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To prepare to effectively co-lead a successful Report & Recognition Meeting with your Team Leader.

Report & Recognition Meeting Prep Session. Purpose of the Prep Session. To prepare to effectively co-lead a successful Report & Recognition Meeting with your Team Leader. Time Required:.

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To prepare to effectively co-lead a successful Report & Recognition Meeting with your Team Leader.

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  1. Report & Recognition Meeting Prep Session Purpose of the Prep Session To prepare to effectively co-lead a successful Report & Recognition Meeting with your Team Leader. Time Required: Your Team Leader will schedule a one-hour minute meeting with you prior to the Report & Recognition Meeting. Agenda: • Using the Sponsor Manager Notes for the Report & Recognition Meeting as a guide (refer to the notes in the Report & Recognition section of your guide), preview the meeting, page-by-page, with your Team Leader. • Using the latest Sponsor Manager Update, ask your Team Leader to review each action completed and give you a quick recap of the actions that Champions will be reporting on. • Walk through the actions one-by-one to get familiar with the actions and results. • Discuss any issues or questions you have with respect to each action. • Ask your Team Leader to preview any recommendations your Champions will present and discuss how you will handle them in the meeting. • Practice the no surprise rule. Discuss each action recommendation and confirm the decision the you will give the team. • Preview the Team Summary Report (Results Assessment, Control Plan and Idea Bank) and confirm your support for the financial gains calculated and the transition plan. • Confirm the plan for recognizing the team. • Identify and agree on any additional “guests” who will attend the Report & Recognition Meeting. • Confirm the time, location and any other logistics (handout packet format, number of copies, etc.) for the Report & Recognition Meeting.

  2. Time Out! Please take a minute now to check-off the requirements for completing your Report & Recognition Prep Session: • Sponsor Manager is prepared to co-lead a successful Report & Recognition Meeting (if necessary, use the Team Leader Guide and Sponsor Manager Guide to preview the pages of this meeting with the Sponsor Manager). • All completed actions reviewed with the Sponsor Manager. • All recommendations previewed with the Sponsor Manager. • The Team Summary Report previewed with the Sponsor Manager. Sponsor Manager is comfortable with the Results Assessment and Control Plan. • The Sponsor Manager recognition plan is confirmed. • All Report & Recognition Meeting guests are identified, agreed upon and invited. • The time, location and all other logistics for the Report & Recognition Meeting are confirmed.

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