CO Training: Everything Spreadsheet

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Hi inspiring Circle Organizers, feel free to fill out this "Everything Spreadsheet" notes sheet, so you easily remind yourself of what's most important to do and follow-up on with Jōs. Plus, if you have a Co-Org, this notes sheet is also a great way to get on the same page with them about Co-leading your launch and beyond.

Email *

What's describes your intention for this training today?

Do you need to watch or review the Relationship Circle training?

Check what you've done so far . . .

Created a Circle Folder on google drive

(if applicable) Shared Circle Folder with your Co-Org

Filled out the Everything Spreadsheet

Shared Everything Spreadsheet with All Members

Made sure you weren't sharing spreadsheet with anyone who isn't in Circle anymore

None of the above

Guest Sign-In tab

Active Members tab

Member Links tab

Favorite Cause Year tab

Biggest Takeaways from "Anticipating Real-Life Circle Situations"

For "Our Circle Logistics" tab, have you filled in everything that says <insert> or <yes or no> yet? Check off all sections you've completed (or complete them as you go between this form and the sheet)

Circle Logistics

Circle Optionals

Circle Membership Goal

Circle Member Qualifications

How Members Communicate with Group

Circle-Specific Policies

Circle Organizers: What She Does

Other:

True or False? Cancelling your Circle Membership does not cancel your PHB Membership.

True

False

Biz Circle tab - did you fill out all dates, who is leading and any notes you have?

Yes

Other:

Relationship Circle tab - did you fill out all dates, who is leading and any notes you have?

Yes

Other:

Ideal Members Tab - does this currently reflect the ideal referral partners you're co-creating to have in your Circle?

Yes

Other:

Past Members tab - did you take a look at what's on it? Move anyone who is inactive from "active members" tab to this tab & add in "date left" and "reason they left" (column m and n)

Yes

Other:

What's 1 thing you can do to elevate your speaking when facilitating the 2 formats?

Anything else you want mentoring on that Jōs didn't get to? Write it down here and then, proactively reach out and let her know. https://promoteherbusiness.com/run-a-circle

Thanks for filling this out! You'll receive an automatic copy of this form to your email inbox, so you remember your most important takeaways and next steps. You may also want to talk to your Co-Org about what you wrote and compare notes:)

A copy of your responses will be emailed to the address you provided.

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