Will do, thanks!
On Wed, Jun 25, 2025 at 7:09 AM Timothy Thomas <tt@thekey.com> wrote:
> Hi Chuck,
>
> This is approved. Please open a position and requisition in Workday. If
> you're having any difficulties, the HR service center can assist you.
>
> Thanks
> Tim
>
> On Mon, Jun 23, 2025 at 4:31 PM Chuck Terlesky <cterlesky@thekey.com>
> wrote:
>
>> Hey Tim,
>>
>> I wanted to bring something to your attention that’s been on my radar for
>> a while now. The CSM workload in Calgary has grown to the point where it’s
>> becoming unsustainable for one person to manage effectively.
>>
>> Currently, we have one (CSM) responsible for managing approximately 70
>> clients across a large geographic territory. This is significantly
>> higher and almost double what we see in other regions. Toronto averages
>> around 40 clients per CSM, Vancouver averages 35 clients per CSM,
>> Victoria averages 18 clients, Montreal averages 45 clients, and Winnipeg
>> averages around 30 clients. In addition to the client load, Calgary’s
>> geography adds another layer of complexity. It’s a large city to cover, and
>> travel time between visits eats up a lot of the day. This could make it challenging
>> to meet SLA visit expectations and provide clients with the time and
>> attention they deserve.
>>
>> I firmly believe we’d see a significant impact by splitting the territory
>> , with one CSM focusing on the north and one on the south. Not only
>> would it reduce strain on the current role, but it would also allow us to
>> deliver more consistent, proactive service and build stronger client
>> relationships. In the long term, I view this as a move that supports both
>> retention and growth.
>>
>> Let me know if you’d be open to discussing this further. I’d be happy to
>> outline what a transition plan might look like.
>>
>> Regards,
>>
>> Chuck
>> --
>> Chuck Terlesky B.A., CCPE
>> General Manager
>> Calgary, Alberta
>>
>> Calgary: 403-301-3777
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
--
Chuck Terlesky B.A., CCPE
General Manager
Calgary, Alberta
Calgary: 403-301-3777
TheKey.ca <https://thekey.ca/>
[image: TheKey]