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Charting Our Course: A Strategic Plan for Enhancing our ILS Department

By Sadie Hess, CEO

If you’ve been following along, we have been behind the scenes working on some strategic pillars that we believe will improve our ILS department.  Over the course of the year, we will be rolling out several new initiatives.  Today, we will outline the strategic plan.

Implementing changes is not a one-time event; it’s an ongoing process of refinement. Just as in personal endeavors, like striving for straight A’s, it takes time to develop effective systems. We may need to adjust our approach as we progress and learn.

Technology

Our first set of identified systems will focus on technology. We recognize the need for upgraded equipment, particularly in our QSP software, to better serve our clients. We’re enhancing accessibility to ISPs within QSP, streamlining reporting processes, and providing essential resources electronically.

Assessments

Additionally, we’re addressing inconsistencies in our assessment process by establishing a dedicated assessment coordinator. This role will ensure uniformity and effectiveness across all assessments conducted within our organization.  By starting with a strong foundation in assessments, we set the stage for successful client relationships and outcomes.

Recruitment

Recruitment and retention are also top priorities. We’re committed to ensuring that potential hires fully understand their roles and responsibilities, reducing turnover and fostering a more stable workforce. Additionally, we’re exploring innovative ways to support our clients, such as providing safety magnets for their homes and offering encouragement and resources for achieving their goals.

Policies

Policy clarity is essential for empowering our team members to confidently navigate their roles. We’re actively reviewing and refining our policies to provide clear guidelines and support for handling various scenarios, ensuring consistency and effectiveness across our organization.

Furthermore, we’re reviving our Life Coach Training (LCT) program to provide structured development opportunities for our team members. By standardizing the LCT program, we aim to equip life coaches with the skills and knowledge needed to support and empower individuals facing challenges.

Feedback

As we move forward with these initiatives, feedback and collaboration from our team members will be instrumental in refining and improving our processes. Together, we’re committed to fostering a culture of continuous improvement and providing the highest quality of service to our clients.

Position Refinements

We’re refining our Life Coach (LC) positions to ensure that field workers remain focused on client interactions. LC2 positions will be reduced, and those currently in LC2 roles will transition to LC1 without demotion. Additionally, we’re reviving the Life Coach Training (LCT) program to provide structured development opportunities.

Supervisor positions will be introduced to oversee assessments and ensure proper client assignments. The title of the existing ILSM role will change to ILSF, aligning with broader structural adjustments aimed at improving effectiveness and support.

Communication

To ensure consistency and efficiency, we’re implementing an internal portal system. This system will centralize resources, forms, and communication channels, offering easy access to essential materials for all team members. These changes will roll out gradually, with significant updates expected in quarter 1. Further adjustments, including the introduction of new positions, will follow in the subsequent months.

 In conclusion, our journey towards improving our ILS department is well underway, with a strategic plan outlined to guide us through the process. We understand that implementing changes is a continuous effort, akin to striving for excellence—it requires time, patience, and adaptation. Feedback and collaboration from our team members will be crucial as we refine and improve our processes.  As we roll out these changes gradually over the coming months, we remain dedicated to fostering a culture of continuous improvement and providing the highest quality of service to our clients.

 

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