AGENDA
Tuesday, January 21st
8:00 - 8:30 | Purpose, Outcome, Agenda | |
8:30 - 9:00 | Review additional ranking results | Items that did not rank as top priorities |
9:00 - 9:30 | Facility Tour | If interested, to see the new facility |
9:30 - 10:00 | Slush Time/Complete anything from prior to tour | |
10:00 - 10:15 | Break | |
10:15 - 12:00 | Remaining SOP Processes Installer Report Cards Time Pending: Soft Skills Training | Discuss road map, needs, stakeholders, next steps |
12:00 - 12:30 | Lunch | |
12:30 - 2:15 | Senior to Master Definition Order of Skills to Train Time Pending: Paper Trail/Tracking of Skill Certifications | Discuss road map, needs, stakeholders, next steps |
2:15 - 2:30 | Break | |
2:30 - 4:00 | National Install Meeting | |
4:00 - 4:30 | Close Out | Decisions made, set up Wednesday |
Wednesday, January 22nd
8:00 - 8:30 | Transfer In | |
8:30 - 10:15 | Add Member to the Core Team ITCP Re-Engagement Time Pending: Training vs. Revenue-Producing Tips/Resources | Discuss road map, needs, stakeholders, next steps |
10:15 - 10:30 | Break | |
10:30 - 12:00 | 2025 Visits & Training Schedule | Discuss plan to complete visits, drop-ins, specialized training, etc. |
12:00 - 12:30 | Close Out & Parking Lot | Summarize Next Steps, learnings, and next steps on parking lot items |
MEETING SETUP (8:00 - 8:30)
CREDO?
Purpose: To align, as a team, on key install initiatives and focus areas for 2025
Outcomes:
Team Members are aligned on the heavy, medium, and light lift initiatives for 2025.
A road map has been identified for each initiative.
Next steps are established for each initiative/focus area.
Review Agenda
Helps & Hinders
Helps
Confidentiality
Listen to Understand
Participate
Hinders
Blocking/Black-Hatting
Phones/Emails
Cross-talking
Additional Rankings (8:30 - 9:00)
| | |
|---|
HIP & Repairs | 1st Choice: 1
2nd Choice: 1
3rd Choice: 1
5th Choice: 3 | Need to identify Brand Standard of reaction Identify best practices/recommendation for response Through future weekly meetings, assemble an outline of needs/resources Provide outline to Pedro to develop
|
Install Manual Playbook | 3rd Choice: 1
4th Choice: 3
5th Choice: 2 | |
Information Security | 1st Choice: 1
4th Choice: 3
5th Choice: 2 | |
CCFD Program Page | 2nd Choice: 1
4th Choice: 3
5th Choice: 1
6th Choice: 1 | |
SharePoint Site Design | 3rd Choice: 1
5th Choice: 2
6th Choice: 3 | |
New Product Process Flow | 1st Choice: 1
3rd Choice: 2
4th Choice: 1
5th Choice: 2 | |
Swag | 2nd Choice: 1
4th Choice: 2
5th Choice: 3 | For Install Trainers: ABC to update ITCP Tracker with Swag earned by March 1st, so we may order Jerseys for Conference attendees - ship remainder to locations Add to meeting agenda following Conference for how to manage
|
HEAVY LIFT ITEMS (10:15 - 12:00)
Remaining SOP Process
Installer Report Cards
Soft Skills Training
Remaining SOP Processes
Toe Kick Lighting
Drawer Lighting
Double Par
Crown to the ceiling
How to install switches
Paint Cleats
Double Fascia
Re-Camming a shelf
Return filler
9V battery for safes
A guide to tools
Accessing the Install Manual
Contour cuts
Countertop Brackets
P2O
Using the BOM (prepping for the day, onsite) - TSA Working Sessions
Using the elevations (associated to each level of installer, rooms) - TSA Working Sessions
Fleet Program - TSA working sessions
When/What/Who
Manager setting up van(s) in the platform
Vendor-provided guides
What does an installer need to know in Onboarding? (Being recorded, tracked, etc.)
Dashcams - how to operate
Fleet maintenance pilot program
Updating Onboarding
Gas - handbook??
What needs to be added to the list?
Road Map
Next Steps - Feb 11 Meeting - Added to Summary at Bottom
Installer Report Cards
Road Map
Next Steps - Added to Summary at Bottom
Time Pending: Soft Skills Training
Road Map
Next Steps - Added to Summary at Bottom
MEDIUM LIFT ITEMS (12:30 - 2:15
Senior to Master Definition
Order of Skills to Train
Paper Trail/Tracking of Skill Certifications
Senior to Master Definition
Road Map
Next Steps. - Added to Summary at Bottom
Order of Skills to Train
Road Map
Next Steps - Added to Summary at Bottom
Time Pending: Paper Trail/Tracking of Skill Certifications
Road Map
Next Steps - Added to Summary at Bottom
CLOSE OUT (4:00 - 4:30)
Summary of decisions made & next steps
Review Wednesday’s Agenda
Key Takeaways or Learnings?
TRANSFER IN (8:00 - 8:30)
LIGHT LIFT ITEMS (8:30 - 10:15)
Add Member to the Core Team
ITCP Re-Engagement
Training vs. Revenue-Producing Tips/Tricks
Add Member to the Core Team
Next Steps - Added to Summary at Bottom
ITCP Re-Engagement
Next Steps - Added to Summary at Bottom
Training vs. Revenue-Producing
Next Steps
2025 VISITS & TRAINING SCHEDULE (10:30 - 12:00)
ITCP Tracker
Next Steps
CLOSE OUT (12:00 - 12:30)
Revisiting our Outcomes
Team Members are aligned on the heavy, medium, and light lift initiatives for 2025.
A road map has been identified for each initiative.
Next steps are established for each initiative/focus area.
NEXT STEPS
Remaining SOP Processes
Feb 11:
By Conference:
Installer Report Cards
By Jan 26:
By Feb 11:
By Conference:
Soft Skills Training
By Jan 24:
By Feb 11:
By Feb 18:
Senior to Master Installer Definition
By Feb 11:
By Feb 18:
Order of Skills to Train
By Jan 24:
By Feb 11:
Paper Trail/Tracking of Skill Certifications
By Feb 11:
By Conference:
Adding Member(s) to the Core Team
By Jan 24:
Include commitment, purpose, future focuses
Communicate short list of “may bring in for a meeting or two”
Santa Barbara, NNJ, Atlanta, Phoenix, OC
By Feb 4:
By March 1:
ITCP Follow Up
All Follow-Ups should have an outcome of completion dates with certifications complete by Conference
Training vs. Revenue-Producing Tips
By Feb 11:
Overall Next Step: