Reporting
Visual Reporting
Shepherd Financial Employee Engagement Analysis Reports
Visual Reporting
Shepherd Financial Employee Engagement Analysis Reports
Due to proprietary reasons, I've kept samples to my private collection. Available upon request.
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
Reporting challenges
Reporting challenges
FORMATTING needs efficiency improvements
COMMUNICATIONSÂ
Processes for logging meeting notes or attendances not standardized
Reporting solutions
Reporting solutions
VERBAL & WRITTEN COMMUNICATION
Requested weekly debriefings
Emailed advisors after meetings
FORMATTING
Introduced vertical format
DATA STORAGE
Created working materials folders
