Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Personal Support Team

What is Personal Support Team 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.

Developing an effective Personal Support Team strategy can be intimidating, especially when your daily duties demand your attention. To assist you, we've curated a list of examples to inspire your planning process.

Feel free to copy these examples into your favorite application, or leverage Tability to maintain accountability.

How to write your own Personal Support Team 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.

Personal Support Team strategy examples

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

Strategies and tactics for increasing independence in daily living skills

  • ⛳️ Strategy 1: Establish a daily routine

    • Create a structured daily schedule including time for personal care, cleaning, and money management
    • Set consistent wake-up and sleep times to promote good sleep hygiene
    • Incorporate reminders and alarms to signal transitions between tasks
    • Ensure time is allocated for meal preparation and healthy eating habits
    • Practice personal hygiene tasks at the same time each day for consistency
    • Include breaks and leisure activities to maintain balance
    • Utilise a calendar or planner to keep track of appointments and tasks
    • Provide a checklist for daily tasks to track progress
    • Gradually reduce prompts as Justin becomes more adept
    • Reflect on routine effectiveness weekly and adjust as needed

  • ⛳️ Strategy 2: Enhance personal care skills

    • Identify personal care tasks that require the most support
    • Demonstrate each personal care task step-by-step
    • Use visual aids or instructional guides for complex tasks
    • Set realistic goals for each personal care activity
    • Encourage self-monitoring by having Justin check off completed tasks
    • Reinforce successful completion of tasks with positive feedback
    • Incorporate adaptive tools or technology to aid independence
    • Practise personal care tasks at optimal times when Justin is most alert
    • Decrease assistance gradually as proficiency increases
    • Periodically review and adjust goals as Justin progresses

  • ⛳️ Strategy 3: Develop money management skills

    • Introduce the basics of budgeting and expenses
    • Provide opportunities for Justin to manage pocket money or a small budget
    • Utilise educational games or apps focused on money management skills
    • Role-play shopping scenarios to practice making purchases and receiving correct change
    • Encourage the tracking of spending with a simple ledger or app
    • Discuss the importance of saving and set a saving goal
    • Teach the recognition and value of different denominations of money
    • Simplify bill-paying with automatic payments set up where feasible
    • Schedule regular discussions or reviews on financial progress
    • Praise and reinforce positive financial decisions and behaviours
independencedaily-living-skillscaregiverlife-skills-coachpersonal-support-teamskill-development-team
Implement these strategies

Strategies and tactics for enhancing VIP Gaming Customer Service

  • ⛳️ Strategy 1: Implement personalised communication

    • Create detailed profiles for each VIP client to understand their preferences
    • Assign dedicated account managers to manage VIP client accounts
    • Develop customised communication plans for regular updates and offers
    • Utilise CRM tools to track interactions and personalise future communications
    • Send personalised birthday and special occasion messages with exclusive offers
    • Conduct regular check-ins via preferred communication mediums
    • Offer exclusive access to customer service channels for VIP clients
    • Provide 24/7 support through a dedicated VIP support team
    • Monitor client feedback to adapt and personalise services continually
    • Use client data to pre-emptively address potential issues

  • ⛳️ Strategy 2: Enhance service through exclusive rewards

    • Develop a tiered rewards programme tailored to VIP client preferences
    • Offer exclusive bonuses and in-game rewards for VIP clients
    • Introduce VIP-only events or gaming tournaments
    • Provide early access to new games and features
    • Deliver personalised rewards based on past gaming behaviours
    • Conduct regular satisfaction surveys to tailor rewards to client desires
    • Create a VIP loyalty programme with escalating benefits
    • Organise meet-and-greet events with game developers or VIP hosts
    • Offer bespoke gaming gear or merchandise as rewards
    • Regularly review and update the rewards programme based on client feedback

  • ⛳️ Strategy 3: Utilise technology to streamline service

    • Implement AI-driven chatbots for quick VIP queries and redirection
    • Invest in a robust CRM system to handle VIP client data efficiently
    • Use data analytics to forecast and mitigate potential support needs
    • Deploy a mobile app for easy account management and support access
    • Ensure secure and fast payment processing systems for VIP transactions
    • Offer seamless multi-device continuity for gaming experiences
    • Provide a VIP-exclusive online portal with tailored content and updates
    • Integrate feedback loops through technology to capture real-time client responses
    • Create an efficient ticketing system to prioritise VIP service requests
    • Stay updated with technological advancements and apply them to enhance customer service
personalisationloyaltyaccount-managercustomer-service-representativecrm-support-teamvip-customer-service-team
Implement these strategies

Strategies and tactics for gaining weight without adding belly fat

  • ⛳️ Strategy 1: Increase caloric intake with clean foods

    • Track current caloric intake to establish a baseline
    • Calculate the additional calories needed to gain weight
    • Incorporate whole grains, lean proteins, and healthy fats into meals
    • Consume protein-rich foods such as chicken, fish, beans, and tofu
    • Add nutrient-dense snacks like nuts, seeds, and avocado between meals
    • Increase portion sizes gradually to avoid digestive issues
    • Prepare meals in advance to ensure calorie goals are met
    • Drink smoothies or shakes with protein powder and fruits
    • Track weekly progress and adjust caloric intake as needed
    • Stay hydrated but avoid drinking before meals to prevent feeling full

