Joanna Lindenbaum (she/her): Hello, and welcome to this bonus training for life, changing courses
Joanna Lindenbaum (she/her): all about logistics. Kind of administrative logistics, if you will. And templates for group programs. Whether those group programs are 4 weeks or a whole year retreat.
Joanna Lindenbaum (she/her): whatever it is.
Joanna Lindenbaum (she/her): And the kind of the main feature of this bonus on logistics are the templates that
Joanna Lindenbaum (she/her): I've provided that you can find in your member center along with this recording, I've given you lots of different
Joanna Lindenbaum (she/her): templates for a lot of better word that you're gonna need. As you
Joanna Lindenbaum (she/her): administer your program and I'm gonna on this training call. I'm gonna go through each of them so that you understand what they are
Joanna Lindenbaum (she/her): and what you want to include, and then you can adapt them for your own needs
Joanna Lindenbaum (she/her): The reason why I provide this bonus is because logistics
Joanna Lindenbaum (she/her): is really important to one on one work and to group work. And in a few weeks. We're gonna be learning much more about containers when it comes to group programs. We already started talking about containers on this last week's
Joanna Lindenbaum (she/her): training call. And remember? We looked at this idea that every group program needs to have a container right? So that the transformation can happen so that there can be trust so that there can be vulnerability. So that people can be settled in and ready and open to receive right. And I kind of gave that metaphor of the glass. Right? The glass is the container.
Joanna Lindenbaum (she/her): and there's lots of different aspects of container when it comes to group programs. We already looked at one earlier this week what you do in the beginning of a curriculum before you get to your thought leadership before you get to your methodology.
Joanna Lindenbaum (she/her): We looked at those steps. There's other facilitation pieces that we're gonna get to later in the program that relate to having strong and tight containers and logistics is another aspect of containers.
Joanna Lindenbaum (she/her): When you are clear with the people in your programming on the logistics of the program, when you have
Joanna Lindenbaum (she/her): clear communication, when you have consistent communication. On what are all the pieces? What to expect? These are, how things work. This is when we come together, etc., etc. When your participants know all of that when they have the information at hand easily.
Joanna Lindenbaum (she/her): then they're much more likely to settle into the container right when they know what's coming when they know how things work.
Joanna Lindenbaum (she/her): their systems are able to settle in.
Joanna Lindenbaum (she/her): and then their minds don't have to be worried on. When is this, or how is that? You know this, that, and the other thing? And they can focus more on the actual work. And I don't know if you've ever been in a group program where the logistics have not been so great, where the communication on logistics
Joanna Lindenbaum (she/her): has been unclear, I will tell you that I have been a participant more than once in group programs that had fantastic content.
Joanna Lindenbaum (she/her): But we're just so disorganized when it came to logistics
Joanna Lindenbaum (she/her): and it was harder, not just for me, but I saw it for everybody else. It was harder for people to engage in the program
Joanna Lindenbaum (she/her): because there was confusion.
Joanna Lindenbaum (she/her): right? Because people couldn't settle in, and I hate to admit it, but it's important to share even with all of my knowing on why this is important.
Joanna Lindenbaum (she/her): and all of my care and my team's care in putting together logistics. A couple of years ago, about 2 years ago in I went. We went through a patch of time, particularly in a cycle of sacred depths that I was teaching where I had a new virtual assistant.
Joanna Lindenbaum (she/her): and she for whatever reason she was making a lot of mistakes.
Joanna Lindenbaum (she/her): and it was her job for sacred depths to send out reminder emails about classes to send out zoom links, etc., etc. And
Joanna Lindenbaum (she/her): she made mistake after mistake after mistake.
Joanna Lindenbaum (she/her): And luckily it wasn't the beginning of the program we were already. It's sacred depths is a 10 month program. We were already, maybe 4 months in.
Joanna Lindenbaum (she/her): So the container was already very solid and tight. People were, you know, fully in and they knew how I operated. So there was kind of like some forgiveness on the part of the participants like they still stuck with it. But I had to do a lot of work to correct the I don't want to say damage, but it was like there was a there was a breach of something in the container, right? Because of the lack of clear
Joanna Lindenbaum (she/her): communication in terms of logistics. So it it is really very important. Now.
