1. Jayson - Product / Relationships / Brand Voice
1.1. Day to Day
1.1.1. Team
1.1.1.1. Hiring
1.1.1.2. Support the team in their roles
1.1.1.3. Leads Quarterly Meetings
1.1.1.3.1. Sets Rocks
1.1.1.4. Team Health
1.1.1.4.1. 1 on 1's
1.1.1.4.2. Progress Meetings
1.1.1.4.3. Growth Path
1.1.1.5. Updates Roles and Responsibilities
1.1.1.5.1. (Toe stepping is on me)
1.1.2. Product
1.1.2.1. MMT at Home
1.1.2.1.1. Selects Presenters
1.1.2.1.2. Hand off to Anna
1.1.2.2. MMT Connect
1.1.2.2.1. Session design
1.1.2.3. MMThree
1.1.2.3.1. Finalize Placements
1.1.2.4. Exploration
1.1.2.4.1. Listen to recordings and make final curation decision
1.1.2.5. New member orientation
1.1.2.5.1. Lead orientation
1.1.3. Brand Voice
1.1.3.1. Supported by Kandis
1.1.3.2. Awarness / Interest
1.1.3.2.1. Social media
1.1.3.2.2. Emails
1.1.3.2.3. Website Content
1.1.4. Finances
1.1.5. Relationships
1.1.5.1. Navigating Conflicts in the community
1.2. Live Experience
1.2.1. Pre
1.2.1.1. Venue Selection (with Kandis) / Negotiation
1.2.1.2. High-Level Planning (with Kandis)
1.2.1.3. Intake Form
1.2.1.3.1. Design Metabolizing (with Anna)
1.2.1.4. Run of Show
1.2.1.4.1. Co-Creation with Kandis
1.2.1.4.2. Content Focused
1.2.2. Learning and Connection
1.2.2.1. Design Main Sessions
1.2.2.1.1. Speaker Outreach
1.2.2.2. Roundtable Direction / Selections
1.2.3. Assigned Seating
1.2.4. Post
1.2.4.1. Feedback Debrief
1.2.5. Intake Form
1.2.6. Important Details
2. Kandis - Live Member Experience
2.1. Day to Day
2.1.1. Toronto Experiences
2.1.1.1. End to end (Design, logistics, sign ups)
2.1.2. Brand voice
2.1.2.1. Supports Jayson
2.2. Live Experience
2.2.1. Pre
2.2.1.1. Venue Sourcing (with Jayson)
2.2.1.2. High-Level Planning (with Jayson)
2.2.1.3. Team
2.2.1.3.1. Selection / Onboarding / Training / Logistics
2.2.1.3.2. Run of show
2.2.1.4. Designer / Printwork
2.2.2. Member Experience
2.2.2.1. Activities
2.2.2.1.1. Select / Manage
2.2.2.2. Onsite / Offsite Experiences
2.2.2.2.1. Select / Manage
2.2.2.3. App
2.2.2.3.1. End to end
2.2.2.3.2. Save everything in docs
2.2.2.4. Gifts
2.2.2.4.1. Sponsored Items
2.2.2.5. Room set ups / Decor
2.2.3. Spouse and Family Integration
2.2.3.1. Design and Manage
3. Anna - Community and Learning
3.1. Day to Day
3.1.1. MMT at Home
3.1.1.1. Creates and Maintains our Content Calendar.
3.1.1.2. Leads Presenter outreach and session preparation.
3.1.1.3. Owns sign up pages
3.1.1.4. Co-hosts all the Virtual Learning Sessions with Jayson.
3.1.1.5. Ensures MMT at Homes are communicated to the community
3.1.1.6. Monitor signups (and shares warning signs)
3.1.2. MMT Connect
3.1.2.1. Owns sign up pages
3.1.2.2. Ensures MMT at Homes are communicated to the community
3.1.2.3. Monitor signups (and shares warning signs)
3.1.3. MMThree
3.1.3.1. Assignment
3.1.3.1.1. Management and Communication
3.1.3.2. Monitor signups (and shares warning signs)
3.1.4. MMT Forum
3.1.4.1. Follows up on Asks
3.1.4.2. Monitors and strives to improve key Community Engagement metrics.
3.1.5. Sprint Groups
3.1.5.1. Management, Communication and Facilitation (end to end)
3.1.6. Industry Roundtables
3.1.6.1. Schedules and Facilitates
