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30 - 60 -90 Day Plan

Transcript: Get to know the people Meet with the team to identify drivers, personalities Engage Stakeholders to understand pain points and opportunities Understand the Portfolio Business and Service Owner Strategies (12 month plan) Examine the tools available Lead and enable a winning team of people to support the portfolio's goals while proclaiming an always available bank. Analyse workload of the team to improve productivity Create development and succession plans for the team Review engagement models with other departments and channels Deliver 'current state' program analysis highlighting areas for quality and efficiency improvement 'Go from good to great' 30 days - Explore the now 60 days - Identify Process 90 days - Implement Improve Processes with Service Transition Coach the Team Leaders Address Resourcing Constraints Tackle rate of change Enable proactive monitoring 30/60/90 Day Plan 30 days - Explore Success Journey Lead mindset change to bring customer to front of mind Created collaboration through virtual team amongst ITSMO and DEA Mitigated peak processing risks Opportunities Highly motivated team Trusted stakeholders Team meeting KPIs Contributing to the always available bank Accountability, Collaboration, Excellence, Integrity, and Service 90 days - Implementation Karla Kunz Senior Manager Digital Channels Mission Statement Achievements 60 days - Process Develop and implement Service Improvement Plan which aligns goals and objectives between team and stakeholders Develop measurable targets Establish acceptance by teams and stakeholders Communicate objectives to all Continue rolling 12 month plan

30/60/90 Day Plan

Transcript: 30/60/90 Day Plan Presented by Bridget Gooden for American Red Cross, North Texas Region TOP PRIORITIES TOP PRIORITIES 30 Day 30 Day What are my top priorities in the first 30 days of employment? INTRODUCE INTRODUCE Introduce myself to the team Introductory email, team meeting, Skype remote staff Understand strengths and opportunities Reach out to other SAF directors Welcome/solicit input OBSERVE OBSERVE Observe program operations and staff performance Shadow team members Spend time with other SAF leaders Understand the organizational structure TRAIN TRAIN Train up on my role and company expectations Participate in Red Cross (not necessarily SAF) trainings for comprehensive knowledge PARTNER PARTNER Begin the process of finding a partner agency Understand the structure of partnerships in the network 60 Day 60 Day What are my top priorities in the next 30 days of employment? Days 31-60 Days 31-60 Deeper dive into SAF programs Team/individual meetings Begin developing strategic plan Continue agency training North TX Region North TX Region Learn It! Layout the strategic roadmap Communicate clear objectives and milestones Provide and solicit feedback from team and my leadership Cultivate partner relationships 90 Day 90 Day What are my top priorities in the next 30 days of employment? REDUCE STAFF ANXIETY REDUCE STAFF ANXIETY How will I coach my team to reduce their anxiety about a new supervisor and my expectations of them? Open Communication Open Communication Team meetings/Individual meetings Share about myself Ask what they want me to know about them and how can I support them Learn their roles/shadow Solicit their feedback/ideas LISTEN. LISTEN! LISTEN!! Set Clear Expectations Set Clear Expectations Share data to support goals/vision Communicate early and often Provide verbal and written guidance Consistent messaging Clearly defined roles/responsibilities Manage to expectations MANAGE SCOPE OF WORK MANAGE SCOPE OF WORK How will I effectively manage my scope of work to incude managing on site and remote staff Intentional Program Focus Intentional Program Focus Keep Program goals and vision in front of the team Match strengths to tasks; create opportunities for success Establish regular and consistent staff meetings/supervision Regular travel to remote sites Varied modes of communication - phone, Skype, email, face-to-face Drive expectations based on regular feedback THANK YOU! THANK YOU! Thank you for the opportunity to share my 30/60/90 plan with you. I am confident that I can grow the SAF program in the North Texas Region and lead the staff successfully. I look forward to the opportunity to do so.

30-60-90 Day Plan

Transcript: 30 60 90 Sales Strategy Plan Chabelli Cabrera Director Soltions FUN FACT: I grew up living in hotels, which fostered a strong sense of t... FUN FACT: I grew up living in hotels, which fostered a strong sense of the value of human connection in how I approach life, professional relationships, and sales. In a hotel everyone is your guest, including the employees. This experience has allowed me to excel in working with a variety of personality types and understand the in's and out's of the hospitality industry; an industry that is demanding and at times very emotional. Over the last 3 years I have been in a “sink or swim” sales environment, with limited resources and management, yet I’ve always strived, achieved top sales performance, meanwhile working with passion and integrity in everything I do. I have a determination and drive that is not something that can be taught, yet a natural urge and desire that will make a lasting impact. I am honest and passionate about my career goals which brings tremendous value to any employer willing to give me the opportunity to prove myself and grow professionally. Over the last 3 years I have been in a “sink or swim” sales environme... I worked as a management trainee for 8 months with... I worked as a management trainee for 8 months with a reputable corporation where I successfully completed the program and was promoted to HR/Recruiting Manager. The skill set I learned as a Recruiting Manager is a valuable skill that will help me become a great leader and team member when looking at long term growth potential within Toast. We have some things in common... We have some things in common... TERRITORY SALES STRATEGY PLAN Analyze Your Territory based on restaurant type, zip code, time of day, current POS software Understand What Drives Customers to Buy Identify your TAM (total available Market) Determine your measurable goals within territory Develop Strategies to accomplish Your Goals Utilize Toast resources to better understand penetration within territory Create an action Plan; map out your day, measure your action vs results Share your plan with District Sales Manager; continue to work/develop your plan MISSION: Plan to win! Mock Schedule 7-9AM Administrative Activity; manage pipeline, emails inbound activity, research & cold calls 9-12PM Hit the field; walk in's, focus on restaurants within a specific zone based on time zone analysis 12-3PM Have lunch and network within the restaurants; Talk to your gatekeepers, learn about painpoints and challenges; walk In's, demo's, ride alongs 3-5PM Manage last few hours based on morning first 1/2 of day activity level & restaurants that are PM only; Attend networking events, happy hours, walk in's, demo's, ride alongs 5-8PM Time Management, daily analysis; input activity in Salesforce, any other reporting tool, set up for following day, follow up with DM as necessary Mock Schedule thank you so much for your time today and considertaion to join the team do i have what it takes to become a toaster?

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