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Regional Leadership
Regional Leadership Discussion
OSRs & Location Visits
Determining the Starting Point
How are OSRs perceived by the region currently?
Making a Plan to Change the Attitude
- Personal Brand
- Monthly Visits
- Quarterly Alignment Meetings
- Clear Intention for Each Visit
Visit Goals
- Ensure Brand Consistency
- Build rapport
- Be a resource
Setting Expectations
- Announce Visit Schedule
- Send in writing to all impacted leaders
- Give plenty of notice
- Communicate Visit Intention
- Share Best Practices
- Provide Available Resources
- Request Reporting in Advance
- Who pulls the reports?
Personal Preparation
for Visits
- Know the Numbers - They don't lie!
- Show up with a clear intention
- Reference your notes about the team
Knowledge Bank Activity
Step 1: Take five (5) minutes to list every location you support
- Create your list from memory
- List one location per row
Knowledge Bank Activity
Step 2: Take the next five (5) minutes to list the name of each manager next to their respective location
- List all managers you can remember
Knowledge Bank Activity
Step 3: Take five (5) minutes to list at least one personal detail for each manager you listed
- Use keywords or symbols
Example: 1. Shea location 2. GM Michelle 3. Has small dog, lives with boyfriend in the East Valley, Visits La Jolla often, makeup junkie
Closing Thoughts
Are your visits effective?
How do you prepare for your visits?
How much time do managers carve out of their day for your visit?
Where do you fall on this scale?
During Your Visit
Mindfulness
Post OSR
- Greeting & Entrance
- Diving into the Business
- Managing the Flow
- Conversation & Compliantia
- Follow Up with a Recap Email
- Action Planning with Compliantia
Observations
& Role-Playing
Activity: What Would You Do?
Setting Expectations Beforehand:
- Use the space and tools in location as you normally would
- Manager will be the client (role-playing only)
- Keep, Stop, Start discussion will briefly be reviewed afterward with all parties involved