Team Meetings: An Essential Part of the Process

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I talked about Emptying Your Mind, I talked about highlighting what you love to do, and I suggested everything that wasn’t highlighted was helping you to set the stage to be able to hire an assistant so that you can get the support that you require. So, in order for that to become real, we’ve got to write that down in the form of an action plan. So, the action plan is to hire an assistant or an associate advisor by May 31st, 2016. We write it down, we make a commitment, and then we’ll start taking the necessary actions to be able to move ourselves forward to be able to help to create that result going forward.

The next is you’ve got to increase your team meetings. So, a sample action plan would be increase team meetings — reviews — from 2 to 4 per year by December 31st, 2016. You’ve got to be able to have the team meetings. And, the team meetings need to be set up like this: Let the team know that there is a team meeting coming, and let them know in advance that you are going to be asking them to think about the following questions in advance so they can bring their answers to the meetings:

• What do you think is going well in the organization?
• What do you think needs to improve?
• What help do you need?
• What action steps do you think we need to be taking going forward?

So that, when you conduct the team meeting, it’s an actual team meeting; you’ve given them the team time to prepare. Give them those questions a week to ten days in advance:

• What do you think is working?
• What do you think needs to improve?
• What help do you need?
• What action steps do you think we need to be taking going forward to be able to add value to the clients that we serve?