Session 3: Building a Happy Team. Before We Get Started We’re going to move fast but not too fast. If I say something you don’t understand, please ask!

Session 3: Building a Happy Team

Before We Get Started We’re going to move fast but not too fast. If I say something you don’t understand, please ask! (I’ve been doing this for so long that I think everyone knows my lingo but I know that isn’t true) QQQ is how you get our attention for questions.

What We Covered on Last Week’s Call Building Your Hiring Funnel The Places We Recommend Looking for Good People Finding High Level Staff vs "Bit Players" is a completely different process and we'll show you how to do it How to Hire People that Do Things that You Don’t Understand Completely. Designers, Coders, Developers, Finance, etc How to make first contact and eliminate the wrong candidates right away. How to Interview Confidently. Including our Simple Interview Guide with the questions you MUST ask every candidate The Legalities of Hiring 2 Steps to Hiring a Contractor 4 Steps to Hiring an Employee What Legal Documents you Must Have and How Long to Keep Them The Simple Clauses that you need to Add that NO ONE THINKS OF (aka our "Asshole Clause") Payroll Details including Taxes and the IRS

Quick Review of Building Your Hiring Funnel Phase 1 – Prepare Do Your Process Flows from Session 1 Create a Job Description Determine Your Budget Phase 1 Prepare Phase 2 Find Candidates Phase 3 Invitation & Test 1 Phase 4 Interview Phase 5 Hire

Quick Review of Building Your Hiring Funnel Phase 2 – Find Candidates 1.Make Your Company a Magnet 2.Friends/Family 3.Referrals 4.Networking 5.Freelance Sites 6.Go Find Them Phase 1 Prepare Phase 2 Find Candidates Phase 3 Invitation & Test 1 Phase 4 Interview Phase 5 Hire

Quick Review of Building Your Hiring Funnel Phase 3 – Invitation & Test 1.Turn Your Job Description into an Invitation 2.Include Test 1 to weed out 60-70% of candidates Phase 1 Prepare Phase 2 Find Candidates Phase 3 Invitation & Test 1 Phase 4 Interview Phase 5 Hire

Quick Review of Building Your Hiring Funnel Phase 4 – Interview 1.Choose 2-3 Candidates 2.Hire Implementers Their job is the test 3.Interview High-Level Players Including their test and questions 4.Interview Tips & Red Flags Phase 1 Prepare Phase 2 Find Candidates Phase 3 Invitation & Test 1 Phase 4 Interview Phase 5 Hire

Quick Review of Building Your Hiring Funnel Phase 5 – Hire Them 1.Extend the Offer Phase 1 Prepare Phase 2 Find Candidates Phase 3 Invitation & Test 1 Phase 4 Interview Phase 5 Hire

Set their own hours, work with other clients, use their own tools/ equipment Are an independent business in their own right Charges either hourly rate or a monthly fee, which they invoice to the company Are responsible for their own taxes, insurance social security and medical payments Not entitled to overtime, but can charge extra if work takes longer than expected CONTRACT Work hours you set, rarely work with other companies too, use your tools and equipment in their work Are employed by your company, which means you have legal and financial obligations to them Are paid a salary or per hour, either weekly, monthly or bi-monthly The company pays all employee taxes, federal and local tax deductions and social security Can receive overtime, bonuses or other benefits in kind, which are all taxable deductions EMPLOYEE EMPLOYEE VS. CONTRACTOR: Legalities

The 2 Legal Steps for Hiring a Contractor Step 1: Contracts Step 2: Tax Documents

Step 1: Get Set Up Correctly Get Your EIN Register for a State ID Number Register New Hire Reporting Obtain Workers Compensation Insurance Post Federal and State Notice Posters Step 2: Create the Offer Packet Offer Letter Employment Contract Confidentiality Agreement Employee Handbook IRS Form W4 I-9 Employment Eligibility Verification State W4 Step 3: The Dreaded Taxes Payroll Taxes Paying Federal Income Taxes Tax Nexus State Taxes Hire Payroll & Accounting Services Step 4: Recordkeeping Keep these Records Make it Easy with Software Full Review – The 4 Legal Steps to Hire an Employee Sample Documents You Will Receive: Sample Contractor Contract Sample Offer Letter Sample Employee Contract Sample Confidentiality Agreement Sample Employee Handbook

