support team program general concepts for increasing productivity
DESCRIPTION
Would you like your administrative support team to be even more productive? Would you like your administrative support team to take more initiative? Would you like to increase your confidence that your administrative support team is really working to their maximum potential? Would you like to have more confidence in you administrative support team so you don’t have to worry as much? Once you have delegated something to your administrative support team wouldn’t it be great if it didn’t get delegated back up to you? You’ve come to the right place to get your administrative support team person or people into a program that is proven to produce results. Even administrative support team people who feel they are very productive and efficient have seen improvements that they didn’t know were possible. They say they are even more focused and effective as a result of being in this program. This is a coaching program designed to help train administrative support people to provide better support for the business owner and entrepreneur so they can do what they do best to help the firm be even more successful.TRANSCRIPT
Aim For What You Want! Aim For What You Want!
Proven Systems for Making
More Money, Working Less,
and Having a More Balanced
and Successful Life
Accelerate Your Results
©2000-2013 Anne M. Bachrach (www.AccountabilityCoach.com )
Support Team Coaching Program Content
The Interaction Log™ & The Solution Log™
The Strategic Thinking Model™
Creating Systems and Processes for Maximum Effectiveness
Reducing Time Wasters and Distractions / Increase Productivity
Effective Time Management & the Ideal Model Work Week
Create Your Prioritized Action List (PAL)
The 6 High-Content Webinars
(c) Anne Bachrach (www.AccountabilityCoach.com) 2
Prioritized Action List
Prioritized Action List (PAL)
This tool helps all the support team members be more focused on the activities necessary to help the Advisor and the Ideal Clients you and they serve. It allows the business owner or manager to know what is being done in their support on a consistent and regular basis. It is a form of accountability that works for everyone.
3 (c) Anne Bachrach
(www.AccountabilityCoach.com)
Sample Prioritized Action List
Calendar (y/n)
Task / Activity
Priority Time (min)
Category Assist Due Date
Done Notes
Reality: 168 hours in a week!
How you and your team members
choose to spend your time is
important to achieving goals.
4 (c) Anne Bachrach
(www.AccountabilityCoach.com)
How to Best Use the
Prioritized Action List (PAL)
Everything is in priority order – hence the name.
Add new items where they go so the list is always in priority order.
What to do with items once completed?
How to best share this information with your boss/manager? At least daily.
To download a Free Sample Prioritized Action List (PAL) that everyone in your office can use, go to http://www.accountabilitycoach.com/pal-sample/.
5 (c) Anne Bachrach (www.AccountabilityCoach.com)
Create Your Ideal Model Work Week
Time Monday Tuesday Wednesday Thursday Friday
8:00 Mtg w/Mgr Mtg w/Mgr Mtg w/Mgr Mtg w/Mgr Mtg w/Mgr
8:30 Ideal Client Service
Admin Admin Admin Admin
9:00 Work on PAL items
Unexpected Work on PAL items
Ideal Client
9:30 Time Service
10:00 Process
10:30 Creation
11:00 Admin Updates
11:30 Mtg w/ TA Admin Admin Admin Admin
12:00 Lunch Lunch Lunch Lunch Lunch 6
(c) Anne Bachrach (www.AccountabilityCoach.com)
Business Owner’s Calendar
Client Acquisition / Business Development Time
• 15-20+ hours / week
• Referral Conversations with Clients and COIs, etc.
• Follow-up phone calls
• Initial Prospective Client Interviews
• Networking Types of Events
• ________________
• ________________
Help Hold Them Accountable to Achieving this Goal!
7 (c) Anne Bachrach (www.AccountabilityCoach.com)
Systems and Processes
Goal: To create processes that anyone can execute flawlessly, without question, to achieve the desired result or outcome.
8 (c) Anne Bachrach (www.AccountabilityCoach.com)
Creating Systems & Processes for Everything
©2011 A.M. Enterprises
Create or Update Processes
• Never let a week go by without processed being documented or updated.
• What is your weekly goal for creating or updating processes to make sure they are current?
10 (c) Anne Bachrach (www.AccountabilityCoach.com)
Aim for what you want
each and every day!
11 (c) Anne Bachrach (www.AccountabilityCoach.com)
To Learn More about Accelerating Your
Results, contact:
Anne Bachrach
858-456-0160
http://www.AccountabilityCoach.com
Watch High-Content FREE Webinars by going to:
http://www.accountabilitycoach.com/free-articles/free-webinars/
ON
TARG
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Aim For What You Want! (c) Anne Bachrach (www.AccountabilityCoach.com)
Important Legal Notice
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property of A.M. Enterprises and Anne Bachrach. These slides are
for individual use only. Conversation and / or use of these slides,
or any of their content, to any medium without the expressed
written consent of Anne Bachrach and / or presenting them to any
group, in whole or in part, is expressly prohibited and a violation of
the copyright laws that protect this intellectual property.
Thank you in advance for being respectful and honoring our
intellectual property.
© 2000-2013 Anne Bachrach, A.M. Enterprises
For further information contact:
Anne Bachrach
858-456-0160
http://www.AccountabilityCoach.com
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