VIP Assessment Work
Hey there. Below are the items you need to complete by your Assessment Deadline
#1. Referral Source Identification
Click on the green button to open the spreadsheet. You’ll need to make a copy. Then follow the tabs to complete the identification process.
When you complete the spreadsheet, please upload it to your VIP Google Drive folder. The link was sent via email.
#2. Setting Referral Generation Goals
Click on the green button to open the PDF document. You’ll need to make a copy and then complete it. Don’t miss the second page.
When you complete the document, please upload it to your VIP Google Drive folder.
#3. Top 3 Priorities
Click on the green button to open the document. You’ll need to make a copy and then complete it. Don’t overthink this exercise. We’ll accomplish more than 3 priorities, but this helps us establish where to start.
When you complete the document, please upload it to your VIP Google Drive folder.
#4. Visual Org Chart
I do not need a fancy org chart – just an easy visual of your team. Include role/title and name. If the position is currently open, just add “open.” If it’s faster – hand draw it and then upload a picture of it.
Please upload it to your VIP Google Drive folder.
#5. Overview of Client Experience
For this exercise, I need you to write down your current workflow of how you work with clients. Bullet points are fine but put them in order. To help you think through this, start with ‘What happens first?” then we do ‘this’, etc.. Like the org chart, I don’t need fancy.
Please upload it to your VIP Google Drive folder.