What Are We Covering on Today’s Call? Building a Happy Team! The 7 Rules To Keep Your People Happy The Secret to Onboarding Your Staff using Training Plans How to Develop Rock Stars (Life Path Building and Stumbling Block Removal) How to Keep Your Team Productive Day in and Day out Benefits and Insurance - what is required vs what is nice (you'll be surprised at what the law says here) When and How to Fire Someone (including the exact words you should use) How to Handle and Resolve Conflict 4 Examples (that you can steal) of how we Keep Our Staff Close (even those that work remotely)

The 7 Rules to Keep Your People Happy 7) Have Fun 6) Become Better Yourself 5) Surround Them with Amazing 4) Reward Them 3) Treat Them with Respect 2) Make them a Rock Star 1) Welcome Them

Rule 1 Welcome Them (aka onboarding)

Onboarding Onboarding is the process of getting new employees the necessary knowledge, skills, and behaviors to be effective in your company. Onboarding acclimates the new employee to your company culture. The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding)

Why Onboarding? The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) A one day orientation, a folder of forms to fill out, and a “welcome aboard” will NOT do the trick! An amazing onboarding process that starts before they begin and lasts for at least 3-6 months will make them stay for the long haul. Onboarding allows your company to WOW your new employee and an opportunity to make a lasting impression. Onboarding is important because employees typically make the decision to stay with a company long-term within the first 6 months of employment.

The 4 Phases of Onboarding The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) Get them set up Create a training plan Prepare the rest of the team Pre-Arrival Introductions Training Get to know them The First Week More Introductions Continue Training Set 30/60/90 Day Goals The Second Week Continue to get to know them Assess performance and company fit 30/60/90 Days

Onboarding Phase 1 – Pre Arrival  Prepare Their Documents If you still need the following signed, have it printed and ready to sign: employee handbook, confidentiality agreement, employment agreement, tax documents  Get them Set Up in Payroll and Insurance Systems  Create Their Email Address Send an email to it so they have a welcome waiting on them the minute they get there  Add Them in Your Systems HipChat, Trello, JIRA, etc  Order Their Hardware Include any specifics they might need for their particular job (ex: Neat desk)  Order Their Office Supplies Include any paper, pens, fun things you want – make this fun!  Send a Welcome Packet in the Mail Include a welcome letter and/or card. Have swag? Include it!  Inform Current Staff Send an email to your staff letting them know someone new is starting and their start date – ask them to send a welcome email introducing themselves  Create Their Training Plan Having a training plan sets a clear path for you and them to follow The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) this phase begins after you have made an offer but before the employee starts work.

Onboarding Phase 1 – Pre Arrival  Include Training on Company Culture  Communication expectations  Any company quirks  Review your company mission, values, and goals  Determine What Training is Needed  Include your process flows from Session 1  Include software(s) the new person need to use  Include time for introductions to people they will work with  Create a Schedule  How long it will take is based on what training is needed  Create Documentation  Videos and tutorials help when a person needs to review The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) Creating a Training Plan

Onboarding Phase 1 – Pre Arrival The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) Example Training Plan for New Finance Person Week 1 Company Overview & Culture Orientation/Computer Up to Speed; Show her all the tools: Nanacast, QuickBooks, YNAB, Paypal, HipChat, etc In Person - Trello, Overview of Training Plan, Data Entry Do Daily Tasks Process with Trainer (1 day) Do Daily Tasks without Trainer (1 day) Week 2 Review Daily Tasks Do Weekly Tasks Process with Trainer YNAB entries Weekly Meeting Prep Sales Reports Do Weekly Tasks Process without Trainer Week 3 Review Weekly Tasks Do Monthly Tasks with Trainer Monthly Sales Reports Reconcile YNAB Reconcile QuickBooks Pay Affiliates Affiliate Tax Verification Do Monthly Tasks without Trainer Week 4 Review Monthly Tasks Do Quarterly Tasks with Trainer Taxes Do Yearly Tasks with Trainer Taxes Week 5 Review Quarterly Tasks Review Yearly Tasks Do Infrequent Tasks with Trainer Refund Research Chargebacks Review All Processes

Onboarding Phase 2 – The First Week  Finish any Pre-Arrival Stuff Not Done  Start Training  Review Policies  Take Them Out To Lunch or Treat them to Lunch (via gift card)  If Remote, Try to Go To Them  Introduce Them To The Staff The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) this phase is week 1 of their employment

