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