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5 strategies and tactics for Evaluator

What is Evaluator strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Evaluator strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Evaluator 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.

Evaluator strategy examples

We've added many examples of Evaluator tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for implementing a Quality Assurance Strategy for Contact Centres

  • ⛳️ Strategy 1: Define and Monitor Quality Standards

    • Clearly define quality standards and performance expectations for agents
    • Develop a detailed QA scorecard focusing on key performance indicators
    • Implement regular monitoring and evaluation processes to assess agent performance
    • Utilise AI tools to transcribe calls and analyse tone, sentiment, and keyword usage
    • Conduct in-depth evaluation of agent interactions to identify areas for improvement
    • Incorporate peer reviews from senior agents and team leads for additional insights
    • Provide regular calibration sessions to maintain consistency in evaluations
    • Regularly review and update quality standards to align with customer needs
    • Offer regular feedback sessions to discuss performance and improvement areas
    • Continuously improve QA criteria and tools based on evolving business and agent needs

  • ⛳️ Strategy 2: Strengthen Reporting and Communication

    • Establish a reporting structure to deliver weekly, monthly, and quarterly performance reports
    • Conduct weekly debrief meetings with QA team, team leads, and senior management
    • Hold monthly one-on-one feedback sessions with agents to discuss their performance
    • Leverage AI analytics tools to track key performance indicators effectively
    • Develop customised dashboards for visualising trends and insights derived from QA assessments
    • Present data-driven recommendations to management for informed decision-making
    • Maintain open communication channels for agents to provide feedback and ask questions
    • Act as a representative for members, ensuring their concerns influence contact centre policies
    • Document case histories accurately to facilitate future reference and insights
    • Encourage feedback to refine processes and training strategies continually

  • ⛳️ Strategy 3: Enhance Agent Training and Development

    • Provide ongoing coaching and training opportunities to enhance agent skills and knowledge
    • Offer specialised training sessions based on feedback from QA evaluations
    • Conduct role-playing exercises to prepare agents for real-life situations
    • Use performance data to identify training needs and develop targeted modules
    • Empower agents through knowledge-sharing sessions highlighting best practices
    • Ensure training includes updates in company policies and customer handling techniques
    • Prioritise skill development to enhance empathy, problem-solving, and communication skills
    • Implement a framework for agents to replicate successful case-handling methods
    • Monitor agent progress post-training to measure effectiveness and make adjustments
    • Foster a culture of continuous development and learning across all teams
quality-assurancecustomer-satisfactionquality-assurance-managercustomer-service-agentcollectionsretentions
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Strategies and tactics for designing an efficient organisational structure

  • ⛳️ Strategy 1: Define clear organisational goals

    • Identify the long-term business objectives of the organisation
    • Assess current organisational structure in relation to these objectives
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for organisational efficiency
    • Prioritise goals based on organisational needs and resources
    • Identify gaps between the current structure and desired outcomes
    • Engage leadership for alignment on organisational priorities
    • Communicate objectives clearly across the organisation
    • Establish key performance indicators to track progress
    • Review and revise objectives regularly to align with organisational growth
    • Ensure objectives are integrated into employee performance evaluations

  • ⛳️ Strategy 2: Streamline decision-making processes

    • Map existing decision-making processes within the organisation
    • Identify bottlenecks and areas for improvement in decision-making
    • Delegate decision-making authority to empower employees
    • Implement a flat organisational structure where possible
    • Create clear guidelines for decision-making responsibilities
    • Utilise technology to facilitate communication and data sharing
    • Provide training for managers in efficient decision-making
    • Review and optimise decision approval processes
    • Foster a culture of accountability and transparency
    • Regularly assess decision-making efficiency and make adjustments as needed

  • ⛳️ Strategy 3: Clarify roles and responsibilities

    • Conduct a comprehensive job analysis for all positions
    • Develop clear job descriptions with specific roles and responsibilities
    • Implement a structured job evaluation process to assess job value
    • Establish a system for role alignment with organisational goals
    • Create a career development plan for employees to understand growth paths
    • Design and communicate an organisational chart for transparency
    • Engage employees in defining and understanding their roles
    • Regularly review and update job descriptions as the organisation grows
    • Align compensation structures with evaluation outcomes
    • Promote cross-departmental collaboration and understanding of other roles
organizational-structureefficiencydecision-makerjob-evaluatorleadership-teamhr-team
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Strategies and tactics for creating a SMART strategic plan

  • ⛳️ Strategy 1: Utilise the guiding framework

    • Review the guiding framework and ensure it aligns with the overall vision and mission
    • Define specific and measurable objectives within the guiding framework
    • Identify relevant stakeholders who will contribute to the success of the framework
    • Allocate resources effectively, ensuring sponsors and champions are involved
    • Develop a detailed work plan that outlines milestones and deadlines
    • Determine performance measures to assess the progress of initiatives
    • Integrate best practices from the industry into the guiding framework
    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Align the guiding framework with the strategic initiatives and goals
    • Ensure continuous monitoring and updating of the framework as necessary

