How to Lead with Clear Expectations with Melissa Preisler & Kristen Humphreys of Vita Finance

“The end game of any review process is to ensure your staff are continuing to grow and develop and to make sure everyone understands the expectations.”

Melissa Preisler and Kristen Humphreys are Co-Founders and Partners at Vita Finance Services. As a company, they are dedicated to providing peace and financial predictability to business owners.

Melissa, Kristen, and their staff crafted that mission statement as a part of their efforts to define and refine their internal culture. In the process of doing so, they realized that the more they grew, the harder it was to make performance expectations clear. They needed a scaleable, repeatable framework.

In this episode, Melissa and Kristen share the impact implementing a scorecard system has had on the growth and development of their people and their business. Listen in to learn how creating a structure and cadence for direct feedback encourages employees to be self-aware and take ownership of their advancement and performance.

In this episode, you’ll learn:

1. How to use scorecards to facilitate employee growth and development
2. The importance of tailoring conversations to the psychology of individuals
3. How creating a framework for feedback lays the foundation for increased self-awareness and ownership

Things to Listen for:

[02:11] Experiences that set Kristen and Melissa up for entrepreneurial success

[07:01] Avoiding ‘shiny object syndrome’

[10:50] Creating a scalable framework for clear expectations

[16:08] Simple but effective scorecards

[18:22] How structure fosters self-awareness and ownership

[27:17] Why you should never stop evolving your processes

[31:36] Skills every leader should work on

[34:14] Final thoughts from Kate

Resources:

• Floyd Coaching
• The Culture Assessment
• Matthew Kelly’s Books
• Floyd Coaching’s Blog
• Vita Finance website

Connect with the Guests:

• Melissa Preisler’s LinkedIn
• Kristen Humphreys’ LinkedIn

Connect with the Host & Floyd Coaching:

• Kate Volman’s LinkedIn
• Floyd Coaching on LinkedIn
• Floyd Consulting on Facebook
• Floyd Consulting on Twitter
• Floyd Consulting on YouTube
• Floyd Consulting on Instagram