PowerPoint Presentation

Setup daily success plans to drive transparency and communication When leading in the work at home environment, creating daily accountability around tasks will lead to success. Maintaining a daily success plan will limit distractions and create the proper focus on the most important tasks. Success plans align leaders and CSPs so that they are working together to achieve impactful results.

Daily reporting Establish email reporting checkpoints at the end of each day. CSPs should report daily on accomplishments, challenges, and next steps. Supervisors should also send a report to their manager outlining the same areas at the team level. This is a good time to call out challenges or success with specific individuals. Validate understanding At the beginning of each week review the goals with the agents to finalize the plan. Validate that they are realistic and discuss specific plans for achieving them. Adjust as needed As goals are reported on leaders and team members should work together to adjust as needed. Detailed daily breakdown Once high-level goals are established, break them down into daily tasks. In the transition to an at home environment, this create needed clarity to ensure that the goals are achieved.