FAQs
Got questions? These FAQs explain what YakTrak is, how it fits, and the outcomes to expect so you can choose the right pathway with confidence.
How does YakTrak help leaders maintain cadence and quality?
YakTrak reduces mental load by guiding goal quality, storing coaching notes and tracking cadence. Leaders see who they coached, on what behaviour and what still needs verification, without relying on spreadsheets or email trails.
How can leaders measure whether a change initiative is taking hold?
Leaders look at adoption, quality and verification for each behaviour, then compare those trends with AHT, FCR and NPS for the same queues. When the behaviour improves and the metric shifts, teams can explain why the change worked.
How do you measure if a change initiative is working?
Leaders track adoption, quality and verification for each behaviour, then line these up with AHT, FCR and NPS trends for the same queues. When behaviour improves and the metric shifts, you get a grounded explanation of impact.
How does this approach support regulated environments?
Behaviour definitions, coaching notes and verification are tied to call IDs with audit trails, sign offs and permissions. This provides a defensible record of how required behaviours were coached and applied on the floor.
How is compliance handled in this approach?
Behaviour definitions, coaching notes and verification sit on audit trails with sign offs and role based access. This makes it easier to show how required behaviours were coached and applied in regulated contact centre environments.
How to change behaviour in the workplace?
Start by defining clear, observable behaviours linked to the metrics that matter most. Build coaching rhythms where leaders and employees practise those behaviours together. Use a broad range of methods, formal training, experiential learning, coaching and peer support, so people can try new behaviours in context and feel safe to experiment. Focus on successive approximation, one clear step at a time, not perfection overnight.
How to change negative behaviour in the workplace?
Clarify what "good" looks like for the behaviour, explore the factors driving it, capability, opportunity and motivation, identify the micro-behaviour shifts to coach, and remove blockers in systems or workload. Follow up regularly to prevent relapse and support adoption, especially where previous efforts have struggled.
How to change behaviour and attitude in the workplace?
Design experiences that support new behaviour, use role-modelling and peer learning, and celebrate early wins to shift mindset. Over time, as employees see that the new way works and makes sense and experience more autonomy, competence and relatedness, attitudes follow. Behaviour change and attitude change reinforce each other when the system supports both.
What behaviour change models does YakTrak use?
YakTrak is built around a psychology of performance model, Experience → Mindset → Behaviours → Results. We combine this with established ideas from behavioural science such as self-determination theory, the progress principle and the aggregation of marginal gains. Together, these guide how we define micro-behaviours, design coaching and operating rhythms, and measure progress so organisations can achieve behaviour change at scale.
How do you embed change in an organisation, not just launch a project?
By designing for behaviour and habit from the start. That means defining clear behaviours, building leader rhythms, integrating change into processes and systems, and measuring adoption, not just declaring a new initiative and hoping it sticks.
How do we involve employees and get real buy-in?
Involve employees in defining micro-behaviours and in experimentation. Let teams test ideas, see results and share their own success stories. When people help create the change, they're far more likely to own it and support future changes.
How do we know if our change is truly sustainable?
Ask yourself: are we still talking about and coaching these behaviours 6 to 12 months later? Are leaders still using the rhythm? Are we updating our systems and processes as we learn? If the answer is yes, and you're still seeing performance and culture benefits, you're not just implementing change. You're embedding it.
How do I know whether a conversation should be coaching or mentoring?
If you can point to a moment in a call and a specific micro behaviour, coach it. If the topic is broader---career growth, confidence, networks---mentor it. Keeping the two separate helps leaders avoid mixing performance and development goals.
How do I know whether a leader should coach or mentor in a contact centre?
Start with the outcome. If you need a near term lift in a metric or specific behaviour on calls, coaching fits. If the focus is judgement, confidence or stepping into a broader role, mentoring works better. The distinction helps leaders avoid mixing goals and cadence.
How is mentoring different from coaching for frontline teams?
Coaching targets next week performance, while mentoring builds long term capability. Mentoring explores options, networks and growth moves, then turns these into practice commitments or stretch work. The horizon is months, not weeks.
Can coaching and mentoring overlap?
You can run both, but you should keep them separate. Coaching focuses on performance behaviours for the next shift; mentoring supports longer term development. Mixing them can dilute outcomes and blur expectations.
Can coaching and mentoring work together without overwhelming leaders?
Yes. Many teams use mentoring to surface long term growth areas, then convert those insights into short coaching sprints. This keeps the rhythm manageable and connects development to day to day behaviour change.
