Summer Series Launches July 19th: Building Skills and Elevating the Client Experience!

From
Megan Harris <megan.harris@thekey.com>
To
Shadi Gholizadeh <shadi@thekey.com>
Date
Wed, 19 Jul 2023 15:41:01 -0700
Folder
INBOX
--0000000000000d3eda0600debcea Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, Thank you all for being on our Week 1 of 6 Summer Series Trainings. We appreciate your patience for those of us who had to do a swift transfer from one meeting to another at the top of the call. We will work diligently to make the process more smooth for Week 2. A special call out to those who raised their hands and spoke up on the call to create discussion, and so many of you who used the chat box and engaged in participation in today=E2=80=99s session. Below are the resources and Ne= xt Steps/Homework for you all. Link to the full recording is HERE. Link to the Deck HERE. The Videos can be found within the deck, but for convenience we will link them here: - The Balanced Care Method Explained! - TheKey=E2=80=99s Balanced Care Method - Dementia Care Done Right - TheKey Office Roles - the Irvine team providing an overview of roles - Welcome to TheKey - hearing from our co-workers on why they love working for TK Link to Survey HERE. If you didn=E2= =80=99t have a chance to fill out the survey or you ran into a glitch - please try this link to complete the survey. Week 1 Homework: - (Care Solutions and Client Success) - Have been asked to complete their workbooks for Week 1 by next week=E2=80=99s session. The workbook highli= ghts the areas in which you need to fill in for completion. Regional Managers and RD=E2=80=99s of OPS have access to your workbooks as well and will be reviewing/commenting along the 6 weeks - due 7/26 - (Care Solutions and Client Success) - Have been asked to write their updated Bio's for Bio Cards to be personalized and Downloaded from the Brand Center - due 7/26 - (Care Solutions and Client Success) - Have been asked have an Office Community Resource Guide: if they havee an HCL in their office, the HCL owns this and they should connect with them. If they do not have an offi= ce HCL - due 8/23 - (Regional Directors of Operations) - Have been asked to share their most recent Competitor Shop from the FRAX team to their CSM Teams for them to learn from and have an updated representation of the competitive landsca= pe. If you do not receive this in the coming week, please reach out to your = RD of Ops. Upcoming Week 2 Session: - Wednesday July 26, 2023: Understanding Client Needs: Effective Communication through the Client Interview - Your Week 2 Workbook content will be shared with you prior to the 26th: - via email and FB Workplace - You should Copy+Paste this into your workbooks and you=E2=80=99ll be = ready for our Week 2 Session If there are any additional questions or concerns, please do not hesitate to reach out training@thekey.com. Workbook questions can go to Megan Harris megan.harris@thekey.com and Jackie Summers jsummers@thekey.com. We look forward to continuing this engaging series with you all over the coming 5 weeks. Have a great week! --=20 *Megan Harris* Training Specialist *megan.harris*@the

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