Client Experience
Employee Enablement/Virtual
Process Optimization
Intentional
Operational Efficiency & Optimization
100

What is the CPH (Cases per hour) Goal

30 (starting Monday 08/22 @ 25) 

100

What is provide a best-in-class employee experience through, engagement, tools and training available to all GOES employees

2 Non-Compliance development courses

100

What is Identify areas opportunities for processes improvement to ensure quality, agility and consistency of controls and deliverables

CTR 3 days (current at 2)

100

What is the compliance training % goal for completion throughout the year

100%

100

What is Enable scalable growth through operational efficiency and process optimization

adherence @ 90% and above

QA scores 95% 

200

What is the OSAT/Medallia goal company level

82%

200

What is being virtual mean with 3 bullets?

Cameras must be on

Check in with one another once a week

Utilize team chats, best practices


200

What is Take accountability & Communicate with others when you need help

Equitable

200

What is the RMS pend rate % goal

<10%

200

What is keep focused on adherence goals and other OKR's?

Productive

300

What is the OSAT/Medallia goal PSA level

85%

300

What is Equitable

Be Consistent

Setting clear standards off SVB values & EPIC principles

Self management & Discipline to keep on track

300

what is "Productive" (2 bullet points)

Understand and read Dashboard to keep up on SLA & workload

Team agendas where possible focusing on actin items and discuss progress in each team meeting

300

What is the Client Contact Rate goal for CRM cases

75%

300

What is "talk more about SVB values in team meetings, how do we keep them in a WFH environment


Grounded

400

What is get involved with TEAM REDD

Balanced

400

What is the next holiday coming up?

Labor day

400

What is who is getting married this year?

Emily!!!!!

400

What is how often is the team to commit to meet in the office per month?

1-3 times a month

1 Team meeting in the office a month

Collaborate with one another to go to the office together for trainings or other support needed

400

What is Encourage one another to take TAFW and never make anyone feel like they can't or the team would suffer without them

Balanced

500

What is the SVB brand colors

Blue and White

500
What is the process documents reference guides?

Navigator

OneNote

500

What is the system you log into each morning for adherence?

Finesses

Calabrio

500

What is the name of the actor who plays Leonard in Big Bang Theory?

Johnny Galecki

500

What is 3 things we each strive for each and every day for client satisfaction

Great customer service 

First case resolution

Bringing your best

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