That is great with me. Thanks, Tim!
On Mon, Aug 19, 2024 at 9:55 AM Timothy Thomas <tt@thekey.com> wrote:
> Thanks Caroline!
>
> In Denny's absence, would you like me to share this with the GMs so that
> they can get started on their SWOTs?
>
> On Thu, Aug 15, 2024 at 3:29 PM Caroline Henderson (via Google Sheets) <
> drive-shares-dm-noreply@google.com> wrote:
>
>> Caroline Henderson shared a spreadsheet
>> [image: Header profile photo]
>> Caroline Henderson (caroline.henderson@thekey.com) has invited you to
>> *edit* the following spreadsheet:
>> Team - attached is the entire site level workbook for Canada! I am sorry
>> for the delay! Please get these back to me and Chad by Thursday 8/22 COB.
>>
>> Actions Needed by RDBD:
>> - Copy the tab for an individual site and save. Share individual site
>> with that GM and anyone participating in the sales side like the hybrids
>> (this way they aren't getting this entire workbook)
>> - Be sure to educate the team on what this is and why we are doing this!
>> - You will ask your team to complete, get back to you in the next week
>> and your RDO for feedback, review and make any adjustments.
>> - Once their SWOT and Strategic actions are complete, update them in this
>> master and send back to me and Julia!
>> - If there is no GM, ask your RDO to partner for feedback on the location
>> - This is meant to be collaborative! It is an opportunity to see all of
>> the data for each site and think about how we can grow our business.
>>
>>
>> A few things to note:
>> - I do not have any top account data for Winnipeg (Julia - do we have
>> this?)
>> - I do not have your September revenue budgets for some reason!
>> - there may be some errors in the data due to the manual entry, so if
>> they see one please note it / change it and let us know when submitted
>> - This is their locations growth plan for the quarter and the SWOT is
>> about THEM as an office location and their strengths, weaknesses, opps,
>> threats. The SWOT is not for each account, but for their site as a business!
>> - The top accounts are not the same as the SAP. These are the top 10
>> accounts that have given revenue to that site in the last 12 months. If
>> there are not ten accts, it is because there are not 10!
>> - we have conversion in days. Your teams may want to also look at
>> conversion percentages as part of this exercise.
>>
>> Please reach out with any questions.
>> CAN Site Level Growth Plan
>>
>> <https://docs.google.com/spreadsheets/d/1aVZ_GxTRYmPtpQ9cbrNbVCxVya-5ladxlB2MmN_eQp0/edit?usp=sharing_eil&ts=66be56fd>
>>
>> Open
>> <https://docs.google.com/spreadsheets/d/1aVZ_GxTRYmPtpQ9cbrNbVCxVya-5ladxlB2MmN_eQp0/edit?usp=sharing_eip&ts=66be56fd>
>> Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA
>> You have received this email because caroline.henderson@thekey.com
>> shared a spreadsheet with you from Google Sheets. [image: Google]
>> <https://workspace.google.com/>
>>
>
--
*Caroline Henderson*
Chief Growth Officer | *TheKey*
Cell: 863-327-3809
[image: TheKey] <https://homecareassistance.com/>