In this session Peter McComb shares how he's APPLIED the principles from our previous webinar entitled A New Approach to Creating Your Teams Operations Manual. To fully understand the conversation I would highly recommend taking the time to review Part 1 prior to watching/reading this:
Here is a link to our blog for Part 1 of this discussion, and you will find a link to the replay of the webinar in that blog as well: https://www.cultivatewins.com/blog/CWwebinar-OpsManual
Key Take Aways Include:
Other related webinars to check out:
PART 1: The 4 Ingredients Of Any System
PART 2: What Role Do Standards Play In A System?
This LIVE webinar was recorded & the replay is available via the Webinar Replay's section of your Cultivate Wins TC Membership 🎉 Sign up today if you are not already a member yet:
Refuse to start anything from a point of overwhelm
In creating Operations Manual, here are some things you can start with
An Ops Manual is a way to serve those who you work with (your team) - its compassion!
You have a community to bounce ideas off with
Figure out what baby steps and mini wins you should do next
From Lindsey Bavaro : What are the 6 simplified categories so far? Are the six categories based on systems? Example: email system, lead generation system, TC system... etc.? Is your manual for your TCs only or a "hit by the bus" plan including ALL responsibilities you have as the boss? I understand we're all a work in progress so assume you don't have everything down yet.
From Courtney Downer-Donovan, : to add to Lindsey - does it include agent discovery call, onboarding process for agents? If yes, what #1 tip would you give for creating that process?
04:51:17 From Pam Malta : Question: What types of events do you do?
Answer: Peter's 6 simplified categories in his Operations Directory
(1) Lead Generation
(2) Relationship with an agent
(3) Relationship with Co-op Agents
(4) Transaction Coordinators Relations
(5) Training and Development
(6) Transaction Coordinator Services
04:54:16 From Cassidy Jones : what system do you use for tracking agent file milestones?
05:01:42 From Cassidy Jones : are you moving to the new airtable pro??
Answer: Microsoft excel, we are moving in to Airtable soon.