@deleted-U05DY7UGM2L can you pls schedule annual review for @deleted-U05EFH3S2TA this week? Maybe Friday best day.
@Cameron Rentch Sure thing. Will you be in the office or are you calling in? I can set up the conference room.
As a reminder, I will be on vacation from Wed. June 5th and returning to the office on Friday, June 14th.
Thank you for the reminder. We can schedule it when you return.
@deleted-U05EFH3S2TA ok let's do upon return. Lets you and me do a deep catch up today to ensure all action items are accounted for prior to you starting vacation tmrw. I am a bit uneasy of you being out with all of these pressing deadlines but you deserve the time off!
@Cameron Rentch I will be checking in each day and am confident that Nick Ward and I have a game plan together and he will be a superhero over the next week. He is an amazing addition to our team.
great I will send an invite for you, me , tony and Nick Ward later today to connect so I understand the plan! Thanks @deleted-U05EFH3S2TA
@deleted-U05EFH3S2TA @deleted-U04HFGHL4RW @deleted-U05DY7UGM2L can we have a call really quick to talk about the MRT team please?
@deleted-U05EFH3S2TA @deleted-U05DY7UGM2L @deleted-U04HFGHL4RW send invite for 130?
We do not have a conference room available. Is everyone ok with Tony or Shellie's office?
@deleted-U05DY7UGM2L tell Joe I said ok to use my office, have him show you how to use the TV for the meeting
@deleted-U05EFH3S2TA use my meeting rwequest that I sent for the 130 and cancel your please thank you
@Cameron Rentch @deleted-U05DY7UGM2L @deleted-U04HFGHL4RW I am writing to formally document ongoing concerns regarding the oversight of the BCL team and the persistent disregard for TIP’s authority as the team's employer. Since assuming leadership of the team, I have encountered multiple challenges rooted in a lack of cooperation from the BCL attorney, Desiree, who continues to operate in a managerial capacity despite clear expectations that she would transition into a client-facing role. Background and Initial Oversight Efforts When I took responsibility for the BCL team, one of my first priorities was implementing standard production and activity tracking. Unlike other Post-Acquisition teams, the BCL team lacked any daily or pay period performance monitoring. To address this, I began aggregating data from several sources: • Paylocity: for hours worked • Five9: for call metrics • Daily intake logs: provided by Ariana (Team Lead) • Smart Advocate Activity Reports: initially provided daily by Desiree This was the first structured effort to bring BCL performance monitoring in line with TIP standards. Shift in Reporting Compliance Over time, receiving the Smart Advocate Activity Reports from Desiree has become increasingly difficult, often requiring repeated follow-ups. Most recently, on June 5, I received the following message from her: > “Hi Alan, I just wanted to give you some context on the daily reporting... I can continue sending you a weekly report every Friday for broader tracking. While I understand you’d prefer daily reports directly from Smart Advocate, my role and responsibilities vary day to day, and I often need to prioritize other high-level tasks. This report is something I’ve provided as a courtesy, not a requirement, and I appreciate your understanding.” This stance is problematic, as it undermines our ability to monitor performance and holds TIP's internal oversight efforts hostage to what she deems a "courtesy," despite the fact that this report is fundamental to proper supervision of TIP employees. Disregard for TIP Policies On June 3, I sent a reminder via Slack to both Desiree and Ariana instructing their team members to follow our attendance policy by notifying attendance@tortintakeprofessionals.com of all absences, tardies, or early departures. Desiree responded by stating that the BCL team does not have set shifts, a position that contradicts TIP’s established attendance policies, which she is not authorized to alter or waive. Unauthorized Interview and Escalation An incident on April 18 further illustrates the ongoing issue. Desiree and another BCL employee, Julian, were observed interviewing an internal candidate in a conference room. I had not been informed of the open position or the interview, and when I asked Ariana why she was not conducting the interview—as she is the designated Team Lead—she informed me that Julian was "kind of the new manager." When I privately addressed this with Desiree and clarified that TIP must screen and approve all candidates and interviewers, she responded defensively and stated that Julian was simply interested in participating in interviews. I reiterated that this was inappropriate and not aligned with TIP protocol. Shortly after, she sent the following message: > “After today’s conversation in your office, I want to let you know that I’m no longer comfortable engaging in one-on-one communication. Going forward, please include my Team Lead, Ariana, in any Slack messages. Alternatively, if you’d prefer to communicate via email, please include Jon Wright, as well. I’ve also informed Jon of this decision.” Summary and Concerns The BCL team is now in a vulnerable and unsustainable position. Desiree has consistently inserted herself into team operations in ways that conflict with TIP policy and standard practices. Her refusal to adhere to reporting protocols, her attempt to assert control over employee management, and her disregard for appropriate communication channels have created a siloed environment—undermining transparency, accountability, and team cohesion. TIP must be able to manage its own employees effectively. Desiree’s continued interference and disregard for company policies prevent this and jeopardize our ability to enforce consistent standards across departments. I have attached a copy of the last Pay Period report. I include a daily and a cumulative report each day
@deleted-U05EFH3S2TA I appreciate this. I will follow up.
Desiree's directive to shift from daily to weekly performance reporting raises a significant concern regarding role clarity and management oversight. While her input as the VCL attorney is valued, determining how and when employee performance is measured falls squarely within the scope of TIP management, not the client side. Performance reports are not merely administrative tasks—they are essential tools that allow TIP leadership to track productivity, identify issues in real time, and ensure team accountability. Transitioning to a weekly-only model would delay critical feedback and reduce our ability to intervene promptly when support or redirection is needed. Daily reports, in combination with weekly summaries, create a comprehensive view of team activity and allow for both immediate action and long-term planning. This is not a matter of preference but a necessity for effective oversight. Desiree’s attempt to unilaterally change reporting procedures, without consulting TIP leadership, reflects a broader pattern of overstepping her role and blurring the boundaries between client and internal team management. It is imperative that we reinforce these distinctions to protect operational integrity and ensure appropriate leadership authority is maintained.
@deleted-U05EFH3S2TA @deleted-U05DY7UGM2L @deleted-U04HFGHL4RW I talked with Jon Wright earlier today. we will schedule a meeting tomorrow.
@Cameron Rentch Sounds good. We have an Open House from 11am to 1pm tomorrow but can meet either before or after.
@Cameron Rentch I have attached a brief overview, observations and a transition plan for the TIP BCL team .
@deleted-U05EFH3S2TA @deleted-U05DY7UGM2L @deleted-U04HFGHL4RW Talked with Jon Wright, he is aligned and on board with the proposed plan! Let's find the candidate first(hopefully someone internally) and then formulate the plan to announce to their team. We will do it while Jon Wright is with us, to ensure the team "gets it"