Support Team Program General Concepts for Increasing Productivity


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Would you like your administrative support team to be even more productive?

Would you like your administrative support team to take more initiative?

Would you like to increase your confidence that your administrative support team is really working to their maximum potential?

Would you like to have more confidence in you administrative support team so you don’t have to worry as much?

Once you have delegated something to your administrative support team wouldn’t it be great if it didn’t get delegated back up to you?

You’ve come to the right place to get your administrative support team person or people into a program that is proven to produce results. Even administrative support team people who feel they are very productive and efficient have seen improvements that they didn’t know were possible. They say they are even more focused and effective as a result of being in this program.

This is a coaching program designed to help train administrative support people to provide better support for the business owner and entrepreneur so they can do what they do best to help the firm be even more successful.

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Support Team Program General Concepts for Increasing Productivity

  1. 1. Accelerate Your Results Proven Systems for Making More Money, Working Less, and Having a More Balanced and Successful Life ©2000-2013 Anne M. Bachrach ( ) Aim For What You Want!
  2. 2. Support Team Coaching Program Content The 6 High-Content Webinars Create Your Prioritized Action List (PAL) Effective Time Management & the Ideal Model Work Week Reducing Time Wasters and Distractions / Increase Productivity Creating Systems and Processes for Maximum Effectiveness The Strategic Thinking Model™ The Interaction Log™ & The Solution Log™ (c) Anne Bachrach ( 2
  3. 3. Prioritized Action List Prioritized Action List (PAL) This tool helps all the support team members be more focused on the activities necessary to help the Advisor and the Ideal Clients you and they serve. It allows the business owner or manager to know what is being done in their support on a consistent and regular basis. It is a form of accountability that works for everyone. (c) Anne Bachrach ( 3
  4. 4. Sample Prioritized Action List Calendar Task / (y/n) Activity Priority Time (min) Category Assist Due Date Done Notes Reality: 168 hours in a week! How you and your team members choose to spend your time is important to achieving goals. (c) Anne Bachrach ( 4
  5. 5. How to Best Use the Prioritized Action List (PAL)  Everything is in priority order – hence the name.  Add new items where they go so the list is always in priority order.  What to do with items once completed?  How to best share this information with your boss/manager? At least daily.  To download a Free Sample Prioritized Action List (PAL) that everyone in your office can use, go to (c) Anne Bachrach ( 5
  6. 6. Create Your Ideal Model Work Week Time Monday Tuesday Wednesday Thursday Friday 8:00 Mtg w/Mgr Mtg w/Mgr Mtg w/Mgr Mtg w/Mgr Mtg w/Mgr 8:30 Ideal Client Service Admin Admin Admin Admin 9:00 Work on PAL Unexpected items 9:30 Time 10:00 Process 10:30 Work on PAL Ideal Client items Service Creation 11:00 Admin Updates 11:30 Mtg w/ TA Admin Admin Admin Admin 12:00 Lunch Lunch Lunch Lunch Lunch (c) Anne Bachrach ( 6
  7. 7. Business Owner’s Calendar Client Acquisition / Business Development Time • • • • • • • 15-20+ hours / week Referral Conversations with Clients and COIs, etc. Follow-up phone calls Initial Prospective Client Interviews Networking Types of Events ________________ ________________ Help Hold Them Accountable to Achieving this Goal! (c) Anne Bachrach ( 7
  8. 8. Systems and Processes Goal: To create processes that anyone can execute flawlessly, without question, to achieve the desired result or outcome. (c) Anne Bachrach ( 8
  9. 9. Creating Systems & Processes for Everything ©2011 A.M. Enterprises
  10. 10. Create or Update Processes • Never let a week go by without processed being documented or updated. • What is your weekly goal for creating or updating processes to make sure they are current? (c) Anne Bachrach ( 10
  11. 11. Aim for what you want each and every day! Watch High-Content FREE Webinars by going to: To Learn More about Accelerating Your Results, contact: Anne Bachrach 858-456-0160 (c) Anne Bachrach ( 11
  12. 12. ON TARGET Important Legal Notice This Webinar and all content on these slides are the intellectual property of A.M. Enterprises and Anne Bachrach. These slides are for individual use only. Conversation and / or use of these slides, or any of their content, to any medium without the expressed written consent of Anne Bachrach and / or presenting them to any group, in whole or in part, is expressly prohibited and a violation of the copyright laws that protect this intellectual property. Thank you in advance for being respectful and honoring our intellectual property. © 2000-2013 Anne Bachrach, A.M. Enterprises For further information contact: Anne Bachrach 858-456-0160 (c) Anne Bachrach ( 12 Aim For What You Want!