Wednesday, December 16th Team Meeting
Reminders:
Chad has received puzzle pins to commemorate the Christmas party - see him to get yours!
if you participated in Book Club for The 4 Disciplines of Execution, make sure you ask Chad for the pin for that event too
the Book Club's next meeting will be January 14th
even if you aren't participating in the book club, Chad would like everyone in the company to read The Ideal Team Player and will provide a free paperback or digital copy to anyone who asks
there will be no Wednesday morning meeting next week as it is the week of Christmas, or the week after due to New Year's
For The Win:
There have been lots of wins for Loc-Doc this year, and Aaron Beaver is looking for ways to celebrate those. If you can think of a "win", let him know: it could be as simple as bringing a tool or part to a job site. Don't hesitate to look outside your department! He'll be coming around asking for wins over the next few weeks: be ready when it's your turn!
Collect Payment Update:
We have changed the way we process payments from collect customers! Make sure you have reviewed the new process here. Customers will be able to proceed to a secure "Stripe" payment link through a link provided by email or text message.
This new method will be replacing Go Payment. Some improvements to the Go Payment flow are:
the Site Visit number and amount due are automatically filled in
the customer inputs their own payment information
you never have to leave the work order in TrackVia
Our Wildly Important Goal
In 2021, instead of a dollar or revenue value, Loc-Doc's Wildly Important Goal will be to service 18,000 openings.
What is a metric that you or your department can track that will lead to Loc-Doc meeting that goal?
Remember: a Wildly Important Goal (like last year's goal of supporting 40 families) should be something you can monitor and measure.
the Lab is going to continue to create training material, including how-to videos, so that when techs go to jobsites they have the resources to do their work correctly and quickly (Aaron Beaver)
the Sales team is going to work on meeting with the customer advisory board to gain understanding of what we're doing well and what we can improve on (Zach Phifer)
the Marketing team will be tracking the number of hits from social media posts to see which strategy best correlates with sales increases (Jessica Lingafelt)
Purchasing is going to reduce lead time on parts, but simultaneously keep track of errors so that they can make sure they valuing quantity over quality (Sam Gray)
Access hopes to increase efficiency by conducting a case study on every project. They want to see how our prices and the time we're allowing for work to be completed impact the amount of work we're able to do (Andrew Moody)
Electronic Security will be on the lookout for additional doors, measuring that by tech-initiated quotes, or "field leads", on a daily basis (Derek Tyler)
App Dev is going to work on improving the customer experience by rolling out the customer-facing app, and will be measuring how often task management software is being utilized to confirm that goals are being set, updated, and met as needed (Lucas Ward and Erin Maness)
Josh Smith will be keeping track of the number of full door surveys completed
Brandon Clark will be reaching out to customers to let them know we can offer additional services such as fire door inspections
the Locksmith Technicians will be assessing on the quality of door surveys: cleaning up that process and making sure the information that's being recorded is usable (Mike Tyler)
Training and Development has set a goal of twelve customer trainings (Thomas Heavey)
The next step in adhering to these goals is to create a visible scoreboard that can be displayed in your work area and updated regularly. The company goal of 18K openings will be displayed on a big banner with 18 door icons: for every thousand doors, one of those icons will be marked off.