Embedded Files
Mission
Mission
The mission of rolling out these processes is to ensure the agency is following the best practices at all times. We will train all departments on these processes, quality check these processes and over time refine these processes. Each process has an author who will make sure the process is followed and updated periodically. They will also pick 1 person from each department to communicate with and to assist with quality assurance.
Each process will have a mission, a desired outcome, unacceptable outcomes, steps, what if scenarios, scripts, and more. This will be an agency effort to collaborate and find the StreetSmart Way.
Most importantly when a process is changed it must be updated on our website and communicated with the department leaders before it is changed. After it is changed, you will notify the whole agency by emailing streetsmart@streetsmart.insurance.
Take it to their team meeting and educate the team
Standards and Desired Outcomes
Standards and Desired Outcomes
Ensure processes are being updated every 6 months and communicated with the team. Check in on quality assurance measures as well.
Unacceptable Actions
Unacceptable Actions
Not emailing the executive team
Not reaching out to the author of the process every 6 months
Not asking for data to support their claims
Not asking for them
Steps to Make the Process Ridiculously Amazing For Our Client
Steps to Make the Process Ridiculously Amazing For Our Client
We need to check every 6 months. Maybe do a Google Meet or Phone Call. Send this to them
Is the format followed?
When was the process last updated?
Was there an Ezlynx release in between then? Anything we can add to our process?
Update Ezlynx document or even EZLynx Quiz
Was it communicated with the team?
What can we add to the onboarding process (ask them)?
Ask the author how quality assurance is going?
Did they clear up any process update requests ?
Check "labels" - Are they updated, tracked?
Have they been involved with Quality Assurance checking?
Did you update Google classroom with any questions or quizzes? Google Classroom Framework and Quizzes
Do we need to shoot any new video or update the documentation?
How We Track
How We Track
Make 6 month check ins with authors of all processes
What ifs
What ifs
🤔What if the author does not respond?
Email the executive team
🤔What if the author is not carrying out their duties?
Email the executive team
🤔What if there is no update?
Email the executive team
Point of Contact for Process
Point of Contact for Process
Author/POC: Lorie Ann dela Cruz
Have a question about this process? Ask it here: Process Update Form
Teaching Framework
Teaching Framework
Update Documentation
We need to update the Process, Ezlynx, technology Etc. on our website
Update Quizzes https://drive.google.com/open?id=13J_05HcyBmJ4smxjUAy0cYg6WjQz9gQO
Teach Staff
Add to New Employee Onboarding Process
Assign to staff in Google Classroom (existing phase)
Add in Google Classroom a link to New Employee Onboarding Process.
In this training and also a step to assign a task back to the team lead to review.
Page updated
Report abuse