1. Finalize V2 of New Member Onboarding Owned: Jayson Support: Team
1.1. Why?
1.1.1. V1 is doing ok, but needs our focus (knowing what we know now)
1.1.2. It's important to bridge the physical and digital - especially when we're charging such a meaningful investment it easy to become out sight
1.1.3. The first "100 days" are crucial to any new client experience.
1.2. Paint Done
1.2.1. V2 Onboaording is in place (no involvement from Jayson), and Dragana owns the process (makes sure the train is running)
1.3. Actions:
1.3.1. Bring forth team ideas
1.3.2. Onboarding V2 Design - Jayson
1.3.2.1. New Member Intake
1.3.3. Implement V2 into a process and hubspot - Annd & Dragana
1.3.4. Table V3 ideas
1.4. Any comments / concens?
2. Container Setting
2.1. Mindset
2.1.1. 100 year company
2.1.1.1. Grace
2.1.1.1.1. September 2021 was a close up shop type month. September 2022 was the start of a our quarter in 10 years.
2.1.1.1.2. We're doing "ok"... We've come a long way.
2.1.1.2. Personal work - I'm not killing myself anymore
2.1.1.2.1. If it's not fun, it doesn't get done
2.1.2. It's no green pastures yet - we still have fires to put out (as you'll see from the quarterly focus)
2.1.3. This "Rocks Process" is 80%
2.1.4. Less bottleneck
2.1.4.1. 80% done is 100% awesome
2.1.4.2. Mantra: Hire to buy back your time
2.1.4.2.1. Starts with me, and then the team
2.1.4.3. 1 - 3 - 1
2.1.4.4. Me
2.1.4.4.1. Working with ADHD (building scaffolding)
2.1.4.4.2. I won't get into a rhythm of sorts until I get my office set up at home (hopefully this is the silver bullet to a lot of things), but regardless Kandis and I (through the planning of our calendar) are really striving to bring more predictability to our lives.
2.1.4.5. Big constraints on my time (by design)
2.1.4.5.1. I mapped out my entire 2023
2.1.4.5.2. Time "offline"
2.2. What we learned from the last quarter
2.2.1. Biting off more than we can chew (v2 of profiles)
2.2.2. My biggest source of negative feelings in the lead up to out gatherings is spots and planning
2.3. To have on your radar
2.3.1. Sprint Groups on hold this quarter - May make some refinements for a launch in Q2
2.3.2. MMT Ojai in September, One event in 2024 (TBD), and something in Feb / March 2025
2.3.2.1. 2 event model is in flux
2.3.3. Assume the majority of my calls will be on walks
2.3.4. What I don't have figured out yet
2.3.4.1. Getting into a rhythm of processes and keeping them top of mind.
2.3.5. Relationship Manager is still a key role, I haven't decided if I'm prioritizing it this quarter or not. It's something we're going to continue to share for the time being (Org chart updated)
