OHANA Growth Partoare AGM Preparation Checklist Name of Team Member: Home Location: Date Checklist Started: Date Checklist Completed: ‘Completed ‘Training Items Manager Initials: DataTrak- Be competent inz ‘Member Balance Payment Review: How to contact DataTrak for va ues: Red Screens ojoloj}o] Kiosk and DGR (Digital Guest Register) PE@PF q| Has conducted PE@PF classes during a Fitness Trainer's sbsence (if applicable) Be familiar with the PE@PF monthly goals for DYOP, Orientation and Body Specific Sessions Re-visit PFitness 101 Course in PFU Back of House Training Complete Audit with Regional Manager Begin learning scheduling and availability ‘Woven: Utilize: Chat features ‘Woven Utilize: Knowledge Base: SOP’, File Library Learn the proper maintenance for tanning beds, TBE's, massage chairs and Hydromassage beds PO Log Use- begin learning Tnventory Process- begin learning Learn Club Opening/Closing procedures Begin learning: Candidate screening process- what to look for on aan application (Recruiting SOP) ‘Begin learning: How to conduct phone Interviews (Recruiting and Interviewing SOP’s) Begin learning: Interviewing- sit in on interviews with the management team (Interviewing SOP) Qa) og} a} ooo} ofojofajq Begin learning: End of Monti Close Out ProcessOHANA Growth Partne: ‘Sit n on write-ups in the absence of 1 of the managers ao Assists with assigning dally cleaning ‘Complete the following Management PFU's Lead: Brand Excellence-More than just a Number Lead: Monthly Employee stats Lead: Monthly Membership Stats (good to review even though ‘ours are automated) o) gjojo Lead: SMART Goal Setting for Success We tolPr/Culture =" o Demonstrated success 2s a HUB Certified Trainer (TTT Workshop participation is a MANDATORY prerequisite in order to teach at the Training HUB) Demonstrated success asa Team Lead Has served as a mentor to new hiresin thelr home location ‘No incidence of performance improverient documented within the last 90 days: Complete all Management PFU Courses (outlined below) Fill in for succession position while incumbent is not present (ex. AGM on vacation} Completed all SOP training Read: Raving Fans ojojq) ofo) aalol Learn about the John W. Brick Foundation ©, Professionaland Peronal Development Personality Assessment (Outmatch) When appicabie Identify 1-2 competency areas to be developed ‘Outline progression plan for development of skills qjojg| ‘Completion of progression plan ‘Optional Oo Read books from the recommended reading list Raycom Training Courses: ‘Communication: Breakthrough Listening Communication: Email Essentials ‘Communication: Listening Under Pressure ‘Communication: Writing For Business Customer Service: Art of Customer Service Customer Service: Creating the Repeat Customer Customer Service: Dealing With The Irate Customer Customer Service: Seven Things Never To Say Te Vour Customers Oo} djojofofojo}oja Customer Service: Think Like The CustomerOHANA Growth Partners Customer Service: The Power of Customer Service Human Resources: Diversity and inclusion - Employee a}o}o| Leadership: The Power of AttitudeOHANA Growth Partners AGM Training Requirements- Phase | Instructions: The fist portion ofthis plans ta be completed within the Fst 45 days in your role and updated regulary with your GM and RMA, If there is an SOP to go along with a training item tis referenced on the same line Kem. ‘All workshops and other items listod under the Professional and Personal Development should be completed as you are abe to dependent upon when they ae offered by Oana Growth Partners unless ctherwise noted. At the beginning of Phase you should create a development plan with your GM and RM (cirections located under the Professional and Personol Development Section) Date Training Started: Attend Building PF (within 6 months) Date: ‘Attend Go with the CEO (within 6 months) Date: Completed Training Items TWeek tah: ‘AGM Development Class Call Class introductions, Introduction to Paycom; Woitén, Cardio Ready, FM arid Benefts: (rior to clas pease hve completed the Hemsted below) Ka] o Participate in AGM Development Class #1: Class introductions, Introduction to Paycom, Woven, Cardio Ready, FM and Benefits. o Complete Welcome to Paycom for Managers (in Paycom 10 min.) a Complete it Tining a Operations: Department iniwos and overview bv Payeam KA + Marketing + Accounting + Member Services oR + Payee © Brand Excellence (000) + Corporate Sales and Merchandising + PE@PE + FERM + Development