Inspiring Deliverables Team Members With The Success They Envision

As much as The Financial Road Map® inspires, motivates and serves as a gift of clarity to your Ideal Clients, the Success Road Map® serves every bit as much the same purposes for your Deliverables Team Members.

At its essence, the road map memorializes an individual’s values, documents their goals requiring time and money to achieve, and benchmarks their current reality. Among the many benefits to anyone with a completed road map is the ability to "make the connection" between their values and their goals:  to clearly see, right on the road map:

• Here's where I am now
• Here's where I want to be with my goals
• And the achievement of my goals is the best evidence that I have made smart choices with my money so I can experience my values

The Success Road Map® differs from The Financial Road Map® and is thoroughly described in Module 7 of Mastery Series 3.  We recommend you begin every Deliverables Team Member's Success Road Map® at your initial meeting with them and complete it, if necessary, at The Best-in-Class Assessment Meeting™.

The point to be made here is that, once invited onto your team, you have a need to meet with every Deliverables Team Member regularly in order to:

• Assess the business relationship to ensure it is a good one for both parties
• Improve processes and work flow between your two offices
• Discuss ways to more fully accomplish what is expected from the Deliverables Team Member related to carrying out The Ten Client Deliverables™
• Review any problems, unexpected results, or other "issues" related to the Deliverables Team Member

In a corporate environment, this might be described as a job performance review.  While it is true that you have invited each Deliverables Team Member to do work for your Ideal Client community with no expense or effort on their part in developing this business or acquiring any of these clients, these are generally successful professional business owners who have little interest in a job performance review. As undesirable as it may be for a Deliverables Team Member, you nevertheless have need to regularly discuss these and other issues designed to discuss and improve the service provided to your Ideal Clients.

We recommend, until you have established a working relationship where more complex issues may develop, beginning your measurement of success with:

• Expectations related to what you expect related to fulfilling The Ten Client Deliverables™
• General standards you have established for your business

External Deliverables Team Members
External Deliverables Team Members are responsible for assessing the performance within their own organizations.

Internal Deliverables Team Members
Utilizing the Ideal Deliverables Team Illustration from the Building Your Deliverables Team section in Module 8, until a Director of Client Services is acquired, the Trusted Advisor will ordinarily perform all Success Road Map® Updates for internal Deliverables Team Members and individual external Deliverables Team Members (but not their employees or contractors). 

*Refer to the How To Measure The Success of Your Relationship with a Deliverables Team Member section of Module 8 for further details and instruction.