Slideshow Transcript

1. Slide 1: RPG Financial Coaching P re pa ring me mb e rs for fina nc ia l we llne s s
2. Slide 2: Agenda • Tools available today • Process metaphors defined for presentation • Process enhancements – S c h e duling m e e ting s – Do c um e nting m e e ting outc o m e s – Da s h b oa rds for m e m b e r prog re s s a nd c oa c h ing a c tivity 2
3. Slide 3: Present Tool Set Look in the third column, second row… C olla b ora tion C oa c h ’s note s S c h e duling 3
4. Slide 4: Process metaphors • C ou rs e - Me m b e r a n d c oa c h m e e t to d is c u s s a s p e c ific to p ic • Le a rn ing P rog ra m – S e rie s o f c o u rs e s d e s ig n e d to p re p a re m e m b e r for fina n c ia l we lln e s s • Hom e wo rk – a s s ig n m e n ts fo r m e m b e rs to c o m p le te b e fo re m e e tin g (o r c o lla b o ra te with coa ch) 4
5. Slide 5: Schedule meetings R e tire m e nt P la nning G roup h a s a s h a re d lis t of c onta c ts To s c h e duling tim e with m e m be r, loc a te “m e e ting ” in th e c om m unic a tions g roup of th e rib bon Integrated contact information provides • Next course in series to schedule Specific courses include • Homework to assign • Prep work notes • Objectives 5
6. Slide 6: Attend and document meetings Me e ting re m inde r pops Coa c h is provide d link to m e e ting s pa c e . Th e m e e ting s pa c e inte g ra te s a ll inform a tion ne e de d to e ns ure a produc tive s e s s ion. Th e a s s oc ia tion with c onta c t a nd c a le nda r provide s c onte xt for a b e tte r m e m be r e xpe rie nc e Meeting space • Homework • Prep notes • Objectives • Space for notes 6
7. Slide 7: Dashboards Me m b e r P rog re s s Me m b e rs C oa c h Tim e a lloc a tion 7
8. Slide 8: Benefits Im prove m e m b e r e xpe rie nc e • C olla b ora tive works pa c e • S e lf s e rvic e • R e duc e d a dm inis tra tive ove rh e a d a llows c oa c h e s to foc us on re la tions h ips • Ma inta in m om e ntum th roug h s e rie s of le s s ons • Move m e m b e r to a c tion 8
9. Slide 9: Acceptance Review • RPG – Accepted priorities • Information solutions project team – Accepted priorities • BOLTS Program Steering Committee – Acceptance status 9