Group Member Vacation Checklist

1. CHANGE VOICEMAIL AND EMAIL MESSAGES
2. CANCEL APPOINTMENTS
3. PLACE ANY HOLDS OR RELEASES ON ACCOUNTS
4. SUBMIT GROUP INFORMATION AND ARRANGE FOR ASSOCIATE TO ATTEND MEETING
5. WATER PLANTS

In our haste to begin a well deserved vacation, we sometimes miss some important tasks that need to be handled prior to our departure. You certainly do not want to return to see dead plants. By the same token, an unexpected surprise from one of your accounts can bring back the just relieved stress.

To insure that there are no “summertime surprises”, encourage your group members to make arrangements to either submit their group reports prior to leaving or have a member of their staff handle in their absence. This is also an excellent opportunity for them to introduce a staff member to the group experience by having them attend a meeting. Having a trained backup will guarantee your company will not miss any valuable information at meetings that the primary contact cannot attend, will reduce workload by having another person available to enter alerts, respond to RFI’s, and will make the transition smoother should there be any personnel changes.  To make this easier, I am available to do online training sessions for any company that wishes to get more people involved in the group process.

The Bottom Line is: Bad debt does not take a vacation, let’s make sure that the flow of information does not take time off this year.

A July Discussion topic is attached.

Enjoy your summer

Larry Convoy
Supervisor-Industry Credit Groups
818-972-5323
lconvoy@emailcma.org

Leave a Reply

Your email address will not be published. Required fields are marked *