Partner with client success, Client Care, operations, marketing, Sales Operations, Program Management, Sales Enablement, finance and solutions Product Teams to align and develop effective cross functional relationships.



More Uses of the Client Care Toolkit:




• Ensure you research; established and seasoned operations team supporting Client Care and staffing.
  
  

• Control: overall Client Care and actively drive initiatives to keep this at an optimal level.
  
  

• Confirm your business provides direct Client Care.
  
  

• Head: scheduler and Client Care support staff.
  
  

• Establish that your group maintains communication with the team regarding Client Care and immediately reports any concerns regarding the facility, clients, or staff to the supervisor.
  
  

• Analyze staffing patterns and workloads to ensure appropriate staffing to meet Client Care standards.
  
  

• Maintain high standard of Client Care, contributing to an environment where all clients are treated with dignity and respect.
  
  

• Develop dashboards to track the Client Care departments progress in handling incoming calls and resolving customer issues.
  
  

• Lead Client Care visits to inform implementation of Best Practices and Corrective Actions necessary to achieve and maintain top quartile client service performance.
  
  

• Be accountable for providing oversight for Client Care Management.
  
  

• Evaluate different situations and make decisions based on Client Care and health.
  
  

• Encourage Team Effectiveness by using collaboration skills, promoting a climate of trust, Team Work, and encourage others to achieve high levels of quality Client Care.
  
  

• Establish: act as the liaison between client and community, building relationships with families and community departments in order to coordinate Client Care.
  
  

• Make sure that your organization complies; focus on complete Client Care and delivering on promises made to clients.
  
  

• Initiate perform overseeing Client Care and supporting staff in treatment planning and Crisis Management.
  
  

• Coordinate Client Care to ensure highest Service Quality delivered to clients.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical Client Care Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Client Care related project.



Download the Toolkit and in Three Steps you will be guided from idea to implementation results.



The Toolkit contains the following practical and powerful enablers with new and updated Client Care specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Client Care Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.




Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…




• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation




Then find your goals...



STEP 2: Set concrete goals, tasks, dates and numbers you can track



Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Client Care improvements can be made.



Examples; 10 of the 999 standard requirements:




1. Do Vendor Agreements bring new compliance risk?
   
   

2. What stupid rule would you most like to kill?
   
   

3. Client Care risk decisions: whose call is it?
   
   

4. Why the need?
   
   

5. What is the Client Care problem definition? What do you need to resolve?
   
   

6. Political -is anyone trying to undermine this project?
   
   

7. Are there any Revenue recognition issues?
   
   

8. Are your responses positive or negative?
   
   

9. How do your Work Systems and key Work Processes relate to and capitalize on your core competencies?
   
   

10. What is the risk?
    
    




Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:




• The workbook is the latest in-depth complete edition of the Client Care book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Client Care self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:




• The Self-Assessment Excel Dashboard; with the Client Care Self-Assessment and Scorecard you will develop a clear picture of which Client Care areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Client Care Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:





 



STEP 3: Implement, Track, follow up and revise strategy



The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Client Care projects with the 62 implementation resources:




• 62 step-by-step Client Care Project Management Form Templates covering over 1500 Client Care project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Client Care project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Client Care Project Team have enough people to execute the Client Care Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Client Care Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete Client Care Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Client Care project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Client Care Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Client Care Project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Client Care project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan




3.0 Executing Process Group:




• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log




4.0 Monitoring and Controlling Process Group:




• 4.1 Client Care project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance




5.0 Closing Process Group:




• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Client Care project or Phase Close-Out

• 5.4 Lessons Learned




 



Results



With this Three Step process you will have all the tools you need for any Client Care project with this in-depth Client Care Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Client Care projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Client Care and put Process Design strategies into practice according to Best Practice guidelines




Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.



Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Client Care investments work better.



This Client Care All-Inclusive Toolkit enables You to be that person.



 



Includes lifetime updates



Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.