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10 strategies and tactics for Employee

What is Employee strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Employee strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Employee strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Employee strategy examples

You'll find below a list of Employee tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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Strategies and tactics for transitioning to a Data-Driven Culture in DRC OpCo

  • ⛳️ Strategy 1: Expand Data Literacy and Training Programmes

    • Conduct a comprehensive needs assessment to identify specific data literacy gaps across departments
    • Develop tailored training modules focusing on Power BI, data analysis, and other relevant tools
    • Set up a training schedule with mandatory participation across all levels
    • Assign training champions in each department to facilitate ongoing education
    • Use a blended learning approach, incorporating online resources and in-person workshops
    • Track and measure training uptake and competency improvement using assessments
    • Reward employees for successful completion of training sessions with recognition or incentives
    • Include data literacy as a key component in performance evaluations
    • Review and update training content regularly to ensure relevance and effectiveness
    • Create an internal data literacy certification programme to formalise skill acquisition

  • ⛳️ Strategy 2: Enhance Data Governance and Quality Management

    • Establish a clear data governance policy with defined roles and responsibilities
    • Create a Reporting Council to oversee the implementation of data standards
    • Standardise data formats and classification across all functions
    • Conduct regular audits to ensure compliance with data standards
    • Develop a data quality dashboard to track and report on data hygiene
    • Implement data quality training sessions for employees responsible for data input
    • Set up a feedback loop for employees to report data quality issues
    • Integrate governance processes into daily operations to ensure consistent practice
    • Encourage cross-departmental collaboration to harmonise data handling practices
    • Introduce a data ownership model to instill accountability for data quality

  • ⛳️ Strategy 3: Model Data-Driven Leadership and Cultural Change

    • Train leadership in data-driven decision-making and role modelling behaviours
    • Conduct workshops showing the benefits of data-driven culture transformation
    • Set up regular forums where leaders discuss data-driven successes and challenges
    • Incorporate data-driven goals into leadership performance metrics
    • Launch internal campaigns to communicate the strategic importance of data use
    • Highlight data-driven initiatives through internal communications and newsletters
    • Establish mentorship programmes pairing experienced leaders with emerging data champions
    • Recognise and reward leaders who effectively champion data-driven culture
    • Embed data-driven principles into organisational values and mission statements
    • Facilitate storytelling events where leaders share real-world impacts of data-driven actions
data-driven-culturedata-literacytraining-championdata-governance-officerdata-governance-teamleadership-team
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for scaling through Organisational Optimisation

  • ⛳️ Strategy 1: Revise and standardise job descriptions

    • Conduct a comprehensive review of all existing job descriptions across the organisation
    • Consult with departmental heads to gather input on necessary updates for each role
    • Identify the essential hard and soft skills required for each position
    • Standardise the format and terminology for all job descriptions
    • Implement a review and approval process for updated job descriptions
    • Communicate the updated job descriptions to all employees
    • Develop a repository of all updated job descriptions for easy access
    • Train managers on how to use and interpret the revised job descriptions
    • Update the recruitment and onboarding process to reflect new job descriptions
    • Regularly review and revise job descriptions to ensure they remain relevant

  • ⛳️ Strategy 2: Enhance performance reviews and accountability

    • Revamp the existing performance review process for better clarity and effectiveness
    • Introduce workshops to train managers on conducting constructive performance reviews
    • Incorporate a 360-degree feedback mechanism for more rounded evaluations
    • Set clear KPIs and benchmarks for performance reviews
    • Ensure there is a formal way to document and track feedback
    • Create a regular feedback loop with scheduled check-ins between managers and employees
    • Develop accountability frameworks to clarify responsibilities at the managerial level
    • Encourage a culture of continuous feedback and mentorship within the organisation
    • Evaluate the performance review system periodically and make necessary adjustments
    • Offer tools and resources to help managers provide better support and guidance

  • ⛳️ Strategy 3: Establish a robust recruitment and retention pipeline

    • Partner with educational institutions and job boards to attract top talent
    • Launch targeted marketing campaigns to attract diverse candidates
    • Streamline the recruitment process for efficiency and candidate experience
    • Introduce diversity training and awareness programmes for the recruitment team
    • Develop a robust onboarding programme that immerses new hires into the 'Marathon Way'
    • Create mentorship opportunities to help integrate new employees into the organisation
    • Assess and adjust the workplace environment to be more inclusive and supportive
    • Establish a feedback mechanism to understand employee satisfaction and areas for improvement
    • Introduce career development programmes tailored to employee aspirations
    • Regularly review and update diversity and inclusion policies to ensure alignment with best practices

  • ⛳️ Strategy 4: Instil the 'Marathon Way' in organisational culture

    • Clearly articulate the core values and principles of the 'Marathon Way'
    • Develop training modules to educate employees on the 'Marathon Way'
    • Integrate 'Marathon Way' principles into the onboarding process for new employees
    • Encourage leaders to model and promote the 'Marathon Way' in their daily interactions
    • Provide regular workshops and refreshers on the 'Marathon Way' for all employees
    • Create internal communications that reinforce 'Marathon Way' values
    • Recognise and reward employees who exemplify the 'Marathon Way'
    • Establish mentorship programmes to support the adoption of the 'Marathon Way'
    • Regularly gather feedback to assess understanding and adherence to 'Marathon Way' principles
    • Offer continuous learning opportunities to deepen knowledge of the 'Marathon Way'

  • ⛳️ Strategy 5: Cultivate an optimal work environment

    • Conduct an employee satisfaction survey to identify areas for improvement
    • Introduce ergonomic assessments and enhancements to workspaces
    • Offer wellness programmes that focus on physical, mental, and emotional health
    • Encourage work-life balance with flexible working hours and remote work options
    • Provide regular opportunities for team-building and social interaction
    • Develop a clear career progression framework that aligns with business goals
    • Create an open-door policy to foster transparent communication and feedback
    • Implement regular recognition and rewards programmes to boost morale
    • Establish support systems such as employee assistance programmes
    • Regularly review and update HR policies to adapt to changing employee needs
recruitmentperformance-reviewshr-managerteam-leaderhr-teamrecruitment-team
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Strategies and tactics for developing Strategic Mapping Using Diagram

  • ⛳️ Strategy 1: Compile Strategic Initiatives

    • Gather key strategic initiatives from organisational departments
    • Organise initiatives into relevant perspectives: financial, customer, internal process, and learning and growth
    • Engage stakeholders to validate and prioritise the initiatives
    • Define clear objectives associated with each strategic initiative
    • Align each initiative to the overall organisational vision
    • Identify interdependencies between different initiatives
    • Establish key performance indicators for each strategic initiative
    • Review existing strategic maps for inspiration and improvement ideas
    • Engage a diagram software specialist to assist in visual representation
    • Seek feedback from stakeholders on drafted initiative compilation

  • ⛳️ Strategy 2: Design Strategic Mapping Diagram

    • Select a diagram tool that allows for easy sharing and editing
    • Create separate layers for each strategic perspective in the map
    • Use standard shapes and colour codes to represent different elements
    • Input strategic initiatives and their key action points into the diagram
    • Connect related initiatives with lines to show relationships and dependencies
    • Incorporate arrows to indicate the flow of activities and their direction
    • Annotate the diagram to provide clarity and context for each element
    • Ensure the diagram aligns with the organisational objectives and vision
    • Make provision for regular updates and version control of the diagram
    • Seek feedback from a cross-section of employees to refine the map design

  • ⛳️ Strategy 3: Implement and Communicate the Strategic Map

    • Introduce the strategic map to all employees through a formal presentation
    • Share the diagram on a collaborative platform for continuous access
    • Instruct managers to align team goals with the strategic map
    • Develop an FAQ guide to address common questions regarding the map
    • Schedule regular review sessions for updates and improvements
    • Encourage departments to integrate the map into planning activities
    • Use the map to track progress and report on strategic initiative outcomes
    • Conduct workshops to train staff on how to utilise the strategic map
    • Implement a feedback loop for ongoing improvement of the map
    • Celebrate milestones achieved as outlined in the map with staff recognition
strategic-mappingdiagram-visualizationdiagram-specialiststakeholderorganizational-planningstrategic-development
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Strategies and tactics for assessing the impact of generative AI on employees

