605 words, 2.2 minutes read. By Gerard Blokdyk

Center of Excellence 1 big thing: Secure that your team relentless mindset of excellence in all things.

The big picture: Secure that your organization is accountable for ensuring service levels and capabilities needed to drive growth are delivered by the COEs (Advisor Growth, Practice Growth and Advice); functions as the key liaison between these teams and the Advisor Group.

Why it matters: Warrant that your company is responsible for operational oversight and performance of Appeals and Grievances processes to ensure compliance with regulatory, contractual and accreditation requirements.

Go deeper: Solicit and apply standards and best practices as defined by the project management Center of Excellence (Coe) and the Project Management Office (PMO).

What we’re hearing: “Verify that your group is leveraging data and insights to understand root cause issues and to develop data driven solutions that build awareness and drive change for your colleagues., Creative Operations Lead

Between the lines: Confirm that your company manages and triages responses to HR Operations inquiries and escalating more complex questions and issues to the appropriate Center of Excellence or HR Operations team member.

State of play: Be confident that your strategy is responsible for supporting operations for the Loyalty Center of Excellence ecosystem in multiple projects and initiatives to help drive performance improvement, efficiencies and effectiveness.

What to watch: Make headway so that your operation is leading design thinking workshops with (internal) clients both in person and virtual bringing people together to make things happen.

How it works: Make sure the Integrated Security specialization is responsible for continuous enhancement and implementation of local security programs and procedures for classified information protection.

Yes, but: Act as change agent to bring about significant improvement in Safety, Quality, Delivery, Cost and Cash targets, meeting stakeholder commitment, driven by significant improvements in Lean maturity.

Meanwhile: Verify that your process provides expertise in the areas of cloud when consulting with partners to determine technical requirements, feasibility, cost, and performance.

What they’re saying: “Make headway so that your organization evangelizes data analytics cross functionally acting as an unofficial center of excellence for analytics across your organization., Senior Customer Marketing Specialist

The bottom line: Develop a technology talent strategy aimed at driving a highly engaged culture, and facilitating organizational design and long range growth plan that optimizes the employee involvement.

What’s next: Warrant that your design leads considerations with key stakeholders to design a hybrid cloud disaster recovery (DR) strategy and guides internal and external resources through deployment and testing processes.

ICYMI: Identify potential new partners, initiatives, and activities and make recommendations in support of an expanding center of excellence in learning and organizational development.


Look inside the Center of Excellence Kanban:



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