Weekly Site Rankings - Overhauled

From
Kevin Murray <kevin.murray@thekey.com>
To
Executive Team <exec@thekey.com>, Ravi Mahadevia <ravi.mahadevia@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Audra Williams <audraw@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Jessica Thomas <jessica.thomas@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@thekey.com>, Kevin Parker <kevin.parker@thekey.com>, Vanessa Treadwell <vtreadwell@thekey.com>, Earl Blair <earl.blair@thekey.com>, Juan Diaz <juan.diaz@thekey.com>, Lauren Hardy <lauren.hardy@thekey.com>, Bridgett Scherer <bcarney@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, Rachel Anderson-Capone <rachel.andersoncapone@thekey.com>, Stephennie Laxamana Smith <slaxamana@thekey.com>, Laura Horval <lhorval@thekey.com>, Darryl Williams <dwilliams@thekey.com>, Dave Knier <dknier@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Jennifer Lane <jennifer.lane@thekey.com>, Janette Garcia <jagarcia@thekey.com>, Shelton Johnson <shelton.johnson@thekey.com>, Cathy Goffredo <cathy.goffredo@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Christin Silveira <csilveira@thekey.com>, Danielle James <danielle.james@thekey.com>, Dawn Christensen <dawn.christensen@thekey.com>, Sericca Latimer <slatimer@thekey.com>, Timon Page <timon.page@thekey.com>, Alan Badger <abadger@thekey.com>, Andrea Nobis <andrea.nobis@thekey.com>, Alysce Craig <alysce.craig@thekey.com>, Yukari Roberts <yroberts@thekey.com>, Alisha Wise <awise@thekey.com>, Dru Vaughn <dru.vaughn@thekey.com>, Sara Marrow <smarrow@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Emily Lynch <edean@thekey.com>, Emily Swackhamer <emily.swackhamer@thekey.com>, Breanne Johnston <bjohnston@thekey.com>, Julie Sminchak <julie.sminchak@thekey.com>, Dennis Fancy <dfancy@thekey.com>, Melani Breach <melani.breach@thekey.com>, Teresa Heit <teresa.heit@thekey.com>, Don
Date
Fri, 14 Feb 2025 13
Folder
INBOX
--000000000000ba2839062e1f6520 Content-Type: multipart/related; boundary="000000000000ba2839062e1f651f" --000000000000ba2839062e1f651f Content-Type: multipart/alternative; boundary="000000000000ba2838062e1f651e" --000000000000ba2838062e1f651e Content-Type: text/plain; charset="UTF-8" Good afternoon everyone, As mentioned last week, we have overhauled the Weekly Performance Report in order to bring visibility to all sites' performance across key metrics that will drive growth, and the week-over-week improvement in these areas. As you will see in the attached PDF (page 2), all sites are being measured across 5 metrics: 1) Revenue: Change in Trailing 4 week total revenue vs. the prior 4 weeks 2) Billed Hours: Change in Trailing 4 week billed hours vs. the prior 4 weeks 3) Census: Change in avg. Trailing 4 week client count vs. the prior 4 weeks 4) Tier 1 Starts vs. Churn: Total Tier 1 Starts less Total Tier 1 Churn over the trailing 8 weeks (with 2 week lag) 5) Assessment to SOC Conversion: conversion rate over the trailing 8 weeks (with 3 week lag) Page 1 of the attached provides an overall ranking of the 56 sites included in the Operational Incentive Plan and is also broken down by small ( $10M) sites; as well as within each Region. I wanted to give everyone one more week to get comfortable with the new format, and beginning next week I will also indicate the change in overall rank from prior week. Congratulations to the overall Top 10 Sites (with ties) for the week of 2/3/25: [image: image.png] *Kevin Murray* Chief of Staff & SVP, Data & Analytics | *TheKey* Mobile: 225-368-6471 [image: TheKey] --000000000000ba2838062e1f651e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good afternoon everyone, As mentioned last week, we have overhauled the Weekly Performance Report = in order to bring visibility to all sites&#39; performance across key metri= cs that will drive growth, and the week-over-week improvement in these area= s.=C2=A0 As you will see in the attached PDF (page 2), all sites are being = measured across=C2=A05 metrics: 1) Revenue: Change= in Trailing 4 week total revenue vs. the prior=C2=A04 weeks 2) B= illed Hours: Change in Trailing 4 week billed hours vs. the prior=C2=A04 we= eks 3) Census: Change in avg. Trailing 4 week client count vs. th= e prior=C2=A04 weeks 4) Tier 1 Starts vs. Churn: Total Tier 1 Sta= rts less Total Tier 1 Churn over the trailing 8 weeks (with 2 week lag)=C2= =A0 5) Assessment to SOC Conversion: conversion rate over the tra= iling 8 weeks (with 3 week lag) Page 1 of the atta= ched provides an overall ranking of the 56 sites included in the Operationa= l Incentive Plan and is also broken down by small (&lt;$4M annual revenue),= medium ($4-$10M), and large (&gt;$10M) sites; as well as within each Regio= n.=C2=A0 I wanted to give everyone one more week to get comfortable with th= e new format, and beginning next week I will also indicate the=C2=A0change = in overall rank from pr

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