TM Priority Checklist WSII

Highest | High | Medium | Low | Non-Negotiable

    Throughout The Day

  • Check Jira Dashboard / Check Post Publish Support dashboard
  • Check Emails (24 hour turn around)

    • Daily

  • Calendar Audit
  • Coaching on NPS detractors
  • Handle any Escalations & Escalation follow up
  • Check MTD Numbers
  • Daily 1 on 1's / Live Listen, spot check/Call reviews/ Team Huddle/ Team Meetings

    • Weekly

  • Enter Coachings in WD
  • Weekly KPI email
  • Gathering assets report
  • Timecards
  • Fill out coaching tracker for leads

    • Monthly

  • Write ups/ Pips
  • Floater schedule
  • Schedule 1 on 1's
  • Team Meeting

    • As Needed

  • Move Appts
  • Interviews
  • Assist Agents
  • Prep your team & lead if you have time off / fill out OOTO email
  • Schedule mandatory trainings to ensure the rep is attending
  • (Temprorary) Check OST
  • Acknowledge team birthdays/anniversaries

Click here for the full Spreadsheet with details and Links.