KICKSTART
This person is responsible for facilitating the onboarding process and providing ongoing support.
Who is the Results Coach?
One of the main reasons for the report is to align these two key factors
What are goals and priorities?
The three required attendees for the call are these roles on EOM Review.
Who are the Client Success Manager, Client, and Results Coach?
The Mid-Year Gap Call evaluates the assistant’s effectiveness in this many core competencies
What is five?
This slide outlines the assistant’s key strengths and growth areas.
What is the Feedback Loop slide?
Onboarding begins with this type of call to understand the client’s business needs.
What is the discovery call?
One of the main objectives of Week 1 is to establish this essential client-team connection.
What is the communication workflow?
This rating system helps identify process effectiveness and areas needing review.
What is confidence rating?
This rating represents an assistant who meets all expected standards.
What is "Fully Meets Expectations"?
The slides must be completed this many hours before the call.
What is 24 hours?
Tasks are categorized into these two main types for better organization.
What are recurring and ad hoc tasks?
In Week 1, this document is recommended to track ongoing task alignment.
What is the task calibration sheet?
The expected duration of the EOM call falls within this time range.
What is 20-30 minutes?
If an assistant consistently solves problems and proposes improvements, they excel in this competency.
What is "Solutions Minded?"
This metric reflects client sentiment and satisfaction.
What is the NPS Score?
This type of reporting system ensures transparency on daily work.
What is an end-of-day reporting system?
Assistants document these to ensure consistency in workflows
What are standard operating procedures (SOPs)?
A structured assessment conducted at the next POD Touchpoint after the POD Onboarding Call to evaluate progress, performance, and key outcomes. A key part of this review includes a thorough assessment of the Success Checklist to ensure ongoing alignment with goals and expectations.
What is the End of Month Review?
In the call, wins and highlights are discussed to recognize this.
What are key achievements and successes?
The pre-call email includes a booking link, agenda, and this form.
What is the Ops Partner Competencies Review Form?
This learning approach balances practical experience, mentorship, and formal training.
What is the 70-20-10 learning model?
If a tool or platform is inaccessible, the assistant reports this as a problem under which section?
What is account & platform setup?
Conducting these ensures tasks without clear workflows are properly addressed.
What are Tasks and Tools Calibration procedures?
The Mid-Year Gap Call helps create an action plan for the next six months by doing this.
What is identifying priorities and adjustments?
This section of the call discusses the most valuable meeting session of the year.
What is the Most Impactful Session slide?