  • ⛳️ Strategy 1: Conduct employee surveys

    • Develop a survey with questions focused on AI's impact on job roles and responsibilities
    • Distribute the survey to all employees across departments
    • Set a deadline for survey completion
    • Offer an incentive for completing the survey to increase participation
    • Analyse the survey results to identify key themes and concerns
    • Schedule follow-up interviews with employees who expressed significant concerns
    • Create a report summarising the survey findings
    • Share survey insights with leadership and key stakeholders
    • Develop an action plan to address concerns raised
    • Regularly repeat the survey to track changes over time

  • ⛳️ Strategy 2: Monitor productivity metrics

    • Identify key performance indicators (KPIs) relevant to employee productivity
    • Establish a baseline for current productivity levels without AI integration
    • Implement generative AI tools in selected departments
    • Monitor changes in productivity metrics post-AI implementation
    • Compare the productivity data with baseline measurements
    • Evaluate whether any productivity changes are statistically significant
    • Conduct qualitative assessments with employees to understand productivity changes
    • Adjust AI tools or provide additional training as necessary
    • Create a report detailing the impact of AI on productivity
    • Use the insights to make informed decisions on AI expansion

  • ⛳️ Strategy 3: Evaluate employee skill development

    • Identify roles most affected by generative AI integration
    • Conduct a skills gap analysis within these roles
    • Develop a training programme to upskill affected employees
    • Implement mandatory training sessions for relevant staff
    • Assess the effectiveness of training programmes through feedback and assessments
    • Track changes in employee competencies over time
    • Identify new roles or responsibilities emerging from AI integration
    • Provide career development opportunities aligned with new AI-enhanced roles
    • Gather ongoing feedback from employees about their professional development needs
    • Regularly review and refine training programmes based on feedback and changing needs
generative-aiemployee-productivityemployeeleadershiphuman-resourcestechnology-integration
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Strategies and tactics for reaching optimal employee performance

  • ⛳️ Strategy 1: Assess and identify performance gaps

    • Conduct a performance review for all 20 employees
    • Identify key performance indicators (KPIs) relevant to each role
    • Organise one-on-one meetings to discuss performance assessments
    • Use feedback to pinpoint areas of improvement
    • Develop a comprehensive skills assessment test
    • Analyse past performance data and trends
    • Set clear and achievable goals for each employee
    • Determine external factors affecting performance
    • Secure employee commitment to the improvement plan
    • Communicate performance expectations clearly

  • ⛳️ Strategy 2: Implement targeted training programs

    • Organise personalised training sessions based on individual needs
    • Enroll employees in relevant online courses or workshops
    • Invite industry experts for guest lectures and seminars
    • Conduct in-house training sessions on soft and technical skills
    • Create a mentorship program pairing senior employees with juniors
    • Invest in e-learning platforms for continuous learning
    • Schedule regular knowledge-sharing meetings
    • Encourage cross-functional team projects
    • Monitor and evaluate training effectiveness
    • Provide resources for self-study and development

  • ⛳️ Strategy 3: Foster a motivating and supportive work environment

    • Recognise and reward high performers monthly
    • Facilitate open communication and feedback loops
    • Encourage team-building activities and social events
    • Promote work-life balance through flexible working hours
    • Establish a wellness program focusing on mental health
    • Provide ergonomic workspaces and necessary resources
    • Develop a clearly defined career progression path
    • Create an inclusive culture valuing diversity and collaboration
    • Regularly review and improve HR policies
    • Solicit employee feedback on workplace satisfaction
performance-gapsemployee-traininghr-managerperformance-analysthr-departmenttraining-and-development-team
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Strategies and tactics for developing a Strategic Plan for Technical Support

