Re: 2026 CSM Hours Baselines for your Review, Revision and Approval

From
Kimberly Guerci <kguerci@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Emily Kraeter <emily.kraeter@thekey.com>, Jessica Thomas <jessica.thomas@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Michele Boehmer <mboehmer@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Donny Deshotels <donny.deshotels@thekey.com>, John Champagne <john.champagne@thekey.com>
Date
2026-02-04 14:05:29
Folder
INBOX
--000000000000fd6065064a043d88 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I agree, Feb if we can make it happen. On Wed, Feb 4, 2026 at 11:55=E2=80=AFAM Timothy Thomas wrot= e: > I prefer a February 1st start date provided we can resolve all outstandin= g > items in time. > > On Wed, Feb 4, 2026 at 8:46=E2=80=AFAM Emily Kraeter > wrote: > >> Hi all- >> >> At the end of the day, you just need to review the baselines we=E2=80=99= re >> setting based on Q4 performance and make sure you agree with them. >> >> If you know someone was carrying a higher volume of work due to covering >> a vacancy and now that vacancy has been filled, not adjusting the baseli= ne >> down would penalize them from an incentive earning perspective. >> >> I=E2=80=99ll get the new hires and terms to Bob but please do highlight = if anyone >> is transitioning to different roles soon. >> >> More than anything the file is just giving you a chance to review and >> flag stuff before we get it out to GMs. >> >> I am also discussing a 3/1 to effective date for this with Chris. I=E2= =80=99ll >> have an answer there by EOD. Would welcome your thoughts on whether you >> would prefer a 2/1 or 3/1 effective date. >> >> >> *Emily Kraeter* >> Chief People Officer | *TheKey* >> >> [image: TheKey] >> >> >> On Wed, Feb 4, 2026 at 7:36=E2=80=AFAM Robert Valliant >> wrote: >> >>> Good morning RDOs: >>> >>> Please see the attached file with detailed Hours data for all of your >>> CGMs. >>> >>> Please follow the same process to review, revise, and approve the final >>> baselines as you are doing for the CSMs that will be used for Hours por= tion >>> of your CGM's new bonus plan. >>> >>> *Please return your completed CGM Hours Baseline spreadsheet to me by >>> EOD Tuesday, 2/10.* >>> >>> Thanks and please let me know if you have any questions. >>> >>> Bob >>> >>> On Mon, Feb 2, 2026 at 2:21=E2=80=AFPM Robert Valliant >>> wrote: >>> >>>> Hi RDOs: >>>> >>>> Please see the attached file with detailed Hours data for all of your >>>> CSMs. Note in Column N the calculated Hours Baseline, based on the Q4 >>>> Monthly Hours Average, that will be used to determine the Hours Growth= as >>>> part of the Bonus calculation for the Hours Metrics in the New Bonus p= lan. >>>> >>>> Each RDO has a separate tab with the data for their CSMs. >>>> >>>> *Please complete the following by the EOD Friday, 2/6:* >>>> >>>> 1. Review the list of employees to ensure all CSMs are listed. >>>> 2. If there are any Terminated CSMs, or those with a future >>>> Termination date, please enter a note in Column N. If there any emp= loyees >>>> who have or will be Transferring out of a CSM roles, please note th= at as >>>> well. >>>> 3. Review CSM Client Assignments, and revise as necessary in >>>> internal systems. >>>> 4. Based on revised Client Assignments, review Q4 Monthly Average >>>> Hours for Clients being re-assigned and input the Revised Baseline= in the >>>> FINAL 2026 NEW PLAN BA

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