What You Will Learn

·       

• Adopt an approach to guide and support your team that demonstrates exceptional leadership

• Create a culture of continued growth and excellence.

• Through example, demonstrate the high priority you place on your team

• Through example, demonstrate the qualities you want your team to bring to the workplace

• Provide predictable team and leadership activities that helps your team stay motivated, inspired and on track

• Initiate unexpected activities that show how much you appreciate and value your team as individuals

• Lead your team in a way that empowers them to be their best, both professionally and personally

​

​

How You Can Get Started

​

Identify Your Preferred Leadership Activities

​

1. Review Leadership Activities For Everyone to get a sense of the core activities related to exceptional team leadership.

   • Annual Strategic Planning Session

   • Annual Team Dinner/Event

   • Thanksgiving Acknowledgement

   • Quarterly Strategic Team Meeting

   • Weekly Team Meeting

   • Monthly Advisor Meeting

   • Monthly Operations Meeting

2. Review Leadership Activities For Individuals to get a sense of the core activities related to exceptional team leadership delivered on a one-on-one basis:

   • Annual Professional Planning Session

   • Annual Compensation Review

   • Mid-Year Professional Planning Meeting

   • Birthdays

   • Moments of Truth

   • Mentoring & Training

3. Think carefully about the activities you would like to initiate this year for your team. 

   • Refer to the Leadership Model Sample to help you get a sense of what this might look like.

4. Start to map out each of the activities you want to implement throughout the year using the Leadership Model Worksheet.

5. Decide who will be responsible for each of these activities:

   • If you have a Business Manager or Operations Manager, you can delegate coordination of the Leadership Model to them and they will coordinate the setup, scheduling, delivery and ongoing implementation of the various Leadership Activities.  Depending on the team structure and their responsibilities, they may own all, or parts, of the Leadership Model.

   • If you do not have a Business Manager, identify which of these you will ‘own,’ along with any others that can be delegated.

Initiate Your Leadership Model

​

Once you’ve identified the Leadership Activities for the Team, and the Individuals on your Exceptional Leadership Worksheet, it is time to set it into motion.

1. Ensure preferred meeting days and times are identified for all regularly occurring meetings such as Monthly and Weekly Meetings and set these appropriately in the team calendar.

2. Ensure you have a plan in place for each of the other predictable, time-of-year Leadership Group Activities you are going to adopt. 

   • This means identifying the who, what, when, where and how.

3. Next, ensure you have a plan in place for each of the time-of-year Leadership Activities for individual team members you are going to adopt. 

   • This means identifying the who, what, when, where and how.

   • When it comes to Moments of Truth for individual team members, start looking out for these immediately.

     • Refer to Common Moments of Truth to get you started.

     • Use the Team Member Profile Template to begin documenting the important information about each of your team members.

4. The best way to ensure this is delivered flawlessly year-in and year-out, is to have all items triggered on the calendar and/or CRM in a way that allows for everyone to be fully prepared for what is coming up next.

5. Embrace an element of PLAY in your Leadership. 

   • To learn more about some other great ideas you may want to initiate, review Energize Yourself & Others Through PLAY.

​

Quick Start Guide