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The Team Management Essentials kit is appropriate for any professional organizer assembling and leading a team on a group-project. The kit is an all-in-one, comprehensive, easy-to-use set of forms; sixty-four pages, divided into seven parts. It does not contain a contract or letter of agreement.
PART ONE: COMMUNICATIONS
When embarking on a large project that requires a team, the first step is to cast a wide net to solicit potential candidates, send acceptance letters to people you’ve chosen, and refusal letters others. These samples and blank templates are ready for you to fill in and use as the very first correspondence from you, the team leader, to potential subcontractors.
PART TWO: SUBCONTRACTOR SCREENING FORM
Once you’ve chosen your team, send this detailed form to each subcontractor to gather in-depth information about their needs, abilities, and contact information so you can better plan your project.
PART THREE: TEAM CONTACT LIST
Compile your team’s contact information in this printable worksheet or digital spreadsheet to maintain easy access to your subcontractors.
PART FOUR: VENDOR CONTACT LIST
On large projects, it’s often necessary to include outside vendors on your team. This printable worksheet or digital spreadsheet help you maintain vendor contact information in one place for easy access for both you and your client.
PART FIVE: TEAM CONFERENCE CALL
Save yourself time by using your first phone call with your team to clearly communicate project logistics, your client’s needs, toolkits + supply lists, and what’s expected of your team. A thorough set of checklists and best practices (with plenty of space for notes) will enable you to disseminate detailed information all at one time, and impress your clients with a prepared and professional team they can trust.
PART SIX: CONFERENCE CALL SUMMARY
After the team conference call, it’s important to recap the project details in writing to your team so there’s no misunderstandings or confusion on the day of the project. Included is a sample so you can see what information would be helpful, as well as a blank form for you to complete and send your team before project day.
PART SEVEN: PROPERTY HANDLING FORM
Review this checklist with your client and obtain their signature so there is no misunderstanding later about what can be discarded or donated. Post copies in several places at the job site so your team can reference the checklist and get the job done efficiently while fostering client trust.
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