Manage Your Team in a Dime and Have

“Manage Your Team in a Dime and Have a Fun Time” by Chris Wills, Student Paths, and Carl Stange, Winona State University MIDWest ACAC May 20 -22, 2012

Solution: Level 10 Meeting

Start with these 5 things: 1. 2. 3. 4. 5. Meet on the same day each week Meet at the same time each week Have the same printed agenda Start on time End on time

The Level 10 agenda (90 minutes) • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Segue – 5 minutes • Acts like a warm-up • Personal best • Work best • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Scorecard – 10 minutes • Review key numbers • Drop those that are off-track into issues list • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Rock Review – 5 minutes • Review “Rocks” or priorities set and call on-track or off-track • Off-track Rocks go to issues list • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Customer/Employee Headlines – 10 minutes • What happened last week • Short and sweet • Good and bad • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

To-do list – 10 minutes • Holds team accountable to commitments made previous week • Review last week’s list • Call “done” or “not done” • HUGE area that improves with this structure • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Issues list – 45 minutes • Where the magic happens • Great meetings are created by solving problems • Prioritize! Don’t start at top and work down • When most important issue is solved, others tend to drop off the list • IDS = Identify, Discuss, Solve • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Conclude – 5 minutes • Recap your new to-do list • Discuss any messages to cascade • • Segue – 5 minutes Scorecard – 10 minutes Rock Review – 5 minutes Customer/Employee Headlines – 10 minutes To-do list – 10 minutes Issues list – 45 minutes Conclude – 5 minutes

Solution: Weekly and Daily Staff Huddles

• Monday morning staff huddle to ensure we are on the same page each week. – Cuts down on time-killing impromptu meetings • Staff meets on their own at start of each day to manage the day’s operations and get on same page for how the day is going to get done

Other tips: • Use IM to save time with inter-office communication • Hold to certain days for visits so we can focus and aren’t always scrambling

Budget compared to last year? • • Cut? Flat? Increased less than 5%? Increased more than 5%?

Top 10 tips to help you stretch your budget further 1. 2. 3. 4. 5. 6. Rental car corporate accounts can lock in a price Hotwire / Priceline for hotels Restaurant. com Don’t check luggage or fly with Southwest (doesn’t charge baggage OR change fees) Ask if vendors will provide discount if you pay early or all at once Chase Ink card 1. 7. 8. 9. 10. Bonus $250 cash, 5% back on office supplies, cable and telecom services up to $25 k/yr, 2% back on gas and dining up to $25 k/yr, Unlimited 1% back elsewhere, No annual fee Tingo. com (hotels) – rebooks if price drops Bing. com (airlines) – 75% accuracy of when to buy Yapta. com (airlines) – refunds $$ if price drops Autoslash. com (rental cars) – rebooks if price drops

Carl’s tips to help you stretch your budget further (and still make your class) 1. 2. 3. 4. 5. 50% e-communications Put your catalog entirely online (saved $250, 000 per year) Move all communication and registration for admit and registration days to electronic Focus travel on highest value high schools and eliminate second visits (saved 4 weeks of travel) Evaluate effectiveness of your recruiting functions

How I can help • Call or email for further help in any area • Provide sample Level 10 agenda template • Level 10 meeting is best practice featured in the book Traction • Personal or business credit card tips • Sign up for Chris’s blog on similar leadership ideas and tips (www. studentpaths. com/join)