Getting Your Leadership Team on Track

Before anyone is allowed in the room, they pay and have stats checked. CFO & COO meet individually with EVERY PERSON to check info.  **Make it still fun, encouraging, positive, even as you’re getting $ and stats.  The Sunday Mtg. needs to always be a safe space.

  1. CEO Checklist for OL! - Checklist for each Sunday (you can make a copy for yourself and share with your DSL)

  2. COO - Checklist for each Sunday

    1. eBAR–Have them correct anything missing. Correct HQ address & host family email/phone# entered on advantage4dealers? (SW sends thank you emails to host fams) Expenses entered?

    2. ROS 

    3. Remittances (find this on their Activity Report). EVERYONE REMITS SOMETHING…most people will have automatically remitted because of EFT & CC payments; they may need to be taught to get some cash/check payments for living expenses. 

    4. Are they effectively using the e-goal card? SLs included?? If a lot of the org is NOT effectively using e-goal card, then do a group training on it. (refer them to “E-Goal Card Instructions”) Catch and address any of these little details NOW.  

  3. CFO / Banker - Checklist for each Sunday

    1. Collect enough to cover both the meeting room and lunch (cheap lunch today like pizza, hopefully <$15 per person total).

    2. Late fees don’t start until next week since everyone is still figuring it out this week. 

    3. Check if they’ve paid for their host family at least 1 week in advance, check picture of their living area…important to keep it CLEANER that how the host family keeps their own space, coach them to check in with host family weekly to see how it’s going, make any needed adjustments to be great for them to host.

    4. Use a system to help you track your org’s money! - Banker Excel Sheet

  4. CMO connects with each person to help with their fb social media (including SLs!). - Stats Sheet

  5. Once inside the room, first years can fill out their PC google doc (print or they make a digital copy, fill it out on their tablets) - in each of the Week’s OL Plans

  6. Coordinate with Supply Person - To have supplies on hand for restocking - Tracker for them & Supply Person Reminders - send them these docs to make sure they have them and are keeping great records!