Workflow & Daily Lists

Checklists

*These are the master checklists for tasks that occur on a monthly/weekly basis for the Mastermind. Note, these tasks are also templated cards in the Mastermind Project Management Board in Trello with sub-checklists for each task:https://trello.com/b/ypk833OP/mastermind

Monthly

1. New cover photo and versions to change as events occur.

2. Make sure all Hot seats, Round ups, etc. are scheduled in the calendar.

3. Events created and members invited

4. Day before reminders for events created and scheduled in Agora Pulse

5. Saturday posts are scheduled

6. Birthday posts are created and scheduled

7. All Hotseats are in the community manager's calendar ready to take time stamps for questions in real-time.

8. All recorded uploaded unlisted to YouTube and embedded to files in the Facebook group with time stamps and questions/topics.

9. Content scheduled for the month related to that month's theme

10. Accountability partner posts: 2 reminding them to pair up if they aren't already and filling out the form. Then another for them to brag about their buddy and what they are working on.

11. Reminding Bella to pair up those who fill out the form towards the end of the month.

12. 90-day goal reminder. Schedule a poll in the group for where they are at with their 90-day goals and if they need support.

13. Deliverable based on the monthly theme or challenge

14. Creating promo content for the challenge (if there is one that month) to the group the week prior.

15. Group post reminding them to switch to annual membership save$$

16. Scheduling carousal of event reminder graphics to FB & IG reminding members of events coming up

Weekly

1. Make sure Bella responds to all tags.

2. Make sure that all payments go through.

3. Make sure all new members have been admitted and their file filled out.

4. Ever other Tuesday: Review 100 Days procedure and initiate a touchpoint to the client, per their step in the journey. [OVERVIEW]

• Mark actions as complete in Client Board in Trello [TRACKER]

5. FRIDAY: Organize Content logically into Units.

6. Delete anyone whose last day it is.

7. Write and post timestamps for any Hot Seat, HR or bella Round up that happened that week.

8. Download recordings, upload to Youtube, upload to the group in files.

9. Removing events from the banner as they occur.

Mastermind Cover Photo

Create and update the group cover photo. [TEMPLATE]

1. • Include the month, month’s topic, and all 3 event details for the month.

   • Add in the picture of the hot seat guest and arrange it according to the date.

   • Be sure to switch up the colors within the Jump Mastermind Brand Colours as well as the cutout picture of Bella.

   • ADD REMINDERS TO YOUR TASK LIST: Update the cover photo after each event by removing the event details that have already happened. So there should be about 3 versions of the cover photo each month. There should never be a cover photo with dates that have passed on it.

Mastermind Birthdays

On the 1st of the month, you should be notified via the Client list board in Trello to check whose Birthday is that month [CLIENT BAORD]. Then, make a graphic for them in Canva & schedule it to post on their birthday in the group. [TEMPLATE]. Once scheduled, mark it off in the Birthday checklist inside that person's card and make a due date for next year at the beginning of the month and assign yourself to that task.

Batching

Mastermind Preparation Checklist

Hot Seat Speaker Recommendations for next 3 months (January, February, and March)

• Please bring list of recommended primary and secondary speakers for each month

3 months of Content to Review and Approve Live

• 8 postings

• We will go through these live so please have complete content ready to go.

All graphics created and proposed dates to approve

• HR Round-Up

• Hot Seat (Speaker)

• We will go through these live so please have complete content ready to go.

3 months of Freebie

• List of monthly freebies we should be offering

Mastermind Evaluation Overview

• Please bring observations about the topics below and recommendations of how we can improve upon what’s happening:

• What topics are resonating with the group?

• What side conversations are happening? What topics are popping up?

• What members are not engaged (low activity)?

• What members are super engaged (high activity)?

• What accountability partners are doing well together?

• Any other observations about the group overall.