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2 strategies and tactics for Personalisation

What is Personalisation 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 Personalisation 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 Personalisation 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.

Personalisation strategy examples

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

Strategies and tactics for developing AI for education

  • ⛳️ Strategy 1: Integrate AI into classrooms

    • Identify schools interested in AI integration
    • Assess the technological infrastructure of selected schools
    • Develop AI applications tailored to classroom needs
    • Train teachers on how to use AI tools effectively
    • Pilot AI applications in a few classrooms
    • Gather feedback from teachers and students
    • Make necessary adjustments to AI applications
    • Expand AI integration to more classrooms
    • Monitor the impact of AI on student learning outcomes
    • Create a report on the benefits and challenges of AI in classrooms

  • ⛳️ Strategy 2: Personalise learning using AI

    • Research and analyse various AI personalisation platforms
    • Select an AI platform that aligns with educational goals
    • Develop learning modules that utilise AI for personalisation
    • Train educators on the AI platform and personalised approach
    • Launch a pilot programme for personalised learning
    • Collect data on student engagement and performance
    • Adjust learning pathways based on student feedback and data
    • Expand the programme to include more subjects or grade levels
    • Evaluate the long-term impact of personalised learning
    • Publish findings on the efficacy of AI in personalising education

  • ⛳️ Strategy 3: Use AI for administrative efficiency

    • Identify administrative processes that can be automated
    • Evaluate AI solutions that can streamline these processes
    • Implement AI tools in selected administrative areas
    • Train administrative staff on new AI systems
    • Monitor efficiency improvements and time savings
    • Gather feedback from administrative staff on tool usage
    • Make necessary adjustments to AI systems based on feedback
    • Expand AI automation to additional administrative processes
    • Measure operational cost savings with AI integration
    • Document and share best practices for AI use in administration
ai-integrationpersonalisationteacheradministratorit-supportcurriculum-development
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 Personalisation 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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