 4 Step Process

Account/Client Management(77)

• Client Processes excl Invoicing

• Invoicing Processes

• 2.40 Margin vs Markup – An Explanation of how Agencies (Including Napier) Recharge Costs
• Process for Cambridge GaN Devices Press Releases
• Process for PR Newswire – Uploading a Press Release
• 2.22 ABB Digital Advertising Reconciliation
• 2.16 Managing Time on Client Ad Preparation & Planning
• 2.15 Rules for Client Pre-Payments
• To do, no time booked report
• How to Write a Scope of Work (SOW)
• 2.01 Involvement of the senior team with clients
• 2.09 Sales tools and sales enablement
• 2.02 Client Style guides
• 2.21 Customer Journeys
• 2.20 Personas
• 2.05 Napier Briefing Jobs
• 2.10 Account Planning Process
• 2.30 Napier Quarterly Account Review Process
• 2.12 Napier Process for Tasks Vs Actual
• 2.98 Napier Pricing Policy
• 2.14 Napier Productivity Report
• 2.13 Napier Overdue Jobs Report
• 2.11b Napier Staff Booking and Billing Guidelines
• 2.10 Napier Staff time booking and utilization expectations guidelines
• 2.99 Napier Terms and Conditions
• 2.11 Napier Time Booking Guidelines

Public & Influencer Relations(49)

• Client-Specific PR and Influencer Relations

• Instructions for Specific Sites

• Process for Business Wire (wire service) – Uploading a Press Release
• Process for Vicor Press Release and Media Alerts
• Vuelio – How to instructions
• 3f: Influencers
• 3.04 Organising on-line / virtual media interviews
• PR Translations
• Process for Tria Press Releases
• Process for OMRON Press Releases/Media Advisories
• Process for Molex Press Releases
• Napier and the Public Relations and Communications Association (PRCA)
• 3.08 Product reviews
• Exhibition PR Meetings
• 3.41 Press Tour Documents
• 3.42 Press Tour Venues
• 3.40 Press Tour Best Practices
• Press Release Distribution
• 3.03 Press Release Checklists
• PR Translators and Checkers for Each Client
• 3.15 Social media
• 3.10 Analyst Relations
• Surveys
• 3.17 Social Media Tools
• 3.16 Social Media Overview
• 3.12 Best practices for press release pitching
• 3.09 Best practices for article placement and pitching
• 3.21 Ultimate Guide – Media Training and Interview process
• 3.06 Media Training Guidelines
• 3.20 Case Study Ultimate Guide – writing and pitching process
• 3.13 Example Pitch E-mails
• Napier Approved List of Technical Writers / Freelancers and Translators
• 3.01 – How to create a press release
• 3.07 Creating and placing an article / byline
• 3.05 Organising trade show media interviews
• 3.02 Organising an editor interview / meeting

Press Cuttings(9)

• Client-Specific Cuttings Processes

• 4.02 Media Clippings Process and Briefing Sheet
• 4.20 Issues with Press Cutting Accuracy
• 4.10 Media Monitoring/Cuttings Training
• 4.03 Event / Launch Press Cuttings Procedure

Marketing Automation and Email Marketing(20)

• Client-Specific Marketing Automation and Email Processes

• 5.30 Marketing Automation flows
• 5.31 Dynamic Content
• 5.40 Marketing Automation reporting
• 5.11 Email best practices
• 5.10 Types of marketing emails
• 5.12 Ways to Create Emails
• 5.20 Landing Pages
• 5.25 Form Design
• 5.02 Marketing Automation Platforms
• 5.99 External Marketing Automation Courses
• 5.03 Inbound Marketing
• 5.01 Account Based Marketing (ABM) Ultimate Guide – Procedures & Execution
• 5.14 Supplying HTML emails as Web Pages & Hosting Images for Emails
• 5.15 Emailer Proof Reading Checklist
• 5.13 How to Create a Responsive Email

Websites and SEO(12)

• 6.60 Adobe Experience Manager (AEM) – Microchip Requirements & Guidelines
• 6.11 – Social Bakers. Understanding the platform and selling our services
• 6.40 Questions for Development of Code or Content to be Embedded on Client’s Website (e.g. Infographics)
• 6.30 Website and SEO Tools
• 6.99 SEO Training
• 6.10 Website analytics
• 6.20 Implementing SEO into other activities
• 6.99 External Training for Websites (Google Analytics)
• 6.01 Website Technology and Terminology
• 6.50 Boothcloud
• 6.02 Scoping Website Projects: Limitations and Things to Remember About Website Builds
• 6.03 Building Microsites

Advertising and Paid Media(15)

• 7.15 Digital Weekly Client Campaign Update Form
• 7.99 Digital Campaign Briefing Forms
• 7.14 Napier Digital Ads Handover Checklist
• 7.03 Planning and Running Lead Generation Campaigns
• 7.20 Paid Social Media
• 7.02 Advertising Pricing and Negotiation
• 7.12 CRM Retargeting Ads
• 7.11 Retargeting Adverts
• 7.01 Setting Up and Managing Advertising Schedule Documents
• 7.40 Digital Advertising External Courses
• 7.13 AB Testing
• 7.04 Email List Rental
• 7.30 Recording and reporting on PPC Digital Advertising expenses
• 7.21 LinkedIn Advertising Process
• 7.10 Google Ads Best Practice