  • ⛳️ Strategy 2: Engage in resistance training

    • Create a resistance training plan focusing on major muscle groups
    • Incorporate exercises like squats, deadlifts, and bench presses
    • Work out at least 4 times a week to ensure muscle growth
    • Gradually increase the weights used in exercises every week
    • Focus on compound movements that engage multiple muscles
    • Include rest days to allow muscles to recover and grow
    • Track workout progress and adjust as needed
    • Hire a personal trainer if needed to ensure proper form
    • Implement varied rep ranges to prevent workout plateaus
    • Consume a protein-rich post-workout meal or shake

  • ⛳️ Strategy 3: Optimise lifestyle and recovery

    • Ensure 7-9 hours of quality sleep each night for recovery
    • Manage stress levels through activities like meditation and yoga
    • Avoid high-intensity cardio to minimise calorie burn
    • Include stretching and mobility exercises to prevent injury
    • Limit processed and sugary foods to maintain lean gains
    • Maintain a consistent eating and training schedule daily
    • Join support groups or forums for motivation and tips
    • Monitor body composition regularly to track muscle gain
    • Maintain a positive and focused mindset towards fitness goals
    • Seek feedback and make necessary adjustments to your plan
caloric-intakeresistance-trainingpersonal-trainernutritionistfitness-support-groupmeal-planning-team
Implement these strategies

Strategies and tactics for delivering personalised and discreet high touch service

  • ⛳️ Strategy 1: Enhance client profiling

    • Develop a detailed client profile database capturing preferences and past interactions
    • Regularly update client profiles with new information after each interaction
    • Implement a system to flag preferred communication methods and times for each client
    • Train staff on the importance of personalising interactions based on client profiles
    • Use CRM software to automate reminders for personalised follow-ups
    • Conduct quarterly reviews of client data to identify service improvement areas
    • Ensure client profiles are accessible only to authorised personnel to maintain discretion
    • Segment clients based on their needs and preferences for tailored service
    • Introduce a quarterly feedback loop to capture client preferences and satisfaction
    • Evaluate the effectiveness of profiling through client satisfaction surveys

  • ⛳️ Strategy 2: Improve communication and responsiveness

    • Establish a dedicated claims team for high net worth clients
    • Implement a first response system that ensures client queries are acknowledged within one hour
    • Develop a set of communication guidelines focused on discretion and personalisation
    • Train claims staff in advanced communication skills and emotional intelligence
    • Schedule regular training sessions on the latest communication technology tools
    • Integrate secure messaging tools to enhance client confidentiality
    • Empower staff to make instant decisions for minor claims to enhance responsiveness
    • Monitor and analyse communication patterns to identify gaps and improve efficiency
    • Establish a 24/7 support line for urgent claims queries
    • Introduce a 'white glove' service policy for handling complex cases

  • ⛳️ Strategy 3: Develop exclusive client engagement programmes

    • Create a personalised welcome package for new high net worth clients
    • Organise exclusive client events to build stronger relationships
    • Introduce a loyalty programme with tailored benefits and rewards
    • Send personalised thank you notes and gifts following claims resolution
    • Conduct annual client appreciation programmes to acknowledge their loyalty
    • Offer bespoke service packages based on individual client preferences
    • Design a series of unique, informative newsletters tailored to client interests
    • Collaborate with luxury brands to offer exclusive experiences to clients
    • Measure the success of client engagement initiatives through satisfaction indices
    • Regularly seek client feedback on engagement programmes and make necessary adjustments
personalisationdiscretionclient-service-managerclaims-specialistclient-engagement-teamclaims-support-team
Implement these strategies

Strategies and tactics for planning the next phase for effective leprosy programme

  • ⛳️ Strategy 1: Provide basic training to TLCAs and caretakers

    • Identify caretaker leaders in each district for training
    • Develop a basic leprosy training curriculum
    • Schedule training sessions across districts
    • Select experienced trainers to conduct sessions
    • Issue certificates of completion to enhance motivation
    • Implement a post-training support system for ongoing guidance
    • Create a feedback mechanism to improve future training sessions
    • Facilitate peer collaboration and knowledge sharing amongst workers
    • Provide resource materials and manuals for self-study
    • Monitor and evaluate the performance of trained individuals

  • ⛳️ Strategy 2: Organise orientation sessions for newly appointed doctors

    • Compile list of new doctors in each district
    • Design leprosy orientation sessions tailored for doctors
    • Arrange logistics and venues for the sessions
    • Invite experienced leprosy specialists to conduct orientations
    • Distribute educational materials during sessions
    • Integrate sessions into doctors' ongoing professional development
    • Coordinate with health directorates for session endorsements
    • Collect feedback from participants for session improvement
    • Encourage doctors to stay engaged with leprosy initiatives post-orientation
    • Create a platform for new doctors to ask questions and share experiences

