Angie,
Doesn’t look like they adjusted the numbers for PA and NJ.
And is Daughterly included in Alpine? I don’t see one for Daughterly?
On Tue, Jun 14, 2022 at 11:40 PM Angie Markwell <angie.markwell@thekey.com>
wrote:
> Team please print posters and take picture of it displayed asap.
>
> ---------- Forwarded message ---------
> From: Kathryn Allen <kzakskorn@thekey.com>
> Date: Tue, Jun 14, 2022 at 4:10 PM
> Subject: Re: SOC goals
> To: Melissa Reyes <melissa.reyes@thekey.com>
> Cc: Kathryn Allen <kzakskorn@thekey.com>, Aileen Ruffin <
> aruffin@thekey.com>, Matt Neal <mneal@thekey.com>, Chen Xie <
> chen@homecareassistance.com>, Angie Markwell <angie.markwell@thekey.com>,
> Ashley Mirone <amirone@homecareassistance.com>, David Durbin <
> david.durbin@homecareassistance.com>, Kirk Hayes <
> khayes@homecareassistance.com>
>
>
> Hi everyone - to quickly clarify, the ask was for you to share these SOC
> posters
> <https://drive.google.com/drive/folders/1CFNw-9HOUOPAVvED42IP0YRQ0PD_xcvD>
> with your offices using the email template I put together. I received a few
> emails, so I wanted to make sure that was clear and apologize for any
> confusion!
>
> Kathryn Allen
> Director of Marketing, B2B and Franchise
> *Please note my email has changed:*
> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
> (925) 330-1106
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
> On Tue, Jun 14, 2022 at 12:28 PM Melissa Reyes <melissa.reyes@thekey.com>
> wrote:
>
>> Hi Kathryn,
>>
>> SW Division Teams have not yet received posters.
>>
>> Melissa
>>
>> On Tue, Jun 14, 2022 at 10:25 AM Kathryn Allen <kzakskorn@thekey.com>
>> wrote:
>>
>>> Hi all -
>>>
>>> Friendly reminder that your offices send you/their Divisional and myself
>>> a picture of the SOC poster in the office as a way to hold them
>>> accountable. I have yet to receive anything and we asked for the posters to
>>> be up by this Friday.
>>>
>>> Please let me know if you have any questions.
>>>
>>> Thanks!
>>> Kathryn
>>>
>>> Kathryn Allen
>>> Director of Marketing, B2B and Franchise
>>> *Please note my email has changed:*
>>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>>> (925) 330-1106
>>> TheKey.com <https://www.thekey.com/>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>>
>>> On Wed, Jun 8, 2022 at 8:53 AM Kathryn Allen <kzakskorn@thekey.com>
>>> wrote:
>>>
>>>> Hi everyone,
>>>>
>>>> Here are the posters
>>>> <https://drive.google.com/drive/folders/1CFNw-9HOUOPAVvED42IP0YRQ0PD_xcvD?usp=sharing>
>>>> with the correct SOC goals for each of your offices. If you could please
>>>> share these with your offices today that would be appreciated!
>>>>
>>>> I have crafted an email that you can share as-is or customize to make
>>>> your own. The one customization you will need to make is inserting the link
>>>> of the poster (where I have noted).
>>>>
>>>> For this round, given we're already in June, we are asking offices to
>>>> print these locally. Moving forward we will look into centrally printing
>>>> these and shipping them out to each office to make this a more seamless
>>>> process. We are also asking they send a picture of the poster posted in the
>>>> office to me by next Friday to hold them accountable. That is noted in the
>>>> email.
