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Don’t Make A Good Assistant Bad!

Simon Reilly

Way back when I was a kid I can remember a TV Commercial that had someone pulling up to a convenience store in their automobile

They got out leaving the engine running while they went into the convenience store and the commercial closed with the camera zooming in on the keys in the ignition with the TV announcer saying “don’t make a good boy bad – prevent car theft”.

This came to mind when I asked a prospective client; “when is the last time you did an employee review with your assistant?”

Quarterly Review Meetings

Step 1

Advise your team members that you are planning to do individual Quarterly Review Meetings with them and you are inviting them to participate. 

Step 2

Schedule the Quarterly Review Meeting with each member of your team.

Step 3

Advise each team member that you would like their input in advance of their Quarterly Review Meeting with you and you would like them to prepare in advance by;

  • Reviewing their job description with recommendations of additions and edits
  • Answering the questions;
    • What do they like best about their job?
    • What do they like least about their job?
    • What changes do they recommend?
    • In what area would they appreciate training?
  • Bring the above answers to the meeting in writing

Step 4

Conduct the Quarterly Review Meeting with each member of your team by inviting their input to;

  • Reviewing their job description with recommendations of additions and edits
  • Answering the questions;
    • What do they like best about their job?
    • What do they like least about their job?
    • What changes do they recommend?
    • In what area would they appreciate training?

Make notes

Step 5

After your team member has provided their input, ask permission to offer your feedback by;

  • Reviewing their job description with recommendations of additions and edits
  • Answering the questions;
    • What do you like best about their work?
    • What do you like least about their work?
    • What changes do you recommend?
    • In what area would you recommend training?

Invite the member to make notes and request that they send you the notes in writing after the meeting.  This will help the team member to integrate the agreed up on actions.

Step 6

Agree upon specific action steps.

  • Engage Your Clients With An Agreement – in development
  • Receive Fee For Service

I’m speaking at The Million Dollar Round Table Annual Meeting in Vancouver, BC @ 3:30pm, June 15th so please come and say hello.

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