Kickstart Your Week ~ We share the Action Plan for Success.
Download Heather’s Action Plan HERE
Quick recap
The meeting covered various topics, including action plans, personal experiences, and work processes. Participants discussed the importance of documentation, task management, and work-life balance, sharing their strategies for improving efficiency and productivity. The conversation ended with expressions of gratitude and encouragement for team members to take action and implement new initiatives.
Next steps
Kickstart attendees to review and consider implementing Heather's action plan shared by Nino or Cathy.
Kickstart attendees to identify one thing they've been putting off and start working on it this week.
Kickstart attendees attending the annual meeting to visit the Kickstart booth for giveaways and to meet the team.
Nino to share details about the giveaways for the annual meeting booth next week.
Kickstart attendees who start something new this week to share their progress via email or in next week's chat.
Summary
Annual Meeting and Guest Speaker
The meeting began with a casual and friendly atmosphere, with participants expressing their excitement for the day's events. Nino and Cathy discussed the upcoming annual meeting, with Nino promising to share more details in the coming week. The meeting also featured a guest speaker, but their identity was not revealed. The participants were encouraged to be on camera and share their smiling faces to bring energy to the community. The conversation ended with Nino preparing to share a video.
Prioritizing Action Over Thinking
Nino discussed the importance of taking action rather than just thinking about tasks. He gave the example of stacking firewood as a way to illustrate this point. Cathy then asked everyone to share something on their to-do list they were planning to start working on that week. Heather suggested that sometimes thinking too much about starting can hinder progress. The conversation ended with Cathy expressing excitement about sharing more about Heather with the attendees.
Heather's Career Journey
Heather shared her career journey, starting from working in a hospital to a credit union, then to a healthcare management role, and finally to the mortgage industry. She faced numerous challenges, including being undervalued and underestimated by her superiors, but persevered and achieved her goals. She emphasized her determination and refusal to give up, crediting her mother's parenting style for her tenacity. Heather also discussed her personal life, including a relationship issue and her husband's support for her career choices.
Overcoming Self-Improvement and Task Management
In the meeting, Heather discussed her struggles with self-improvement and how she overcame them by identifying her weaknesses and delegating tasks to her team. She mentioned developing a consistent process using Total Expert, a tool that tracks tasks and deadlines, ensuring accountability and consistency. Heather also highlighted the importance of prioritizing tasks and not trying to do too much at once, using the example of her business plan. Nino inquired about the connection between muscle memory and Total Expert, to which Heather responded by explaining how Total Expert helps her and her team remember and execute their tasks effectively.
Documenting Processes for Consistency
In the meeting, Heather and Nino discussed the benefits of documenting processes in a way that is clear and easy to follow. They emphasized the importance of having a written process to avoid confusion and ensure continuity in case of team member absences or changes. Heather shared an example of their process, which includes action plans for different stages of their work, from pre-approval to follow-ups. Nino asked clarifying questions about how the process is implemented and managed, particularly regarding the use of Total Expert as their CRM. Heather assured Nino that their system will remind them of their tasks, reducing the need for constant vigilance and ensuring consistency in their work.
Total Expert Task Management Strategies
Heather shared her process for managing tasks and building action plans in Total Expert. She emphasized the importance of starting small and building upon the process. Cathy highlighted the benefits of documenting processes to avoid mental exhaustion and ensure consistency. Nino agreed, noting that having a playbook in place can be helpful when hiring new team members. Heather also discussed her calendar management, prioritizing tasks and using Calendly for scheduling appointments. Finally, Heather explained her approach to work-life balance, separating "pay time" during the workday and "no pay time" for tasks that require less responsiveness.
Positive Work Experience Benefits
Cathy and Heather discussed their positive experiences at their company. Heather recounted a story about the value of being in a supportive work environment, emphasizing her gratitude for the management and team at her workplace. Cathy acknowledged the importance of taking joy in one's job and the people one works with. The conversation ended with Nino highlighting the benefits of having great systems in place and a supportive team, noting that this can lead to a better experience for both the client and the team member.
Heather's Accomplishments and Team Support
Nino and Cathy expressed their gratitude towards Heather for her accomplishments and contributions to the team. Peter shared his admiration for Heather's resilience and adaptability in the face of challenges, emphasizing her ability to exceed expectations and consistently update her action plan. Cathy invited the team to reach out for the shared action plan and encouraged them to apply it in their work. Nino encouraged the team to take action and start new initiatives, promising to share updates next week. The conversation ended on a positive note with all wishing each other a great week.