>>>>
>>>> Best,
>>>> Kathryn
>>>>
>>>>
>>>> Hi Location Team,
>>>>
>>>> We are launching an exciting new "rally the troops" initiative to add
>>>> some fun to hitting your SOC goals each month/quarter. Here <insert
>>>> link to poster> you will find an 18x24 poster that illustrates your
>>>> SOC goal for June. We ask that you print this locally and post it somewhere
>>>> in the office that is highly visible to the team. Every time you start a
>>>> new client, someone will go in and the color in the chart...all the way up
>>>> to your goal number. If you hit your goal, your team can decide what type
>>>> of reward they would like to receive (team dinner, sporting event,
>>>> activity, etc.) and you can write that into the white box on the left of
>>>> the poster.
>>>>
>>>> *I do ask that you have this up in your office by next Friday, June
>>>> 17th.* Please take a picture and send it to myself and Kathryn Allen
>>>> at kzakskorn@thekey.com so we can track this.
>>>>
>>>> Best,
>>>> Divisional Name
>>>>
>>>>
>>>> Kathryn Allen
>>>> Director of Marketing, B2B and Franchise
>>>> *Please note my email has changed:*
>>>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>>>> (925) 330-1106
>>>> TheKey.com <https://www.thekey.com/>
>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>
>>>>
>>>> On Tue, Jun 7, 2022 at 3:25 AM Aileen Ruffin <aruffin@thekey.com>
>>>> wrote:
>>>>
>>>>> Please separate Ohio into: West Chester, Cleveland, Kenwood, Collier
>>>>> -- goes to Chen
>>>>> Add Columbus as a separate location
>>>>> Move Nashville to SE
>>>>> Add Gentle with Chicago and adjust from 14 to 20
>>>>>
>>>>> Thanks
>>>>>
>>>>>
>>>>> On Mon, Jun 6, 2022 at 9:16 PM Kathryn Allen <kzakskorn@thekey.com>
>>>>> wrote:
>>>>>
>>>>>> Hi all -
>>>>>>
>>>>>> Sorry for the confusion here. I see what happened - our graphic
>>>>>> designer pulled the office from column J instead of column B for the Q2
>>>>>> goals (this excel
>>>>>> <https://docs.google.com/spreadsheets/d/1iCAKhcm3vsJu2BizkLZdvTfLYPQEAO_E/edit#gid=2059215134>).
>>>>>> I will have her update this first thing tomorrow and re-share.
>>>>>>
>>>>>> Confirming the below numbers look correct?
>>>>>>
>>>>>> Division Region Q2 Monthly SOC Goal
>>>>>> Central DFW 40
>>>>>> Central Ohio 39
>>>>>> Central Nebraska 30
>>>>>> Central Puget Sound 26
>>>>>> Central Austin + San Antonio 25
>>>>>> Central Grand Rapids 21
>>>>>> Central Milwaukee 17
>>>>>> Central St. Louis 17
>>>>>> Central Spokane 16
>>>>>> Central Midland 14
>>>>>> Central Chicago 14
>>>>>> Central Houston 12
>>>>>> Central Kansas City 11
>>>>>> Central Boise 8
>>>>>> Central Indianapolis 8
>>>>>> Central Nashville 8
>>>>>> Central Lake Oswego 7
>>>>>> Central Minneapolis 7
>>>>>> Northeast & Canada New Jersey 82
>>>>>> Northeast & Canada Lifematters/VA/MD/Regent 74
>>>>>> Northeast & Canada Canada 64
>>>>>> Northeast & Canada Alpine 35
>>>>>> Northeast & Canada New York 20
>>>>>> Northeast & Canada Boston 10
>>>>>> Northeast & Canada Fairfield 8
>>>>>> Northeast & Canada Hartford 8
>>>>>> Northern California Bay Area 194
>>>>>> Northern California Sacramento 23
>>>>>> Southeast Value Care 96
>>>>>> Southeast SE Florida 84
>>>>>> Southeast Help at Home 74
>>>>>> Southeast Atlanta 39
