2. Problem Statement
• STAKEHOLDER: A social, forward-
looking, degree-holding financial analyst, who
is open to new ideas, perceptive, and diligent
• NEEDS A WAY TO: achieve the right balance
between her work life and her personal life
• BECAUSE: she is currently overwhelmed with
her job responsibilities and feels undervalued
in the workplace
3. Financial Literacy Class (mandatory 1-3
unit college or workplace class)
Taxes
Budget
Management
Paychecks
Credit and
debit cards
Personal
Banking
Insurace
Savings Loans
4. What worked
• Organized class that covers all the
basics of personal finance
• Financial literacy is currently not
taught in K-12 education or even in
college
What can be improved
• Should be adopted beyond just a
college level to include those who do
not attend college
Questions?
• How can we get each college to offer a
class like this and make it a
requirement?
• Should this class be made mandatory?
• What would be the costs involved?
Ideas
• Adopt this at the workplace for all
employees as well
Feedback from a
current college
student
5. Restructuring of Workplace Hierarchy
(current structure based on direct reports and titles)
C-level
officer
Employee Employee Employee
Management
6. Restructuring of Workplace Hierarchy
(Proposed Model: Creative Collaboration that eliminates hierarchy)
Worker
Worker
WorkerWorker
Worker
7. What worked
-Yes, the need for more creative
collaboration is evident
-New model enhances more effective
communication and encourages more
involvement in the workplace
What didn’t work
-Elimination of titles is unrealistic
-New model may work best for smaller
companies but not for bigger corporations
-If adopt new model, process must be
gradual and not a complete overhaul
Questions
-How can we persuade current hierarchal
society to adopt new model?
-Is creative collaboration really the most
effective model?
Ideas
-Maybe keep the titles but ensure all
workers have equity in the company and
eliminate direct reporting
-Each newly graduated worker has a mentor
Feedback (from a co-
founder of a startup)