3.1.7. Captures, Processes and Acknowledges all feedback from our Community members.
3.2. Live Experience
3.2.1. Supports Jayson with designing of all Content and Connection sessions
3.2.2. Liason
3.2.2.1. AV
3.2.2.1.1. Communication between venue / AV Team
3.2.2.1.2. Speaker / Special performer needs
3.2.2.1.3. Non-logistics (Kandis and Dragana)
3.2.2.2. Special Guests
3.2.2.3. Videographer
3.2.3. Manages all execution of roundtables
4. Jeremy - Exploration and Profiles
4.1. Day to Day
4.1.1. Exploration
4.1.1.1. Executes all exploration calls with potential new members.
4.1.1.2. Maintains Nurture List and seeks nurturing opportunities (Invitations to dinners, MMT at Home's, etc...)
4.1.1.3. Ensures members we're considering are nurtured (and don't fall off our radar).
4.1.1.4. Maintains our new member consideration list.
4.1.1.5. Lead invitation process to completion
4.1.2. Profiles
4.1.2.1. PD
4.1.2.1.1. Everyone in the community should have at minimum a V1 in the digital
4.1.2.1.2. Profiles for a physical Rolodex should be able to be pulled at any moment (edited and ready to go)
4.1.2.2. V1
4.1.2.2.1. Capture V1 through intake (needs to be created)
4.1.2.2.2. Refine with member over email
4.1.2.2.3. Upload V1 to Online Rolodex
4.1.2.3. V2
4.1.2.3.1. 6-Month Checkin Call (Spirit is complete V2 and assess their integration into the community)
4.1.2.3.2. Upload V2 to Online Rolodex
4.1.2.4. Build and maintain fascinating entrepreneur list
4.1.3. Renewals
4.1.3.1. 30 day check in, then hand off to Relationship Manager
4.1.3.2. Exit Survey
4.1.4. "Golden Rolodex"
4.1.4.1. Building and Maintaining Golden Rolodex
4.1.5. Tracking and Rewarding Nominators
4.2. Live Experience
4.2.1. Profiles
5. Admin / Assistant
5.1. Day to Day
5.1.1. Supports Kandis and Jayson with day to day tasks and small projects
5.2. Live Experience
5.2.1. Support with event execution
5.2.1.1. Manages all communication with venue and service providers
5.2.2. Rooming List
5.2.3. Sign ups
5.2.4. Contract
5.2.5. Special Guests Flight and Logistics
5.2.6. Ordering / Ship Tracking
5.2.6.1. Awards
5.2.6.2. Wristbands
5.2.6.3. Books
5.2.6.4. Printwork
5.2.6.4.1. Name Tags
5.2.6.4.2. Question Cards
6. To be Claimed
6.1. Onboarding
6.2. Website
6.3. Live Experience - Budget
7. Everyone
7.1. Initiates Relationship Investment Opportunites
7.1.1. Gifting
7.2. Captures Relationship Intelligence
7.3. Captures and Shares Customer Headlines
7.4. Engages in the online Forum
8. Relationship Manager
8.1. Day to Day
8.1.1. Hubspot
8.1.1.1. Hubspot health
8.1.1.1.1. Check email lists (unengaged)
8.1.1.2. Manage and monitor various lists
8.1.2. Direct Mail and Gifting
8.1.3. Renewals and Billing
8.1.4. Community Communication Email Newsletter
8.1.4.1. Leads Community Updates & Communication.
8.1.5. Bi-Annual Magazine
8.1.6. Digital Library
8.1.6.1. Ensures the Members Library is up to date.
8.1.6.2. Communication
8.1.7. Captures and Organizes all Testimonials.
8.1.8. MMThree
8.2. Live Experience
8.2.1. Deals with all member communication
8.2.1.1. Intake Forms
8.2.2. Important Details Page
8.2.3. Post
8.2.3.1. Tag new members in Google Photos