>>>>>> Southeast Raleigh 35
>>>>>> Southeast Alternative HH 29
>>>>>> Southeast South Carolina 29
>>>>>> Southeast Seniorcorp 27
>>>>>> Southeast Generation Solutions 19
>>>>>> Southwest Orange County 67
>>>>>> Southwest Central LA 79
>>>>>> Southwest Northern LA 46
>>>>>> Southwest Arizona 41
>>>>>> Southwest San Diego 21
>>>>>> Southwest Denver 14
>>>>>> Southwest Riverside 13
>>>>>> Southwest Santa Barbara 13
>>>>>> Southwest Nevada 13
>>>>>> Southwest Palm Desert 11
>>>>>> Southwest Salt Lake City 10
>>>>>> Southwest Millennia 0
>>>>>>
>>>>>> Best,
>>>>>> Kathryn
>>>>>>
>>>>>> Kathryn Allen
>>>>>> Director of Marketing, B2B and Franchise
>>>>>> *Please note my email has changed:*
>>>>>> kzakskorn@TheKey.com <Kathryn+.Allen@TheKey.com>
>>>>>> (925) 330-1106
>>>>>> TheKey.com <https://www.thekey.com/>
>>>>>> [image: TheKey] <https://homecareassistance.com/>
>>>>>>
>>>>>>
>>>>>> On Mon, Jun 6, 2022 at 7:00 PM Matt Neal <mneal@thekey.com> wrote:
>>>>>>
>>>>>>> Yeah, we need to update - those aren’t matching our goals (which
>>>>>>> have already been shared with you in the ppts).
>>>>>>>
>>>>>>> On Mon, Jun 6, 2022 at 6:50 PM Chen Xie <chen@homecareassistance.com>
>>>>>>> wrote:
>>>>>>>
>>>>>>>> In the other direction NJ at 19 is also pretty far off to the
>>>>>>>> negative.
>>>>>>>>
>>>>>>>> Sent from my iPad
>>>>>>>>
>>>>>>>> On Jun 6, 2022, at 9:49 PM, Chen Xie <chen@homecareassistance.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>> Hi Kathryn did we QA these? I see 30 listed as the goal for
>>>>>>>> monthly starts in Boise but that can’t be right. The office has 30 active
>>>>>>>> clients.
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> Sent from my iPad
>>>>>>>>
>>>>>>>> On Jun 6, 2022, at 8:25 PM, Kathryn Allen <kzakskorn@thekey.com>
>>>>>>>> wrote:
>>>>>>>>
>>>>>>>>
>>>>>>>> Good evening!
>>>>>>>>
>>>>>>>> We have created SOC Posters for each office for the month of June
>>>>>>>> that can be accessed here
>>>>>>>> <https://drive.google.com/drive/folders/1CFNw-9HOUOPAVvED42IP0YRQ0PD_xcvD?usp=sharing>.
>>>>>>>> Moving forward, we will create a similar poster for each quarter/office
>>>>>>>> that has all three months and share Q3 at the end of this month.
>>>>>>>>
>>>>>>>> The goal with these posters is to rally the team around their
>>>>>>>> shared goals with a visual reminder in the office to keep these top of
>>>>>>>> mind! You will notice there is a blank white box on the left where they can
>>>>>>>> write in their "incentive" if they hit their monthly goal.
>>>>>>>>
>>>>>>>> Please share these with your offices and have them print through
>>>>>>>> Vistaprint <https://www.vistaprint.com/> or another local print
>>>>>>>> shop (most HCLs have a go-to source). The dimensions of the posters are
>>>>>>>> 18x24. Each time they start a new client someone in the office should mark
>>>>>>>> it on the poster.
>>>>>>>>
>>>>>>>> Please let me know if you have any questions. As an FYI - Matt and
>>>>>>>> I did communicate to the sales team today that they would get these
>>>>>>>> tomorrow.
>>>>>>>>
>>>>>>>> Thanks!
>>>>>>>> Kathryn
>>>>>>>>
>>>>>>>> Kathryn Allen
>>>>>>>> Director of Marketing, B2B and Franchise
>>>>>>>> *Please note my email has cha