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VanVleet Insurance

Enhancing Organizational Structure and Optimizing Performance Reviews for Sustainable Growth 

Anderson 1
Anderson 1

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:
icon Facilitated a series of planning and working sessions to assess and update the organizational structure, focusing on value stream mapping and role definition. 

icon 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.

icon Standardized the performance review process by documenting roles and responsibilities, and integrating skills-based performance management practices. 

icon Provided tailored training sessions on the Situation, Behavior, Impact method to ensure effective feedback and performance management across the organization. 

 

Deliverables:

check Annual Performance Review Process

check Self-Assessment Forms

check Manager Assessment Forms

check Organization Chart

check Value Stream Maps

check Job Descriptions

Testimonial:

ACS Director - Brad
ACS Brad Testimonial

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