Reference no: EM132631009
Case study 1
The Client Experience lead, Ella, has to set up her Operational Plan for the next quarter. Over the past six months there hasn't really been any clear direction for the team as their KPIs were pretty much nonexistent. She has noticed that the team lack a sense of purpose and some of the tasks she thought they just "knew to do", weren't getting done.
Setting up a clear Operational Plan will give the team the clarity they need. It'll also help Ella run the day-to-day work within her department. When creating the Operational Plan, she needs to keep in mind that the strategic goals for the business over the next year are to be seen as experts in the wellness industry and to increase market share. The department's overall goal is to ensure that customers are the number one priority across the Bliss&Me business and that they feel as though the service they receive enriches their lives.
Ella knows she needs to hone in on some key performance indicators to really drive the team's performance and have a measure of the effectiveness of customer service. The key function of the department is to provide follow up service to clients once they have locked in a service option. Basically, once they have become a customer and their wellness journey begins it's up to Ella's team to make sure they're feeling supported, satisfied and nourished from their experiences with the business.
Some of the tasks that are already established within the team include, follow up web enquires, send out contracts to potential new clients, make follow-up induction calls to customers, send out satisfaction surveys and conduct post-treatment check-in calls. However, she's not sure how often and when these tasks are being completed. It's now up to Ella to figure out how often these tasks need to be completed and what needs to be added to ensure the department goal is met.
Questions
Construct a detailed Operational Plan including.
- The tasks to be completed; daily, weekly and monthly
- Key instructions involved in the task
- Timeframe in which they are due to be completed
- The number of team members are required to complete the tasks
- Potential risks and contingencies you will put in place to manage this risks based on their probability and severity
- Health and safety considerations
Explain four possible benefits of providing consolidated
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Construct a detailed operational plan
: The Client Experience lead, Ella, has to set up her Operational Plan for the next quarter. Over the past six months
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