  • ⛳️ Strategy 2: Align vision, mission, and values with strategic initiatives

    • Clearly define the organisational vision, mission, and values
    • Ensure that all strategic initiatives incorporate the core values of the organisation
    • Set specific goals that align with the vision and mission of the organisation
    • Identify key strategic initiatives that will drive the goals and objectives
    • Engage with sponsors and champions to support strategic initiatives
    • Use performance measures to track the progress of each initiative
    • Incorporate industry best practices into strategic initiatives
    • Develop a timeline for the implementation of strategic initiatives
    • Regularly review and update the vision, mission, and values as needed
    • Communicate the alignment of vision, mission, and values to all stakeholders

  • ⛳️ Strategy 3: Implement a robust strategy execution process

    • Define a clear strategy execution process with detailed steps
    • Identify operational initiatives that support the strategic plan
    • Assign roles and responsibilities for the execution of the strategy
    • Develop a work plan with clear timelines and key milestones
    • Ensure resource allocation is aligned with strategic priorities
    • Establish performance measures to evaluate strategy execution effectiveness
    • Use the SWOT analysis to adapt and refine the strategy execution process
    • Incorporate feedback loops to make data-driven adjustments
    • Leverage industry best practices to enhance strategy execution
    • Create a communication plan to keep stakeholders informed throughout the process
smart-strategyalignmentstrategy-designerperformance-evaluatorstrategic-planning-teamexecution-team
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Strategies and tactics for positioning AI projects on a two-axis strategy map

  • ⛳️ Strategy 1: Prioritise high influence and easy acquisition projects

    • Identify AI projects with high corporate influence and technology that is easy to acquire
    • Allocate resources and budget towards these projects for quick wins
    • Establish a timeline for rapid implementation and deployment
    • Communicate the strategic importance of these projects within the organisation
    • Build a cross-functional team to support fast execution
    • Develop measurable KPIs to track project success and influence
    • Create a feedback loop for continuous improvement
    • Document successes for internal case studies
    • Benchmark project outcomes with similar industry projects
    • Ensure compliance with corporate policies during project execution

  • ⛳️ Strategy 2: Enhance capabilities for high influence and difficult acquisition projects

    • Conduct thorough feasibility studies to understand technology gaps
    • Seek partnerships or alliances with technology providers to ease acquisition
    • Invest in employee training to build internal capabilities
    • Develop a long-term roadmap for technology integration
    • Secure executive sponsorship to ensure project alignment with corporate strategy
    • Break down projects into phases for manageable implementation
    • Regularly assess and mitigate risks associated with technology difficulties
    • Identify and leverage internal champions to drive progress
    • Utilise pilot projects as stepping stones for full-scale deployment
    • Set clear milestones and evaluation criteria to measure progress

  • ⛳️ Strategy 3: Redirect resources for low influence projects

    • Identify low influence projects and assess their strategic value
    • Engage with stakeholders to reassess project alignment with corporate goals
    • Evaluate whether projects can be repositioned to increase their influence
    • Consider scaling down or halting projects that do not add value
    • Redirect resources towards higher influence or strategically critical initiatives
    • Leverage learnings from these projects to inform future project selection
    • Ensure there is clear communication to stakeholders about strategic decisions
    • Explore potential for salvageable components or innovations within projects
    • Create a portfolio review process to avoid similar low impact projects
    • Document reasoning and outcomes for organisational learning
ai-projectsstrategic-prioritizationproject-managertechnology-evaluatorcross-functional-teamcorporate-strategy-team
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Strategies and tactics for developing a training evaluation method

  • ⛳️ Strategy 1: Identify training objectives

    • Review the overall objectives of the training programme
    • Identify specific skills or knowledge areas to be assessed
    • Consult with training facilitators to align on targets
    • Set measurable criteria for success
    • Ensure objectives align with organizational goals
    • Develop key performance indicators (KPIs) based on objectives
    • Determine how often evaluations should take place
    • Decide on both short-term and long-term objectives
    • Gather feedback from participants on learning expectations
    • Create a checklist of objectives for easy tracking

  • ⛳️ Strategy 2: Design an evaluation form

    • Research best practices in training evaluation forms
    • Draft questions that assess understanding and application
    • Include both quantitative and qualitative assessment options
    • Ensure questions are clear and concise
    • Allow space for open-ended feedback
    • Include a self-assessment section for participants
    • Pilot the evaluation form with a small group
    • Revise questions based on pilot feedback
    • Integrate company branding into the form design
    • Develop a scoring rubric for consistent evaluation

  • ⛳️ Strategy 3: Implement and review evaluation process

    • Train evaluators on how to use the evaluation form
    • Provide participants with instructions for completing evaluations
    • Schedule regular evaluation sessions within the training timeline
    • Collect completed evaluation forms in a secure manner
    • Analyse data for patterns in progress and areas of improvement
    • Share results with participants and provide feedback
    • Adjust training sessions based on evaluation results
    • Conduct follow-up evaluations to monitor ongoing progress
    • Solicit feedback from both evaluators and participants on the process
    • Review and refine the evaluation process annually
training-evaluationkpistraining-facilitatorevaluatorhuman-resourcestraining-and-development
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How to track your Evaluator 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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