Challenge and Selection

One of my challenges in the workplace is the implementation on the new procedural handling of a policy,  and to come up with an efficient set of rules and instructions that are easier to be understood and will  take lesser time to be implemented.

Usually, the new procedural handling proposal consists of instructions to our Relationship Managers on  how they shall conduct checking, review, and tagging of accounts in the system. Further, the challenge  here is on describing the flow of instructions, step-by-step, in correct and orderly manner. Trainings,  workshops, and webinars are conducted to roll out this kind of new procedural handling.

Application

Through visualization tool, the Relationship Managers will have a better appreciation of the new proposed  process. I will provide screenshots of system/s they shall access, and use diagrams and flow charts for the  instructions. This way, they will be able to have reference guides on what systems to access, what is the  instruction and information to be inputted, and a step-by-step visual tool will greatly help in the proper  and easier implementation of this process.

Insight and Approach

Visual tools (such as flowcharts, screenshots and diagrams) will help in the efficient implementation of  any new process/handling. I will be using the same tool moving forward because it can save us more time  in the implementation. I can avoid receiving and replying to too much questions/inquiries since I will be  providing a step-by-step flowcharts and screenshots. Since the Relationship Managers’ main task is to  market products and services, they will have a little time to read instructions. Visuals will also save them  lots of time and effort.


Challenge and Selection One of my challenges in the workplace is the implementation on the new procedural handling of a policy , and to come up with an efficient set of rules and instructions that are easier to be understood and will take lesser time to be implemented . Usually , the new procedural handling proposal consists of instructions to our Relationship Managers on how they shall conduct checking , review , and tagging of accounts in the system . Further , the challenge here is on describing the flow of instructions , step - by - step , in correct and orderly manner . Trainings , workshops , and webinars are conducted to roll out this kind of new procedural handling . Application Through visualization tool , the Relationship Managers will have a better appreciation of the new proposed process . I will provide screenshots of system / s they shall access , and use diagrams and flow charts for the instructions . This way , they will be able to have reference guides on what systems to access , what is the instruction and information to be inputted , and a step - by - step visual tool will greatly help in the proper and easier implementation of this process . Insight and Approach Visual tools ( such as flowcharts , screenshots and diagrams ) will help in the efficient implementation of any new process / handling . I will be using the same tool moving forward because it can save us more time in the implementation . I can avoid receiving and replying to too much questions / inquiries since I will be providing a step - by - step flowcharts and screenshots . Since the Relationship Managers ’ main task is to market products and services , they will have a little time to read instructions . Visuals will also save them lots of time and effort .