How do you know your team is doing the work they should?

Photo by Celpax on Unsplash

I had the opportunity to be invited on the AgoraPulse Agency Growth chat on Twitter. I’d like to take their question and answer format to provide a more in depth explanation to the tweet size answers I gave (if you’re curious to see those, follow me on Twitter @rherochoa)

Here’s Q6:

How do you know your team is doing the work they should?

This question is always in the back of the mind of every founder.

A preface to this question: as a founder, you have to learn the art of trusting your team to do the work set out to do. If the work isn’t getting done, then look at how you can clear up communications, empower the team with the right tools, resources, and education to do the work.

Team’s don’t fail leaders, leaders fail teams.

I’m writing this for you to not let that happen.

There are three ways to ensure the progress and health of the projects your team is working on

1- create feedback loops and progress reports right into the project management system you are using. Teach the team how to leave internal updates and review these on a regular basis. More communication will allow you to ensure the team is on track to reach deadlines and meet client’s needs

2- client reports. If your work delivers an outcome to clients such as lead generation or paid advertising, create a dashboard (that fills itself using Data Studio + Supermetrics) to create a transparent report if the work you are doing is reaching the client’s needs. This report will also help your team internally as you optimize how you can better meet client results and needs.

3- direct reports from your department leaders. This DOES NOT mean daily calls 🙂 You can get daily updates within your project management system, communication tool, or even good old messaging apps. When you’re meeting with leaders, your conversations should discuss strategy, team performance, and company goals.

Get Strategies To Scale Your Agency

Daily Strategies to Help You Increase Your Profit, Scale Your Operations, Remove Yourself As a Bottleneck, Attract the Best Clients, Win Bigger Deals & Keep Clients Longer

Read Time: 2 Minute or Less