Create your list for success

My List from '05 prior to starting as a new manager on how to succeed:

I have always believed to succeed in life and in business you need to write down your goals and how you are going to achieve them.

I was recently going through my desk files and came across such a list I had put together in 2005. My 2005 list was about how I was going achieve success for the Bank Branch I was just hired to help manage.

Here is my list from 2005 on how I was going to achieve success in my new position. As a manager you are only as successful as the people you are managing, thus as you will see I had everyone set goals for themselves.

How to achieve success: (2005 List)

• Match a personal banker with a teller
• Have set goals for all staff in the branch
• Have set goals for how many appointments need to be set per day/ per week
• Know each day how many accounts, credit cards, etc. were opened
• At our Monday meeting each banker needs to know their numbers. E.g. how many accounts opened how many referrals etc.?
• Set time when bankers need to be behind tellers
• Have banker working teller line
• Approve schedule for bankers and tellers
• Staff according to holidays etc.
• Have branch goals. Everyone needs to know. (go over numbers with everyone at huddle)
• Have one on one with each banker. How are they going to achieve their goals
• Desks must be neat
• Customer Service: no gum, no drinks on counters, no rolled up sleeves, answer phone 2 rings (2 ring policy) Customer Service Customer Service
• Check sales and reporting
• Make Monday night call night competitive and fun: Have a bell, when set an appointment person gets to ring bell, choose a number, which will be linked to a small prize. Have bankers have a competition against each other, create a ‘kitty; person with most appointments gets ‘kitty’. Bingo for the tellers.
• Have tellers at the Monday meeting.

What does your Success List look like for 2015/16?