
VanVleet Insurance
Enhancing Organizational Structure and Optimizing Performance Reviews for Sustainable Growth


Industry:
Insurance
Client’s Goal:
VanVleet Insurance aimed to optimize its performance review process while developing an organizational structure that supports long-term growth. This included clearly defining roles and responsibilities to achieve a best-in-class customer experience. Additionally, they aimed to standardize skills-based performance management and hiring processes to ensure consistency and excellence across the organization.
Our Solution:
VanVleet Insurance has trusted Stratavize Consulting Inc. for several years,
and over that time, we’ve provided various pinpointed services to address
specific needs of the organization. We’ve walked alongside VanVleet in the
development of their team, committing to a plan for growth, and enhancing
their customer experience.
In partnership with VanVleet, our process was to: Facilitated a series of planning and working sessions to assess and update the organizational structure, focusing on value stream mapping and role definition.
Engaged with the leadership team through multiple sessions to refine and co-create a structure that supports long-term growth and best-in-class customer experience.
Standardized the performance review process by documenting roles and responsibilities, and integrating skills-based performance management practices.
Provided tailored training sessions on the Situation, Behavior, Impact method to ensure effective feedback and performance management across the organization.
Deliverables:
Annual Performance Review Process
Self-Assessment Forms
Manager Assessment Forms
Organization Chart
Value Stream Maps
Job Descriptions
Testimonial:


Do You Have Tough Challenges To Solve?
We have a roadmap to solving them.