What does effective coaching look like in a contact centre?
It's short, structured and anchored to observable micro behaviours. Leaders rehearse behaviours in the context of real calls and track adoption over days or weeks. When done consistently, this supports movements in FCR, quality and the behavioural drivers of retention and NPS.
What makes coaching more effective than feedback alone?
Feedback describes what happened. Coaching turns that insight into one behaviour to try, a short practice commitment and quick verification on real calls. This helps teams see progress more quickly and stay consistent across the week.
How do I choose the right micro behaviour for a coaching session?
Look for small, observable actions that show up in 10--20 seconds of audio---framing, probing, confirm close, or required risk steps. Pick one behaviour that links directly to the outcome you need to shift, such as AHT, FCR or NPS.
What does good coaching cadence look like for frontline teams?
Many teams use weekly ACDC sessions, short daily huddles and an end of week review. This rhythm works well because it keeps focus, frequency and quality high without adding long meetings or heavy admin.
How does YakTrak support coaching without overloading leaders?
YakTrak holds goals, notes, clips and verification in one place. It summarises patterns once per cycle and nudges leaders when cadence slips, giving teams visibility, transparency and accountability without extra spreadsheets.
How do coached micro behaviours improve AHT, FCR or NPS?
Behaviours like concise framing, probing, confirm close or clear next steps tend to reduce rework and improve clarity. When these behaviours appear more consistently on calls, leaders often see shifts in AHT, FCR and customer sentiment.
How do coaching and mentoring link to retention and NPS?
Coaching reduces friction by helping agents feel more competent sooner, which supports retention. Mentoring builds judgement for complex customer situations. Together they influence moments that shape NPS---needs summarising, empathy cues and clear closes.
What evidence should L&D track to show progress?
Focus on behaviour adoption, cadence compliance, notes from coaching and mentoring conversations, and movements in retention and NPS. YakTrak provides a consistent audit trail---goals, outcomes, sign offs and artefacts---so progress is visible across levels.
How do we keep coaching and mentoring consistent across busy teams?
Lock the rhythms into calendars---daily huddles, weekly one to ones and monthly mentoring reviews---then use shared behaviour libraries and templates. This reduces leader mental load and creates consistency without adding admin.
What can I expect from a 30 minute discovery call?
We map one priority call type, identify a handful of micro behaviours and outline a simple two week experiment. You leave with a practical plan for how to test adoption, quality and impact inside YakTrak.
How does this consulting approach improve AHT, FCR and NPS?
It breaks your standards into micro behaviours and embeds practice through short coaching cycles. Leaders can see which behaviours are being applied and track how they influence AHT, FCR and NPS in specific call types. This makes improvements more predictable and easier to sustain.
What does a two week experiment look like in practice?
We choose one call type and one behaviour, embed it through ACDC coaching and use YakTrak to track adoption and quality. Leaders verify examples on live calls and review the impact on AHT, FCR, NPS and conversion. Experiments stay small so teams learn quickly and scale only what works.
What does a four week pilot typically include?
Two teams, three priority behaviours, daily huddles and one observation per rep per day. Leaders receive prompts, capture notes and verify examples in YakTrak. The pilot tests adoption, quality and impact before scaling with standardised templates and governance.
What does a 90 day rollout look like for a GM Ops team?
The first month defines behaviours and cadence. The second improves goal quality and removes blockers. The third expands to new queues or vendors and links adoption to outcomes. Each phase uses short huddles, ACDC 1:1s and two examples per person per week to build consistency.
How do micro behaviours help leaders coach more consistently?
Micro behaviours make "good" concrete and observable. Leaders coach one step at a time, set a clear practice commitment and verify it on calls. This reduces subjective coaching and helps teams see progress week to week.
How does YakTrak support leaders without adding more admin?
YakTrak shows who is being coached, how often and on what, which reduces mental load. Prompts help leaders set clearer goals and ACDC notes, and call based evidence keeps everything in one place for review, reporting and assurance.
What if our sites and vendors coach differently today?
The system works best when everyone uses the same micro behaviours and coaching rhythm. YakTrak gives a single view of goals, cadence and evidence, so leaders can align approaches across teams while still targeting local needs.
How do you prove that behaviour change actually happened?
Leaders verify examples on real calls and YakTrak records the behaviour, owner, notes and timestamps. The evidence thread becomes the audit trail, showing detection, action and confirmation in one view.
