effective tracking secrets
TRANSCRIPT
Tracking How to Track my Members – Effective Tracking
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Why tracking is important?
To see our progress, where we are and how far we are from our goal To have a clear
image of our work in order to change our strategies and have reward & recognitions methods on the team
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When Tracking is needed ?
Monthly Reviews
Weekly Team Meetings
Personal Meetings On Personal Meetings, we
track the Personal Performance based on the personal goals the MB had set
On Team Meetings we track the results of each week, Evaluation of past week & Performance & Plan for next week
Zoom out, look at the impact of the sector/team.
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How to do it??
Tracking Tool
Meetings
Checkpoints
Mail Reports
Podio
Follow Ups
EXPAThe data we have on our
Tracking Tools must be
officially on EXPA
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What we track?
KPIsPlan/
Achievement
Timeline
Project Plan
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TOOL
A tool must contain:
Weekly & Monthly goal (Personal for every member and general for the team)
Project Planning of the team
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TRACKING TOOL
Set a specific date & time in order to complete it every week -Put a reminder on calendar
Make the tool more attractive for the MBs (add photos, quotes etc)
What is not in the tool, it didn’t happened!
DON’T FORGET TO
KEEP IT SIMPLE AND
TO THE POINT
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MeetingsAgenda of meeting must contain
Previous priorities according to project plan
Plan achievement – What will the individual do in order to achieve his goals
And also the report by every member must be like this
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Track through mail & PODIO
Members put you cc/bcc on mails
For mail reports – use bullets with things for tracking and ask them to answer in detail for every bullet
Send reminders after 48h
…do the same also for PODIOSet standard hours
for send/respond to mails
Use Boomeran
g application to not lose the follow up
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How to engage your membersMake them to understand the importance of tracking and you and your team are accountable to the VP
Be flexible and find the most suitable way of tracking for your members
Reward the member that never forgets to complete the tracking tool
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How to coordinate the Tracking during your Team Meetings
• Prepare the agenda for the Meeting• Send the agenda to your MBs in order to prepare their
data/ complete the Tracking Tool• Have a clear image of what you will check together
with your Team (Plan/Ach, KPI’s, MoS etc)• Check the MoS, KPI’s
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Draft Tracking Tools Example for the
Timeline of the Team
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Example for the
Working Hours of the Team
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Except from the Plan/Achievement Report, remember to track also the Performance & the
Satisfaction of your MBs.Don’t forget to report it to your VP & send him/her the
Outputs !!
Find the most suitable way of tracking for you
and your team and make it happen!
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Thank you