a Benefits Training for Managers fa] Learn about: «© 401k 4 Health insurance ‘© Sick Leave Policies 2 EMA oO Learn how to submit a time off request (Paycom)OHANA Growth Partners Paycom Course: Time-Off Requests 101 for Employees (5 min Paycom Course: Time-Off Requests 101 for Managers (3 min.) Paycom course: Manager Time and Attendance Training (#/min? ‘Member Services- Learn about the role of member services Learn How to Manage the Queue and Special Programs o)ojolo}ojo Paycom Course: Leadership: Beginning Employment Relationships (1 min ‘Training Topics to Be Covered With GM Scheduling; Cardio Ready’ . Paycom Course: Scheduling 101 for Managers (fh) Paycor Course: Time and Attendance 101 for Managers femin) Ka] Learn how to approve shift swaps (paycom) Learn how to conduct CPR training and tracking forall tearm members- CardioReady- CPR SOP fin Woven) lo} aoa Faycom eure: Sexe Harassment Training for Superson “AGM Development Clas Call #2 Intro to PEU, Intro to LéadDev, Begin LeadDev 1.1: Pérsonal Charactér’& Leadership 5) (Prior to cass please have completed the Participate in AGM Development Class 82: Intro to PFU, Intro to LeadDev, Begin LeadDev 1.1: Personal Character & Leadership Oo ‘Complete in PFU: Lead: How to sign-up users @. ‘Training Toplés to Be Covered WItHEM ~_‘Usten 360, Wovei ‘Learn how to submit work orders (Woven) Bl Leam how to conduct audits (Woven Bf Become familiar with OSHA Inspections- OSHA Club Safety Inspection SOP fn Woven) BAL Learn how to conduct team safety meetings and save the agendas (in woven) ojo} ooo} Learn about Listen 360 AGM Development lags call wa ive: Recruiting & Interviewing Best Practices, (Prior to class please have compieted the items isted betow) Participate in AGM Development Class #3: HR Deep Dive: Recruiting & Interviewing Best Practices Paycom Course; Recruiting and Applicant Tracking for Managers, Learn how to create a job post- Recruiting SOP (in Woven) BA Interviewing SOP (in Woven) ‘Learn how to complete and read background checks- Hiring SOP in Woven) Bl Learn how to onboard a new team member- Onboarding SOP in Woven) Paycom Course: Documents and Checklists 101 for Managers (nS) gjofajojojoje} of Paycom Course: Complete Employer Portion of Form 52min)OHANA Growth Partners Learn how to navigate and utilize the team member's file (Paycom) Paycom Course: Human Resources: Hiring Success A Step-By-Step Guide (sei/ stu Paycom Course: Human Resources: Hire The Best 20min} I Paycom Course: Human Resources: Hiring Secrets (19 min) [3) ojo[s) oo Paycom Course: Human Resources: Safe Hiring - How You Can Avoid Bad Hires (24,nin.) TE) “Training Topics to-be Covered With GM ARS. Learn how to create and submit a PAF (Paycom) ojo) Paycom Course: Personnel Action Forms 101 for Managers (4 mi. Wa hee ®articipate in AGM Development Class #4: LeadDev 1.1: Personal Character & Leadership Paycom Course: Communication: How to Communicate With Employees (21 in) “Training Topics to Be Covered with GM PO Log, Invoice Appraval'SOP, Retail Managerhent SOP; Emergency Clib Closing. ‘Master using the PO Log— PO Log SOP (in Woven) El Learn How to Approve Invoices Bi Retail Management SOP (in Woven) Bil Vendor Invoice Approval SOP (in Woven) Bi Emergency Closing SOP (in Woven) g[oigojole Learn the process for complimentary membership = 7 RATE ETO Fat ncaic ee ne SN ov? Learn how to submit petty cash and reimbursement requests- Petty Cash Reconciliation SOP & Expense Reimbursement SOP (in Woven) BM Learn Monthly Inventory Management: Retail side and club supplies side ‘Complete an Orientation session and PE@PF class with the trainer in your club and shadow the trainer for the day oO) go) o Complete a readiness check with the FTSM to ensure you are able to fillin during a trainer’s absence 2 “Professional and Personal Development, During 1* month spend anather location. Personality Assessment: Review their overiay with their @M (The RM should be present for this discussion on first day of training) 60-day surveyOHANA Growth Partners Read the Success Principles ‘Attend a Grand Opening ‘Complete in PFU LeadDev 1.1 Personal Character & Leadership @) Complete in PFU LeadDev 1.2 Becoming a Leader @) Complete in PFU LeadDev 1.3 Self leadership @) ‘Complete in PFU LeadDev 1.4 Communication @ Oolojo|ojoja ‘Complete in PFU LeadDev 1.5 Handling Conflict @ ‘Create a Development Plan in Paycom with your GM and RM within the first two weeks In your role. 4, Use Your Personality