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Centralisation Project (TO DO (PM: reverse engineer 'Sales…
Centralisation Project
Taking away low value tasks
Project 'Hercules'
Why that name
Project wanker?
GC
Excel
doc
TO DO
BA: Find Business Soft Skills provider
BA: Follow-up Laurence - natural Perils video - new starter
PM: reverse engineer 'Sales Pipeline' modules/ videos
Workers comp video (Claire modules)
BA: Induction review from MG
Meet Liz Smoothy
See how we include the 3 Es for each learning
Camtasia for our screen recording
Recording 'Skype' was suggested by IT
Prioritising:
How critical is 'x' / how often used
How fast must employee be operational on 'x'
1st week, 1st month, 6 months?
Checklist (See Claims)
Operations how of scope - until March (for Online learning)
How will competency be determined
Who owns it/ signs off?
Busine team breakdown
Sales Team
New business
Pick-up potential overflow from Customer Service
Customer Service
Looking after Existing customers
Pick-up potential overflow from Sales
Operations
Handle renewals
Intervene when 'something went wrong'
NO customer interaction
Triage mailbox
Handles simple queries
Leverage SMEs for leaders/small groups
Workout logistics around delivering training
Manning the phones
Use Seniors as champions?
Group them for same upskilling?
Block out rooms for training
Regional Expert to supervise training