Information

  • Huddle Audit

  • Location
  • Conducted on

  • Prepared by

  • Scoring:
    A (90-100%)
    B (80-90%)
    C (70-80-%)
    D (60-70%)
    F (Under 60%)

Huddle:

  • 5pts: Does the meeting start on time? Start time 2pm

  • 9pts: Are all required attendees present? Attendance required includes: GM, MSDS, PT leadership (either PT DH or Assistant PTDH) MEA team, MEM, Group Fitness, Aquatics, Kids and Life Spa. 1 point for every Department attending on this list.

  • 5pts: Is there a clearly established leader/facilitator? Should be the MSDH or GM.

  • 5pts: Are all necessary material set up for the huddle and the huddle Prep sheet was sent in advance. Computers with Smartweb and MMS, participants are in seating chart, have huddle notebooks and huddle prep sheet was sent in advance.

  • Additional Notes:

Previous Day Joiners:

  • 5pts: Are MEA's prepared with necessary information including 1-5 in the daily huddle member detail page. Score based on 1-5 being filled in and applicable to member (1point for every one filled in)

  • 5pts: Did MEA's appropriately present nugget in the huddle? Make sure it is a nugget not a goal!

  • 5pts: Have MEA's appropriately prepared Members for handoff. Buck$ pended, fit point scheduled, Beautiful Beginnings

  • 3pts: Have the Members been clearly handed off to interest Leads. Did they meet DH/Interest Lead on tour? Was a trainer assigned? are the DH's taking notes during huddle regarding members they own?

  • 6pts: Are the previous day targets being met? (found on huddle Prep Sheet) 2 points for DH owner target met. 2 points for TS Schedule target met. 2 points for Bucks$ pended target met.

  • Additional Notes:

Previous 5 Day Joiners:

  • 5pts: Is the Facilitator holding the DH's accountable for completing DH owner and also updating DH notes in Huddle. Is DH call results filled in? Did DH notate conversation or connectivity progress?

  • 5pts: Are PT's partnering with the MEA's to ensure connectivity is happening. Are PT notes in huddle? Are PT's updating MHS and Buck$ appointments in huddle? Are MEA;s meeting with PT partner 2 X per week?

  • 5pts: Huddle Actions - Updated in huddle with next action and owner is clear. Call status updated and DH notes being entered.

  • 5pts: Are DH's successfully connecting and reporting out on members assigned to them? Call status updated and DH notes completed.

  • Additional Notes:

Previous 10 Day Joiners:

  • 5pts: Is the Facilitator holding the DH's accountable for completing DH owner and also updating DH notes in Huddle. Is DH call results filled in? Did DH notate conversation or connectivity progress?

  • 5pts: Are PT's partnering with MEA's to ensure connectivity is happening. Are PT notes in huddle? Are P's updating MHS and Buck$ appointments in Huddle? Are MEA's meeting with PT partner 2 X per week?

  • 5pts: Huddle Actions - Updated in huddle with next action and owner is clear. Call status updated and DH notes being entered?

  • 5pts: Are DH's successfully connecting and reporting out on members assigned to them? Call status updated and DH notes completed.

  • Additional Notes:

Previous 15 Day Joiners:

  • 5pts: Is the Facilitator holding the DH's accountable for completing DH owner and also updating DH notes in Huddle. Is DH call results filled in? Did DH notate conversation or connectivity progress?

  • 5pts: Are PT's partnering with MEA's to ensure connectivity is happening. Are PT notes in huddle? Are P's updating MHS and Buck$ appointments in Huddle? Are MEA's meeting with PT partner 2 X per week?

  • 5pts: Huddle Actions - Updated in huddle with next action and owner is clear. Call status updated and DH notes being entered?

  • 5pts: Are DH's successfully connecting and reporting out on members assigned to them? Call status updated and DH notes completed.

  • Additional Notes:

Previous 20 Day Joiners

  • 5pts: Does the Facilitator revisit 20 day joiners?

  • 5pts: Is the 20 day list 50% green based on huddle in Smartweb? 5 points if yes 0 points is less than 50%

  • 5pts: Are new tactics being used to connect remaining members? Are different team members owning member. Are new contact methods being used?

  • 5pts: Is the MSDH the safety net if all other contact attempts have failed?

  • Additional Notes:

Dynamics Results.

  • 5pts: Was Huddle Objective met? Progress was made to connect members to their interest area.

  • 5pts: Did the GM/MSDH actively participate and engage? No cell phone, food or other distractions allowed.

  • 5pts: MEA Interaction. Did MEA's demonstrate the ability & desire to get members connected (either initial handoff or DH's accountability)

  • 5pts: DH's/Interest Lead Interaction. Did DH's demonstrate the ability & desire to connect members and grow their business.

  • 5pts: Are the 20 day targets being met? (Can be found on the Huddle Prep Sheet) 1 point for DH assigned target met. 1 point for TS completed target met. 1 point for MHS target met. 1 point for Buck$ pending target met. 1 point for Buck$ redeemed target met.

  • Additional Notes:

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