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- Title
Five Steps to Setting Up Your Planning Service Calendar: A thorough calendar helps planners address capacity issues and ensure a consistent client experience.
- Authors
Spiller, Charesse
- Abstract
the article offers information about the importance of having a service calendar in place. Overservicing clients can lead to capacity issues and reduced productivity, while operations staff may struggle to support the team. Implementing a service calendar can help solve these issues and create a scalable model, allowing for exceptional client service, clarity around offerings, and a united brand for the team.
- Subjects
WEBINARS; CALENDAR; PROJECT management software; TAX planning
- Publication
Journal of Financial Planning, 2023, Vol 36, Issue 3, p51
- ISSN
1040-3981
- Publication type
Article