setting goals with meevo (educator: brittany machi)

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Setting Goals With Meevowith Brittany Machi

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Brittany MachiSenior Education Specialist

Millennium Systems International

YOUR PRESENTER

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TOPICS COVERED

BUILDING A FOUNDATIONS.M.A.R.T. GOALS

THE GROWTH INDICATORSEMPLOYEE GOALS

TEAM GOALSTHE FOLLOW THROUGH

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How many of you deal with…

Unmotivated Employees?

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Unmotivated employees tend to…

BE UNPRODUCTIVENOT 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 aCulture!

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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

MAR

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 GROWTHINDICATORS

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Goal Setting Should be a…

Positive Experience

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Goal setting is a time to…

ACKNOWLEDGE ACCOMPLISHMENTSGIVE 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 ThroughHave Weekly or Monthly Huddles, Have Employees Contests to Keep Employees Engaged, and Always

Offer Feedback

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RECAP

BUILDING A FOUNDATIONS.M.A.R.T. GOALS

THE GROWTH INDICATORSEMPLOYEE GOALS

TEAM GOALSTHE FOLLOW THROUGH

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LIVE CUBE AD

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THANK YOU

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