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Start your support leadership role with a clear, week-by-week plan. This practical playbook helps new and newly promoted leaders understand their operation, earn their team’s trust, agree on priorities, and build an operating rhythm through their first quarter.
Three phases:
• Weeks 1–4: Listen and learn through team 1:1s, stakeholder interviews, baseline data, and a 30-day findings report.
• Weeks 5–8: Prioritize improvements, deliver quick wins, and build credibility.
• Weeks 9–13: Establish meeting routines, support team development, and prepare your 90-day review and next-quarter plan.
Your download includes:
• A 13-week playbook guide in Word
• Nine editable Word templates, supplied individually and in one combined pack
• An Excel tracker with weekly tasks, phase progress, stakeholder map, quick-wins scorer, and decision log
Templates cover listening-tour interviews and synthesis, a How I Work profile, your first team meeting, first 1:1s, 30-day findings, weekly team meetings, monthly business reviews, and the 90-day review.
One-time purchase: $47. Digital ZIP download. Microsoft Word and Excel recommended. Adapt the plan to your organization and policies.
The free Support Health Assessment and the CX & Support Operations Toolkit referenced in the guide are separate resources available in our store.
Start your support leadership role with a clear, week-by-week plan. This practical playbook helps new and newly promoted leaders understand their operation, earn their team’s trust, agree on priorities, and build an operating rhythm through their first quarter.
Three phases:
• Weeks 1–4: Listen and learn through team 1:1s, stakeholder interviews, baseline data, and a 30-day findings report.
• Weeks 5–8: Prioritize improvements, deliver quick wins, and build credibility.
• Weeks 9–13: Establish meeting routines, support team development, and prepare your 90-day review and next-quarter plan.
Your download includes:
• A 13-week playbook guide in Word
• Nine editable Word templates, supplied individually and in one combined pack
• An Excel tracker with weekly tasks, phase progress, stakeholder map, quick-wins scorer, and decision log
Templates cover listening-tour interviews and synthesis, a How I Work profile, your first team meeting, first 1:1s, 30-day findings, weekly team meetings, monthly business reviews, and the 90-day review.
One-time purchase: $47. Digital ZIP download. Microsoft Word and Excel recommended. Adapt the plan to your organization and policies.
The free Support Health Assessment and the CX & Support Operations Toolkit referenced in the guide are separate resources available in our store.