Onboarding Phase 3 – The Second Week  Have them Meet the Top Level Management  Continue Training  Set 30/60/90 Day Goals  Take Them Out To Lunch Again The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) this phase is week 2 of their employment

Onboarding Phase 4 – 30/60/90 Days  Finish Training  Review/Redo any steps needed  Take Them to Lunch at Least Once Per Month  Introduce them to Casual Contacts  Review Goals Set in Phase 3 using Employee Review Process (can you guess what’s coming next?? ;)) The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) this phase is the first 3 months of their employment

Review - The 4 Phases of Onboarding The 7 Rules to Keep Your People Happy – Rule 1 – Welcome Them (aka onboarding) Get them set up Create a training plan Prepare the rest of the team Pre-Arrival Introductions Training Get to know them The First Week More Introductions Continue Training Set 30/60/90 Day Goals The Second Week Continue to get to know them Assess performance and company fit 30/60/90 Days

Rule 2 Make Them a Rock Star (aka evaluations)

What Makes a Rock Star Employee? They Have a “Can-Do” Attitude They are Self-Starters They are Fun to Be Around They Have Integrity They Deliver Results They Communicate Well People Respect Them People Trust Them They Preserve Peace They Put Others at Ease They Are Prepared They are Passionate They Adapt They Sing Like Steven Tyler The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations) Bonus points if you can guess where I met Steven Tyler :)

Make Them a Rock Star Define Your Expectations Tell Them What YOU Think a Rock Star Looks Like Establish Clear Goals and Path for Success Give/Receive Consistent Feedback Establish a Conversation (this is NOT a one-way street!) Determine the Employee’s Passions Determine the Employee’s Motivation Do they want more money? More free time? Most people are more motivated by fear than they realize fear of failing, fear of looking dumb, fear of not providing, etc The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations) Did anyone get it??

Employee Evaluation Process Establish Clear Goals and Path for Success Gives You and the Employee a Formal Way to Express Good and Bad Protect yourself legally For new employees, do a 30, 60, & 90 day evaluation For existing employees, do a half-yearly and yearly evaluation Notes: Once or twice a year feedback is useless. To really succeed, employees need regular, consistent feedback in a constructive setting. The formal review process should be a summary of these feedbacks. Poor performance should be addressed when it happens, in private and also included on evaluations if necessary The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Step 2: Measure and Evaluate Step 3: Have a Meeting Step 4: Record Performance The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Clearly Define Expectations Time Frames Review Form Step 2: Measure and Evaluate Step 3: Have a Meeting Step 4: Record Performance The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Clearly Define Expectations Use your Job Description/Onboarding/Training Plans Use previous evaluations Use specifics when possible Bad: Tickets closed Good: 90% of tickets closed in 2 days Let the employees know when reviews will take place 30 day / 120 day Monthly Quarterly Yearly Let them know how they will be rated Show them the form you’ll use The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Clearly Define Expectations Time Frames Review Form Step 2: Measure and Evaluate Employee Self Review Manager Review Step 3: Have a Meeting Step 4: Record Performance The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 2: Measure and Evaluate Employee Self Review Let the employee tell you how they think they did Let the employee tell you how they think they can improve Let them evaluate you as their manager Manager Review Review job responsibilities Assess personal characteristics how close to Rock Star are they in things like integrity, trust, fun, etc? Assess their abilities, motivation and skill levels in all areas of their position how close to Rock Star are they in things like delivery, job execution, etc? Assess their willingness to accept change, provide input and motivation to move the company forward how close to Rock Star are they in things like adaptability, initiative, etc? The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Employee Job Evaluation- filled out by employee The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Performance Appraisal- filled out by managers The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Clearly Define Expectations Time Frames Review Form Step 2: Measure and Evaluate Employee Self Review Manager Review Step 3: Have a Meeting Performance Review Meeting Step 4: Record Performance The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 3:Provide Feedback Have a formal meeting with the employee Review your appraisal in written form Tell the employee why you came to the conclusions for your rating of that employee Go over the next steps on how to improve or maintain their score Set new goals and objectives for the coming months and year. The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Clearly Define Expectations Time Frames Review Form Step 2: Measure and Evaluate Employee Self Review Manager Review Step 3:Provide Feedback Performance Review Meeting Step 4: Record Performance Sign Review Allow employee feedback and comments File in employee file The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 4: Record Performance Have the employee sign a document stating that the review happened and they have received a copy of it. Not all reviews will be golden, employees may not agree with your view of their work. Allow the employee to comment on your review and make sure to add it to the document before you file it. File in employee file. For the next review always a good idea to go back to the previous one to see how they have improved. The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Step 1: Define Expectations Clearly Define Expectations Time Frames Review Form Step 2: Measure and Evaluate Employee Self Review Manager Review Step 3:Provide Feedback Performance Review Meeting Step 4: Record Performance Sign Review Set up steps for a successful next review File in employee file Review - The 4 Steps to Employee Evaluations The 7 Rules to Keep Your People Happy – Rule 2 – Make Them a Rock Star (aka evaluations)

