Baird Operations Quiz

The Baird OPC is an acronym for what?

• Operations Planning Committee

• Operations Partnership Commitments

• Operations Partnership Committee

• Operations Partnering with Clients

The way we work with ______ and _______ contributes to Baird’s Mission, Core Beliefs, and the Associate Promise, and differentiates Baird’s services from other firms.

• Ourselves and our branch partners

• Our branch partners and Baird’s clients

• Our branch partners and each other

• Our manager and our branch partners

What is expected of Baird Operations associates when we receive a call?

• We actively listen to what the caller is asking for or communicating to us.

• We ask questions to confirm that we have a full understanding of the issue/question, including what the time sensitivity is.

• We explain the “why” behind our answer.

• All of the above

What is OPC #3? Baird Operations associates are…

• Solution oriented and invested in the experience and needs of our internal/external partners and clients.

• Professional in every interaction

• Focused on delivering quality results in every instance

• Personally accountable for ensuring every question received is answered

Of the options listed below, what is the best way that Operations associates can be available, responsive, and attentive to incoming client requests?

• We strive to ensure that all calls are answered quickly and that no calls go to voicemail.

• We strive to ensure all emails are acknowledged within 2 business days.

• We strive to ensure all Teams messages are acknowledged before the end of the day.

• We strive to ensure that voicemails are returned before the end of the day.

What is OPC #6?

• Always seeking to evolve and improve the service we provide.

• Solution oriented and invested in the experience and needs of our internal/external partners and clients.

• Available, responsive, and attentive to incoming client requests.

• Focused on delivering quality results in every instance.

Of the options listed below, what is the best way that Operations associates can be professional in every interaction?

• Emails are short and to the point.

• Wearing our Baird wear on virtual calls

• Phone calls are answered with a friendly and professional greeting and end with a warm closing.

• All of the above

What is OPC #2?

• Available, responsive, and attentive to incoming client requests.

• Solution oriented and invested in the experience and needs of our internal/external partners and clients.

• Focused on delivering quality results in every instance.

• Professional in every interaction

What is the main purpose of a warm handoff?

• 1. To ensure calls are transferred quickly.

• 1. To provide the best service by navigating Operations until the right individual is identified.

• 1. To reduce the time spent on a call.

• 1. To train associates on the technical aspects of Operations.

What are the six keywords for the Operations Partnership Commitments?

• 1. Responsive, Invested, Accountable, Focused, Professional, Evolving

• 1. Attentive, invested, Accountable, Quality Driven, Professional, Improving

• 1. Responsive, Solution Oriented, Accountable, Quality Driven, Professional, Evolving

• 1. Available, Solution Oriented, Accountable, Focused, Professional, Evolving