Why do you need compliance management?
Organisations need to meet regulatory obligations, compliance requirements and community expectations. Ensuring your business has robust compliance processes will help to reduce compliance risks.
Regulators are interested in seeing the origins of conduct failures, such as:
- sales and service frameworks
- conversations with customers
- product disclosures
- how complaints and remediations are handled
A compliance management program helps to maintain compliance, and meet industry standards and regulatory obligations. Compliance software that replaces manual processes and provides automated workflows can help you meet compliance obligations, improve incident reporting and reduce non-compliance.
What does compliance management look like in a regulated contact centre?
It's the process of turning risky moments on real calls into a consistent workflow: detect, assign, coach, prove and report. The aim is to show which micro behaviours were practised, who owned the action and how the control was verified, all with a clear audit trail.
What does a compliance management system for conversations actually do?
It moves each risky moment through one standard path: detect, assess, assign, coach, verify and report. This makes it easier to prove the control was applied on real calls and to see whether the behaviour reduced recurrence or improved customer outcomes.
What's the difference between QA and compliance?
QA and compliance overlap, but they are not the same. QA in contact centres typically reviews call quality, adherence to process, customer experience and sometimes compliance. Compliance focuses specifically on whether laws, regulations and internal policies are being followed. In regulated environments, the strongest approach is to design a QA and compliance framework that integrates compliance checks into every relevant interaction, rather than treating quality assurance and compliance as separate universes.
How do you manage compliance in contact centres and call centers?
Managing contact centre or call centre compliance typically involves mapping applicable laws, compliance regulations and internal policies to call types and processes, using scripts, guides and technology that make it easy for agents to follow requirements, compliance training and refresher programs that explain the why behind the rules, tools to monitor interactions and track issues, and integrating complaints, QA findings and incidents into risk registers and remediation programs.
What should I look for in a compliance solution?
Look for a compliance solution that supports your company to meet its compliance obligations, by helping to:
- Catch breaches before they happen
Visibility into frontline interactions with customers allows managers to intervene and follow up with employees for isolated incidents. YakTrak's ability to provide end-to-end observation helps to monitor and report on the regulatory-based interactions that team members have every day.
- Identify trends
Solutions that track observations of customer conversations can help to identify patterns of behaviour that require a development program to be implemented. A solution that allows compliance management teams to observe these behaviours is crucial. YakTrak helps to observe patterns of behaviour and identify trends before they become problems.
- Support remediation
Processes that help to effectively engage team members, alongside targeted coaching, prevent future problems. YakTrak's ability to set targeted goals supported by an operating cadence and observation leads to effective outcomes that change behaviours.
- Facilitate reporting
Real-time reports mean data can be provided with ease. Functionality should include volume, category and trend information, along with remediation actions. YakTrak's customised dashboards provide powerful reporting capabilities with workflows designed to track end-to-end compliance and conduct risk activities.
Compliance management solutions and compliance management software that gives management access to the data, coaching and actions taken are key to effective compliance management. YakTrak can improve how your business is managing compliance with real-time insights and powerful workflows that replace clunky manual processes.
How do compliance management software systems work?
Compliance management software offers an integrated platform, with automated workflows that enable you to automate regulatory compliance frameworks with your business processes. A compliance management software project is usually implemented by senior management to meet regulatory obligations. It will typically involve a risk assessment, analysis of past compliance violations, drafting of internal policies, development of compliance activities and may involve compliance training. Compliance teams typically oversee the management systems that are used by frontline teams through to management.
Where does compliance management software fit with QA, AI and coaching?
Compliance management software, compliance management tools, risk and compliance software and related solutions are excellent for managing policies, obligations and registers, running compliance workflows for incidents and complaints, and compliance tracking and reporting to boards and regulators. They usually don't replace the need for detailed conversation standards, structured QA with behavioural criteria, leadership rhythms for coaching and verification, and AI and analytics that help you understand what's happening in 100% of interactions. That's why many organisations pair compliance management software solutions with QA, AI and coaching systems that focus on what actually happens in customer conversations.
Can culture help compliance management?
Culture plays a powerful role. A company that celebrates values of integrity and business ethics tends to embed positive behaviours that help promote regulatory compliance and improve business compliance.
Senior leaders should set the tone, while frontline and middle managers walk the talk by turning principles into practice. Compliance management ensures that everyone is kept accountable and the right compliance software can help develop a positive compliance environment.