2.3.6. Q: Are Monday videos needed / helpful?
2.4. Reflection - Costa Rica
2.4.1. Meaningful Moment
2.4.2. What I appreciated working with...
3. New role clarity
3.1. Jeremy
3.1.1. Owns "revenue"
3.1.1.1. Exploration
3.1.1.2. Renewals
3.2. Kandis
3.2.1. Owns
3.2.1.1. Run of show
3.2.1.2. Intake form
3.2.1.3. Everything "photo related" thoughout the year
3.2.2. Takes care of all communications with the venue point of contact
3.2.2.1. Jayson: Front of house
3.2.2.2. Kandis: Back of house
3.3. No relationship manager
3.3.1. We share it
4. Quarterly Focus Owned: Support (if applicable)
4.1. Why? Why now?
4.2. Paint Done / Goals
4.3. Actions:
4.4. Any comments / concens?
5. MMT Ojai Owned: Jayson Support Kandis (Activities) / Anna (Programming)
5.1. Why?
5.1.1. A lot of this 80% planning can be done in advance, but we just need the discipline to commit to it
5.1.2. When I reflect at a lot of my negative emotions leading up to PB and CR, it stemmed from trying to balance selling spots vs planning
5.2. Paint Done
5.2.1. Main Sessions Planned (Themes Selected - Speakers allocated) Sub owner: Anna
5.2.2. Activities Selected Sub owner: Kandis
5.2.2.1. Morning
5.2.2.2. Flex time
5.2.2.3. Experience Day
5.2.3. Run of show skeleton Sub owner: Kandis
5.2.4. Intake Form (without video or activity selections) Sub owner: Kandis
5.2.4.1. Special Guest Intake (2 Special Guest Avatars) Sub owner: Kandis
5.2.5. AV needs / contract locked in Sub owner: Anna
5.3. Any comments / concens?
6. Moving to Asana Owned: Dragana Support: Anna / Jayson
6.1. Why?
6.1.1. I wasn't a fan of some of the limitations and integration issues with Basecamp. Asana works better for my (Jayson's) Brain.
6.1.2. A hard reset will help us "more" consciously build out what we want from a project management platform
6.2. Paint Done:
6.2.1. We could shut down Basecamp on March 31st and everything that was important has been moved over.
6.3. Action steps
6.3.1. Dragana to determine workback
6.4. Any comments / concens?
7. Profiles Owned: Jeremy
7.1. Why?
7.1.1. This has been dragging for far too long. It's a significant value add to the membership when done, and members are expecting it (since we've been talking about it for a while)
7.2. Paint Done
7.2.1. V1 in Searchie
7.2.2. MBS as a template for profiles (clear / compelling: "I can come to blank for blank")
7.3. Actions:
7.3.1. Jeremy to determine workback
7.4. Any comments / concens?
8. MMT 2024 Owned: Kandis
8.1. Why?
8.1.1. We need to get ahead of this or it will be slim pickings when it comes to venues and dates - leading us to be rather reactive.
8.2. Paint Done
8.2.1. Create / Update a venue list for 2024 (Canada, USA, Mexico + Other countries of interest)
8.2.2. Stretch Goal: Secure Venue for 2024
8.3. Actions:
8.3.1. Define Perfect Venue Filter
8.4. Any comments / concens?
9. Renewal Owned: Jeremy Support: Jayson
9.1. Why?
9.1.1. We are leaving a LOT of money on the table as a result of a poor process here.
9.1.2. Members don't know where they stand
9.1.3. As a result of not having a process, membership (and boundaries around membership) can seem like a joke - Example: we have unpaid members for June of last year. That's a significant problem on many fronts.
9.2. Paint Done
9.2.1. V1 (90 day window) Renewal process in place (Jayson is only involved when things escalate as a result of a member not responding OR they have a unique question)
9.2.2. Off Boarding Process
9.2.3. The wheels are in motion for all lagging
9.2.4. Table V2 ideas
9.2.5. Stretch goal
9.2.5.1. 90 day window already in effect
9.3. Actions:
9.3.1. Jeremy to determine workback
9.3.2. New Landing - Jayson
9.4. Any comments / concens?
10. Nurturing Owned: Jayson
10.1. Why?
10.1.1. We need to stay top of mind to existing members
10.1.2. We need to keep those on the fringes warm
10.1.3. We need to keep past members warm / engaged
10.1.4. 1 x Investor Email
10.2. Paint Done
10.2.1. 1 x Investor Email
10.2.2. 2 x Emails to FOTC
10.2.3. 3 x Emails to MMTers (outside newsletters)
10.3. Actions:
10.3.1. MMT
10.3.1.1. Feedback processed from Costa Rica
10.3.2. FOTC
10.3.2.1. Migrate to Hubspot
10.4. Any comments / concens?
11. Inbox Management Owned: Anna Support: Dragana
11.1. Why?
11.1.1. There are 105 emails in my draft as of this morning
11.1.2. Email is often used as a to do list and not as a communications platform. When working off two "to do lists" So it's hard to identify what's urgent. As a result a LOT slips through the cracks (and I have too many open windows in my head)
11.2. Paint done
11.2.1. Less than 20 drafts in Jayson's email folder
11.3. Actions
11.3.1. Anna to determine workback
11.4. Any comments / concens?
12. Focus Bank
12.1. Relationship Manager Role
12.2. Website update
12.2.1. Possibly no longer taking applications
12.2.1.1. Renewal only
12.2.1.2. Q4 (Cold outreach)
12.3. Jeremy
12.3.1. To capture sales process from end to end
12.3.2. Criteria page for curation
12.3.3. Member spotlights