Share top tips Facilitation- Training – Decisions: Everyone called ‘associates’ We (including Gill G) plus’ name to be agreed in the future ‘associates At least 1 day whole team Associates plus go to Midships Attendance on other meetings based on agenda Signature Name, Associates, HSA – Actions: Get Highrise App iphone all Password (organisation2) – – Jan- Alert re sending contract Michelle – Doughnut re Highrise - Michelle What one skill would make a huge difference to a) you personally b)HSA as a team (HELEN) New break even daily rate Financial info to everyone each month Outcomes Actions Who When Everyone can use All to get Highrise All 31-1-14 Highrise app for mobile confidently and phones. Password effectively at all is organisation2 times To create a Michelle 31-1-14 about “doughnut” using Highrise and share with the team That everyone uses To share the new Michelle 13-1-14 the new system for customer journey generating with the team. To contracts create an alert for Jan that says the contract has been sent. Team to have up to To check what the date financial break even daily from new financial year information and to rate is and share know how we are with the team doing as a business To share financial information with the team monthly
Share top tips – Facilitation- Training Decisions: Everyone called ‘associates’ We (including Gill G) ‘associates plus’ name to be agreed in the future At least 1 day whole team Associates plus go to Midships Attendance on other meetings based on agenda Signature – Name, Associates, HSA Actions: Get Highrise App – iphone – all Password (organisation2) Jan- Alert re sending contract – Michelle Doughnut re Highrise - Michelle What one skill would make a huge difference to a) you personally b)HSA as a team (HELEN) New break even daily rate Financial info to everyone each month Outcomes Actions Who When Everyone can use Highrise confidently and effectively at all times All to get Highrise app for mobile phones. Password is organisation2 All 31-1-14 To create a “doughnut” about using Highrise and share with the team Michelle 31-1-14 That everyone uses the new system for generating contracts To share the new customer journey with the team. To create an alert for Jan that says the contract has been sent. Michelle 13-1-14 Team to have up to date financial information and to know how we are doing as a business To check what the break even daily rate is and share with the team from new financial year To share financial information with the team monthly
HSA-team-plan-draft-with-profiles-19-6-14.docx