Page 32 - IRS Plan

Part III
Part I Part II Obj 1 Obj 2 Obj 3 Obj 4 Obj 5 Part IV Part V

Milestones

FY 2023
1 Partnership launched between IRS
employees and the National Treasury
Employee Union (NTEU) to study
and build tools to help employees
meet taxpayer needs more efficiently
and effectively

FY 2023
2 Comprehensive review and planning
related to case management, customer
relationship management, and data
access, intake, and viewing capabilities
to ensure employees have the tools they
need to service taxpayers

FY 2024
3 Delegations of authority studied
and modified to empower employees
to resolve issues at the lowest appropriate
level

FY 2024
4 Scope of services studied and modified
to empower employees to resolve issues
at the lowest appropriate level

FY 2024-2025
5 Employee job aids and tools made
accessible and searchable in a single
place; training provided for employees
on new tools, processes, and authorities

FY 2024-2027
6 Additional capabilities launched based
on prioritization plan

Key dependencies

1.3 depends on projects in initiatives:
4.4-4.7, 5.5, 5.7, 5.8

Initiatives dependent on projects in 1.3:
1.1, 1.4-1.6, 1.8, 1.10-1.12, 2.1-2.4, 2.7, 3.1-3.6,
5.3, 5.8

IRS IRA Strategic Operating Plan 25
Part II: Objectives and Initiatives