Overview of Managed Services Transformation Rolls and Responsibilities
3
Understanding the Client's Business Goals and Objectives
4
Training: Managed Services Tools and Software
5
Upload Required Documents and Information to Employee Portal
6
Approval: HR for Document Verification
7
Overview of Best Practices and Procedures in Managed Services
8
Training: Client Interaction and Engagement
9
Meet with Team Leads for Briefing and Task Allocation
10
Introduction to Current Projects and Responsibilities
11
Approval: Team Lead for Initial Performance Assessment
12
Training: Company Policies and Procedures
13
Familiarization with Company Culture and Values
14
Discussion on growth and learning opportunities
15
Set up Company Email and Communication Channels
16
Training: Problem-solving and Crisis Management
17
Approval: Department Head on Completion of Onboarding
18
Plan and Execute the First Task Under Supervision
19
Regular Feedback and One-on-One Session with Manager
20
Approval: Manager for Completion of Probationary Period
Introduction to Managed Services Team
This task is all about getting to know your Managed Services team! Get acquainted with your team members, their roles, and how they contribute to the overall success of the department. Understand the importance of collaboration and communication within the team. By the end of this task, you should be familiar with your team and their responsibilities, enabling you to work effectively together.
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Email
2
Slack
3
Microsoft Teams
4
Zoom
5
Phone Call
Overview of Managed Services Transformation Rolls and Responsibilities
In this task, you will learn about the various roles and responsibilities within the Managed Services Transformation team. Gain insights into how each role contributes to the transformation process and understand the importance of teamwork. By the end of this task, you should have a clear understanding of the different roles within the team and how they collaborate to deliver exceptional results.
1
Project Manager
2
Change Manager
3
Technical Consultant
4
Business Analyst
5
Quality Assurance Analyst
Understanding the Client's Business Goals and Objectives
To effectively deliver Managed Services, it is crucial to understand the client's business goals and objectives. This task will provide you with insights into the client's industry, their specific challenges, and their desired outcomes. By the end of this task, you should have a thorough understanding of the client's business goals, enabling you to align your efforts with their objectives.
Training: Managed Services Tools and Software
In this task, you will learn about the tools and software used in Managed Services. Familiarize yourself with the various platforms, applications, and systems that are essential to perform your role successfully. By the end of this task, you should be comfortable using the tools and software required for your daily tasks.
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ServiceNow
2
Jira
3
Zendesk
4
Salesforce
5
TeamViewer
Upload Required Documents and Information to Employee Portal
This task involves uploading essential documents and information to the Employee Portal. Ensure that you provide accurate and up-to-date details to maintain completeness and accuracy of the company's record. By the end of this task, you should have uploaded all the required documents and information to the Employee Portal.
Approval: HR for Document Verification
Will be submitted for approval:
Upload Required Documents and Information to Employee Portal
Will be submitted
Overview of Best Practices and Procedures in Managed Services
This task aims to introduce you to the best practices and procedures followed in Managed Services. Understand the standard operating procedures, quality assurance protocols, and industry benchmarks that shape our service delivery. By the end of this task, you should have a good understanding of the best practices and procedures in Managed Services.
Training: Client Interaction and Engagement
Interacting with clients is a crucial aspect of the Managed Services role. In this task, you will learn effective strategies for client interaction and engagement. Understand how to build rapport, manage expectations, and deliver a positive client experience. By the end of this task, you should be equipped with the skills required to interact and engage with clients effectively.
1
Active listening
2
Empathy
3
Conflict resolution
4
Time management
5
Upselling
Meet with Team Leads for Briefing and Task Allocation
This task involves meeting with the team leads to receive a briefing and task allocation. Understand the objectives of the current projects and your role within them. Clarify any doubts and gather the necessary information to commence your tasks. By the end of this task, you should have a clear understanding of your responsibilities and deliverables for the current projects.
Introduction to Current Projects and Responsibilities
This task will provide an overview of the current projects and your responsibilities within them. Understand the project scope, objectives, timeline, and deliverables. Identify any potential challenges and discuss strategies to overcome them. By the end of this task, you should be familiar with the current projects and your role in contributing to their successful completion.
1
Project plan
2
Status reports
3
Client communication
4
Quality assurance
5
Documentation
Approval: Team Lead for Initial Performance Assessment
Will be submitted for approval:
Meet with Team Leads for Briefing and Task Allocation
Will be submitted
Training: Company Policies and Procedures
This task involves familiarizing yourself with the company's policies and procedures. Understand the code of conduct, data privacy protocols, and any other policies relevant to your role. Ensure compliance with these policies in all your actions. By the end of this task, you should have a clear understanding of the company's policies and procedures.
1
Yes
2
No
Familiarization with Company Culture and Values
This task aims to familiarize you with the company's culture and values. Understand the core values that guide our actions and behaviors. Embrace the company culture and work towards fostering a positive and inclusive work environment. By the end of this task, you should have a good understanding of the company's culture and values.
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Innovation
2
Collaboration
3
Customer-centricity
4
Integrity
5
Continuous learning
Discussion on growth and learning opportunities
In this task, you will have a discussion with your manager to identify growth and learning opportunities. Understand the career paths available within Managed Services and discuss your professional development goals. By the end of this task, you should have a clear understanding of the growth and learning opportunities within Managed Services.
1
Project management
2
Technical skills development
3
Leadership and management
4
Client relationship management
5
Process improvement
Set up Company Email and Communication Channels
This task involves setting up your company email and communication channels. Ensure that you have access to the necessary platforms for effective communication and collaboration within the team. By the end of this task, you should have set up your company email and communication channels.
Training: Problem-solving and Crisis Management
In this task, you will receive training on problem-solving and crisis management techniques. Understand how to approach complex problems, identify root causes, and implement effective solutions. Learn crisis management strategies to mitigate risks and ensure operational resilience. By the end of this task, you should be equipped with the skills required to resolve problems and manage crises effectively.
Approval: Department Head on Completion of Onboarding
Plan and Execute the First Task Under Supervision
This task involves planning and executing your first task under supervision. Collaborate with your supervisor to define the task scope, objectives, and success criteria. Seek guidance and feedback throughout the task to enhance your performance. By the end of this task, you should have successfully completed your first task under supervision and received valuable feedback for improvement.
Regular Feedback and One-on-One Session with Manager
This task involves regular feedback and one-on-one sessions with your manager. Schedule sessions to discuss your performance, address challenges, and set goals for future development. Embrace feedback as an opportunity for growth and improvement. By the end of this task, you should have established a cadence for regular feedback and one-on-one sessions with your manager.
Approval: Manager for Completion of Probationary Period