Hi Mansi, thank you
On Mon, Jun 2, 2025 at 3:04 PM Mansi Mehta <mmehta@thekey.com> wrote:
> Hi Diane,
>
> Per Melissa, we would like to trail this training with the 23
> identified CSMs first. If we are able to see improvement in their
> performance, we will extend the training to other team members.
>
> Separately, my team is working on the development of a new CSM
> onboarding training plan. I will be sure to share more information in July!
>
> On Fri, May 30, 2025 at 2:04 PM Diane Mockenhaupt <dmockenhaupt@thekey.com>
> wrote:
>
>> Hi Mansi,
>>
>> All three of my CSMs are on this list - which is great! - I have a
>> fourth,a new CSM, Venus Hurd-Johnson, can she also do this training? It
>> may be very helpful for her and awkward if she is the only CSM not
>> attending.
>>
>> On Fri, May 30, 2025 at 2:49 PM Mansi Mehta <mmehta@thekey.com> wrote:
>>
>>> Hi Sericca & team,
>>>
>>> Here
>>> <https://docs.google.com/spreadsheets/d/1Ht8XSavu3Jp7caFa_mGlYHGFEW1DnJWA1d1esJHvrIg/edit?usp=sharing>
>>> is the list of the CSMs. Please refer to the CSMs that are highlighted.
>>>
>>> On Fri, May 30, 2025 at 12:38 PM Sericca Latimer <slatimer@thekey.com>
>>> wrote:
>>>
>>>> Hello Mansi,
>>>>
>>>> When can we expect the list of the 23 CSM's to be sent out, so we know
>>>> if this includes any of our CSM's?
>>>>
>>>> All my Best,
>>>>
>>>> Sericca Latimer
>>>>
>>>> General Manager | TheKey
>>>>
>>>> Mobile: 509.666.5252
>>>>
>>>> <http://www.thekey.com>
>>>>
>>>>
>>>>
>>>> On Fri, May 30, 2025 at 12:35 PM Mansi Mehta <mmehta@thekey.com> wrote:
>>>>
>>>>> Hello all,
>>>>>
>>>>> We're about to kick off a crucial training initiative for some of our
>>>>> CSMs. The goal of this program is to significantly improve their
>>>>> assessment-to-SOC (Start of Care) conversion rates. We're aiming for an *80%
>>>>> conversion rate for the participating CSMs by the end of week four*
>>>>> of the training.
>>>>>
>>>>> Melissa has identified *23 CSMs* who will be taking part in this
>>>>> focused training.
>>>>> ------------------------------
>>>>> Talking Track for Your CSMs
>>>>>
>>>>> Next week, please connect with your respective CSMs to discuss the
>>>>> upcoming training and set clear expectations. Here's a suggested talking
>>>>> track you can use:
>>>>>
>>>>> You've been identified to partake in a mandatory four-week training
>>>>> bootcamp designed to help improve your assessment-to-SOC conversion rate.
>>>>> This is a fantastic opportunity to strengthen your skill set and build new
>>>>> ones.
>>>>>
>>>>> Calendar invites will be sent out next week by Mansi Mehta, and the
>>>>> training will officially begin the *week of June 9th*. Training
>>>>> sessions will be recorded, and attendance will be monitored to ensure
>>>>> everyone gets the most out of the program.
>>>>>
>>>>> Training will be held every *Wednesday at 8:00 AM PST / 10:00 AM CST
>>>>> / 11:00 AM EST*.
>>>>>
>>>>> Attached below is a snapshot of the training objectives. Each week,
>>>>> the CSMs will leave with action items, whether it's an exercise guide they
>>>>> need to complete or practical skills application during assessments.
>>>>>
>>>>> During this time, we ask that you either identify a strong CSM in your
>>>>> office to join the participating CSMs on assessments, or that you
>>>>> personally join them. Your presence and real-time coaching and feedback
>>>>> will be invaluable to their development.
>>>>>
>>>>> I'm really looking forward to supporting our CSMs and helping them
>>>>> strengthen their skill sets and build new ones.
>>>>>
>>>>> Should you have any questions, please don't hesitate to reach out to
>>>>> me.
>>>>>
>>>>> Lastly, I will be providing GMs with a weekly snapshot on the progress
>>>>> and action items for the CSMs.
>>>>> --
>>>>>
>>>>> *Mansi Mehta, RN, BSN*
>>>>>
>>>>> VP, HR Operations | TheKey
>>>>>
>>>>> Mobile: 650.690.5037
>>>>>
>>>>>
>>>>> *I am sending this email at a time that suits my work schedule; please
>>>>> do not feel obliged to reply outside of your working hours.*
>>>>>
>>>>> <http://www.thekey.com>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>