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8 strategies and tactics for Risk Services Team

What is Risk Services Team 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 Risk Services Team 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.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Risk Services 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.

Risk Services Team strategy examples

You will find in the next section many different Risk Services Team tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for increasing Agribusiness Insurance Growth

  • ⛳️ Strategy 1: Expand into untapped markets

    • Conduct market analysis to identify high-potential regions within Zimbabwe
    • Develop targeted marketing efforts for commercial farmers and unions
    • Host informational webinars tailored to specific stakeholder groups
    • Establish dedicated account managers to foster relationships with new regions
    • Collaborate with industry unions to access their member networks
    • Implement grassroots campaigns within organised grower groups
    • Join Horticulture Development Council of Zimbabwe as a high-priority membership
    • Strengthen partnerships with irrigation schemes for wider reach
    • Assess opportunities to broaden coverage with cross-border clients
    • Monitor market trends and adapt strategies to shifting demand patterns

  • ⛳️ Strategy 2: Maximise marketing and outreach initiatives

    • Partner with top agronomy influencers for cross-promotional efforts
    • Host engaging national risk advisory sessions with farmers
    • Utilise multimedia channels for comprehensive awareness campaigns
    • Build content-driven collaborations with agricultural media
    • Participate actively in national field days and farming expos
    • Develop a series of educational workshops to highlight insurance benefits
    • Launch a radio and TV campaign to articulate the value of insurance
    • Offer free consultations following field demonstrations to close sales
    • Leverage social media for interactive client engagement
    • Measure the effectiveness of outreach initiatives and adjust accordingly

  • ⛳️ Strategy 3: Enhance product offerings and strategic collaborations

    • Identify gaps in current insurance offerings and develop new products
    • Strengthen ties with equipment dealers for off-season promotions
    • Roll out enhanced livestock insurance products with breeding associations
    • Foster local insurer alliances for co-op marketing and outreach
    • Collaborate with international parametric insurers for climate resilience
    • Implement a broker-centric digital platform to streamline processes
    • Develop joint marketing campaigns with insurance partners
    • Offer bundled insurance solutions to maximise client retention
    • Integrate mobile and bank-based payment systems for ease of access
    • Evaluate partnership success regularly and pursue high-impact collaborations
market-expansionproduct-diversificationaccount-managersmarketing-strategistsrisk-services-teammarketing-team
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Strategies and tactics for expanding RKCO East Africa Consulting Services

  • ⛳️ Strategy 1: Prioritise Market Research and Analysis

    • Conduct a comprehensive analysis of the current market landscape in East Africa for consulting services
    • Identify the major competitors in the market and analyse their strengths and weaknesses
    • Develop customer personas by identifying the core industries needing consulting services
    • Analyse the economic and regulatory environment in East Africa to identify opportunities and threats
    • Conduct surveys and interviews with potential clients to understand their needs and expectations
    • Monitor industry trends and emerging technologies that could impact consulting services
    • Identify key geographic areas to target for market expansion
    • Evaluate the pricing strategies of competitors and establish competitive pricing models
    • Establish partnerships with local businesses for shared insights and market intelligence
    • Create a market research report to inform strategic business decisions

  • ⛳️ Strategy 2: Enhance Brand Visibility and Outreach

    • Develop a marketing plan focusing on digital and traditional media channels
    • Create a content marketing strategy to showcase expertise through blogs, articles, and whitepapers
    • Engage in social media marketing across platforms like LinkedIn, Twitter, and Facebook to reach professionals and executives
    • Organise webinars and workshops highlighting the company's consulting services
    • Participate in industry conferences and events to network and build brand visibility
    • Develop case studies and testimonials from existing clients to build credibility
    • Create promotional materials including brochures, flyers, and presentations tailored to different industries
    • Optimise the company website for SEO to increase online visibility
    • Establish a PR strategy for media coverage in local and international business publications
    • Form strategic alliances with business associations for co-branding and joint promotions

  • ⛳️ Strategy 3: Strengthen Service Delivery and Client Relationships

    • Develop standard operating procedures for each service offering to ensure consistency in delivery
    • Invest in continuous training and certification for staff to maintain high professional standards
    • Implement a client feedback system to gather insights on service satisfaction and areas for improvement
    • Develop customised service packages tailored to meet specific client needs
    • Provide exceptional post-service support and follow-up services
    • Invest in technology tools to improve service delivery and operational efficiency
    • Regularly update clients on new service offerings and industry insights
    • Enhance client onboarding processes to ensure smooth and efficient client relationships from the start
    • Establish a client loyalty programme to incentivise long-term partnerships
    • Create a project management system to track service delivery progress and timelines
market-researchbrand-visibilitymarketing-specialistbusiness-analystmarketing-teamoperations-team
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Strategies and tactics for implementing Active Directory Management Strategy

  • ⛳️ Strategy 1: Optimise access control and governance

    • Assign ad ownership to IT security or infrastructure teams
    • Implement role-based access control using AD security groups
    • Eliminate direct assignment of permissions to user accounts
    • Enforce privileged access management using dedicated administrative accounts
    • Use just-in-time access provisioning tools like Microsoft PIM or Delinea
    • Audit all current AD accounts and permissions regularly
    • Migrate from direct assignments to RBAC-based controls
    • Monitor for unauthorized privileged access and lateral movements
    • Use security groups to improve governance and eliminate account sprawl
    • Regularly review privileged accounts and permissions

