Half-year work summary of the team leader

Team leader’s half-year work summary 2017

For front-line team leaders, management skills must be used every day. If they cannot get corresponding training, they will not be qualified for the job. Below I have compiled a summary of the team leader’s six-month work for you. I hope it will be helpful to you.

1. Completion of main business indicators (business handled by Henggang Branch from April 28 to June 30) The total number of users is 11,431

1. Number of pipeline gas customer accounts: 213.

2. Number of transferred households: 89.

3. Change the number of accounts: 43.

4. Bank collection order input: 372 households.

5. Henggang Business Office Counter Income: (Payment at the front desk is from April 28 to June 30)

(1) Change management fees collected: 80 households, amount 24,500 yuan.

(2) Insurance sales: 278.

(3) Counter gas payment recovery: 80 private users, amount: 93,500 yuan, public users: 18 households, amount: 148,600 yuan.

(4) Liquidated damages recovery at the counter: 44 households, 7305.27 yuan.

*** Total: 304,350 yuan

2. Completion of main work in the first half of XX

(1) Personnel training: After the team is established, it will start from 2 In the past two months from April 13th to April 8th, the follow-up training of the business, point correction, meter reading, return visit and other teams was completed.

(2) Early stage of natural gas conversion in Henggang area: From April 8 to April 18***, customer consultation work for 7,360 households during the natural gas conversion period was completed, and half of the team members had no previous experience in participating in natural gas conversion. , during the natural gas conversion period, there were no complaints from any households due to service attitude or insufficient explanation.

(3) Opening of Henggang Sales Office: With the support and help of the company leaders, the joint efforts of the team members, and after sufficient preparations, the business office opened successfully on April 28, XX.

(4) Service etiquette learning: Use morning meeting time to simulate business processing, familiarize yourself with business processes, strengthen service awareness, and standardize service details.

Work highlights in the first half of the year

(1) Add one question per day and one practice module per day to the morning meeting: use the morning meeting time to ask questions and strengthen business knowledge; scenario simulation Business handling, standardizing service standards, repeatedly conducting scenario simulations for different customers, fully training and improving service staff's service skills and ability to answer difficult questions.

(2) Team construction: The team studied the "Working Plan for Team Construction of Love and Warm Homes" and created its own team name, team song, slogan, and mission based on the content of the "Plan", and compiled a team Cultural construction archives.

Team name: Feiyang Team

Team song: Appointment with the future

Team slogan: Today’s starting point, tomorrow’s highlight, with you and me More exciting!

Mission of the team: to provide customers with professional, fast, high-quality and efficient services.

Team goal: deliver smiles to every customer.

Team vision: work with passion and happiness.

Team philosophy: Doing simple things well is not simple, doing ordinary things well is extraordinary.

Team service concept: communication 100, service 100, satisfaction 100.

Team spirit: Adhere to the principle of "customer first", unite, collaborate and be brave in innovation.

3. Class activities:

1) Table tennis competition: Gao Juan won the fourth place in the women's singles, Liu Guangning won the fifth place in the women's singles and the second place in the mixed doubles.

2) Skills competition: All staff actively participated and cherished every opportunity to practice. Among them, Liu Guangning won the third prize for the business project.

3) Talent Contest: Liu Guangning actively signed up to participate, and the girls sang "Moonlight over the Lotus Pond" solo.

IV. Shortcomings and suggestions for improvement:

(1) Business site management: appearance and instrumentation need to be standardized

(2) Experience accumulation: class director and The salespersons are all new and in the stage of exploration and advancement. They need to strengthen their management experience and salesperson business knowledge.

5. Key tasks and measures in the second half of the year

(1) The team will learn the new operating system platform and become proficient in it.

(2) Carry out job skills tests and team skills competition activities to improve the professional knowledge and business skills of team members.

(3) Update of customer contact number (for customers who have paid or changed their information).

(4) Notification to customers when insurance expires (call or send text message).

(5) Organize and carry out team outdoor activities.

(6) Select deputy directors based on work ability; assign team work based on personal ability. ;