Tracking is important for monitoring progress towards goals, evaluating strategies, and providing rewards and recognition. It should be done monthly at reviews and weekly team meetings to track personal and team performance, plans, and results. Tracking tools like Podio and EXPA should contain goals, plans, and projects to quantitatively track KPIs, achievements, timelines, and outputs. Effective tracking requires setting clear expectations and templates for agendas, reports, and reminders to engage team members and coordinate meetings. Regular tracking keeps all accountable and supports evaluating strategies and recognizing contributions.

1. 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
EXPA
The data we have
on our Tracking
Tools must be
officially on EXPA

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What we track?
KPIs
Plan/
Achieve
ment
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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Meetings
Agenda 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 PODIO
Set standard hours for
send/respond to mails
Use
Boomerang
application
to not lose
the follow
up

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How to engage your members
Make 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 !!

17. Find the most suitable
way of tracking for you
and your team and make
it happen!

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Thank
you