Joanna Lindenbaum (she/her): here's one thing I want to say before we go any further.
Joanna Lindenbaum (she/her): I'm sharing with you a lot of different materials as part of this bonus.
Joanna Lindenbaum (she/her): If you don't already have logistics, materials created for a program. Yet
Joanna Lindenbaum (she/her): it can feel very overwhelming. Right? There's quite a few things that we're gonna look at. What I don't want is for you to freak out
Joanna Lindenbaum (she/her): for you, to feel like you have to get them all done all at once, like in a day. No, no, no, no!
Joanna Lindenbaum (she/her): Create them one by one. right? Just one piece at a time. And even as you go along, like as you need each piece
Joanna Lindenbaum (she/her): create it. Don't feel like it all has to happen overnight.
Joanna Lindenbaum (she/her): and the really good news for you is that I'm giving you in this bonus
Joanna Lindenbaum (she/her): all, all of my templates. It's for you to use. You can use some of it word for word, if you want. Now I suggest that you adapt it to your own voice, to your own needs to. You know to what you're doing. But I've already done
Joanna Lindenbaum (she/her): so much of the work for you. I've already put in all the hours to put the things together. And I'm just giving it all to you.
Joanna Lindenbaum (she/her): Okay?
Joanna Lindenbaum (she/her): So all that being said.
Joanna Lindenbaum (she/her): let's start to take a look at the materials.
Joanna Lindenbaum (she/her): So first things first, when someone registers for your program and they pay, or they put down a deposit. Yay, usually, whatever credit, card processor or Paypal, you know, whatever it is that you're using.
Joanna Lindenbaum (she/her): they'll receive a receipt
Joanna Lindenbaum (she/her): for the purchase from the processor via email. I just point this out. You don't necessarily have to do anything on this end. But if you're not using a processor, if someone is paying you cash or check, or something like that
Joanna Lindenbaum (she/her): you might just want to send
Joanna Lindenbaum (she/her): you know, a quick email that says, Yay, thanks so much. You know we received your deposit of blah blah blah for blah blah blah program, right? Just so that they kind of have that in lieu of a receipt.
Joanna Lindenbaum (she/her): I know for me when I kind of like, put money online. You know, I like, I fill out my credit card information, and you know all the things to pay for something. It is just like slight relief when I get the email right of the receipt, because, like, yes, it went through right? Just kind of like, send my stuff out into the users.
Joanna Lindenbaum (she/her): Okay, so if you use a credit card processor or paypal or stripe, or whatever it is, they should just automatically and generate a receipt
Joanna Lindenbaum (she/her): from there when someone registers for a program what we do. No matter what program it is. Big program, small program, year-long program.
Joanna Lindenbaum (she/her): One day program doesn't really matter in person online, we send a welcome email and let me share my screen so that you can take a look.
Joanna Lindenbaum (she/her): Okay? So
Joanna Lindenbaum (she/her): they right away. This is an auto responder. That kind of gets set off
Joanna Lindenbaum (she/her): once people register. I'm showing you the one that we use for life changing courses, though, for any program it's really pretty similar.
Joanna Lindenbaum (she/her): In your subject heading, which you can see here. You wanna clearly have the name of the program, and just like a warm welcome. If you have a member center, let them know, you know, or you can say welcome and logistics, information or welcome, and please read.
Joanna Lindenbaum (she/her): etc.
Joanna Lindenbaum (she/her): from there I like to first just like congratulations, or sometimes I have a yay, or I'm so happy, right I have here. I'm so excited that you're in for life changing courses. Something that's just warm and exciting. And then from there I spend a just couple of sentences here.
Joanna Lindenbaum (she/her): Where I do step one of what we looked at this last week. I remind people of the why right? Why, they've signed App. I create inspiration. I'm trying to do this all the way along
Joanna Lindenbaum (she/her): from there. I share program details. Now. this because this is an an immediate welcome email. And we always almost always use Member center for our programming. Sometimes people will sign up a few months in advance for a program and we don't have the Member Center built yet for that particular cycle of the program. So if that's the case.
Joanna Lindenbaum (she/her): I'm gonna include, like I do here, the program schedule.
