All the steps to set up great goals for your team

 
 BTS at the Paris workshop. PC: Harriette Earnshaw

BTS at the Paris workshop. PC: Harriette Earnshaw

Let's talk teams!!! It feels like everybody is hiring a team now...what the heck, I am!

So yay if you found the perfect person to help you in your business track but the work's just begun!

So I hope this post comes handy when you are trying to figure out what to do with your greatest asset...your people!

It might not be the 300-people team of your dreams but it is something like it. No matter how many hours and how many people you have under your umbrella, you still have to provide a few things in order to get the best out of them.

Here is what Taylor DuRoss and I are planning for our Aug goals. Hope it helps you create your own process to work effectively with your team

and the process starts with me following those steps:

Steps for great resource management (aka team goals):

  1. Define business goals and projects for the month ahead (I do 3 mos at a time in the 90d year setup)
  2. List the projects that your team member will be working on
  3. List all tasks that need to be completed for that project.
  4. List the tasks to be assigned to that team member
  5. Review time estimated and align with your team member’s commitment
  6. Review goals and projects with team member
  7. Ask for a review of tasks and for their input/feedback
  8. Leave room for growth and new ideas
  9. Review the plan before the start of the month
  10. Track how you did against the plan so you can improve next time.

Quote: 'Create great goals and people will meet them'

TRS

STEP BY STEP GOAL SETTING:

List your goals and projects for the month:

1. Goal: Sell x amount on the shop

  • Project 1: Create 4 newsletters
  • Project 2: Create campaign with UpViral
  • Project 3: Release All-in-One styling kit (Aug version)

2. Goal: Keep up with social media

  • Post interesting content 5x week
  • Implement best practices from Social Curator
  • Create ‘workparty’ content shoot

 

Now create some tentative tasks for each project:

 

Goal: Sell x amount on the shop

Project 1: Create 4 newsletters

  1. RW - Draft newsletter content
  2. RW/TD - Define visuals needed
  3. TD - Photoshoot products
  4. TD - Send material for graphic designer
  5. RW - Schedule
  6. RW - Post
  7. RW/TD - Promote
  8. RW - Review effort at the end of the month

Project 2: Create campaign with UpViral

  1. RW - Draft campaign
  2. RW - Setup
  3. RW - Run campaign
  4. RW - collect feedback/review feedback

Project 3: Release All-in-One styling kit (Aug version)

  1. RW/TD - Curate kits
  2. TD - Prepare items
  3. TD/RW/GD - Pre sell on newsletter
  4. RW/GD - Ad new kit with IG and FB
  5. TD - Sell and Fulfill orders
  6. TD/RW - Collect feedback

 

Goal: Keep up with social media

  1. TD - Post interesting content 5x week
  2. TD - Implement best practices from Social Curator
  3. RW - Create ‘workparty’ content shoot

 


‘Pull’ the ones from the team member and estimate time needed, in this case TD:

 

Goal: Sell x amount on the shop

Project 1: Create 4 newsletters

  1. RW - Draft newsletter content
  2. RW/TD - Define visuals needed (1hr)
  3. TD - Photoshoot products or define photos (1hr)
  4. TD - Send material for graphic designer (1hr)
  5. RW - Schedule
  6. RW - Post
  7. RW/TD - Promote (2hrs)
  8. RW - Review effort at the end of the month

Project 2: Create campaign with UpViral

  1. RW - Draft campaign
  2. RW - Setup
  3. RW - Run campaign
  4. RW - collect feedback/review feedback

Project 3: Release All-in-One styling kit (Aug version)

  1. RW/TD - Curate kits (2hrs)
  2. TD - Prepare items (10hrs)
  3. TD/RW/GD - Pre sell on newsletter (2hrs)
  4. RW/GD - Ad new kit with IG and FB
  5. TD - Sell and Fulfill orders (10hrs)
  6. TD/RW - Collect feedback (1hr)

 

Goal: Keep up with social media

  1. TD - Post interesting content 5x week (5hrs)
  2. TD - Implement best practices from Social Curator (3hrs)
  3. RW - Create ‘workparty’ content shoot

 

TD total hours needed: 38 hrs

TD total hours in the month: 40hrs

Utilization rate: 38/40 = 95% (too high)

Target utilization: 80% (40x0.8) = 32hrs

 

To make up for the hours needed you can:

  1. Agree to additional hours upfront
  2. Try to book at 95% - YIKES!
  3. Reduce the workload (projects/tasks) assigned to that person (which is what I am doing in this case)

 

I am reducing the number of newsletters to 2 and taking her out of that project :)

So that is taking 5 hrs out of her workload and then we have:

 

TD total hours needed: 33 hrs

TD total hours in the month: 40hrs

Utilization rate: 33/40 = 82.5% (good to go)

Target utilization: 80% (40x0.8) = 32hrs

 

 

Now we chat on a video or call and discuss the targets, make sure she has everything she needs to perform the tasks and allow around 20% of her time to her own ideas + admin tasks, bathroom breaks, etc!

 

How does it sound? Are you trying it next month? What else you want to know about managing time and projects for your team?

 

Work beautifully,

Roberta