  • ⛳️ Strategy 3: Enhance digital infrastructure for efficient reporting

    • Develop a comprehensive database software for leprosy data
    • Perform a needs assessment for FFs' technology requirements
    • Seek funding or partnerships for providing laptops and internet
    • Pilot test the software and gather feedback from users
    • Train FFs on using technology effectively for reporting
    • Establish a tech support team to assist FFs with issues
    • Ensure data security and privacy in the reporting software
    • Foster a reporting culture where field data is promptly updated
    • Evaluate and upgrade the digital system periodically
    • Explore offline reporting solutions for areas with internet issues
trainingtechnologytlcascaretakerstraining-teamtech-support-team
Implement these strategies

Strategies and tactics for planning the next phase of leprosy work

  • ⛳️ Strategy 1: Enhance training for existing health workers

    • Identify the current gaps in knowledge among caretaking TLCAs and other workers
    • Develop a basic training program focusing on core leprosy concepts
    • Schedule and organise regular training sessions
    • Utilise experienced health personnel for conducting training sessions
    • Include online training modules for flexible learning
    • Monitor and evaluate the effectiveness of the training sessions
    • Provide incentives or certifications upon completion of the training
    • Encourage peer learning and support among trained staff
    • Collaborate with local health authorities for support
    • Create a feedback system to continually improve training content

  • ⛳️ Strategy 2: Implement orientation programs for new doctors

    • Survey the current level of understanding of leprosy among new doctors
    • Design an orientation program focusing on essential leprosy information
    • Set a schedule for half-day or full-day orientation sessions
    • Invite experienced leprosy mission staff to share insights
    • Develop orientation materials, including brochures and presentations
    • Make the orientation sessions interactive with case studies
    • Establish a continuous learning plan post-orientation
    • Collect evaluations from participants after each session
    • Coordinate with hospital administrators for participation
    • Plan for periodic refreshers to maintain leprosy knowledge

  • ⛳️ Strategy 3: Improve technology and resource accessibility

    • Conduct an assessment of current technological limitations among field facilitators
    • Procure affordable laptops and ensure internet connectivity for field facilitators
    • Set up a comprehensive and user-friendly database for leprosy reports
    • Conduct training on using the new software and equipment
    • Integrate data inputs and reports into the new database system
    • Regularly update the software to include new features
    • Establish a support system for troubleshooting tech issues
    • Facilitate a mentorship program for tech-savvy workers to assist others
    • Allocate budget resources to purchase and maintain IT resources
    • Evaluate the performance in terms of reporting speed and accuracy
trainingtechnologyhealth-workersdoctorstraining-teamit-support-team
Implement these strategies

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
Implement these strategies

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
Implement these strategies

Strategies and tactics for enhancing NAPSA's Strategic Initiatives

  • ⛳️ Strategy 1: Implement digital transformation

    • Develop and launch a digital member portal and mobile app by 2028
    • Enhance ICT infrastructure to support digital services
    • Integrate artificial intelligence for hyper-personalised member services
    • Conduct training sessions for staff on new digital tools and platforms
    • Implement an integrated data management system to improve data quality
    • Increase digital claims processing to ensure claims are paid within 24 hours by 2029
    • Monitor and evaluate digital service quality through member feedback
    • Increase online engagement and communication with members
    • Ensure data security measures are enhanced to reduce cybersecurity risks
    • Develop KPIs to track digital transformation success annually

  • ⛳️ Strategy 2: Expand coverage into the informal sector

    • Develop innovative pension products tailored for the informal sector
    • Increase informal sector membership by 50% annually
    • Conduct outreach programs to educate the informal sector about pension benefits
    • Establish partnerships with informal sector associations
    • Implement mobile payment solutions to facilitate contributions
    • Conduct surveys to understand the needs of the informal sector participants
    • Create marketing campaigns targeted at informal sector workers
    • Monitor and report on coverage expansion progress quarterly
    • Provide incentives for informal sector employers to enroll employees
    • Regularly update strategic approaches based on feedback from new members

  • ⛳️ Strategy 3: Embed sustainability and ESG principles

    • Increase investment in green energy and ESG-compliant projects
    • Embed ESG criteria into the investment decision-making process
    • Conduct regular ESG-related training for investment managers
    • Engage with stakeholders to promote understanding of ESG principles
    • Develop a sustainability policy aligned with corporate strategy
    • Incorporate ESG performance metrics into investment evaluations
    • Publish an annual ESG performance report to stakeholders
    • Set measurable ESG targets for the portfolio by 2030
    • Foster partnerships with ESG-focused organisations
    • Offer staff incentives linked to achieving sustainability goals
digital-transformationsustainabilityict-specialistesg-managerdigital-services-teamoutreach-and-communications-team
Implement these strategies

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
Implement these strategies

How to track your Personal Support Team 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:

Table of contents
Copyright © 2024 Tability