  • ⛳️ Strategy 2: Standardise organisational structure and policy management

    • Design a logical OU hierarchy based on geography, department, or function
    • Maintain and update the OU hierarchy regularly to match organisational changes
    • Use OUs for delegating administrative privileges through delegated permissions
    • Apply GPOs to specific OUs to minimise policy conflicts
    • Deploy baseline security GPOs based on CIS Benchmarks or Microsoft baselines
    • Utilise the Group Policy Central Store for consistent GPO deployment
    • Track changes to GPOs using auditing and change management
    • Conduct regular cleanup of legacy OUs and standardise structure
    • Establish change control protocols for GPOs
    • Review GPOs against baseline configurations frequently

  • ⛳️ Strategy 3: Enhance identity lifecycle management and security integration

    • Automate user provisioning and deprovisioning through HR system integrations
    • Disable user accounts immediately upon termination and archive as necessary
    • Maintain documented joiners-movers-leavers workflows
    • Regularly review active accounts against HR rosters
    • Use Azure AD Connect for synchronising on-prem AD with Microsoft Entra ID
    • Apply conditional access policies to cloud-only and synchronised accounts
    • Implement MFA and location/device-based access controls for enhanced security
    • Audit and harden Azure AD Connect server configuration
    • Deploy Microsoft Defender for Identity for anomaly detection
    • Conduct regular reviews and updates of identity lifecycle procedures
access-controlidentity-managementit-security-professionalsystems-administratorit-security-teaminfrastructure-team
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Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for preparing a comprehensive mall review strategy

  • ⛳️ Strategy 1: Establish a robust mall management structure

    • Appoint a mall general manager to oversee overall operations
    • Set up specialized departments for operations, leasing, marketing, and finance
    • Designate managers for each department to ensure focused leadership
    • Implement weekly cross-departmental meetings for alignment on objectives
    • Create clear reporting structures with department heads reporting to the general manager
    • Conduct quarterly reviews of the management structure to identify areas for improvement
    • Develop a succession plan to maintain leadership continuity
    • Integrate communication and project management tools for improved collaboration
    • Organize bi-annual team-building activities to strengthen team dynamics
    • Set up performance evaluation criteria for department heads

  • ⛳️ Strategy 2: Maximize tenant occupancy through strategic lease management

    • Establish a dedicated leasing department for managing tenant relations
    • Develop a tenant mix strategy to balance retail, F&B, and service stores
    • Introduce a lease expiry management system for timely renewals and negotiations
    • Set up KPIs for monitoring occupancy rate, lease terms, and tenant satisfaction
    • Conduct market research to identify potential new tenants and sectors to enhance the mall's offering
    • Review and adjust lease terms to reflect current market conditions
    • Implement a feedback system for tenants to express needs and concerns
    • Organize regular tenant meetings to discuss and negotiate leasing issues
    • Provide incentives for anchor tenants to ensure long-term occupancy
    • Develop a contingency plan for managing high vacancy rates

  • ⛳️ Strategy 3: Enhance financial transparency and operational efficiency

    • Set up a finance and accounting department for revenue and cost management
    • Implement monthly financial reporting to track profitability and operational costs
    • Introduce a centralized billing system for tenant payments
    • Automate vendor and supplier payments to optimize cash flow
    • Conduct regular financial audits to ensure accuracy and compliance
    • Establish an expense management policy for cost control
    • Analyze financial data to identify trends and areas for cost reduction
    • Train staff in financial literacy to enhance fiscal responsibility
    • Create an annual budget plan aligning with mall objectives
    • Integrate accounting software for streamlined financial operations
mall-managementtenant-occupancygeneral-managerleasing-managerfinance-departmentleasing-department
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Strategies and tactics for developing a strategic growth plan for FinSight Corp

  • ⛳️ Strategy 1: Set specific three-year strategic goals

    • Define key performance indicators for each division
    • Set annual targets aligned with long-term goals
    • Conduct quarterly reviews to measure progress
    • Identify resources required to meet goals
    • Establish accountability through stakeholder engagement
    • Incorporate market research into goal setting
    • Adjust goals based on yearly market conditions
    • Align goals with the mission and vision of the company
    • Foster interdepartmental collaboration to achieve targets
    • Develop a reporting system for goal tracking

  • ⛳️ Strategy 2: Implement a comprehensive marketing strategy

    • Identify target markets for each business division
    • Develop key messaging that resonates with target audiences
    • Utilise digital marketing channels such as social media
    • Leverage partnerships with relevant organizations
    • Create engaging content for visibility campaigns
    • Schedule webinars and education fairs
    • Utilise data analytics to refine marketing efforts
    • Establish a regular cadence for market research updates
    • Invest in branding to build a strong market presence
    • Monitor and evaluate campaign effectiveness regularly

  • ⛳️ Strategy 3: Design an operational plan for effective execution

    • Map out internal processes and role responsibilities
    • Identify resource requirements for operational efficiency
    • Create a management structure for effective oversight
    • Utilise technology for process automation and efficiency
    • Develop a training program for staff skill enhancement
    • Set up communication channels for seamless information flow
    • Define performance metrics for operational functions
    • Schedule regular operational audits for continuous improvement
    • Ensure compliance with international and local regulations
    • Engage in scenario planning to future-proof operations
strategic-goalsmarketing-strategymarketing-manageroperations-directormarketing-teamoperations-team
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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 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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How to track your Risk Services 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:

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