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Period: to
Develop Process/Materials for Training/Shadow Sessions
Amy/Kristin/Miranda: tackle working parts of preparing for shadowing and training sessions and put action into play. Includes SI recap emails, escalation process, standardization of notes, warm transfer etiquette, calendar optimization, and shadow itineraries. -
Period: to
Manager Shadowing
LS/SI Managers shadow, then regroup to determine framing for their depts shadow sessions and how/what feedback to collect. -
Period: to
Training: Warm Transfers Go DOWN; ADR/Prev v. Gd/Gt
The why behind this change; how to sell benefits and drive traffic of Gd/Gt to group sessions/PIs and ADR/Prev to one on one support; escalation process. -
Period: to
LS/SI Shadowing
LS - SI Shadowing (30-40% of ea dept), sll SIs shadow LS; collect before/after feedback from all participants. -
Period: to
Leadership Regroup
What we learned; review before/after feedback; training next steps; determine KPIS for reintroduction of warm xfer metric to performance and overarching dept goals. -
Period: to
Training: Warm Xfers Go UP: ADR/Prev Warm Transfer Etiquette
Topics to include WT etiquette, SI Recap emails, and Note standardization. Announce reintroduction of metric.