Joanna Lindenbaum (she/her): So
Joanna Lindenbaum (she/her): we've got the program schedule here
Joanna Lindenbaum (she/her): and then I also have the dial-in details.
Joanna Lindenbaum (she/her): you know. Ask people to save it.
Joanna Lindenbaum (she/her): right? So everybody knows how to get
Joanna Lindenbaum (she/her): into calls.
Joanna Lindenbaum (she/her): Most people know how to use zoom at this point, but we have in here. If you have any questions, or you need any support around Zoom, reach out to my team. We've also created
Joanna Lindenbaum (she/her): a special web page where we have instructions on how to use. Zoom.
Joanna Lindenbaum (she/her): We just found that that was helpful. We were getting a lot of the same questions for a while on, how do I do this, or How do I do that? And then I just end it in a warm way. I remind people.
Joanna Lindenbaum (she/her): you know, just the excitement. I remind them. If there's anything they need to contact us, I want them to know that me and my team are there for them.
Joanna Lindenbaum (she/her): And that's that right also. Just what I wanted to point out
Joanna Lindenbaum (she/her): is that
Joanna Lindenbaum (she/her): I have this sentence in here. You'll be receiving more details in October, right? So that to say there's more coming. But here the initial thing
Joanna Lindenbaum (she/her): that you need to know.
Joanna Lindenbaum (she/her): a few other things I want to point out on this time zone. Make sure you include right time zones. We usually include at least 2 time zones on there.
Joanna Lindenbaum (she/her): but if you just say 12 pm. People aren't gonna know what the actual time is. Right?
Joanna Lindenbaum (she/her): I generally don't include this for my group programs in welcome emails. But if, as part of your program.
Joanna Lindenbaum (she/her): you have any pre work that you'd like for people to do
Joanna Lindenbaum (she/her): before the course begins. Or if you have a questionnaire.
Joanna Lindenbaum (she/her): this is a good place to include it as well.
Joanna Lindenbaum (she/her): Okay, so that's the immediate welcome email.
Joanna Lindenbaum (she/her): And then
Joanna Lindenbaum (she/her): what I want to show you next is as we get closer to the program.
Joanna Lindenbaum (she/her): We also include
Joanna Lindenbaum (she/her): another welcome email. and let me share my screen on this
Joanna Lindenbaum (she/her): oops
Joanna Lindenbaum (she/her): done, what's going on here?
Joanna Lindenbaum (she/her): Okay, share screen.
Joanna Lindenbaum (she/her): Okay?
Joanna Lindenbaum (she/her): So we send this closer to when we're getting started. And again, this is for logistical information. But it's about the container, not only for the logistics, but to create more excitement, to continue to connect people to their deeper. Why, to be to ha be inspired to remember the results that they wanted to create, etc. Right? So
Joanna Lindenbaum (she/her): I usually have it again, you know, label the subject, heading the name of the course. Can't wait to get started. Important info for you and I just have, like a lot of inspiration.
Joanna Lindenbaum (she/her): In the beginning you might not be a person of a of as many words as I am. We all know I'm kind of wordy. You might. You don't have to include all of this. But
Joanna Lindenbaum (she/her): I just so you can kind of take a look now that you understand the why behind some of why we do this. and then
Joanna Lindenbaum (she/her): even though I share on the first call itself
Joanna Lindenbaum (she/her): how to get the most out of the time together. I kind of go through some of the pieces here. Right? Work your magic. Try to make our calls live. If not you. You're gonna have those recordings right? That's an important piece of information for people to know. This is how you can get the recordings.
Joanna Lindenbaum (she/her): I recommend. I want people before the program starts to be thinking about putting aside time to get things done.
Joanna Lindenbaum (she/her): I want people to know about the Facebook group.
Joanna Lindenbaum (she/her): and then again, I want people to know that me and my team are there for them. Right? If you get stuck, let us know. So these are some logistics mixed in with more getting people more invested, getting them more excited, you getting them to actually show up for the first call. Right? You would be amazed
Joanna Lindenbaum (she/her): these days at how many people register for programs. And then they just don't even show up.
Joanna Lindenbaum (she/her): I do that a lot as a participant, I will admit.
Joanna Lindenbaum (she/her): Okay.