Rule 3 Treat Employees With Respect

Treat Employees with Respect DO: Treat everyone with courtesy, politeness, and kindness. Encourage the expression of opinions and ideas. Use those ideas. Understand that mistakes happen. Be aware of personal situations. Accept individual differences. DO NOT: Insult people, name call, disparage or put down people or their ideas. Nit-pick, constantly criticize over little things, belittle, judge, demean or patronize. The 7 Rules to Keep Your People Happy – Rule 3 – Treat Employees With Respect

Treat Employees with Respect NEVER allow anyone in your company or anyone doing business with your company to disrespect you, your employees, or your customers. The 7 Rules to Keep Your People Happy – Rule 3 – Treat Employees With Respect

Handling Conflict Between People 1.Quickly identify the conflict. 2.Arrange a talk between the people conflicting. 3.Focus on behavior and events, not on personalities. 4.Listen carefully. 5.Identify points of agreement and disagreement. 6.Prioritize the areas of conflict. 7.Develop a plan to work on each conflict. 8.Follow through on the plan. The 7 Rules to Keep Your People Happy – Rule 3 – Treat Employees With Respect

Handling Poor Performance 1.Diagnose the Poor Performance One time misjudgment? Over-difficult tasks? Low individual aptitude, skill, and knowledge? Evidence of strong effort, despite poor performance? 2.Create a Probation Plan with the Employee to Improve Give very specific goals to meet in a specific time frame Retrain if needed Be clear on the outcome if goals are not met Document this 3.Execute the Plan 4.Review the Execution If it went well, great! Take them off probation If not, re-plan or take further action such as reassigning them, extended probation, and/or termination The 7 Rules to Keep Your People Happy – Rule 3 – Treat Employees With Respect

Firing 1.They Should See It Coming Their poor performance should be clear to them Don’t wait too long – this is a judgement call. If they are impacting other team members negatively, it is time to go. 2.Document Everything Even if you didn’t tell the employee, document it 3.Create a Plan Include removing them from any systems (email, Trello, etc) Determine what words you will use. “Your employment with > is being terminated effective immediately.” Create termination letter stating the terms of the termination Review this with your lawyer It should include how you will get company property back, last check details, benefit(s) status, vacation details, and anything else your lawyer advises you include. Create a plan to when, how, and where Review all of this with your lawyer because laws in each state are different 4.Execute the Plan This should be done in-person Don’t apologize The 7 Rules to Keep Your People Happy – Rule 3 – Treat Employees With Respect

Rule 4 Reward Them (aka benefits)

Rewards! Benefits! A Total Compensation Package: Salary Bonuses Paid Time Off Taxes Unemployment Social Security Medicare Insurance Coverages Perks The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Salary How much more valuable will this person make my company? Look up current market rates Salary.com How much can you afford? What is minimum wage? Be fair but realistic The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Bonuses These are not required Bonuses should be: Relevant Meaningful Tied to the right set of metrics The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Required Paid Time Off The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them Time off to vote or for Military Service Family Medical Leave Act (FMLA) This entitles employees to have up to 12 weeks of job-protected, unpaid leave during any 12-month period for any of the following reasons: Birth and care of the eligible employee’s child, or placement for adoption or foster care of a child with the employee. Care of an immediate family member (spouse, child, parent) who has a serious health condition Care of the employee’s own serious health condition. Sick Leave This is time off from work that workers can use to stay home sick to address their health and safety needs without losing pay. Currently 4 states (Connecticut, California, Massachusetts and Oregon), 19 cities and one county across the United States have paid sick time law on the books.