What is conduct risk in a contact centre?
Conduct risk is the risk that customers are treated unfairly or harmed because of the way products, processes, people or culture operate. In a contact centre, this might show up as mis-selling, poor handling of vulnerable customers, incomplete explanations, or failure to follow through on commitments, even if basic scripts and policies technically exist.
What is conduct risk management in contact centres?
It's the process of linking policy controls to frontline behaviours and verifying those behaviours through coaching and evidence. This ensures compliance and reduces repeat issues across teams and vendors.
What are the key components of conduct risk frameworks?
Frameworks include:
- identification of drivers
- service delivery models based on organisational values and incorporating regulatory requirements
- appropriate training and development opportunities
- a conduct risk assessment process designed to reduce risk exposure
- measurement and monitoring of conduct risks, including a risk register
- processes to report risk and address conduct risk breaches
- reporting on conduct risk and corrective actions and remediation measures
What is the impact of company culture when managing conduct risk?
- It's a challenge to get the balance right between having amazing customer-centric conversations and using preventative measures.
- A risk management system or framework can be seen as a set of tick-the-box activities or even have a negative effect on a workforce that feels anxious about getting things right.
- Implementation of conduct risk assessments can also lead to unintended consequences (for example, robotic conversations that are highly scripted may lead to consumers feeling as though they are not being listened to).
- This is where an engaged workforce and a culture of integrity can help ensure compliance. YakTrak helps organisations close performance gaps through regular employee coaching to support and engage employees and mitigate risk.
How do you manage conduct risk in customer service?
Effective conduct risk management in customer service usually combines clear conduct and conversation standards, compliance training and compliance coaching on observable micro-behaviours, QA that checks both compliance and conversation quality, risk-based monitoring, speech analytics and AI to focus on higher-risk interactions, strong complaint and systemic issue processes, and closed-loop remediation with verification of behaviour change.
What does conduct risk look like in real contact centre conversations?
Conduct risk shows up in micro behaviours that mislead customers, skip required steps or create unfair outcomes. Typical examples include missing disclosures, weak explanations during complaints, over promising, and not recognising vulnerability cues. The key is that each risk is observable inside a real call and can be verified.
What's the role of micro-behaviours in managing conduct risk?
Micro-behaviours translate abstract controls into observable actions---like consent checks or fee clarity---that leaders can coach and QA can verify in real conversations.
How do you map risks to controls leaders can actually coach?
Start with the risk statement, define the mitigating behaviour, and set the minimum evidence needed to verify it. For example, a vulnerable-customer risk might map to slowing down, offering an alternative channel and confirming understanding, evidenced through tagged calls.
How do you map conduct risks to observable controls?
Each risk theme is translated into a small set of micro behaviours and clear evidence requirements. For example, a disclosure risk maps to a three part disclosure delivered before consent, with two verified examples per rep each week. This makes controls practical and measurable.
How do micro-behaviours help with compliance in contact centres?
Micro-behaviours turn broad rules into small, audible steps leaders can coach and verify --- such as stating a product, key condition and consequence before consent. They make controls observable and evidence easier to capture.
How do micro behaviours support compliance outcomes?
Micro behaviours translate rules into small, observable steps, such as confirming understanding or delivering a three part disclosure. They make it easier for leaders to coach consistently, gather evidence and see whether the behaviour reduced recurrence or customer complaints.
What role do micro behaviours play in improving compliance and CX?
Micro behaviours break obligations into small, observable steps like consent checks or clear next step confirmation. They give leaders something tangible to coach and verify, which strengthens consistency and often improves customer clarity, complaint themes and compliance outcomes.
What makes micro behaviours useful in conduct and CX remediation?
They turn policy and call flow expectations into small, observable actions such as verifying identity correctly or summarising next steps. These actions are easier to coach, practise and measure. They also link directly to FCR, repeat contact and customer clarity metrics.
What micro behaviours make the biggest difference to compliance and NPS?
The small, audible steps---plain language verification, clean consent checks, short policy explanations and a confirm close. These reduce confusion, improve customer confidence and give QA clear examples to verify.
What counts as evidence for a risk-critical behaviour?
Most teams use two call IDs or short notes per agent per week. The goal is light, audible examples that show the micro behaviour in practice---such as plain language identification, clear disclosure or a confirm close. Evidence stays in one place and forms an auditable trail.
What counts as acceptable evidence that a control was applied?
