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Setting Goals With Meevo
with Brittany Machi
speaktme.com
Brittany Machi
Senior Education Specialist
Millennium Systems International
YOUR PRESENTER
speaktme.com
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LIVE CUBE AD
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TOPICS COVERED
BUILDING A FOUNDATION
S.M.A.R.T. GOALS
THE GROWTH INDICATORS
EMPLOYEE GOALS
TEAM GOALS
THE FOLLOW THROUGH
speaktme.com
How many of you deal with…
Unmotivated Employees?
speaktme.com
Unmotivated employees tend to…
BE UNPRODUCTIVE
NOT CARE
BRING DOWN MORALE
speaktme.com
How Can YOU Get Them to be…
Motivated & Engaged?
speaktme.com
It’s not a math equation.
It’s a
Culture!
speaktme.com
Build Credibility with Your
Team
First, YOU Need to…
speaktme.com
Establish Trust
speaktme.com
Establishing Trust With Your
Team
Are you providing
them with
what they need?
speaktme.com
Establishing Trust With Your
Team
Do they have the
necessary skills?
speaktme.com
Establishing Trust With Your
Team
How can you help them
achieve their goals?
speaktme.com
Setting S.M.A.R.T. Goals
Build Credibility by…
speaktme.com
T
S Specific
M
A
R
Measurable
Attainable
Realistic
Time-Bound
speaktme.com
Goals should be set based on
PERFORMANCE
“You can’t base goals on
revenue alone – that is rear-view
thinking. Revenue today is the
result of what you did
yesterday.”
speaktme.com
The Growth Indicators
Forward Focused
Thinking
speaktme.com
Frequency
of Visit
Repeat
Client
Retention
Average
Ticket
New Clients
Per Month
New Client
Retention
Productivity
THE GROWTH
INDICATORS
speaktme.com
Goal Setting Should be a…
Positive Experience
speaktme.com
Goal setting is a time to…
ACKNOWLEDGE ACCOMPLISHMENTS
GIVE FEEDBACK
CREATE A PATH FOR THEIR FUTURE
speaktme.com
Gathering Data…
The MA200
speaktme.com
Productivity
Average
Hours Per
Week
speaktme.com
Total
Services
Average
Service
Ticket
Total
Retail
Average
Retail
Ticket
speaktme.com
Repeat
Clients
Serviced
Repeat
Retention
Percentage
New
Retention
Percentage
Average
New Clients
Per Month
speaktme.com
Using…
What If?
speaktme.com
speaktme.com
Step 1:
Setup
Employee
Information
speaktme.com
Average
Hours Per
Week
Total
Services
speaktme.com
Total Retail
speaktme.com
speaktme.com
Repeat
Clients
Serviced
Repeat
Client
Retention
speaktme.com
Average
New Clients
Per Month
New Client
Retention
speaktme.com
Average
Frequency
Of Visit
speaktme.com
Average
Service
Ticket
Average
Retail Ticket
speaktme.com
Step 2:
Use What
If? to
Empower
Employees
speaktme.com
The
Employee’s
Currently
Projected
Earnings
speaktme.com
The
Employee’s
What If
Analysis
speaktme.com
Individual Goals
Setting
speaktme.com
Enter Each
Month to
Generate
the Total
Enter
Additional
Service
Goals
speaktme.com
Enter Each
Month to
Generate
the Total
Enter
Additional
Retail
Goals
speaktme.com
Make Employees Accountable for their Goal Attainment
Accountability is Key!
speaktme.com
The Importance of
Team Goals
speaktme.com
The Importance of
Team Goals
Increases Job
Satisfaction for
Employees
speaktme.com
The Importance of
Team Goals
Fosters Learning and
Continued Education
speaktme.com
The Importance of
Team Goals
Creates an
Atmosphere of
Employee Support
speaktme.com
The Importance of
Team Goals
Builds a Sense of
Community
speaktme.com
Gathering Business Data…
The MA200
speaktme.com
Productivity
Average
Hours Per
Week
speaktme.com
Total
Services
Average
Service
Ticket
Total
Retail
Average
Retail
Ticket
speaktme.com
Repeat
Clients
Serviced
Repeat
Retention
Percentage
New
Retention
Percentage
Average
New Clients
Per Month
speaktme.com
Meeting with Your
Team
speaktme.com
Meeting with Your
Team
Know Your Business
Vision for the
Upcoming Year
speaktme.com
Meeting with Your
Team
Communicate that
Vision CLEARLY to
Team Members
speaktme.com
Meeting with Your
Team
Discuss the Course of
Action for Accomplishing
These Goals
speaktme.com
Meeting with Your
Team
Listen to Your Teams
Ideas and Input
speaktme.com
Meeting with Your
Team
Get Everyone
Engaged and on the
Same Page
speaktme.com
Team Goals
Setting
speaktme.com
Enter Each
Month to
Generate
the Total
Enter
Additional
Service
Goals
speaktme.com
Enter Each
Month to
Generate
the Total
Enter
Additional
Retail
Goals
speaktme.com
How Can You KEEP Them…
Motivated & Engaged?
speaktme.com
Effectively
FOLLOW THROUGH
speaktme.com
Effectively Follow Through
Mid-Year Reviews
speaktme.com
Effectively Follow Through
Weekly Huddles and
Monthly Team Meetings
speaktme.com
Effectively Follow Through
Utilize Gamification
speaktme.com
speaktme.com
speaktme.com
speaktme.com
speaktme.com
Effectively Follow Through
Monitor Employee
Progress
speaktme.com
The Effective Follow Through
Allowing Employees to
Monitor Themselves
speaktme.com
speaktme.com
speaktme.com
speaktme.com
My Tiles
for Smart
Groups
speaktme.com
My Tiles
for Smart
Groups
speaktme.com
Effectively Follow Through
Offer Consistent
Feedback
speaktme.com
Goal Setting Action Plan
Goal Action Target Date
Discuss the Growth Indicators
with Staff
Show Them the Growth Indicators, What They Do, and
How They Play a Part
Set Service Provider Goals
Run the MA200 for Employees; Take Them Into What If;
and Set their Goals in Meevo
Meet with Your Team
Schedule a Time to Meet with Your Entire Team and
Discuss the Business Vision for the Year
Set Team Goals
Run the Relevant Reports for the Previous Year, and
Set Goals for the Team Based on the Meeting
Follow Through
Have Weekly or Monthly Huddles, Have Employees
Contests to Keep Employees Engaged, and Always
Offer Feedback
speaktme.com
RECAP
BUILDING A FOUNDATION
S.M.A.R.T. GOALS
THE GROWTH INDICATORS
EMPLOYEE GOALS
TEAM GOALS
THE FOLLOW THROUGH
speaktme.com
LIVE CUBE AD
speaktme.com
THANK YOU
speaktme.com

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