Andrew Viteri
$10/hr
Sales pro with proven track record of exceeding goals, building strong client relationships.
- Reply rate:
- 57.14%
- Availability:
- Hourly ($/hour)
- Location:
- Houston, Texas, United States
- Experience:
- 25 years
Management Training
● Team Management
o Delegation / Time Management
▪ Weekly Time Report - start having Elira create and distribute this
▪ Managers need to ensure no one goes above 80% on the regular
● If they go over via project (only once), this is fine – if more than once,
corrective action is needed
▪ Spread tasks evenly over the team
▪ Tasks should be to Elira to be input into ClickUp once the manager decides on
the task and individual to be assigned
o Concerns/Disputes
▪ Within the team
o When someone is OUT
▪
Delegate to someone else, do NOT take on the task yourself (separation of
uties)
d
o Corrective Actions (keep written record of what was addressed)
o Ensuring team members are comfortable and clear on tasks, processes and projects prior
to starting them and sometimes in the middle – ARE THEY STUCK?
● Task Management
o Tasks should be obtained via meetings with the client through Elira or Alessandra
o Tasks should be delegated to the teams via team management
o Tasks should be delegated to the team members by Director/Asst Director (Client facing
individual) and team manager is to send a notification to the team member about their
new task and to expect to see it in ClickUp
o Delegated tasks including due dates, notes, attached documents, etc. are to be relayed
to Elira who inputs them into ClickUp
o Tasks are to be completed by the team members and kept up to date in ClickUp
including task STATUS
o Team Managers are to “observe” and ensure all tasks are kept up to date, completed by
due dates, etc. in ClickUp (Ultimate responsibility lies with the team managers)
o If tasks are unable to be completed on time by the team member assigned, it is the team
managers’ responsibility to either reassign/or reset the due date as needed and as
expected by the client.
o Elira to back up Team Managers by watching ClickUp for missing due dates, overdue
tasks and those that do not look to have been started by a reasonable time and relay this
information to the Team Managers when needed
o Team members are to “comment” in ClickUp whenever they need assistance.
o If Team members need more “status” selections for tasks, they need to relay this to Elira
who can add these in ClickUp; however they should be UTILIZED
Communication / Training
●
o Where does the team need training?
o Are their current holes in training?
o A
re their new softwares, processes or tasks that have not been including in Company
Training
● Google Doc Client Project Schedule
o As this document is client-facing, team managers should be the only ones who
access/update/edit this document
o Team members should be absolutely clear as to what has been completed or in what
stage work is at before changes this document
●