Not Required Paid Time Off Holidays Lots of companies do offer: New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day Vacation Typical for companies to offer 2 weeks paid vacation The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

FICA Taxes Social Security Tax Medicare Tax State Federal Unemployment Taxes Required Taxes The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Insurance- REQUIRED Workers Compensation Insurance this will cover the medical expenses should a worker be injured while on the job. Disability Insurance if the employee were to become disabled it would continue to pay their income or a portion of their income. only these 5 states require it California Hawaii New Jersey New York Rhode Island Health Insurance only required if you have 50 employees or more Insurance Dental Insurance coverage for your employees dental health. The employer can fully fund the plan or do a partially funded plan. Vision Insurance typically plans cover routine eye exams and other procedures, and provide specific dollar amounts or discounts for the purchase of eyeglasses and contact lenses. Life Insurance generally this is term insurance, meaning it has no cash-value but it will protect your employee’s family if your employee were to pass on. The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Small Business Health Insurance Employer Administered Reimbursement You may provide a set amount of money per month per employee in insurance reimbursement. It must be the same for all employees. You must go through a 3 rd party administrator who handles the reimbursement to employees. This covers health, dental and vision insurance It will NOT cover short term disability and life insurance This only applies to business with 50 or fewer employees. Otherwise, you get into ObamaCare… The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

It is a requirement that all businesses with 50 or more full-time equivalent employees (FTE) provide health insurance to….. Employer Insurance Mandate Health Insurance Overview (ObamaCare) 95% of your employees AND Must provide for employees and dependents up to age 26 The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

How the Employer Mandate Works There are a LOT of details when it comes to required insurance. Check with your lawyer and an insurance advisor you trust! We will have more detailed information in your Bonus The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Retirement Plans 401K Lets workers save and invest a piece of their paycheck before taxes are taken out. IRAs (Individual Retirement Account) allows an individual to save for retirement tax-free growth or on a tax- deferred basis. Traditional Roth Rollover Talk to a Financial Advisor to get these set up (your accountant will know one) Great for the employee, Great for you too These are NOT Required Retirement Benefits The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Stock Options Profit Sharing Healthy Life Incentives Gym membership paid Fully Stocked Kitchen 20% of Work Time for Personal Projects On-Site Massages Concierge Services Education Reimbursement Discounts from Other Companies Paid Memberships (country club, airline club, etc) These are NOT Required Other Benefits/Perks The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

We provide up to $1200 per month per employee for health, dental and vision insurance reimbursement 2 weeks paid vacation $75 per month utility stipend Gym membership reimbursement of up to $50 per month All employees get an iPhone Identity theft insurance (around $75 per year per employee) Employees get to choose one month a year for our company to donate $1000 to the charity of their choice. Weekly & monthly Fitbit challenges with cash prizes Our Benefits How We Do It The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them

Other Ways to Reward Staff The 7 Rules to Keep Your People Happy – Rule 4 – Reward Them Say Thank You Publicly and privately Empower Them Send Them Little Gifts Spend Time with Them Help Them Teach Them

Rule 5 Surround Them with Amazing

Create a Big, Bold Vision for Them The 7 Rules to Keep Your People Happy – Rule 5 – Surround Them with Amazing A vision is a picture of what an organization could and should be Tell them WHY this is the vision Give them a plan for reaching the vision Review the Vision often Big ideas get people excited

Create Rock Stars The 7 Rules to Keep Your People Happy – Rule 5 – Surround Them with Amazing Create Employee Rock Stars Create Customer Rock Stars Grow your best customers Give them more to learn from you Publicly praise them Encourage Positive, Personal Relationships Be Willing to Move Away from Negativity

Rule 6 Become Better Yourself

Learn to Lead Yourself The 7 Rules to Keep Your People Happy – Rule 6 – Become Better Yourself Before you can lead someone else, a group, or a company, you must be able to lead yourself. That means: Self-Discipline the ability to control one's feelings and overcome one's weaknesses; the ability to pursue what one thinks is right despite temptations to abandon it. Self-Actualization the realization or fulfillment of one's talents and potentialities, especially considered as a drive or need present in everyone. Sense of Purpose the quality of having a definite reason for which something is done or created Humility a modest or low view of one's own importance; humbleness

Learn to Lead Others The 7 Rules to Keep Your People Happy – Rule 6 – Become Better Yourself Define Leadership Understand Leadership and How it is Applied Study other Successful Leaders and Businesses Communicate & Motivate Inspire others to follow you Keep Going Perseverance and resilience are mandatory Be Real Acknowledging fear and vulnerability are far more valuable leadership skills than you realize

Become Better Yourself The 7 Rules to Keep Your People Happy – Rule 6 – Become Better Yourself Recognize that You are Shifting from a Implementer to a Leader Learn to Accept Criticism You Will Make Mistakes – Learn from Them Choose to Step Up in Challenging Situations Set Aside Time to Grow Yourself Set Aside Time to Grow Your Team Share Your Stories Apologize without Hesitation Admit when You Don’t Know Ask Personal Questions Embrace Failure Read!

