Upgrade customer expansion program

Keep it updated and relevant

Implement new system

Install system and train users

Assess new system and program

Identify areas for improvement

where we're at

• Existing program and policies were reviewed and updated
• Updates to the policies and programs were approved
• Detailed client profiles were compiled to help us identify where we can offer other solution

blockers

• Client profile compilation is still being done using the old system

action items

• Finalize training curriculum and materials
• Confirm training schedule with participants
• Prepare report on current client profile

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where we're at

• First group of users have been identified
• Meetings to introduce the system have been conducted
  
• Training materials for the system are being developed
  

blockers

• Scheduling training and implementation is a challenge for a few identified users
  

action items

• Finalize training materials
• Start implementation by batch
  
• Schedule feedback session with initial users
  

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where we're at

• Preparations are still being made for the implementation
• Assessment guidelines need to be developed
  
• Discussion sessions with all teams involved have already been scheduled
  

blockers

• There is always a learning curve when adapting to a new system or program
  

action items

• Prepare notes and materials for the discussion sessions
• Confirm schedule by end of the week
  
• Draft initial assessment guidelines
  

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Goal #1

• Finalize training curriculum and materials
• Confirm training schedule with participants
  
• Prepare report on current client profile
  

Point Person: Theodore Lewitz

Goal #2

• Finalize training materials
• Start implementation by batch
  
• Schedule feedback session with initial users
  

Point Person: Kiara Austen

Goal #3

• Prepare notes and materials for the discussion sessions
• Confirm schedule by end of the week
  
• Draft initial assessment guidelines
  

Point Person: Nellie Iglesias