Re: Additional CSM in Calgary

From
Chuck Terlesky <cterlesky@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Wed, 25 Jun 2025 12:19:56 -0600
Folder
INBOX
--000000000000f29ee60638697e3e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good, thanks for the heads up. I wasn't sure of the approval process. On Wed, Jun 25, 2025 at 12:18=E2=80=AFPM Timothy Thomas wro= te: > I approved in workday, it's with melissa now and she will likely wait for > our 1:1 tomorrow to finalize. > > On Wed, Jun 25, 2025 at 2:16=E2=80=AFPM Chuck Terlesky > wrote: > >> I think you have to approve the Job in Saviynt. It's all completed excep= t >> for one approval. >> >> Chuck >> >> On Wed, Jun 25, 2025 at 7:16=E2=80=AFAM Chuck Terlesky >> wrote: >> >>> Will do, thanks! >>> >>> On Wed, Jun 25, 2025 at 7:09=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Chuck, >>>> >>>> This is approved. Please open a position and requisition in Workday. I= f >>>> you're having any difficulties, the HR service center can assist you. >>>> >>>> Thanks >>>> Tim >>>> >>>> On Mon, Jun 23, 2025 at 4:31=E2=80=AFPM Chuck Terlesky >>>> wrote: >>>> >>>>> Hey Tim, >>>>> >>>>> I wanted to bring something to your attention that=E2=80=99s been on = my radar >>>>> for a while now. The CSM workload in Calgary has grown to the point w= here >>>>> it=E2=80=99s becoming unsustainable for one person to manage effectiv= ely. >>>>> >>>>> Currently, we have one (CSM) responsible for managing approximately 7= 0 >>>>> 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=E2=80=99s geography adds another layer of complexity. It=E2= =80=99s 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=E2=80=99d see a significant impact by splitting t= he >>>>> 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 als= o >>>>> allow us to deliver more consistent, proactive service and build stro= nger >>>>> client relationships. In the long term, I view this as a move that su= pports >>>>> both retention and growth. >>>>> >>>>> Let me know if you=E2=80=99d be open to discussing this further. I=E2= =80=99d 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 >>>>> >>>>> [image: TheKey] >>>>> >>>>> >>> >>> -- >>> Chuck Terlesky B.A., CCPE >>> General Manager >>> Calgary, Alberta >>> >>> Calgary: 403-301-3777 >>> >>> TheKey.ca >>> >>> [image: TheKe