Improvement plan · Template

Your improvement plan for one resident task, on one page

The seven steps as a plan your team can fill in in an afternoon and look at again every month.

What goes in your plan

One section for each step. Copy these headings into a document your whole team can edit.

Step 1 · Why

Objectives

SMART objectives for the task, ranked Must, Should or Could.

Step 2 · Who

Residents

At least three types of resident, with their situation and concerns.

Step 3 · What

Information exchange

What residents need to know, what you ask them and why.

Step 4 · How

Story map

The steps from the search result to the confirmation, and where people get stuck.

Step 5 · Track

Reports

Objective, step and resident reports, checked weekly.

Step 6 · Listen

Feedback

How you will hear from residents and the contact centre.

Step 7 · Improve

Scorecard and list

The ranked list of fixes, and the hour a week to work it.

Your first week

  • Ring-fence one hour a week for improvement
  • Write one SMART objective
  • Set up a report that shows the size of the prize
  • Speak to residents to find the pain points
  • Describe at least three types of resident
  • Story map your most important task
  • Start making it better

Want your team taken through the plan?

The masterclass works through all seven steps over six weeks on one of your own tasks. Book a free 30 minute call, or email david@digitaljourneycoach.com.

Book a 30 minute call