Page 19 - CFESA Magazine Sept - Oct 2017

Meeting Purpose: Identify problems with software and begin creating a plan to mitigate is-
sues.
• Brainstorm all recent occurrences of problems.
• Rank problems into four categories: Urgent, Important, Learning Curve Issues, Phase
II Considerations.
• Assign Work Teams for each category.
• Create time-line of action.

Meeting Purpose: Update Staff on Business Results.
• Share first quarter financials.
• Recognize key staff members for contributions.
• Outline financial goals for the next 3 quarters.
• Connect employee performance with achieving those goals.
• Look at conserving budget, paying attention to details, mitigating risk quickly.
• Engage in Q&A/open discussion

Meeting Purpose: To begin to connect as a team and confirm our plan for training is on track.
• Introductions and share your passion for great customer service in your department.
• Review the customer service training agenda.
• Identify any concerns and/or misses from that agenda.
• Begin thinking about approaches to rolling out training to each department.
• Identify next steps toward scheduling training.

Meeting purpose: Review DRAFT course content confirming it meets the target audience’s
needs.
• Review program objectives and tweak as needed.
• Confirm course flow engages the audience.
• Identify other logistical needs.
• Identify all timing needs to get materials printed and room properly prepared.

Once you write a couple of agendas and use them in your meetings, you will quickly see the
value they add to keeping on topic, engaging your team, and managing your time together ef-
fectively.

Continued from page 8

Membership Services - update submitted by Angela Petitti, Gary’s East Coast Service

In old business, the Membership Services Committee has successfully completed and had approved
by the board a revised copy of the Recertification Packet. See your dashboard to review! We have
also reviewed and discussed the new website. We are sending two Membership Services Committee
Members to HQ to discuss what we found and help implement changes.

In new business the Membership Services Committee has been assigned by the board to review the
current bylaws. The committee is reviewing the bylaws to make sure they are clean, current and mod-
ern. We are also updating the membership classes to make sure they are in sync with our membership
listings both online and in print, and also reflect the composition of our current members. Our members
are researching the makeup of our Board of Directors in comparison to Boards in other organizations,
with an eye to recommendations for changes that may be needed to keep current with our size and
composition. The Membership Services Committee is also charged with reviewing the first time certifi-
cation packet, the awards categories and the awards nomination selection process.

www.cfesa.com SEPT / OCT 2017 CFESA Magazine 19