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Learning & Development Copy - CE & Advocacy Intro

Melinda Dalton

Created on August 18, 2023

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Transcript

L&D

Warehouse

Events

Personal Coaching

Implementation

Professional Learning

Group Coaching

Solutions Consulting

Support

Success

| Program Success

Partner Success

Toby Gruber (9 Years)

Metrics

  • Renewal rate
  • Effort score
  • Customer satisfaction score

Team

What We Do

Collaboration & Help

We help ensure our partners reach their goals, have a predictable expereince, and continue doing business with us.

This team is still forming so be patient as we segment the accounts and begin delivering value.

Partner & Family Events

Brooke Hussey (7.5 Years)

Metrics

  • Show rate
  • Satisfaction surveys
  • Shelf life
  • Margin

30

Team

What We Do

Collaboration & Help

We educate and inspire families to embracy their journey. We celebrate success.

If you are in a conversation with a funder or partner who wants onsite events, please involve this team. Alisa Wells can give you availability and price points for on-site events.

Group Coaching

Yvonne Burgos (7.5 Years)

Metrics

  • Registered to began the software
  • 1,500 minutes
  • Kindergarten readiness
  • Satisfaction score
  • Engagement rate

20

Team

What We Do

Collaboration & Help

We work in groups of two with 1,500 familes to help prepare a child for kindergarten and life. 50 families, 6 sessions, 5 days/week.

This is our first year promoting and measuring group coaching. If you feel this option would not be a viable choice for your cohort, please speak with Yvonne.

Personal Coaching

Ann Izzo (14 Years)

Metrics

  • Registered to began the software
  • 1,500 minutes
  • Kindergarten readiness
  • Satisfaction score
  • Engagement rate

65

Team

What We Do

Collaboration & Help

We work with 275 families to help prepare their child for kindergarten and life. Week 1 personal contact, week 2 pep rally.

We have tons of data on what helps ensure fidelity. If you need to discuss best practice, or look at some of the data, please speak with Ann.

Learning & Development

Melinda Dalton (5 Years)

Metrics

  • Growth score
  • Error reduction
  • Sentiment analysis

Team

Mission

Collaboration & Help

We onboard new hires and facilitate continuing professional development. Self, peer, manager, L&D, Salesforce.

Our team documents everything in Salesforce and we use WalkMe to provide "gutter bumpers." Please reach out to Melinda if you need specific Salesforce training, as she may have something you can use out of the box.

Solutions Consulting

Vickie Ross (10 Years)

Metrics

  • Lead-to-opportunity conversion rate
  • Sales cycle length
  • Quota attainment

Team

What We Do

Collaboration & Help

We help grow revenue faster by aligning people, processes, and priorities. We also create a feedback loop into the product team so that we deliver what's relevant in the market.

  • We will create a services rubric
  • This team is pre-sales, so bring us in early

Technical Implementation

Lynnete Polanco-Colon (6 Years)

Metrics

  • Time to value
  • Defect rate
  • Renewal rate

Team

What We Do

Collaboration & Help

We execute the implementation process, including detailed milestones and an integration roadmap with key stakeholders from schools, districts, or partner agencies.

Please bring this team in for any partner discussions that deal with rostering or multi-year reporting. If Lynnete is not available, reach out to Jeremy Potter.

Program Support

Lynnete Polanco-Colon (6 Years)

Metrics

  • First call resolution
  • Abandon rate
  • Backlog
  • Escalations

18

Team

What We Do

Collaboration & Help

We provide technical support to our families and partners. We also strive to anticipate the needs of our stakeholders and publish materials to help them be more self-sufficient.

If you hear any issues brewing, reach out to Sereena Messelian Turner so she can figure out if we have a defect or an experience that needs refining.

Warehouse & Operations

Brooke Hussey (7.5 Years)

Metrics

  • Space utilization
  • Time to ship
  • Rate of return
  • Inventory accuracy
  • Fulfillment accuracy rate

Team

What We Do

Collaboration & Help

We provide the tools that make it possible for all children to learn. Computer, Internet, Power*, Workbook, Welcome Packet, etc.

Please include Aaron Gordon in all laptop and tablet discussions. If you have questions about hotspots and connectivity, email Susan Kronwall.

Professional Learning

Candra Morris (6.5 Years)

Metrics

  • Margin
  • Customer satisfaction score
  • Shelf life score
  • Upsells and add-ons

24

Team

What We Do

Collaboration & Help

We provide professional development for educators and family engagement workshops for families and caregivers.

Don't forget Family Academy or the Science of Reading as potential offerings for a community of learners or caregivers. Candra is the expert and will be able to help you craft a family engagement strategy.