  • ⛳️ Strategy 1: Enhance self-service capabilities

    • Implement comprehensive knowledge base articles on ServiceNow for common user issues
    • Develop instructional videos for JAMF and Intune functionalities
    • Regularly update self-help resources based on user feedback and issue trends
    • Integrate a chatbot on ServiceNow to guide users to the right resources
    • Promote self-service options through internal communications channels
    • Utilise analytics to identify top issues that can be addressed through self-service
    • Regular training for offshore Tier 1 team to reduce escalation of common issues
    • Establish KPIs to measure reduction in calls and monitor self-service usage
    • Schedule regular reviews of self-service resources to ensure accuracy
    • Incorporate user feedback loops to continuously improve the knowledge base

  • ⛳️ Strategy 2: Strengthen internal and external communication

    • Create an outreach process for SMBC MANUBANK and Jenius Bank to clarify support channels
    • Establish regular IT updates through newsletters or webcasts for both bank entities
    • Develop an Executive support team to address high-priority issues swiftly
    • Create detailed communication protocols for off-shore and internal technical teams
    • Ensure consistent messaging and support level agreement with SMBC stakeholders
    • Implement an internal communication platform for rapid exchanges between support staff
    • Coordinate regular meetings between IT and business units to align priorities
    • Engage with stakeholders to gather input on communication improvements
    • Provide training to enhance communication skills of technical support staff
    • Conduct bi-annual satisfaction surveys with all entities to refine communication strategies

  • ⛳️ Strategy 3: Optimise resources and processes

    • Implement ITAM support and integration processes with SMBC for asset management
    • Set up a prioritised project board for ongoing strategic projects
    • Streamline shipping and receiving processes for handling employee equipment
    • Utilise ServiceNow to automate ticket assignment and escalation processes
    • Develop a detailed plan for Avaya phone retirement and Vonage CCaaS implementation
    • Collaborate with InfoSec to support projects like Netskope and audit processes
    • Create a testing and deployment schedule for Windows 11 across departments
    • Coordinate with branch offices for seamless branch moves and technology upgrades
    • Evaluate and enhance current domain trust initiatives with SMBC MANUBANK
    • Measure and track resource allocation and efficiency through performance metrics
self-servicecommunicationtechnical-supportexecutive-supportit-teamcommunications-team
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Strategies and tactics for implementing employee learning and development

  • ⛳️ Strategy 1: Conduct a needs assessment

    • Identify key skills required for different roles within the store
    • Survey employees to understand their learning interests and areas for growth
    • Analyse performance metrics to identify skill gaps
    • Consult with department heads for insights on development needs
    • Compile a list of desired competencies and skills for employees
    • Prioritise key areas for immediate development
    • Create a skills map to visualise current versus desired competencies
    • Set measurable goals for the learning and development programme
    • Establish baseline metrics to measure progress
    • Seek feedback from employees on the proposed learning focus areas

  • ⛳️ Strategy 2: Develop a training programme

    • Design a curriculum based on identified learning needs
    • Utilise a mix of training methods such as workshops, e-learning, and job shadowing
    • Engage external trainers or experts if necessary to cover specialised topics
    • Schedule regular training sessions to ensure consistent learning opportunities
    • Incorporate interactive and hands-on activities to enhance engagement
    • Develop assessment tools to gauge learning outcomes
    • Create a repository of training materials and resources
    • Pilot the training programme with a small group before full rollout
    • Gather employee feedback post-training session for continuous improvement
    • Set up a tracking system to monitor attendance and progress

  • ⛳️ Strategy 3: Foster a culture of continuous learning

    • Encourage employees to set personal development goals
    • Implement a mentorship programme to support knowledge sharing
    • Reward and recognise employees who achieve significant learning milestones
    • Promote self-directed learning by providing access to online courses
    • Organise regular knowledge-sharing sessions among teams
    • Establish a learning resource centre for employees
    • Incentivise participation in external workshops and seminars
    • Encourage feedback on the learning and development process to adapt strategies
    • Highlight success stories of employees who benefited from the programme
    • Track and measure the impact of learning on performance outcomes
employee-developmentcontinuous-learningtrainerstore-managerhr-teamtraining-and-development-team
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Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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How to track your Employee strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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