Me too I need editing access also
Allison Brennan
*Client Success Manager*
*Office: 519-954-2111*
*Direct Line: 437-216-2865*
*Fax: 519-489-1370*
TheKey.ca <https://thekey.ca/>
[image: TheKey]
On Wed, Jul 26, 2023 at 2:20 PM Poulami Shah <poulami.shah@thekey.com>
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 <https://thekey.ca/>
>
> [image: TheKey]
>
>
>
> On Tue, Jul 25, 2023 at 12:56 PM Jackie Summers <jsummers@thekey.com>
> 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. This
>> week we have our 2nd session and we have your workbook content ready for
>> you. All you have to do is Copy+Paste the week 2 workbook content linked
>> 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
>> <https://docs.google.com/document/d/1MreMavewTx6N9M7xuv6bJ9Q3H4YAM_s6nkNmy-Tx1c0/edit?usp=sharing> 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 your
>> workbooks to leave comments starting this week. The workbook is your space
>> 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 <https://www.thekey.com/>[image: TheKey]
>> <https://homecareassistance.com/>
>>
>>
>>
>>
>>
>> On Fri, Jul 14, 2023 at 7:55 AM Shadi Gholizadeh <shadi@thekey.com>
>> 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 from
>>> your region missing who should be added to this list, please let me know!*
>>>
>>>
>>> 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 deliver
>>> 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, and 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 also be
>>> shared with your Regional Managers, Regional Directors, and Divisional
>>> Leaders so they can follow along with your learnings.
>>>
>>>
>>> Here's a glimpse into the enriching content lined up for you:
>>>
>>> *Week 1:* We'll explore the unique culture of TheKey, our
>>> differentiators, what they mean in 2023, and how they can shape our future.
>>> We'll also look at your specific roles and implementation strategies to
>>> ensure a seamless client experience. You will be the first group in
>>> the company seeing the Balanced Care Method update!
>>>
>>>
>>> *Weeks 2 and 3:* These sessions will enhance essential skills in
>>> creating value presented by Sales Leadership, for example creating value
>>> through benefits and features and overcoming objections. These skills are
>>> invaluable for every stage of a client's journey with us, whether they are
>>> just starting their search for care or are established clients with us.
>>>
>>>
>>> *Weeks 4 to 6:* We'll focus on the essentials of assessment and care
>>> plan building with many opportunities to practice. You will be given tools
>>> to help make the process of creating and updating care plans more efficient
>>> and also more personal and relevant to each client.
>>>
>>> T*o ensure we all make the most of this series, we kindly ask for your
>>> commitment to:*
>>>
>>> -
>>>
>>> *Attend and actively participate in all the sessions.* Please let
>>> your Regional Directors keep your cameras on as much as possible to create
>>> a more engaging environment for all.
>>> -
>>>
>>> Complete the in *session-workbook activities* and the* weekly
>>> assignments *(they will be very brief)
>>> -
>>>
>>> *Utilize the in-session workbook *to take notes, track your
>>> learning, and reflect on your development.
>>>
>>>
>>> This summer series is not just about skills development; it's about
>>> reconnecting to our culture of caring with love with an emphasis on
>>> practical skills to make this most possible.
>>>
>>> Looking forward to seeing you all on July 19th! Please feel free to
>>> email me directly with any questions (or requests!).
>>>
>>> Warmly,
>>>
>>> Ashley, Shadi, and the Service, Training, and Sales teams
>>>
>>> --
>>>
>>> Shadi Gholizadeh, PhD, MPH, MSc, CMC
>>> Director of Memory Care Programs
>>> *Please note my email has changed:*
>>> shadi@TheKey.com
>>> <Shadi.Gholizadeh,%20PhD,%20MPH,%20MSc,%20CMC@TheKey.com>
>>> (408) 781-3156
>>> TheKey.com <https://www.thekey.com/>
>>>
>>