Design(7)

• Design Job Briefings
• Adding purchase of Adobe Stock Images to Design Job
• Video Creation
• Napier Animation/Video and Design Process
• Napier Design Procedures: Files and Backup
• Generating Design Jobs and Briefing Sheets
• Vicor SmartSheet Production Process

Content(4)

• Napier Considerations When Quoting for Writing Jobs
• Podcast Checklist
• Content review and update tools
• Napier Approved List of Technical Writers / Freelancers and Translators

Templates, Briefing Sheets and Checklists(21)

• Napier Letter of Engagement for Translators Writers and Agencies
• Napier Generic Word and PowerPoint Templates
• Account Information Sheet
• Scope of Work (SOW) Template
• LinkedIn / ABM Internal Briefing Process & Form
• Google AdWords Internal Briefing Process & Form
• Napier Ultimate Guides
• Napier Process Template
• Napier Car Hire Booking Form
• Napier Account Planning Template
• Napier Project Planner (Xcel)
• Napier Mutual Nondisclosure Agreement (NDA)
• Napier Letter of Engagement for Clients
• Napier Account Launch Checklist
• Napier 4-Step Article Briefing Form
• Napier Press Release Briefing Form
• Reports & Trackers – Dashboard Template (Airtable)
• Reports and Trackers – Advertising / ABM
• Reports and trackers – Marketing automation/email campaigns
• Reports and Trackers – Media Coverage Reports
• Napier General Briefing Document

New Business Development(20)

• 11.12 Napier Client Case Study Process
• 11.09 WhoSentMeSweets Process
• Setting up Instantly Campaigns
• Contact Research
• 11.14 Setting up Templated Outbound Email Campaign
• 11.16 Napier Podcast Process
• 11.19 Napier Project Feedback Form Plugin
• 11.18 Napier Brand Reference Guide (Napier Style Guide)
• 11.17 Positioning Napier when Pitching
• 11.15 Business Development Onboarding Check-Ins
• 11.13 Finding Contacts for Outbound Business Development Campaigns
• 11.11 Nurturing Process/Checklist for Re Engagement Lists
• 11.10 Napier Onboarding Process
• 11.08 Napier Sales Process
• 11.07 Napier Proposal Writing Resources (Crib Sheet)
• 11.05 Postal Mailer Campaign Checklist
• 11.04 Drip Email Campaign Checklist
• 11.03 Digital Newsletter Campaign Checklist
• 11.02 New Business Qualification and Profiling Questionnaire
• 11.01 Post Pitch Review Questionnaire

Operations and Admin(35)

• Finance – Reclaim of Danish VAT
• Finance – Balance Sheet Reconciliations & Month End Journals
• Finance – Bank Reconciliations in Xero
• Finance – Processing Client Invoices
• Protected: Finance – ONS Survey
• Finance – Client PO’s
• Finance – Accounts Inbox
• Finance – Media Spend Reconciliation
• Protected: Finance – Cash Management
• Exporting Sales & Purchase Invoice data from Proad to import to Sage
• 12.13 Raising a Client Statement
• 12.22  – Capital Expenditure for Business Assets
• 12.18 Supplier Currency Payments using Convera
• Creating POs from Airtable to PROAD
• VAT – Value Added Tax
• 12.06 Cash Travel Expense Process
• Producing & Using the Proad Open PO Report
• 12.05 Napier Admin Onboarding Process
• Updating Napier Internal Codes
• Uploading Monthly To Dos from Airtable to PROAD via MAKE
• 12.04 Napier Team Utilisation Reporting
• Finance – Supplier Payments
• 12.17 Payroll Process
• 12.20 Admin Processes – Post
• 12.11 Annual Forecast Process
• 12.02 Best practices for working with external suppliers
• 12.14 Napier Digital Process for Receiving, Coding, Clearing, Posting, Credit Noting, Signing & Paying Purchase Invoices
• 12.01 Napier Process for Choosing Suppliers
• 12.30 Napier Car Hire Booking Process
• 12.03 Napier Management Meeting Process and Procedures
• Finance – All Tasks & Procedures
• 12.13 Napier Capital on Tap Credit Cards
• 9999 Napier Payroll Process
• Finance – Credit Control
• 12.21 How to send a package to Europe using InXpress (UPS & DHL) and by post

IT, PROAD and Databases(46)

