RPG Financial Coaching Preparing members for financial wellness

Agenda Tools available today Process metaphors defined for presentation Process enhancements Scheduling meetings Documenting meeting outcomes Dashboards for member progress and coaching activity

Tools available today

Process metaphors defined for presentation

Process enhancements

Scheduling meetings

Documenting meeting outcomes

Dashboards for member progress and coaching activity

Present Tool Set Coach’s notes Collaboration Scheduling Look in the third column, second row…

Process metaphors Course - Member and coach meet to discuss a specific topic Learning Program – Series of courses designed to prepare member for financial wellness Homework – assignments for members to complete before meeting (or collaborate with coach)

Course - Member and coach meet to discuss a specific topic

Learning Program – Series of courses designed to prepare member for financial wellness

Homework – assignments for members to complete before meeting (or collaborate with coach)

Schedule meetings Retirement Planning Group has a shared list of contacts To scheduling time with member, locate “meeting” in the communications group of the ribbon Integrated contact information provides Next course in series to schedule Specific courses include Homework to assign Prep work notes Objectives

Retirement Planning Group has a shared list of contacts

To scheduling time with member, locate “meeting” in the communications group of the ribbon

Integrated contact information provides

Next course in series to schedule

Specific courses include

Homework to assign

Prep work notes

Objectives

Attend and document meetings Meeting reminder pops Coach is provided link to meeting space. The meeting space integrates all information needed to ensure a productive session. The association with contact and calendar provides context for a better member experience Meeting space Homework Prep notes Objectives Space for notes

Meeting reminder pops

Coach is provided link to meeting space.

The meeting space integrates all information needed to ensure a productive session. The association with contact and calendar provides context for a better member experience

Meeting space

Homework

Prep notes

Objectives

Space for notes

Dashboards Member Coach Progress Members Time allocation

Benefits Improve member experience Collaborative workspace Self service Reduced administrative overhead allows coaches to focus on relationships Maintain momentum through series of lessons Move member to action

Improve member experience

Collaborative workspace

Self service

Reduced administrative overhead allows coaches to focus on relationships

Maintain momentum through series of lessons

Move member to action

Acceptance Review RPG Accepted priorities Information solutions project team Accepted priorities BOLTS Program Steering Committee Acceptance status

RPG

Accepted priorities

Information solutions project team

Accepted priorities

BOLTS Program Steering Committee

Acceptance status