This document outlines a 30-60-90 day plan to ensure a positive work environment and provide world-class customer service. In the first 30 days, the plan involves meeting with staff, reviewing current processes, establishing reports to monitor performance, and creating an action plan to reduce attrition. In the next 30 days, the plan focuses on evaluating quality assurance, training, and workforce management processes and continuing to improve procedures. In the final 30 days, the plan aims to acknowledge successes, continue looking for improvements while maintaining a positive culture.

1. 30-60-90 Program Plan
Created By Jon Sipole
jrsipole@hotmail.com
Cell: 317-457-8653

2. Premise of Overview
My 30-60-90 day plan is based on creating a structure for
the program that will ensure a positive and fun work
environment for our employees. Each department will
need to work as one to provide the needed support for our
company clients in relationship to Our Philosophy and our
company culture. Training and Quality Assurance will be a
focus to provide “World Class Customer/Client Service”, a
necessity to maintain and grow our client base while
making a positive impact to the company’s bottom line.

3. First 30 Days
Week 1
 Meet with staff members individually, and then with their Teams (all
departments). Focus needs to be made on introductions, openness of
communication, noting my open door policy for all employees.
 Introduction to all other Department/Program Managers, it’s a Team effort.
 Attend employee training program to become aware of how the program works as
well as taking calls.
 Review current processes, procedures and structure of the company.
 Create daily, weekly and monthly reports, as needed, to monitor our program.
 Review Operations, Workforce Management, Quality Assurance and Training
materials. Creation of a Supervisors Operations Manual, if needed, for structure
and guidance.
 Review history and current kpi’s against established goals.
 Review history and current absenteeism and attrition numbers.
 Create a weekly schedule to meet with my Staff, individually and as a Team.
 Begin review of program budget.

4. First 30 Days
Week 2
 Evaluate Quality Assurance, Training and Workforce Management Teams processes
and materials. How are all Quality Assurance and Supervisor monitoring sheets
recorded to find weaknesses with Agents and Teams?
 If needed, establish calibration sessions for a.m. and p.m. shifts.
 Evaluate Workforce Management Team and reports being generated (as previously
mentioned generation of kpi’s, namely: abandon rate, average handle time, after call
work time, adherence, etc) generation of Intraday Reports as well as a Month To Day
Pulsebeat Report (summary of all numbers and kpi’s) for current program status.
Week 3 & 4
 Define current escalation process and make improvements if needed for hot calls or
other issues, such as IT.
 Review current disaster plan.
 Proposed and Accepted recommendations.
 Create Action Plan to reduce employee attrition by 20%.
 Create and Present SWOT to the program (Strengths, Weaknesses, Opportunities
and Threats).
 Learn and understand current employee recognition and any incentive programs.

5. The Next 60 & 90 Days
Weeks 5 thru 8
 Evaluate the first 30 days by understanding the successes and challenges we
pursued. Understand why the challenges were there, make adjustments and
continue to work the problem while meeting or exceeding all kpi goals.
 Learn all other departments within our company to understand their function
and how they interact with each other.
 Begin to study best practices within the industry.
 Continue to provide updates as needed through open and steady
communication.
Weeks 9 thru 12
 Acknowledge the successful completion of all area’s of opportunity that were
undertaken and completed as a new/modified process or procedure.
 Continue to look at ways to improve processes and procedures while
maintaining a fun and positive work environment.