Copy of Manager Weekly Check-ins (for AWI article)
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WeekTeam Member #1Team Member #2Team Member #3
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July 23-29Needs from Jon- send SOP on how to publishNeeds from JonNeeds from Jon- access to PayPal
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Needs from Team Member #1- complete revisions on updated SOPNeeds from Team Member #2Needs from Team Member #3- PnL records from last 6 months
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Tasks in progress this weekTasks in progress this week- email blast to prospective clientsTasks in progress this week
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Any other issues?Any other issues?- needs 1 more VA for customer serviceAny other issues?- pushing weekly capacity
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July 16-22Needs from JonNeeds from Jon- any prospective clients that aren't on email list?Needs from Jon- Skype credits ($5 ?)
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Needs from Team Member #1- updated address for payrollNeeds from Team Member #2- recorded outreach efforts and response for the weekNeeds from Team Member #3
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Tasks in progress this weekTasks in progress this week- direct outreach effortsTasks in progress this week- training intern
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Any other issues?- will be on vacation August 13-17Any other issues?Any other issues?
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Weekly Questions?3. Any issues with clients? What's your capacity like?
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1. What do you have on the go this week?5. What do you need from me this week?
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2. Are you feeling confident in your own team this week?6. Anything else that's causing any stress this week?
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