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PROACTIVE WORKLOAD MANAGEMENT

Our work is largely driven by key calendar events for which we can plan. We will proactively deliver excellent service by redefining what constitutes success for each major calendar event. We will implement Introspective and Retrospective sessions to refine our critical business processes annually and improve our team's effectiveness ensuring our deadlines are met. This strategic approach to our work emphasizes the use of technology and improved collaboration. Through office-wide sharing, we will create a deeper understanding of the connectivity of these events and have a positive impact on workloads by cultivating a more proactive office culture.

STRATEGIC GOALS & ACTION ITEMS

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GOAL ONE: Establish methodologies and practices to cultivate a proactive office culture for key calendar events.

Year 2 (FY2023)

Determine the best technological tools to manage our process-based work proactively and strategically.

Identify the key benchmarks for each calendar event and deadline.

Identify all internal groups impacted by each calendar event and deadline.

Create a process-based calendar in the best technological platform to ensure strategic workload completion by statutory deadlines.

Determine the best methodology to ensure strategic calendar project planning and execution on an on-going basis.

Conduct user testing and interviews to determine most effective ways to improve office-wide access to critical business processes,

statutory and internal deadlines.

Years 3-5 (FY2024-2026)
Use feedback from testing and interviews to determine most effective ways to improve office-wide access to critical business processes, 

statutory and internal deadlines.

Design, implement, and standardize Introspective, and Retrospective sessions to document what went well, what was a challenge, and

proposed solutions which will define opportunities for process improvement affecting efficiency, qualify, and enhanced proactivity.

Define and implement a communication strategy and method to share annual improvements in support of the proactive culture,

internally and externally.

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