Monica’s Favorite Books The 7 Rules to Keep Your People Happy – Rule 6 – Become Better Yourself

Other Recommended Reading The 7 Rules to Keep Your People Happy – Rule 6 – Become Better Yourself

Rule 7 Have Fun

Staying Productive Day In and Day Out Break Down Goals into Daily Steps Help if You Need To Create 3 MUST Dos for the Day Have your team email them to you Write Down 1-3 Things You Are Grateful for Every Day Use the Calendar Take Short Breaks Create Systems for Repetitive Tasks Turn off Facebook & Email The 7 Rules to Keep Your People Happy – Rule 7 – Have Fun

4 Ways to Keep Your Remote Staff Close The 7 Rules to Keep Your People Happy – Rule 7 – Have Fun Contests! We do Fitbit contests… you should hear the smack talk! Brag Table Friday Every Friday we encourage other Team Members to Brag on themselves and each other! Team Meetings Almost every Monday we meet and review goals. This is also include fun by adding testimonials, charity picks, and other fun things! Dance Breaks In HipChat, we post Dance Breaks in the group room! We all stand up and dance together to a video that was posted.

Dance Break! The 7 Rules to Keep Your People Happy – Rule 7 – Have Fun

More Ways We Have Fun The 7 Rules to Keep Your People Happy – Rule 7 – Have Fun Meet Up at Conferences HipChat Chatting We even have our own emoticons Book Club Video Calls Only Wear Pink on Wednesdays (just kidding – we only wear PJs on Wednesdays)

Quick Summary

The 7 Rules to Keep Your People Happy 1.Welcome Them onboarding 2.Make them a Rock Star employee evaluation process 3.Treat Them with Respect what to do, what not to do, handling conflict, how to handle poor performance, how to fire 4.Reward Them salary, bonuses, paid time off, taxes, unemployment, social security, medicare, insurance coverages, perks, & more 5.Surround Them with Amazing create big, bold visions and rock stars everywhere 6.Become Better Yourself learn to lead yourself, learn to lead others, books, and more 7.Have Fun productivity, 4 ways to keep your remote staff close and more fun things 7) Have Fun 6) Become Better Yourself 5) Surround Them with Amazing 4) Reward Them 3) Treat Them with Respect 2) Make them a Rock Star 1) Welcome Them

What We Covered on Today’s Call Building a Happy Team! The 7 Rules To Keep Your People Happy The Secret to Onboarding Your Staff using Training Plans 4 Examples (that you can steal) of how we Keep Our Staff Close (even those that work remotely) How to Develop Rock Stars (Life Path Building and Stumbling Block Removal) How to Keep Your Team Productive Day in and Day out Benefits and Insurance - what is required vs what is nice (you'll be surprised at what the law says here) When and How to Fire Someone (including the exact words you should use) How to Handle and Resolve Conflict

Your Personal Invitation

Session 1: Developing Focus and Clarity Ben Walks You Through Step by Step How to: Design Your Dream Life From The Ground Up. Figure out Exactly How Much You Need to Finance That Dream Life Monthly. Lock in Your “Month 1” Budget Figure out the Mission Critical Task to Fire Up the “6 Step Wheel”. Walk you through The Tools You’ll Need to Build your Business. (we use very few tools but the ones we do are insanely powerful) Session 1 Price: $2000.00

Session 1: Developing Focus and Clarity When Session 1 is Done…. When We Finish with the First Session you’ll know Exactly what you need to do to finally wake up every morning with a purpose. You’ll no longer wake up working for money… You’ll wake up knowing what to do to make your Dream Life a Reality. This Week will get you primed for Session 2 where the Real Power Starts. Session 1 is the Death of Distraction. If you Love Buying Shiny Objects And wondering aimlessly every month looking for the next big thing… Leave Now. Session 1 Price: $2000.00

