MTB5 Site Director Monthly Calendar/ Checklist
Name: 


A red asterisk (*) indicates required questions.

  1. Site location:*
    Galax, VA
    Stuart, VA
    Spencer, IA
    Provo, UT
    Corpus Christi, TX
    Lebanon, MO
    Osage, MO
    Salinas, KS
    Kennedy Santo Domingo, DR
    Santo Domingo, DR
    Hermosillo, Mexico
    Silver City, Philippines


  1. Meeting of the Minds & MMT Review (w/Senior Leadership Team)*
    Yes
    No


  1. Messaging The Masses (sharing Site Vision & MMT Key Objectives)*
    Yes
    No


  1. Agent Focus Group (w/notes recorded & reviewed w/ participants)*
    Yes
    No


  1. Supervisor Focus Group (w/notes recorded & reviewed w/participants)*
    Yes
    No


  1. Agent & Supervisor Recognition
    Yes
    No


  1. Client-Specific Outlier Performance Review*
    Yes
    No


  1. Headcount Forecasting Review Dates---Sups. To PM’s
    Yes
    No


  1. Headcount Forecasting Review Dates---PM’s To S.D.*
    Yes
    No


  1. Headcount Forecasting Review Dates---S.D. To Workforce Mgmt. Team*
    Yes
    No


  1. Trust & Verify Hiring Process*
    Yes
    No


  1. Captain’s Checklist Components Review*
    Yes
    No


  1. CSI Coaching Forms & 8 Step Coaching Process Review*
    Yes
    No


  1. Mentor Program Review*
    Yes
    No


  1. Graduate School Program Review*
    Yes
    No


  1. MTB5 Self-Development Form Utilization Review*
    Yes
    No


  1. MTB5 Leadership Assessment Form Utilization Review*
    Yes
    No


  1. Resume of Readiness Utilization Review*
    Yes
    No


  1. Results, Client, and MTB5 Branding Guidelines*
    Yes
    No


  1. MTB5 Quarterly Survey (3 Questions via Survey Monkey, etc.)*
    Yes
    No


  1. Today's Date:*




Templates provided by QUIA.COM.