Leadership Session 5: Managing Direct Reports
Virtual Zoom SessionIn this 90-minute facilitated workshop, we will examine building accountability through goal setting, open conversations, and the value of one-on-one meetings and performance reviews. Topics on engaging employees by building relevance, service, and measurement, understanding the customer through the lens of the family, the importance of successful onboarding, and the leader’s role in reinforcing our Service Keys are also discussed.
Advanced Planning Sales Training — 2 Day Class
Oakland - Pleasanton Resource Center 4750 Willow Road, Suite 200, Pleasanton, CAIn this 2-day day classroom training, we will review the CFCS process used by Family Services Advisors when meeting with families for Advanced Planning Arrangements. The training includes advanced planning topics and best practices used in the cemetery and funeral industry. The course is a mixture of Instructional methods including facilitator lecture, peer discussion, and role-play.
Leadership Session 5: Managing Direct Reports
Virtual Zoom SessionIn this 90-minute facilitated workshop, we will examine building accountability through goal setting, open conversations, and the value of one-on-one meetings and performance reviews. Topics on engaging employees by building relevance, service, and measurement, understanding the customer through the lens of the family, the importance of successful onboarding, and the leader’s role in reinforcing our Service Keys are also discussed.
FSD Peer Best Practices
Virtual Zoom SessionIn this 90-minute facilitated workshop, we discuss best practices and examine strategies for the many tasks and responsibilities of the Family Service Director.
FSA Peer Best Practices: Referrals
Virtual Zoom SessionIn this 90-minute facilitated workshop, we discuss Referrals best practices and examine strategies for managing referrals. This course does not address how to use the CRM at your location.
Advanced Planning Phone Skills — 2 Day Class
Virtual Zoom SessionIn this 2-day (3-hours per day) facilitated workshop, we will review the CFCS process and develop phone skills for successful phone calls. Topics discussed include developing effective strategies for communication, appointment setting, and sharpening your phone skills for greater success.
Advanced Planning Sales Training — 2 Day Class
Detroit - Our Lady of Hope Cemetery, South Chapel 18303 Allen Road, BrownstownIn this 2-day day classroom training, we will review the CFCS process used by Family Services Advisors when meeting with families for Advanced Planning Arrangements. The training includes advanced planning topics and best practices used in the cemetery and funeral industry. The course is a mixture of Instructional methods including facilitator lecture, peer discussion, and role-play.
Leadership Session 5: Managing Direct Reports
Virtual Zoom SessionIn this 90-minute facilitated workshop, we will examine building accountability through goal setting, open conversations, and the value of one-on-one meetings and performance reviews. Topics on engaging employees by building relevance, service, and measurement, understanding the customer through the lens of the family, the importance of successful onboarding, and the leader’s role in reinforcing our Service Keys are also discussed.
FSA Peer Best Practices: Referrals
Virtual Zoom SessionIn this 90-minute facilitated workshop, we discuss Referrals best practices and examine strategies for managing referrals. This course does not address how to use the CRM at your location.
Admin Peer Best Practices: Front Stage / Back Stage Awareness
Virtual Zoom SessionIn this 90-minute facilitated workshop, we discuss a variety of topics, best practices, and strategies use by those who provide administration support to their diocese and locations. This course is appropriate for Admins, Memorialization Coordinators, Family Service Advisors, Family Service Directors, and Operations personnel.