Most teams use a mix of call snippets or IDs, short notes and timestamps, or two verified examples per agent for the week. The goal is light, consistent evidence that shows the behaviour happening in the context of the rule.
What counts as good evidence in a compliance case?
Most teams use short notes, timestamps or call snippets that show the specific behaviour in practice---for example, the agent stating the product, key condition and consequence before confirming consent. The point is light, consistent, auditable examples.
What evidence do leaders need to prove a control was applied?
Most teams use short notes, call references or timestamped clips that show the behaviour in context. Evidence stays light and consistent but forms a complete trail for QA, risk and audit teams to review.
What kind of evidence does YakTrak capture for assurance?
It stores call references, coaching notes, goal history and validation status, creating a complete audit trail linked to controls and outcomes for internal and external reviews.
How does a closed-loop remediation system help compliance teams?
It creates a consistent flow from detection to coaching, evidence and verification. QA findings become owned actions with due dates, leaders capture light evidence and QA signs off once resolved. This makes it easier to show what was coached, when it happened and whether the issue repeated across queues or vendors.
What does a compliance workflow for conversations actually involve?
It moves every QA or analytics finding through a consistent path: detect, assign, coach, verify and report. Each stage links to clear behaviour goals, light evidence and a simple audit trail so teams can show what changed, who acted and when.
How does this closed-loop remediation approach reduce repeated conduct exceptions?
It turns each QA exception into an owned goal with a behaviour definition, coaching plan and evidence requirement. Leaders verify examples on real calls, which helps reduce repeat issues because the focus is on application and practice, not reminders or training refreshers.
How does YakTrak help reduce repeat breaches in contact centres?
It turns rules into micro behaviours, assigns clear owners, prompts structured ACDC coaching and captures evidence in one place. This makes it easier to see patterns, verify improvement and prevent the same issue reappearing across teams or vendors.
How does this approach help regulated contact centres reduce repeat compliance issues?
It connects detection to ownership, coaching and evidence in one workflow. Leaders coach to specific micro behaviours, verify examples on calls and track whether the behaviour sticks. Compliance teams can see the lineage from the original finding to the corrected behaviour, making it easier to reduce repeat issues.
How does YakTrak support conduct risk remediation?
YakTrak turns detection into action by assigning owners, setting goals, capturing coaching notes and storing evidence. Dashboards show progress, repeat issues and time to closure.
How is YakTrak used by leaders in daily and weekly rhythms?
Leaders use YakTrak to see outstanding remediation goals, run coaching conversations with prompts, set practice commitments and verify evidence. Dashboards show cadence, adoption and exceptions by team or vendor, helping leaders stay on top of their operating rhythm.
How do leaders run the coaching cadence without adding more admin?
YakTrak shows who is coached, how often and on what, which reduces mental load. Daily huddles, quick observations and short weeklies are all logged automatically, and evidence threads keep notes, examples and sign offs tied to the behaviour, not buried in documents.
How do leaders keep compliance coaching workable during busy periods?
A weekly rhythm helps: a short Monday focus, daily huddles for quick wins and barriers, two 20 minute ACDC sessions per rep, and a Friday review. This keeps the cadence manageable while embedding risk critical behaviours in real calls.
How do weekly operating rhythms support compliance in busy contact centres?
Simple routines---weekly ACDC 1:1s, two short huddles and an end of week review---keep risk critical behaviours visible. These rhythms help leaders coach the cause, not just respond to outcomes, and they make it easier for QA to see whether remediation occurred on time.
What rhythm helps teams sustain compliance week to week?
Many centres use a simple cycle: a Monday focus on priority behaviours, short daily huddles, two 20 minute ACDC coaching blocks and a Friday review. This brings focus, frequency and quality to practice and keeps remediation moving without extra admin.
What weekly rhythm helps teams improve conduct controls?
A simple cadence works best: Monday focus to set behaviour goals, daily huddles to reinforce examples, two ACDC coaching blocks per week to build application, and a Friday review to close or refine goals. This rhythm keeps focus--frequency--quality high across the team.
How does ACDC coaching support compliance?
ACDC (Agenda, Current state, Desired state, Commitment) gives leaders a predictable structure. It helps them set one micro-behaviour at a time and capture a commitment they can verify on tagged calls.
How does ACDC coaching help close the loop?
ACDC gives leaders a simple structure---Agenda, Current state, Desired state, Commitment. It keeps the conversation focused on one micro behaviour at a time and supports practice commitments leaders can verify on tagged calls during the week.
