Save Time and Money

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“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)
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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
•
•
•
•
•
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•
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
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•
•
•
•
•
•
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
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•
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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?
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•
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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 $25k/yr, 2% back on gas and dining up to $25k/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)
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