--000000000000b7ba920638654244 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Will do, thanks! On Wed, Jun 25, 2025 at 7:09=E2=80=AFAM Timothy Thomas wrot= e: > Hi Chuck, > > This is approved. Please open a position and requisition in Workday. If > you're having any difficulties, the HR service center can assist you. > > Thanks > Tim > > On Mon, Jun 23, 2025 at 4:31=E2=80=AFPM Chuck Terlesky > wrote: > >> Hey Tim, >> >> I wanted to bring something to your attention that=E2=80=99s been on my = radar for >> a while now. The CSM workload in Calgary has grown to the point where it= =E2=80=99s >> becoming unsustainable for one person to manage effectively. >> >> Currently, we have one (CSM) responsible for managing approximately 70 >> clients across a large geographic territory. This is significantly >> higher and almost double what we see in other regions. Toronto averages >> around 40 clients per CSM, Vancouver averages 35 clients per CSM, >> Victoria averages 18 clients, Montreal averages 45 clients, and Winnipeg >> averages around 30 clients. In addition to the client load, Calgary=E2= =80=99s >> geography adds another layer of complexity. It=E2=80=99s a large city to= cover, and >> travel time between visits eats up a lot of the day. This could make it = challenging >> to meet SLA visit expectations and provide clients with the time and >> attention they deserve. >> >> I firmly believe we=E2=80=99d see a significant impact by splitting the = territory >> , with one CSM focusing on the north and one on the south. Not only >> would it reduce strain on the current role, but it would also allow us t= o >> deliver more consistent, proactive service and build stronger client >> relationships. In the long term, I view this as a move that supports bot= h >> retention and growth. >> >> Let me know if you=E2=80=99d be open to discussing this further. I=E2=80= =99d be happy to >> outline what a transition plan might look like. >> >> Regards, >> >> Chuck >> -- >> Chuck Terlesky B.A., CCPE >> General Manager >> Calgary, Alberta >> >> Calgary: 403-301-3777 >> >> TheKey.ca >> >> [image: TheKey] >> >> --=20 Chuck Terlesky B.A., CCPE General Manager Calgary, Alberta Calgary: 403-301-3777 TheKey.ca [image: TheKey] --000000000000b7ba920638654244 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Wil= l do, thanks!=C2=A0 On Wed, Jun 25, 2025 at 7:09= =E2=80=AFAM Timothy Thomas < tt@thekey.c= om > wrote: Hi Chuck, This is approved. Please op= en a position and requisition in Workday. If you're having any difficul= ties, the HR service center can assist you. Thanks= Tim On Mon, Jun 23, 2025 at 4:31=E2=80=AFPM Chuck Terlesky = < cterlesky@the= key.com > wrote: Hey Tim, I wanted = to bring something to your attention that=E2=80=99s been on my radar for a = while now. The CSM workload in Calgary has grown to the point where it=E2= =80=99s becoming unsustainable for one person to mana