From the course: Leading a Customer Service Team
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Monthly business reviews
From the course: Leading a Customer Service Team
Monthly business reviews
- [Instructor] When I led an organization with 500 licensed insurance agents across three geographical sites, each month, we would conclude with a monthly business review. Each meeting would bring together the leaders of the organization to review the performance of the previous month in an organized systemic fashion. This formal, highly-organized meeting was rich with data, animated discussion, and often a bit of tension. It required thought, preparation, and more importantly, time. When it was over, however, the leaders of our organization were all in the same page as to the team's performance prepared to the objectives and the focus for the next month. How can I ensure that the structure of this meeting is worth time and effort? During this lesson, you will learn the elements of a highly productive monthly business review. Let's first discuss the demographics. As stated before, this meeting should be the pinnacle event…
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