Session 2: The 6 Step Money Wheel Ben and I Will Walk You Through: How To Set the Budget Based on Your Needs (whatever your business) How to Forecast Your Month Correctly to hit Your Goals. How to Connect Your Forecast with Your Calendar and when to start planning. The Keys to Adapting When Things Don’t Go According to Plan. The Software that We Use and how (this is a game changer) You + = Dreams Coming True Personal and Professional Goals Start Happening Fast. Session 2 Price: $5000.00

Session 2: The 6 Step Money wheel When Session 2 is Done…. You’re Going to See How A Real Business is Run… Month in and Month out. How to Plan correctly and how to know where the problems are. Should you build a Facebook group, go after more email subscribers, or run More Facebook ads? This process tells you exactly what to do by giving you The data you need to run your company…. Wonder how we know when to hire employees? This Wheel Dictates that too. Session 2 will train you exactly how to run your business every month, no matter What that business is, so that you can actually run your business like a CEO. No More “Firing in the Dark” and hoping you made a good choice. Session 2 Price: $5000.00

Session 3: Legal Setup Ben and I Will Walk You Through: Legal Entity Setup and What You Need to Know. (US and Non US) Essential Business Documents and Contracts Walkthrough. The Legalities of Hiring Your Team. Full Walkthrough of How to Hire a Lawyer. Full Walkthrough of How to Hire an Accountant. When to Call the Lawyer and When Not to. BONUS: HOW TO MAKE MONEY FROM BOTH OF THEM…. Session 3 Price: $2000.00

Session 3: The Legal Setup When Session 3 is Done…. You’re No Longer Going to Be intimidated by working with lawyers or paying Their fees. You’ll stop looking at Lawyers as the enemy and more as a Valued Friend in The Battlefield. You’re also never going to do your taxes again. Session 3 will train you how to outsource Legal, Accounting, and Payroll Task so that you never get surprised with any fees. You’ll be aware of What’s coming in advance and you’ll always have protection. Session 3 = Less Sleepless Nights!!! BOOM! Session 3 Price: $2000.00

Session 4: Staffing and Hiring Ben and I Will Walk You Through: The Key to Knowing the Types of Employees that you Want. -culture fit Know yourself Whether to Hire Contractors or Employees. How to Hire the Right Staff (no risk to get great people) How to Pay Your Team (how much and how to deliver) The Secret to Powerful Company Culture. Accountability and “Action Creators” Templating & Automation of Process ex: Membership Sites used to take 7 days now takes 2 hours Ben can do it Repetitive tasks Session 4 Price: $4000.00

Session 4: Staffing and Hiring When Session 4 is Done…. You’ll Never Have to face the uncertainty of when to hire staff or what to pay them Again. You’ll also get the inside track on how to develop a company that is fun And a joy to work for (think Facebook or Google). Session 4 will train you how to build a team that will help you grow your Dream life and Business over the next 20 year (not the next 20 months). The key to a great business is a great team. This Session is worth the entire Cost of the course x10. Session 4 Price: $4000.00

Bonus: The Private FB Group I Expect you to Take Action Fast on What you Learn… And When You Do… You’ll Need to Ask Questions. Facebook Group Value: $1000 per month I want you to ask any question and get an answer without having to wait on the next session. My Team + You + Support

Sign Up Now… Session 1 “Focus and Clarity”: Price: $2000.00 Session 2 “The 6 Step Money Wheel”: Price: $5000.00 Session 3 “Legal Setup”: Price: $2000.00 Session 4 “Staffing and Hiring”: Price: $4000.00 Bonus Session “Automation and Templates”: Price: $10,000.00 TOTAL VALUE: $24,000.00 Facebook Live Mastermind“: Price: $1000/m Only $199.99 For Dream Team Members Use Coupon Code ‘dream’ http://evilbusinessmagician.com/

Session 3: Building a Happy Team. Before We Get Started We’re going to move fast but not too fast. If I say something you don’t understand, please ask!

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Session 3: Building a Happy Team. Before We Get Started We’re going to move fast but not too fast. If I say something you don’t understand, please ask!

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Presentation on theme: "Session 3: Building a Happy Team. Before We Get Started We’re going to move fast but not too fast. If I say something you don’t understand, please ask!"— Presentation transcript:

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