Rolls and Responsibilities on a Supernova Team

I was recently asked to create a list of the roles and responsibilities for the primary members of a Supernova team.  Here’s a quick way to break them down:

Practice Manager’s Rolls and Responsibilities

  1. Create and update Gameboard
  2. Team Meetings-Schedule at the direction of the VP of Leadership daily, weekly, monthly, Quarterly, Semi-annual, and annual team meetings
  3. Client Meetings-Schedule and client confirmation at least 1 week in advance
  4. Agenda-Email to client 3 days before meeting
  5. Meeting Summary-Email to client
  6. Prospect meeting-Schedule and confirm
  7. Folders-Create, prepare, and file
  8. Mini Me Folders-Create, prepare, mail or hand out
  9. Schedule-Become familiar with scheduling and put all appointment times into scheduler and populate calendar
  10. COI-Build and manage folders, schedule monthly meetings, email agenda, and meeting summary
  11. Mastermind Group-Build folders, schedule monthly meetings, email agenda, and meeting summary
  12. VIPSA-confirm by email VIPSA Introductory Meeting from each in-person meeting of 12/4/2
  13. Niches-Build and manage folders and schedule monthly meetings
  14. Community Boards-Build and manage folders and confirm meetings as scheduled
  15. Web Marketing-Update website and LinkedIn page

Rapid Response Manger’s Rolls and Responsibilities

  1. Contact clients within one hour of notification of problems
  2. Resolve all problems within 24 hours
  3. Establish time line and notify client if problem is not solved in 24 hours
  4. Follow-up on produce and service sales issues
  5. Establish time line for sales issues that will require follow-up such as Mortgages and Insurance Sales

FA’s Roll and Responsibilities

  1. Be prepared and on time for all appointments
  2. Prepare and update agenda for each meeting
  3. Prepare and communicate to PM summary of meeting
  4. Update Gameboard before each meeting
  5. Adopt the 5 star model of team rolls and responsibilities
  6. Build business plan around VP responsibilities
  7. Commit to clearing all folders off of desk by close of business
  8. Establish 6 Centers of Influence and commit to meet monthly
  9. Establish one Mastermind Group and commit to meeting monthly (2 hours).
  10. Establish 2 Niches and commit to developing these monthly
  11. Join two boards in your community and commit to 6 yr. process
  12. Commit to web marketing through your web page, LinkedIn sites
  13. Build pipeline of high quality prospects (no more than 90) and call or see monthly utilizing the Supernova Client Model

 

 

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