Category: Checklist

#TEAMS365 #1687: Systems Check - mid -August

8/14/2018

It’s mid-way through August which is always an interesting month. For some, it’s the last gasp of summer and families are hitting the road, and offices are half open. In some other areas, it’s back to work.

I thought it would be fitting to dedicate today’s blog post to a mid-month systems check. These are all things you might consider doing, and also sharing, with your team.

This includes:

One-on-ones and coaching conversations – when was the last time you checked in with each team member?
Team meetings – when was the last time you held a team meeting? What’s scheduled? What’s working with team meetings? What changes are needed?
Financials - Are all expenses and invoices complete? If budget season is around the corner, what do you want to note, or pull together?
Reporting - What is the status of reporting? What’s due? What’s over-due? What do you need to review?
Projects - Where are projects in terms of completion? Resourcing? Impact? Results? Stakeholder engagement?
Communication - What items need to be communicated?
Peer relationships – when was the last time you spent time with your peers? What do you want to schedule?
Relationships with your boss – when did you last spend time meeting, and updating, your boss? Are you in alignment around projects and priorities for the rest of the year? What do they need from you? What do you need from them? What does the team need?
Administrative – What administrative systems are working? What’s not? What needs attention?
Personal Productivity and time management – What do you need to DO? DEFER? DELEGATE? DUMP?

What other systems, or areas, could use attention?

Enjoy this mid-month stock-taking!
Jennifer

Jennifer Britton
Potentials Realized | Effective Virtual Conversations | Coaching Team Leaders
We provide team and leadership development support through coaching, consulting and training services
Author of Effective Virtual Conversations (2017)
Email: info@potentialsrealized.com
(416)996-8326

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#TEams365 #1434: Effective Virtual Conversations Tip #23: Preparation

12/4/2017

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Today's Effective Virtual Conversation Tip is about preparation pre-virtual calls or conversations. "Winging it" is not advisable with the many "bells and whistles" you need to manage in the virtual space - from slides, to breakouts, to ensuring everyone can get on the line, to recording, you'll want to prepare and possibly practice, based on your skill and confidence level in facilitating webinars, teleclasses and other virtual events.

A few weeks ago, I hosted an Effective Virtual Conversation call (next one is today at 11 am ET) which was dedicated to "Preparing for Blast Off", the title of chapter 6 in my book, Effective Virtual Conversations.

In any call there is logistical preparation, preparation of our selves and tactical preparation.

It's good practice to get in the habit of doing things consistently when you are leading virtual sessions, which might entail running through a series of checklists to make sure you have all the bases covered. Throughout Effective Virtual Conversations I provide you with multiple checklists, worksheets and templates, so you don't have to reinvent the wheel.

Here's a list of 10 things you'll want to do each and every time you are on tha call (modify for the platforms you are using) - Excerpt - Effective Virtual Conversations, page 219):

Have a list of your participants’ names (and contact details – phone and/or email).
Send out a reminder email about the call.
Know your material inside and out.
Have a back-up bridge line or system.
Make sure the recording is on.
Make sure you are on the line a few minutes early to troubleshoot with participants.
Make sure you start and end on time.
Review what you just did.
Ask group members to consider and/or share the main points of their learning and the takeaway/end result from the session.
Send out a follow-up email.

I hope that you'll take 5 -10 minutes today to note what you want to, or need to, have in place prior to your next session.

Enjoy!
Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders
Team and Leadership Development | Coaching | Retreats.
Follow us on Twitter @Teams365
Phone: (416)996-8326

Looking to enhance your virtual conversations - Conference calls? Webinars? Virtual coaching work? Pick up a copy of my new book, Effective Virtual Conversations, at Amazon.

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#TEAMS365 #1687: Systems Check - mid -August

#TEams365 #1434: Effective Virtual Conversations Tip #23: Preparation

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