What is the ACDC coaching method and when is it used?
ACDC---Agenda, Current state, Desired state, Commitment---keeps coaching focused on one behaviour per session. Leaders set a specific practice commitment and verify it later using real call examples. It creates a clear line between coaching and demonstrated behaviour change.
How does the ACDC coaching model apply to conduct conversations?
ACDC (Agenda, Current state, Desired state, Commitment) helps leaders run short, focused sessions that set clear goals and track behaviour change with timestamps and evidence.
How does this approach support audit and governance requirements?
Every case keeps a record of owners, actions, timestamps, notes and verification. That creates a single evidence trail with sign offs and role based access, making it easier to demonstrate what changed and how quickly.
How does YakTrak support compliance and audit readiness?
Every case records owners, actions, commitments and verification steps with timestamps and role based access. This creates a single audit ready trail that shows what changed, who did it and when, supported by real call evidence.
What makes this system 'audit ready'?
Evidence threads keep call IDs, notes, approvals and timestamps in one place. Combined with role based access, audit logs and immutable exports, auditors can see the full chain from detection to action to proof without piecing together spreadsheets or emails.
What makes the remediation process 'audit ready'?
Every task has an owner, timestamp, notes and linked examples. Role based access and audit logs create a clear record of detection, action and sign off. Exportable reports let compliance teams show a complete lineage during internal and external reviews.
How does this approach support compliance in regulated teams?
Behaviours, notes and evidence sit in one place with role based access and audit trails. This gives compliance teams a clear line from detection to action to observed behaviour change, without chasing spreadsheets or email threads.
How do we know if compliance improvement is sticking across sites or vendors?
Dashboards show behaviour adoption, cadence compliance and verification status by cohort and location. When you view these next to NPS and repeat issue rates, it becomes clearer which routines are working and where support is needed.
How do teams measure whether behaviour change is actually sticking?
Metrics include adoption of priority behaviours, exception rates, coaching cadence, goal quality, time to remediation and completeness of evidence. These can be viewed by team, vendor or queue and linked to NPS and complaint categories for context.
How do teams measure whether remediation is impacting customer and operational outcomes?
Dashboards show behaviour frequency and quality alongside FCR, AHT and repeat contact trends. This helps leaders see where improved behaviour aligns with stabilised or improved performance, making it easier to focus coaching on what genuinely moves outcomes.
What outcomes can risk leaders expect from this approach?
Fewer repeat conduct issues, faster resolution cycles, improved coaching quality and stronger audit readiness---all supported by behavioural data and platform automation.
What does a 90 day rollout typically include?
Most teams start by mapping risk critical behaviours for priority queues, then introduce weekly rhythms and light evidence capture. The next step is closed loop remediation for the top QA patterns, followed by scaling to more sites and publishing adoption and verification dashboards.
What does scaling remediation across teams and vendors look like?
Once behaviour libraries and coaching rhythms are working with one group, leaders roll out the same templates, cadence and evidence rules across other teams. Patterns are monitored centrally, and examples are refined and shared to lift consistency.
Why use YakTrak's compliance management software?
YakTrak supports compliance management and helps manage risk by providing unique oversight into conduct and coaching and making it easy to track remediation of breaches. YakTrak's compliance management software improves document management by recording the development that employees undertake as part of compliance requirements (and following incident reporting and instances of non-compliance), as well as conversation tracking that can help improve business outcomes.
YakTrak can generate comprehensive reports that help to identify compliance training requirements and demonstrate compliance remediations, ensuring you have the information you need at your fingertips.
A compliance program doesn't have to get in the way of business performance. Outcomes can be delivered safely with compliance management software that provides oversight of leadership activities, visibility of staff performance, and tracks specific remediation of conduct risk breaches, while helping to improve on-the-job employee development.
How does YakTrak support your strategy?
YakTrak tracks the goals you want to see, creating a practical way to measure and monitor key conduct, remediate where necessary and reward good behaviour.
- Dashboards provide real-time reporting
- Audit workflows ensure records are kept for regulators and HR teams
- Identification of key risks enable targeted coaching and development
- Remediation is supported through YakTrak's coaching software
How does YakTrak's compliance workflow work?
An example of YakTrak's 9-step workflow:
- Key compliance elements that employees are required to demonstrate are defined.
- Compliance elements are built into an observation workflow in YakTrak.