Joanna Lindenbaum (she/her): The other thing that we send pretty soon after somebody registers is a contract
Joanna Lindenbaum (she/her): I am sharing with you. You've all seen it already, anyway, because you signed it for life changing courses, but I'm also sharing it with you as a template.
Joanna Lindenbaum (she/her): in the member center. One thing that's important to say is that I am not a lawyer right? And this is not a course giving you legal advice. I am just sharing with you. My example, but I don't take any responsibility in terms of that contract. If you use it for yourself.
Joanna Lindenbaum (she/her): you can feel free to use it word for word. But I do highly suggest
Joanna Lindenbaum (she/her): for your contract for programming to have a lawyer look it over. You might have special things in your state or in your country, you know, whatever it is. And so you want to get that
Joanna Lindenbaum (she/her): proper legal advice.
Joanna Lindenbaum (she/her): I'm gonna share my screen on this one just for a moment. It's all pretty self-explanatory.
Joanna Lindenbaum (she/her): but just to point some things out. We include
Joanna Lindenbaum (she/her): in the contract everything that people get
Joanna Lindenbaum (she/her): what the investment is.
Joanna Lindenbaum (she/her): things that I have in yellow. Here are things that we change contract to contract for program like some people paid in payment plans for life, changing courses. Right? So we would change that here.
Joanna Lindenbaum (she/her): talking about. If you know, you step out of the program.
Joanna Lindenbaum (she/her): I put in everything this clause about solicitation. My people, as you know, my community, all of you, are really respectful. You're not trying to sell your stuff to other people in the program, but they're just some picky things that go on out there. So I like to include this.
Joanna Lindenbaum (she/her): I have this about recordings. and
Joanna Lindenbaum (she/her): we never share confidential information. But
Joanna Lindenbaum (she/her): we do sometimes share clips of recordings. you know, with people in other programs for learning purposes. Right? So I ask people to sign off on that
Joanna Lindenbaum (she/her): intellectual property confidentiality. You know.
Joanna Lindenbaum (she/her): these are all very self explanatory.
Joanna Lindenbaum (she/her): Okay?
Joanna Lindenbaum (she/her): So
Joanna Lindenbaum (she/her): if you don't have a member center
Joanna Lindenbaum (she/her): which you don't need one necessarily for a group program. But if you don't have a member center, I recommend sending a document with the full schedule even beyond the welcome that you send it in the welcome email. Send it again. You have a template for that that I've shared with you.
Joanna Lindenbaum (she/her): Now, if you are using a member center like we do. And, by the way, you know, I mentioned, and I'll mention again. If you wanna kind of get your toes wet in, mem. A member center, or if you have one. But you're looking to change. That's why we have that coaching, Jeannie Bonus. I'm so so excited about it.
Joanna Lindenbaum (she/her): But your member center is a place
Joanna Lindenbaum (she/her): to house the schedule right? You want the schedule clearly shown. It's a place to house recordings of calls. If you're providing recordings, worksheets, and resource
Joanna Lindenbaum (she/her): sheets. if you're providing those transcripts of calls.
Joanna Lindenbaum (she/her): if you're providing those. In many of our programs we provide transcripts because sometimes people learn best when they're reading
Joanna Lindenbaum (she/her): in addition to listening to the calls, one of the things that I've learned over time we used to put the worksheets in and the resource sheets into the member center
Joanna Lindenbaum (she/her): after. Excuse me, after I would deliver.
Joanna Lindenbaum (she/her): I'll call or hold a session. But what we've kind of learned over time is that some people.
Joanna Lindenbaum (she/her): especially if you want to accommodate for neuro divergence.
Joanna Lindenbaum (she/her): it's really helpful for them to be looking at something written while they're in session, and because I don't, as you know by now, I don't do a lot of slides or Powerpoint, or written things in class having those resource sheets.
Joanna Lindenbaum (she/her): Has been really helpful. So now we we put them in the member center before class.
Joanna Lindenbaum (she/her): You're gonna have things in your member center. Also, just any other
Joanna Lindenbaum (she/her): information that's important. So for example, in our life changing courses Member Center. We have instructions on how to submit curriculum to me and how to do it. On a Google Doc
Joanna Lindenbaum (she/her): in our sacred depths. Member Center, we have a special page.
