Why

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  • Improving our performance as a consultancy.
  • Understanding the client experience of working with TACSI.
  • Measuring the effect of how we work on the project outcomes.

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Who

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Send this to

  • Project Managers
  • Front line staff involved

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How

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  • Copy and paste the text above into a new email
  • Fill the gaps
  • Hit send
  • Generated feedback will be given by supervisor

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Email Template

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Subject:TACSI Performance Review

Hello [NAME],

It is really important to us that our project and relationship is on the right track and would love to come and meet you to have a quick 30-minute chat.

Before we do that it would be great if you could fill in this quick survey it should take less than 5 minutes.

Would [DATE/TIME] suit you to catch up?

Kind regards,

[YOUR NAME]

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Why

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  • Maintain focus on the project goals
  • Understanding how we create impact throughout a project.
  • Identifying ways to be more effective, efficient and offer better support.
  • Provide opportunities for two-way feedback and problem resolution.

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Who

[expand title=”Learn more” swaptitle=”Close”]
Send this to

  • Project Managers
  • Front line staff involved

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How

[expand title=”Instructions” rel=”fiction” swaptitle=”Hide”]
[expandsub2 title=”Start” rel=”submenu-highlander”]Make a new entry in Gather.

  1. Copy and paste the text below into a new email
  2. Fill the gaps
  3. Hit send
  4. Generated feedback will be given by supervisor
  5. [/expandsub2]
    [expandsub2 title=”Download” rel=”submenu-highlander”]Download the offline App to your devices.

    1. Click the download button.
    2. Follow the instructions to create a bookmark.
    3. On mobile devices you can also create an icon on your home screen giving you quick access to App.
    4. Sync your app when you next have internet
    5. [/expandsub2]
      [expandsub2 title=”Review” rel=”submenu-highlander”]Track progress reports from your project.

      1. Click the review button to request a report on a particular project
      2. Fill the gaps
      3. Hit send
      4. Allow an 2 hours for processing
      5. You will receive an email when your report is ready
      6. [/expandsub2]
        [expandsub2 title=”Email” rel=”submenu-highlander”]

        1. Copy and paste the text below into a new email
        2. Fill the gaps
        3. Hit send
        4. Request a report to follow progress

        ——- copy below line ——-

        Subject:TACSI would like to know how your project is going.

        Hello [NAME],

        We know doing this kind of work is difficult and getting support where and when you need it can make a big difference.

        Let us know how you’re going and what you need more support with by filling out this survey it should only take 10 minutes and is a great opportunity to take a breath and have a good chat about how things are going. Copy and paste the following link in your web browser http://www.surveygizmo.com/s3/2128955/Check-in

        If you have bigger concerns let us know so we can arrange a face-to-face meeting.

        Kind regards,

        [YOUR NAME][/expandsub2]
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