Monday/Tuesday Responsibilities
What are 3 tasks regarding orders to be done on Monday?
Order Audit
Order Verification
Bill Rate Audit
What is a playbook tactic you can use if you have some extra time?
You tell me :)
What is a focus for Friday?
BOOKINGS
What does RACI stand for?
Responsible
Accountable
Consulted
Informed
You can't get to all your tasks for the day?
Make a plan! How will you adjust your schedule the following day to make it a priority?
What report(s) must be reviewed and actioned?
Order Report
Aged Treq
Time to release
What data integrity marker do we review Wed?
Sharepoints
What is another focus for Friday?
FDI
Who is responsible and who is actionable for a weekly order audit?
AAM - responsible
AM - actionable
You are covering and need help
Reach out to your leader/leaders coverage for support
What should be completed everyday?
boards!
What PowerBI report should you review if you need to check pipeline?
Time to release
How do we avoid pending ED mods?
Sending confirmations!
Who is Responsible AND Accountable for opening backfills in the VMS?
AMs
You can't get a hold of recruiter in cue
Pick up the phone! Escalate if necessary
What is the focus task of Tuesday?
End dates and exts
What's another thing that should be completed everyday?
Confirmations
What site/pending items should we be checking Friday before EOD to ensure BRs are updated for new orders and all PIDs?
Sharepoint
Who is responsible and who is actionable for answering cues?
Both the AM and AAM!
You're the AM and you're headed out on PTO - your AAM is covering
Coverage meeting
Ensure coverage notes are updated
Set realistic priorities and goals - you aren't clones of each other :)
Share with your internal partners
Set your out of office
What is a playbook tactic listed for Tues but could be done everyday if needed?
WFC
What can we follow up on mid week to avoid the Friday craze?
Offers/Foffers!
What is the best part of this team?
The people!
Who is responsible and who is actionable to review the Time to Release Report
AAM - responsible
AM - actionable
You don't have FDI by Friday afternoon and they are GTG
This will be different for every client but worse come to worse, send them to HR at 7am :)
If that isn't an option, get creative - can you modify what you do have for FDI?