--000000000000596ed0060179b038 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Cheryl is correct :) Please copy+paste the week 2 content below into your personal master workbook which has your name on the title and was shared with you last Tuesday. If you need help finding your personalized workbook, your managers and RDs have access to the folders. If for any reason someone doesn't have a workbook please let me know and I will make one. Thank you! Jackie Summers Sales Operations Manager 951-675-0413 TheKey.com [image: TheKey] On Wed, Jul 26, 2023 at 11:29=E2=80=AFAM Cheryl Cartwright wrote: > You=E2=80=99re not supposed to edit. You=E2=80=99re supposed to copy it a= ll and paste it > into week one at the bottom. > > On Wed, Jul 26, 2023 at 3:20 PM Poulami Shah > wrote: > >> Hi Jackie, >> >> Could I please get edit access? >> *Best regards* >> *Pauli Shah* >> *Client Success Manager* >> *Direct: 289-412-1441* >> *Office: 905-337-1200* >> >> TheKey.ca >> >> [image: TheKey] >> >> >> >> On Tue, Jul 25, 2023 at 12:56=E2=80=AFPM Jackie Summers >> wrote: >> >>> Hello Care Solutions and Client Success Teams, >>> >>> We've enjoyed kicking off the Summer Series Training hosted by Shadi >>> Gholizadeh and Ashley Mirone. We hope you enjoyed Week 1 last week. Thi= s >>> week we have our 2nd session and we have your workbook content ready fo= r >>> you. All you have to do is Copy+Paste the week 2 workbook content linke= d >>> below into your individual workbook (the one sent to you with your name= in >>> the title). >>> >>> *Copy+Paste* the information within this Week 2 Workbook Doc >>> into >>> your individual workbook before tomorrow's 7/26 session. That's it! >>> >>> Reminder: Please complete the Week 1 workbook tasks before tomorrow's >>> class. Note that Regional and Divisional leaders will be popping into y= our >>> workbooks to leave comments starting this week. The workbook is your sp= ace >>> to brainstorm, write your thoughts, and add questions; it shouldn't be = more >>> than 15-20 minutes each week to complete (much of this can be completed >>> during the training session as we take time to fill out our workbooks). >>> >>> Regional Managers - if there are any Care Solutions or Client Success >>> team members missing from this thread, could you please forward this >>> information on to them. We've done our best to include all parties. >>> >>> Thank you! See you at our Week 2 Session TOMORROW @ 8-10am PST. >>> >>> Jackie Summers >>> Sales Operations Manager >>> 951-675-0413 >>> TheKey.com [image: TheKey] >>> >>> >>> >>> >>> >>> >>> On Fri, Jul 14, 2023 at 7:55=E2=80=AFAM Shadi Gholizadeh >>> wrote: >>> >>>> ****Note: this series is for all Care Solutions Managers and **Client >>>> Success Managers**. This email list includes a Workday pull for these >>>> titles plus the RN Client Success Manager title. If there is anyone fr= om >>>> your region missing who should be added to this list, please let me kn= ow!* >>>> >>>> >>>> Dear Client Success Managers and Care Solutions Managers,We hope you >>>> are all doing well. >>>> >>>> Starting Wednesday, July 19, we will launch an intensive 6-week summer >>>> series, wrapping up on Wednesday, August 23. This series is designed = to >>>> sharpen your skills, deepen your understanding, and empower you to del= iver >>>> exceptional service to our clients and families whether they are just >>>> starting their care journey and looking into various care options, or = are >>>> an established client with us. >>>> >>>> >>>> These 6 weeks are in place of any other live, training-team-led >>>> trainings this summer. After summer, we will return to a more regular >>>> training cadence. We will also pause the weekly Client Success Manager >>>> emails for the next 6 weeks as well so the focus can be on the Summer >>>> Series. >>>> >>>> Here's what you can expect: >>>> >>>> - >>>> >>>> *Interactive Sessions*: From *8am to 10am Pacific/11am to 1pm >>>> Eastern* every Wednesday, we will have engaging sessions filled >>>> with valuable insights and interactive learning experiences. >>>> - >>>> >>>> *Active Learning:* We've packed the series with polls, breakout >>>> rooms, and experiential exercises to ensure an engaging learning >>>> environment that caters to different learning styles. >>>> - >>>> >>>> *Practical Assignments:* Each week will feature assignments and >>>> pre-work designed to apply and reinforce what you have learned. >>>> - >>>> >>>> *In-Session Workbook: *This will be your companion throughout the >>>> series. Not only will it track your participation, but it will also= serve >>>> as a useful resource to reflect on your growth areas, strengths, an= d topics >>>> that you might want to delve into during your 1:1 discussions. You = will >>>> receive a workbook next week before the first session that will als= o be >>>> shared with your Regional Managers, Regional Directors, and Divisio= nal >>>> Leaders so they can follow along with