Assessment from QutMatch 2. Identify 1-2 competency areas to he developed 'b. Gutline progression plan for the development of those skills (Keep in mind this will take 6 months to year) 2._Read at least 1 book from the recommended reading istOHANA Growth Partners AGM Training Requirements- Phase II Instructions: This is tobe completed within the second 45 days In you rola and updated regulary with your GM and RM: Wthere san 0° to go along witha training tem itis referenced on the semeline iter, ‘Allworkshops and ather items listed under the Profesional and Personal Development should be completed as you are able to dependent upon when they are offered by Ohana Growth Partners unless otherwise tad. Date Checklist Started: Team | yy, Completed Training Items Member | Mansger Initials "AGM Development Class #5 HR Deep Dive: Incidents and Drug Testing Participate in AGM Development Class #5: HR Deep Dive: Incidents and Drug Testing Incident Management SOP fn Woven? BI ‘Drug Testing SOP (in Woven) St Imminent Threat SOP tn Woven) Bl Complete Eagle Eye Training olojojo|} o ‘Tralning Topics to be Covered with GM_ Review Extra Resources : Learn how to use Franchise Management Complete in PFU: Lead: FRM Tips and Tools for Club Managers) io} oj) Review ABC Ignite Dashboards 'AGM Development Ciass Call #6 LeadDev 1.2: Becoming a Leader {orto clos please have conpletd the Res tnd beiow) LE Participate in AGM Development Class #6: LeadDev 1.2: Becoming 3 Leader Lead Dev 1.2: Becoming 2 Leader) Paycom Course: Leadership: How to Supervise People (48 min) ofolo; o Paycom Course: Communication: Feedback Skills for Supervisors (22 min.) Training Topics to be covered with GM Vendor Management oa Understand Vendor management and maintaining relationships week#7OHANA Growth Partners ‘AGM Development Class #7 HR Deep Dive: Sewval Harassment, Harsssment Clim; FNILA, ADA a (Prlor te clos lecse ave comoteted the hems listed below) Participate in AGM Development Class #7: HR Deep Dive: Sexual Harassment, Harassment, Harassment Claims, FMLA, ADA Q Paycom Course: Human Resources: Gender & Sexual Orientation Workplace Issues /20 min) K@) Paycom Course: Bystander Intervention (thr. ojo lnvestigation SOP Bf ‘Training Topics to Be Completed With GM Scorecard Metrics Review Scorecard KPls and influencing operational practices. o}o) Review how to read Cash Flows THe We ‘AGM Development Class #3. HR Deep Dive: Documentation; Write Ups; Lori 1’s, ete, {Prior to clos pease have completed the Rems listed below) Participate in AGM Development Class #8: HR Deep Dive: Documentation, Write Ups, 1.0n 1's, etc, Learn how to complete 1 on 1’s (Poycom) Paycom Course: Performance Management 101 far Managers (smn Learn how to separate a team member (Paycom)| Paycom Course: Leadership: Providing Performance Feedback 5 min) Kal Paycom Course: Communication: Coaching And Performance Feedback (15, mins) Paycom Course: Leadership: The Power of Positive Discipline (21 min Paycom Course: Communication: How to Give and Receive Criticism (18 io.) Learn how to conduct performance discussions and document in Paycom of} o} aja} of ojajojo} a Learn how to create Performance Improvement Plans and how to have the discussion with a team member (Prior to class please have complete oes sted befow) Participate in AGM Development Class #9: Time Management: Planning Your Day, Emails, Calendars Bo ‘eriar to class please have completed the items listed below) jet Organized and Stay Organized (22 min)OHANA Growth Partners .AGM Development Class Call #10. ‘LeadDev.1,3:'Self Management. (itor to lass please have completed the items listed below) El Participate in AGM Development Class #10: LeadDev 1.3 Self Leadership Complete in PFU: Lead: A Team Building Session @ a Learn howto See Payroll- Payroll SOP fin Woven) Ba] Complete Scorecard Plan and execute a team meeting including the PE@PF portion with the Regional Manager present Continue working through your Development Plan with your GM and RM Complete in PU leadDev 2.6 Hiring Talem @ Completein PFU teadDev 1.7Tiinng © Complete in PFU LeadDev 1.8 #1% Member Experience ©) Complete in PFU LeadDev 2.1 Making Decisions & Problem Solving@) Complete the Developing the Leader Within You Mastermind Olo] oe} oc} o) alo) ‘Attend Roadmap to Success Workshop: Interviewing Investigations Disciplinary Action PiP's Coaching and Servant Leadership Filin for the GM when they are out ‘Assist with the opening of a new location