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CSC Spring Service Institute, Level 1

September

April 15th - 17th, 2026

Chicago, IL

About the Event

The CSC Service Institute Certification for Service Leaders, formerly known as Coaches Clinic by Performance Matters, is a collaboration to provide top-notch training and development for Service team leaders. We have identified topics that help successful service leaders establish a strong foundation and opportunity for growth by building better teams to implement the best Route Service training practices and strategies in their organizations.

We initiate thought-provoking ideas for key aspects of the Service Leader role by reviewing and uncovering opportunities for adjustments or implementation of initiatives, regardless of whether they are new to the role or an industry veteran.

Our unique approach to each topic involves uncovering the 'why' behind our actions. This distinctive training approach builds greater insight and a robust foundation for success before shifting focus to the 'how' and 'when' of our strategies.

A critical responsibility of a Service Leader is to retain and grow revenue, do it all safely, and remain committed to core values. The strategy we are training to uncover WHY we must develop team members' knowledge and skill sets, keep our customers informed about their service with ongoing updates, and focus internally on building our expertise and skill set as team leaders before focusing on successfully retaining and growing revenue.

We have created multiple levels to fit critical content within a 2.5-day time frame of attendance for each session.

Level 1 of the CSC Service Institute by Performance Matters offers a comprehensive curriculum that equips attendees with various skills and knowledge in Leadership, Managing Schedules, Effective Communication, Effective Feedback, Route Rep best practices, Route Rep safety, and more. The takeaway value ensures that each attendee is well-prepared and equipped to excel as a Service Leader.

The following is a high-level topic overview for the 2.5-day training session, providing practical and actionable insights. These insights will empower each attendee to apply their learning in real-world scenarios.

Class Overview

Leadership:
  • Leaders vs. Managers
  • Moving from Peer to Manager
  • Managing Your Schedule
Service Communications:
  • How to Provide Effective Feedback
  • How to Handle Customer Questions & Concerns
  • RSR Delivery Best Practices
  • New Account Installations

Route Safety:
  • At the Locations, On the Truck, At the Customer's Site Getting to Know Your RSRs
  • How to Track, Review, and Share KPI Results
  • Value-Added Route Rides
  • Performing Daily Check-ins
  • The Art of Effective Weekly 1:1's
  • Service Meetings
Goal Setting: SMART (Specific, Measurable, Attainable, Relevant, Time-Based) Goals:
  • Each attendee will select a SMART Goal, present their chosen goal, and detail next steps, using the X to Y by When logic.

AGENDA

Agenda

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Breakfast

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Introductions to Assigned Teams and Activities

Meeting Room: Exchange 2

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Review Agenda

Meeting Room: Exchange 2

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Smart Goals Intro

Meeting Room: Exchange 2

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Industry Overview

Meeting Room: Exchange 2

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Lunch

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Leadership - Leaders’ vs Managers

Meeting Room: Exchange 2

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Leadership - Moving from Peer to Manager

Meeting Room: Exchange 2

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Leadership - Delegation

Meeting Room: Exchange 2

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Leadership - Managing Your Schedule

Meeting Room: Exchange 2

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Communications - Providing Effective Feedback

Meeting Room: Exchange 2

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Review

Meeting Room: Exchange 2

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Smart Goals Prep

Meeting Room: Exchange 2

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Breakfast

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Internal Communication

Meeting Room: Exchange 2

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Handling Customer Questions & Concerns

Meeting Room: Exchange 2

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RSR Delivery Best Practices

Meeting Room: Exchange 2

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New Account Installations

Meeting Room: Exchange 2

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Safety at the Location, on the Truck and at the Customer’s site – Route Safety

Meeting Room: Exchange 2

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Lunch

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Getting to Know Your RSRs

Meeting Room: Exchange 2

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Track, Review and Share KPI Results

Meeting Room: Exchange 2

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Value Added Route Rides

Meeting Room: Exchange 2

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Review & Smart Goals Prep

Meeting Room: Exchange 2

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Breakfast

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Daily Check-Ins

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Effective Weekly 1:1s & Service Meetings

Meeting Room: Exchange 2

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Retention and Growth of Team

Meeting Room: Exchange 2

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Final Prep and Presentation of SMART Goal

Meeting Room: Exchange 2

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Lunch

Please note that Level 1 Attendees should arrive on Tuesday, April 14th, 2026, in time for a joint team dinner with L1 and L2 Attendees by 6:00 PM ET.

We recommend scheduling departures for Friday, April 17th, 2026, after 3:00 PM ET.

Speaker

Ray Shabandarian headshot

Ray Shabandarian

Accommodations



Aloft Chicago O'Hare

Hotel Address: 9700 Balmoral Avenue Rosemont, IL 60018

CSC Room Rate: $169 per Night

Hotel Phone: 847-671-4444

Link to Book: Book your group rate for CSC Service Institute April 2026

Book by: Sunday, March 22nd 2026