We care our customers and administer their financial and legal affairs courteously, promptly and professionally; We encourage feedback and act on it promptly, be it a complaint or compliment; and We always act in the best interests of our customers. Our Strategic Objectives for 2014–17 A commitment to achieving service excellence by delivering services in a professional, consistent, coordinated and timely manner; Delivery of our objectives through good governance, strong leadership, and sound risk management; Identify opportunities to improve and enhance all areas of our business processes; Invest in our people and create a rewarding environment in which to work; and Ensure the organisation remains profitable and meets agreed fiscal targets. THIS PAGE IS Public Trustee Strategic Plan 2014–17 Mission Vision Core Values To support South Service, Professionalism, To be trusted and Australians, including the Respect, Collaboration respected for providing caring most vulnerable, by providing and Engagement, Honesty and professional services excellent service in Will and Integrity, Courage and making, estate management Tenacity, Sustainability and financial administration Strategies Objectives Ensure Public Trustee’s Service Standards • remain current and effective Customer Service Develop a streamlined customer-centric model • We are committed to achieving of customer service service excellence by delivering Improve our communication to customers • services in a professional, Improve services to Aboriginal customers and • consistent, coordinated and customers from cultures timely manner Ensure our leaders are empowered to act and • work as a team Build and maintain the confidence of key Governance and Leadership • stakeholders We will deliver our objectives through good our internal capabilities in risk • governance, strong leadership, and sound risk management management
We care our customers and administer their financial and legal affairs courteously, promptly and professionally; We encourage feedback and act on it promptly, be it a complaint or compliment; and We always act in the best interests of our customers. Our Strategic Objectives for 2014–17 A commitment to achieving service excellence by delivering services in a professional, consistent, coordinated and timely manner; Delivery of our objectives through good governance, strong leadership, and sound risk management; Identify opportunities to improve and enhance all areas of our business processes; Invest in our people and create a rewarding environment in which to work; and Ensure the organisation remains profitable and meets agreed fiscal targets. THIS PAGE IS Public Trustee Strategic Plan 2014–17 Vision To be trusted and respected for providing caring and professional services Mission To support South Australians, including the most vulnerable, by providing excellent service in Will making, estate management and financial administration Core Values Service, Professionalism, Respect, Collaboration and Engagement, Honesty and Integrity, Courage and Tenacity, Sustainability Objectives Strategies Customer Service We are committed to achieving service excellence by delivering services in a professional, consistent, coordinated and timely manner • Ensure Public Trustee’s Service Standards remain current and effective • Develop a streamlined customer-centric model of customer service • Improve our communication to customers • Improve services to Aboriginal customers and customers from cultures Governance and Leadership We will deliver our objectives through good governance, strong leadership, and sound risk management • Ensure our leaders are empowered to act and work as a team • Build and maintain the confidence of key stakeholders • our internal capabilities in risk management
CommonFundsAnnRept2014-2015.docx