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Wayne D. Roesner

Planning and Organizing
Establishing a course of action for self and others to accomplish a specific goal; planning proper assignments of personnel and appropriate allocation of resources. “Tell me about a situation (personal, academic or professional) in which you were responsible for planning and organizing an event.” Hint: How did you get the assignment? How did you approach the task? How did you keep track of things? What tools did you use (to-do list, organizer, etc.) to help you? What was the first thing you did? What steps followed? How did you feel when the event took place?

Situation:	The Customer Service / Customer Development department would always say “We don’t have enough time to do the data cleansing” requested by management. Management requested information on all call and email activities.
Task:	Collect the data from the different systems and create a graph for management. They did not provide specifications.
Action:	Reviewed the data they requested and add sales invoices and lines to the request. I exported the activities from the Customer Relationship Management (CRM) system. exported the phone calls from the Zultys Phone System, and exported the emails from Google Apps Postini (email). The data was put into Excel, the graphs created and sent to management.
Result:	This was the first time management had seen this data let alone consolidated into a simple to read one page format.