Audit Objective & Scoring

Audit Objective: With an objective eye, and brand standards in mind, objectively audit each segment of the huddle to ensure we are delivering upon our brand promise of connecting our Members to the best people, programs and places yielding optimal Member retention.

Audit Scoring:
1 - Unacceptable: Major improvement needed (<80%)
2 - Acceptable: Meets expectations & brand standards (80-90%)
3 - Exceptional (i.e. Artistry Level; Exceeds brands standards (>90%)

Huddle Prep

1. Does the meeting start on time? Start time is 2pm.
2. Are all required attendees present? Attendance required: GM, MSM, MOM/TM, AM team, SM, SM, AqM, KM and assigned notetaker. If a manager is not available, they must have a Assistant Manager attend to represent the department. Additional Training Leadership may also attend based on the needs of the club.
3. Was the huddle prep sheet properly prepared and sent to participants by 11am? Prep sheet completed, scrubbed and emailed to the team by 11am each day, printed in color, hole punched for binders and brought to the huddle.
4. Is the room set-up prior to huddle start time with all necessary tools/materials? Computers with SmartWeb/MMS/PT Scheduler, participants seated according to the seating chart, and everyone has a huddle binder.

Additional notes for this section:

Previous Day Joiners

1. Have the AMs clearly answered all four connectivity questions for each new Member and properly documented the results in Dynamics? What do they want to do at Life Time? Why do they want to do it? Who did they meet? In which program/s are they interested?
2. Is there a clear call to action outlined regarding the connection of the new Member? Is this call to action noted by the note taker immediately in SMARTWeb? AM's to own connection through On-Boarding session compete.
3. Are the Department Managers engaged in conversation and asking questions regarding possible leads? Example: Interested in group fitness - What kind of classes? What time of day?
4. Are point of sale connectivity targets being met? Memberships w/BUCK$: 75%, On-Boarding Scheduled: 75% & BUCK$ Pended: 50%

Additional notes for this section:

Previous 5 Day Joiners

1. Are Training Leaders engaging with AMs to monitor and drive connectivity outside of the Huddle? PT Notes are updated after Onboarding or BUCK$ session (complete/no show/re-scheduled/cancelled) all next steps documented clearly - cohesive alignment between the AMs and PTs demonstrated
2. Was sufficient progress made since the last meeting and all previous calls to action completed and noted? All next steps are documented in SmartWeb; Members who have made adequate progress are scrubbed from the prep sheet an not discussed in Huddle
3. Are Department Managers successfully connecting and reporting out on members assigned to them? Call status updated and DH Notes completed in SmartWeb - active participation required
4. Is there a clear call to action outlined regarding the connectivity next steps for each member? Is this call to action noted by the note taker immediately in SMARTWeb? AMs to own connection through On-Boarding session complete.

Additional notes for this section:

Previous 15 Day Joiners

1. Are Training Leaders engaging with AMs to monitor and drive connectivity outside of the Huddle? PT Notes are updated after Onboarding or BUCK$ session (complete/no show/re-scheduled/canceled) all next steps documented clearly - cohesive alignment between the AMs and PTs demonstrated.
2. Was sufficient progress made since the last meeting and all previous calls to action completed and noted? All next steps are documented in SmartWeb; Members who have made adequate progress are scrubbed from the prep sheet an not discussed in Huddle
3. Are Department Managers successfully connecting and reporting out on members assigned to them? Call status updated and DH Notes completed in SmartWeb - active participation required
4. Is there a clear call to action outlined regarding the connectivity next steps for each member? Is this call to action noted by the note taker immediately in SMARTWeb? MOMs to own connection through On-Boarding session complete.

Additional notes for this section:

Previous 30 Day Joiners

1. Is the 30-day lookback at least 60% green based on the huddle report in SMARTWeb? A consistently effective Huddle will result in sufficient progress by the 20 day mark.
2. Is a clear owner established and noted for all unconnected Members? Progress should not stop because the Member is outside the 15 day mark - roll into KOM
3. Was sufficient progress made since the last meeting and all previous calls to action completed and noted? All next steps are documented in SmartWeb; Members who have made adequate progress are scrubbed from the prep sheet an not discussed in Huddle.

Additional Notes:

Huddle Objectives

1. Was Huddle Objective met? Adequate progress evident toward meaningfully connecting Members to the areas of the club most likely to retain them - focus on the objective, not the scoreboard.
2. Did the GM actively engage and provide accountability to the expectations set? No cell phone, food or other distractions allowed. GM should be driving increased progress and holding the team to the connectivity expectations set.
3. AM Interaction AMs were prepared to present their new members and engaged when Department Managers or Training Leadership reported out on their previous joins connectivity progress.
4. Department Manager/Interest Lead Interaction Did Department Managerss demonstrate the ability & desire to connect members and grow their business?
5. Is the MSM effectively facilitating the Huddle? Was the MSM prepared and demonstrated the ability to guide discussion and calls to action, moving from one Member to the next with purpose? Does the MSM serve as an expert in connectivity, asking the right questions and motivating the team to achieve meaningful connections?

Additional notes for this section:

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.