Strategic Planning Update

This week, our leadership and executive team met off-site for two days of strategic planning for quarter 4. These sessions align teams, departments, and individuals with our long-term goals, fostering unity and enhancing our collective drive. With long-term objectives in mind, we set SMART goals for the upcoming quarter. After gathering feedback from clients and employees, we identified four company priorities.



#1 Thing: Customer Experience Q4 Improvements Done And Recommendations For 2024 Reviewed By Leadership.

• This priority is focusing on improved w/o communication process implemented in Q4 that is closing the loop with our clients. Final list of 2024 customer experience recommendations approved by the exec team and presented to the leadership team.

Scorecards Reviewed With All Team Members Of 660 and Leadership Trained.

• All team members in department 660 have attended the job score card meeting. And the leadership team has been trained in the job card process.

Executive Team Has Approved New Hire Techs 30-60-90 Day Onboarding Plan

• We have clearly set expectations, enhanced visibility of new hires "True Skillsets" where growth is encouraged and an effective training process in place.

Department Leads Have Been Trained On Scaling Up/ Petra Process And Participates in 12/6 Meeting

• All tier 3 managers will have the tools to set up their departmental annual initiatives.

As we wrap up quarter 3 and roll into the last quarter of 2023 let’s end it strong! Take time this week to think about what you want to accomplish before we end 2023 and set some priorities for yourself.

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