- Compliance team members review staff member interactions with customers and report outcomes in YakTrak.
- If a risk is identified, the workflow document is sent to designated users for follow-up.
- The document provides detail to the employee's team leader of the issue and coaching required.
- The team leader coaches the employee and tracks the outcome.
- The document alerts the customer remediation team (if required) to contact the customer with the correct information and record the outcome in YakTrak.
- The document alerts the governance team (if required) to report to the regulatory body and record the outcome in YakTrak.
- The originating compliance team keeps track of all interactions using their own status dashboard that monitors all open risks identified.
How does YakTrak's customised workflow work?
Let's look at an example for a contact centre with 4,000 sales employees.
- Management starts by defining the risks it seeks to avoid and the behaviours it wants to see and builds them into an observation workflow in YakTrak.
- An observer listens to a staff member interaction with a customer and enters the details of outcomes into YakTrak. YakTrak springs to life behind the scenes and gets to work.
- The observer enters details indicating a breach.
- The form is then sent to multiple users within YakTrak for further action:
- the employee's leader, to advise of the event identified and coaching requirements. The team leader will then coach the employee and track the outcome in the YakTrak workflow.
- the customer remediation team, who then contacts the customer with the correct information, and documents the outcome in YakTrak.
- the governance team, who will then document the contact to the regulator if required.
- The observation team keeps track of all interactions using its very own status dashboard providing an overview and real-time status update of all open risks identified.
What is employee development?
Employee development improves employee performance and ensures all employees have the knowledge, skills and expertise to do their jobs well. It involves developing individual plans to help employees build capability in the areas identified. Development activities range from formal training programs to informal employee coaching, including:
- on-the-job observation and coaching
- self-paced learning with online employee training software
- personalised learning paths
- formal employee training and certifications
- attending conferences, webinars, workshops and in-house training courses
- taking on more responsibilities in a current role
- opportunities to demonstrate specific behaviours while engaged in day-to-day activities.
Employee development strategies should help an organisation achieve capability outcomes and drive business goals while delivering the growth opportunities employees are seeking. Training and development programs are often run by a Human Resources department (though within small business it may be managed by the business owner), while individualised employee development is tailored for a personalised learning experience to meet the employee's individual needs and involves the employee's manager.
What is the best way to do employee development?
Employee development strategies are successful when they motivate employees to embed the skills that management wants to see in the workplace. A powerful way to do this is while people are on the job.
While employee training is a formal part of many learning and development (L&D) programs, to see sustainable results a regular coaching program should be implemented and focus on the inputs needed to deliver sustained higher outputs. In fact, management consulting firm McKinsey reported that employees find organisational performance management systems are more effective when managers coach team members.
But don't try to work on all measurable outputs at once. Create continuous growth by setting goals related to specific behaviours that drive the desired outputs. The key to long-term improvement is focusing on the actions and skills that staff need to demonstrate to improve their outputs.
Why should organisations develop employees on the job?
Ninety per cent of what we have learnt in our working life has been learnt by doing, on the job.
Yet most businesses leave this opportunity for learning to chance, leading to little behavioural change. Employee training is often done off-site in a formal setting and many businesses invest in management systems that track only this type of training. In fact, this software only tracks 10% (formal employee training), leaving the remaining 90% to chance.
The 70:20:10 rule developed by Morgan McCall, Robert Eichinger and Michael Lombardo advances the widely accepted idea that only 10% of learning and development takes place in a training room while 90% happens on the job with the support of leaders. This 90% is broken down into 20% learned from other people (colleagues and leaders) and 70% learned by doing, in other words the informal learning that happens with the experience of doing the job.
What does 'building capability in real conversations' actually mean?
It means coaching and practising micro behaviours inside live work, not relying solely on training rooms. Leaders review recent calls, set one clear behaviour to improve and verify two or three examples weekly. This pattern helps teams lift AHT, FCR and NPS through focused practice.
How do micro behaviours help leaders coach more consistently?
Micro behaviours describe what good sounds like in concrete terms---such as concise framing or a clean confirm close. Because they're observable and repeatable, leaders can coach them with confidence and avoid subjective feedback that varies across teams and sites.
What does the weekly ACDC cadence look like for a team?
Most teams run Monday priorities, short daily huddles and two ACDC coaching blocks per week. Each session targets one behaviour, one practice commitment and quick verification. This keeps focus tight and prevents coaching from drifting when operations get busy.
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