• Computer Shortkeys

• Airtable

• IT Tutorials

• 13.31: How to view org charts in Teams:
• 13.30 How to add Lucidchart Org Charts to a Teams channel:
• 13.09 v2 Process for setting up and adding a new PC to the Napier domain
• 13.25 Napier IT Tutorials and Guides
• 13.02 How to Use PROAD Guide V6 (Handbook)
• Training Video Napier EDDB System Admin
• Training Video Napier EDDB Searching for Editor Contact Details
• Training Video Napier EDDB Magazine Journal and Edit
• Training Video Napier EDDB How to send a press release
• Training Video Napier EDDB Changing a Password
• 13.24 Issuing a Press Release/Media Alert from the Editorial Database
• 13.23 Main Server Archiving Process
• 13.21 Napier Marketing Technology Tools
• 13.20 File Sharing Process with Clients
• 13.19 Napier Office Network Port Layout
• 13.17 Process for Handing back iPads and iPhones
• 13.14 Logging on to the Napier Editorial Database
• 13.13 Document Naming Conventions
• 13.12 Setting up a New Client on the Server
• 13.11 Format to Upload Contacts to Editorial Database
• 13.09 Process for setting up and adding new PC
• 13.08a How to Resize Images in IrfanView Video
• 13.08 Resizing Images in Irfanview
• 13.07a Spreadsheet for Account Managers to submit Features
• 13.07 Napier Database Maintenance
• 13.06a Add Distribution List to Editorial Database Import Sheet
• 13.06 Importing Data into Napier Editorial Database
• 13.05 Approximate Exchange Rate Calculator
• 13.04 Napier PROAD Service Codes
• 13.03 Finance – Processing Supplier Invoices
• 13.01 How to use PROAD at Napier (Training presentations)
• 13.23 – Main Server Archiving Process

Human Resources(73)

• HR Forms

• Job Descriptions

• Employee Assistance Program (EAP) – a NAPIER employee benefit
• How to do a Manager Review – The Napier Way
• Form Napier change of bank details
• Napier HR Procedures – Booking 1/2 days in Atlas
• Policy – Dealing with Technical Issues When Working from Home
• Policy – Napier external training costs
• Napier Maternity and Paternity Leave
• Policy – Napier flexible working request
• Policy – Equality, Diversity and Inclusion
• Policy – Respiratory Illness
• Logging in to Teachable
• Uploading Content to Teachable
• Policy – Napier office shared calendar link (COVID Capacity Requirement)
• Policy – Napier Employee Benefits
• Letter (Promotion) – Promotion or Job Title Change Letter
• Letter (Leaving) – T0 EX-Employee re Breach of Restrictive Covenant
• Letter (Leaving) – Accept Resignation and remind restrictive covenants letter
• Letter (leaving) – Standard letter of apprenticeship termination
• Letter (Salary) – Salary Increase Letter
• Form (Recruitment) – New Employee Form
• Form (Recruitment) – Employee health screening questionnaire
• Checklist (Recruitment) – New Starter Checklist
• Checklist (Leaving) – Exit interview
• Checklist (leaving) – Termination checklist
• Form (Training) -Training costs agreement (2 years)
• Form (Training) – Training costs agreement (1 year)
• Form (Absence) – Notification of adoption leave
• Form (Absence) – Notification of maternity leave
• Form (Absence) – Sickness self-certificate
• Form (Recruitment) – New starter information
• Checklist (Recruitment) – Induction checklist
• Checklist (Recruitment) – Interview checklist
• Form (Recruitment) – Application for employment
• Policy – Napier Working from Home / Remote working Risk Assessment
• Policy – Napier Working from Home / Remote Policy
• Policy – Napier Lone Working Policy
• Policy – IT security policy
• Policy – Holiday Arrangements
• Policy – Travel, Entertainment & Expense Claim Policy & Procedure
• Policy – Policy in Respect of Handling Personal Data
• Policy – Eyesight Testing & Corrective Appliance Policy
• Policy – Social Media Policy
• Policy – Social Media Guidelines
• Policy – Internal Communications Policy
• Policy – External Communications Policy

Health and Safety(7)

• 15.05 Napier Vehicle Checklist
• 15.04 Napier Drivers Handbook
• 15.03 Napier Fire Alarm Information – Donnington Park
• 15.02 Napier Health & Safety Handbook
• 15.01 Napier Health and Safety Policy
• 15.11 Napier First Aid Notice – Editable
• 15.10 Napier Fire Action Notice – editable

Data Protection(7)

• Cybersecurity at Napier – threat examples, procedures and training
• Napier GDPR Data Retention Policy
• Napier Data Processing Agreement
• Napier Internal GDPR Privacy Notice
• Napier GDPR Data Retention Policy Signed
• Napier GDPR Compliance Plan
• Napier Data Protection GDPR Compliance Policy

Supplier Payments - currency(10)

• Microchip Prepayments
• Process for EIN Presswire – Uploading a Press Release
• 12.40 Do I need a Purchase Order (PO Policy)
• Napier Process for Spirax Sarco Invoices
• Napier process for Lawson Fuses invoices
• Finance – Exchange Rates
• 12.18 Supplier Currency Payments using Convera
• How to update holiday on Airtable monthly
• Creating POs from Airtable to PROAD
• VAT – Value Added Tax