Answers to Frequently Asked Questions
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What Should I do if I am not Happy with the Summaries that Team Members Submit?
The most important point here is to be clear, right from the outset, about exactly what it is
you need. You can do this using the template e-mails in the system. These are easy to edit online
or in either the iPhone or iPad version of the software and it is highly recommended that you do
so. If the requests that go out are clear about exactly what it is you need you are likely to
discover that you get back pretty much what you ask for.
So, what do you do if any of your team continue to submit entries that don’t fit in with your
This will very much depend on three major factors:
- The type of team you have (salesmen, realtors, office workers, programmers, senior managers
in a Fortune 500 company)
- The number of members on your team
- The seniority of your team members
In some instances you will simply be able to explain what you need and why you need it and you
will receive just that, whereas in other cases you will need to spend a little more time reporting
back on the Weekly Debrief entries your team members are making.
For example, if one of your team is submitting entries that are several pages long you might
want to show them examples that their fellow team members have sent in, or even explain how it
would take you all of Monday morning to read through the overall Weekly Debrief report if every
team member sent in such long entries.
It is also good practice to try and get these things corrected as early as possible as once
people get used to submitting a certain type of Weekly Debrief entry it isn’t always easy to get
them to change their current way of doing it.