Joanna Lindenbaum (she/her): Where we go through all of the requirements needed to become a certified, sacred depth practitioner. so all of that is housed in the member center. So people can find it easily.
Joanna Lindenbaum (she/her): Okay.
Joanna Lindenbaum (she/her): you have in your member center along with this recording a template for schedule reminder emails.
Joanna Lindenbaum (she/her): We send out emails before each class.
Joanna Lindenbaum (she/her): I just find it helpful even if people have it on their calendar, you know, getting the email is helpful for people getting the Zoom link again versus having to go into the member center and find it
Joanna Lindenbaum (she/her): really helpful for people. So we include all of that in our reminder emails
Joanna Lindenbaum (she/her): you've also got
Joanna Lindenbaum (she/her): in the member center. An example of every now and again you're gonna have to re. You may have to reschedule a class, right? Something comes up. There's an emergency or internet goes out, you know, whatever it is. So E, every now, you don't want to do this a lot because it pokes holes in the container right? But when there's an emergency, you want to send out an email. So we have a template
Joanna Lindenbaum (she/her): on that for you as well.
Joanna Lindenbaum (she/her): We sometimes, and I should have checked in with my team, cause I don't think we do this all the time, but I'll just put this out there, we sometimes for some programs. We will send an email once the recording is up
Joanna Lindenbaum (she/her): and ready for people to view as well.
Joanna Lindenbaum (she/her): Every now and again for some programs. I'll also send other emails. reinforcing some homework or reminders. If we're doing like practices, kind of to inspire people to help them keep on going.
Joanna Lindenbaum (she/her): So those are the templates. And then, you know, I think, just the other
Joanna Lindenbaum (she/her): 2 pieces I wanted to briefly mention on. This is number one. If you have some kind of online
Joanna Lindenbaum (she/her): group, like a Facebook group where the the everybody in the courses like we have for life changing courses. Or if you're using mini networks, or if you end up using coaching, Jeannie, they have a place on that platform where community the community in your course can come together.
Joanna Lindenbaum (she/her): Anyway, if you're using some kind of online community space for your course.
Joanna Lindenbaum (she/her): we and this is pretty new for us just in the maybe the last 6 months or so we've started also scheduling rem class, it class reminders into the Facebook groups as well. So you know the day of a class.
Joanna Lindenbaum (she/her): The classes there and
Joanna Lindenbaum (she/her): it. It's at this time, you know. Here's the zoom link
Joanna Lindenbaum (she/her): again. So we're trying to kind of tighten the container even more in that way.
Joanna Lindenbaum (she/her): And then I'm sure you all have noticed just in terms of logistics.
Joanna Lindenbaum (she/her): I'm also in our sessions in the beginning, you know. I'll save some time for housekeeping, and I'll give voice to voice reminders on logistics as well. We have
Joanna Lindenbaum (she/her): this. Get it done. Session coming up. Sometimes I forget to do it right, but we have this. Get it done. Session coming up, or make sure you check this for this? Right? So I'm also sharing not too much. And I wanna take too much of our class time. But 2 min on some voice to voice logistics, reminders on every class.
Joanna Lindenbaum (she/her): One thing I forgot to mention that you'll see both on our reminder emails and also in the member center when you look at the schedule, and when you look for recordings, etc.,
Joanna Lindenbaum (she/her): is that I think it's if you can.
Joanna Lindenbaum (she/her): It's important to label each class
Joanna Lindenbaum (she/her): with what the the subject is, or the topic is as much as again as much as you can.
Joanna Lindenbaum (she/her): So that way people can more easily find it if they're looking for a recording
Joanna Lindenbaum (she/her): also, it does create more excitement and more investment. Think about the difference between our next class is happening tomorrow versus
Joanna Lindenbaum (she/her): our class on curriculum anchors is happening tomorrow, right? There's more interest peaked there. More people are likely to show up and engage
Joanna Lindenbaum (she/her): alright. I hope this is all helpful. The one thing that I didn't speak about today is emails. For when you close a program we're gonna get there soon, I promise. And we'll talk all about that kind of in a bigger way.
Joanna Lindenbaum (she/her): I hope this was helpful, as always. If you have any questions at all, let me know I'm here. I'm excited for you to tighten your container in this aspect, right in the aspect of logistics.