Embedded Files
Visual Reporting
Shepherd Financial Employee Engagement Analysis Reports
Visual Reporting
Shepherd Financial Employee Engagement Analysis Reports
ORIGINAL reports
ORIGINAL reports
Purpose
Purpose
Illustrate firm's cumulative engagement with its 401(k) plans/participants for semiannual meetings
Task
Task
Gather quantitative & qualitative data to illustrate engagement successes
Challenges
Challenges
FORMATTING is inefficient
COMMUNICATIONSÂ
No standardized processes for logging meeting notes or attendances
REVISED reports
REVISED reports
Solutions
Solutions
VERBAL & WRITTEN COMMUNICATION
Requested weekly debriefings
Emailed advisors after meetings
FORMATTING
Introduced vertical format
DATA STORAGE
Created working materials folders
Page updated
Google Sites
Report abuse