Overview Outline - Google Doc To Review
You can make a copy and edit for your org & add speakers!

• Make sure you’re editing your outline for what contests your promoting and what’s relevant to your group.

• Prep for Sunday mtg: PC Outline, Does Banker know what to buy/bring? Execs person know to shorten execs? PCs assigned? 

Getting Ready For Deliveries: 

[ONLY DO THIS PART IF YOUR DSL IS WANTING YOU TO DO A GET ORGANIZED MEETING - if you’re here, you’re going to hold off and stay focused on IWW, SIZZLER, and selling SWAD]

Here is the info for getting your org ready for deliveries: ordering books, planning their deliveries, and running Delivery School. Note: there’s an OL Portal link to the right password: OL2025 Get Ready for Deliveries — Southwestern Advantage Force

Inventory Check: 

Saturday night, have EVERY SL in your org (and any FYs who ordered books) do an inventory check. 🔴  Have them TEXT THE SL GROUP with a list of what they have extra of and what they need. (more details in the google doc version)

Fill out “Delivery Chart”: - Click Here

On Sunday OL/AOL meet with each person as they arrive to fill in the delivery chart.

More details in google doc version.

Keep Developing your 2026 Leadership team.

Click - Leadership Selection Resources. One by one, interview and invite back more FYs, prep another handful to EARN it and get interviewed in the next couple weeks. ALSO INTERVIEW, SELECT & RECOGNIZE YOUR EXPERIENCED SLs (2026 Cs & Ds) EARNING THEIR SPOT, too. Be training your 2026 Leadership Team with holding parts, taking over responsibilities (eg lead execs, spiritual time out).  

Give YOUR time to your SLs and top FYs—your future SLs.  Always be laying  groundwork for the future, Leadership Team 2026! FYs to prep and SLs to solidify today. Digital EDAs, send pictures of the new SL to Sales Support & your DSL for Pacesetter!

Who will you have a conversation with about the leadership team?

• Review Leadership Selection Resources

• Leadership Team Interviews

  • Prep 1–2 FYs

  • Share interview questionnaire link

  • Take a selection photo + email it to your DSL + Sales Support

OL Bring: The energy! Prepped for convos on Delivery Schedule (if necessary) & Contests to Promote (IWW, Sizzler, etc.)

Supplies Person Brings:  Restock Supplies

🚨 If anyone is having issues with Tech, please refer to this manual first! - Troubleshooting Tech 🚨

OL Resources

• Leadership Selection Resources

• OL Pre Delivery Resources

Top Rookie Tools - Team Hub

• Pre Deliveries

• “Transfers Video”  (Inventory & Delivery)

• The How: → Bounced Payments & Handing Yellows in ROS | The Why:  Payment Plans & Managing Payments

• Sizzler Flyer!& Thermometer Tracker

Sunday Meeting Time Overview (You can adjust for your org’s drive time.)

• 8:30 AM - (or earlier) OL, COO & CFO arrive and get ready for meeting.

• 8:59 AM - Everyone else has arrived

• 9:10 AM - Optional Spiritual Time Out

• 9:40 AM - SL Meeting (while FYs fill out PC sheet and/or watch a video)

• 10:15 AM - Recognition followed by Org Meeting

• 11:45 PM - Lunch & PCs

• 1:00 PM - Close & Head Home!

Reminders:

• Digital EDAs

• Maintenance stuff to have your SLs  help with:

  • 1) check people’s ROS; if they have customers in yellow with payments bounced, they need to be taught asap how to call them today, Sunday, to get payments rescheduled

  • 2) Remittances: everyone needs remittances >70% to be able to order books when necessary! If someone has a lot more $ collected than remitted, they might be padding.  Banker do an audit…

  • 3) territory to work for this 3rd phase of the summer

Interview/commit/celebrate your Experienced SLs for the 2026 leadership team along with FYs as they EARN it. You can have them fill out the Veterans Leadership Team rec form in Leadership Selection Resources beforehand if you’d like some help with the conversation.

Make sure you’re prepared and on top of promotions! IWW, Sizzler Contests, etc. - Ask your DSL what you’re promoting this week!

Have FYs fill out the PC Outline

• Thank SLs. How can WE finish strong? 

• Everyone gets fast PCs today. What did they write on their IWW index card? Follow up throughout the week with whomever you PC.

• OL: look at the org’s best week in average demos, sits, hours; ask SLs at their mtg, then FYs at their mtg, to each pick a # to beat. Our BEST week in effort and attitude ahead.

• Paint a vision for your SLs stay locked in, best weeks, everyone on sizzler.

• Get % of SWAD customers for each person and make a goal to show more each day to increase their SWAD customers % by x.

Google Doc Version - You can make a copy and edit for your org & add speakers!

Theme: IWW in habits—why and how to finish strong. Change the close; delivering on-the-spot 

Recognition & Execs; Recognize big Saturdays–we always finish strong! Recognize new Sizzler winners, TOC winners (if your group is doing that), any other contests you have going on. 

We’re going into IWW weeks

• Watch Mort Tom Courtney IWW video  

  Org discussion: Why finish strong?!!  (e.g. our brains can drift, distracted by home… We can’t come back and do the bookfield!! 2 weeks left to be HERE!!)  

• Don’t write yourself off!! The story’s not over!

• IWW examples from your org, they can share why & how they did it.

Optional training ideas…

• Have a couple people doing well share about their focus, how they have fun or stay present with people

• Serve families with the SYSTEM, Make sure every client you deliver on-the-spot is logged on since you don’t have another shot with them. 

  • Have top subscriber share what’s working.

•  LEAD, CED, or FBL cool facts and how to serve families with it…

• (if not covered last week) Changing close for this time of the summer,  how to deliver on-the-spot and show family how to use SWad

• Share SWAD % success stories and how everyone can get more SWAD customers and increase package size! Choose to show to EVERYONE, show to families with 3rd on up, or show to everyone after 5PM.

• Teach Dissatisfaction Points

Lunch

• PCs - quick focus on “everyone in sizzler” what can we do to get you there.  Brief, direct PCs. Most people just need to be appreciated and have fun in the morning on the education field, be lighthearted during the day.  

• REACH OUT TO YOUR YELLOW CLIENTS in ROS. Transfer books

Close the meeting

• Recognize Leadership Team: experienced SLs that will be anchoring next year; New SLs selected!!! Why were they selected/what they add to the org.  Let them share why they’re thrilled to be part of the Leadership Team 2026! Most of all make great choices when you’re alone so you can ask for a spot on the team and WANT it; everyone earns the trust in themselves to lead.

• 2025 podcast & clips on Advanced Sales Shorts (on Top Rookie Tools and Home Page of Team Hub) - listen to in the AM! 

• ASK org to have their best week yet in effort and attitude Share best #s for org in each stat; a call to beat it by one personally. Dynasty will have its best week in work stats and fun--and probably production—of the summer!!!  Tie your confidence to your effort & attitude!!!

• Promotions for IWW! & Sizzler Contests!