Loading presentation...

Present Remotely

Send the link below via email or IM

Copy

Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.

DeleteCancel

Make your likes visible on Facebook?

Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.

No, thanks

Coaching Flowchart

No description
by

Admin 3dmuk

on 6 March 2014

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of Coaching Flowchart

START
contact 3DM
Send 1st email
DBS: add Name
Status: 'invited'
Email in 'Invited' folder
Response?
yes
no
COACHING HUDDLES FLOWCHART
Follow up email
Participate
Huddle?
yes
no
2 wks later:
follow up email
yes
no
Email
from 'Invited' to 'Not Interested' folder
END
DBS: in 'Waiting'
Determine participants
availability
Find a coach
Send starting email with cc. to coach
and Coaching finance
Email from 'Waiting' to folder of coach
DBS: in 'Huddle'
DBS: freq of payment
if UK:
- add customers in QB
- make recurring invoice
Email: check
started?
Follow up,
why not?
Follow up,
why not?
Check
payment setup?
end of month
yes
yes
no
no
END
WELL DONE!!
Logistics/Finance
Training/Resources
Communication
Interested in Coaching Huddles.doc
made by
mvandens
https://www.dropbox.com/home/3dm UK/Coaching/Communication
Contacts_july12.accdb
Response?
Coaching Huddles [dd-mm-yy].xls
https://www.dropbox.com/home/3dmUK/Operations/Contactsdatabase
Email: set reminder for day
of 1st huddle
process for new participants (and huddles)
UK participant
yes
no
if INT:
- create PayPal button
- copy url in email
END
Email
from 'Invited' to 'On
Hold' folder
not yet
https://www.dropbox.com/home/3dmUK/Operations/Contactsdatabase
Starting your Coaching Huddle with 3DM .doc
https://www.dropbox.com/home/3dm UK/Coaching/Communication
Email in 'Invited' folder
? default email?
Let Mark know that DBS is changed
Full transcript