KICK-OFF DAY!!! 🎉
This should be an exciting day for you and your team! Here's how we recommend running your Kick-off Day meeting.
Have your Kick-off Meeting first thing in the morning, with your entire team present.
Ensure all your crew leaders have taken the Foreman Learning Track before showing up to the Kick-off meeting
Gather everyone around your office or roundtable and pull up the Foreman Learning Track on a screen that everyone can see.
Follow through each of these steps below all together as a team:
View the Download and Login article together and make sure everyone is logged in
View the Step 2: How to Create a Timesheet, Step 3: How to Clock Out, and Step 4: How to Submit Your Timesheets at the End of the Day articles together and make sure everyone is on the same page and understands how to clock in and out
View the Step 5: How to Access the Digital Job Folder together and make sure everyone understands how easy it is to access job info such as notes, materials lists, customer info, navigating to a job, viewing attachments and photos.
Essentially, salespeople should be entering ALL the info the foreman will need to be able to execute the job. Then the foreman should always access that info in SynkedUP. If the info isn't in SynkedUP = salesperson's fault. If the timesheets, actual materials, etc aren't in SynkedUP = foreman's fault. Make sure everyone understands what they are responsible for.
View the Step 6: How to Interact with and View your Schedule article together and make sure everyone understands how to look at their schedule, see what's coming up, etc.
And that's it. At this point you've successfully mobilized your team to fully embrace, leverage, and lean into the SynkedUP system, and experience all the benefits and simplified access to and tracking of info it offers.
Congrats! and PLEASE let me know if there is any suggestion you have as to what could make these learning tracks and onboarding info more effective or easier to understand and execute.
Otherwise, cheers! Good luck! And remember, we are here to help YOU succeed. 💪
And now! Learn how to reap the benefits of the data you're recording 👉
Full Learning Track
Step 6 (you are here)