rpg financial coaching story03
TRANSCRIPT
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RPG Financial Coaching
P re pa ring me mbe rs for fina nc ia l we llne s s
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Agenda
• Tools available today• Process metaphors defined for presentation• Process enhancements
– S c h e duling m e e ting s– Doc ume nting m e e ting outc ome s– Da s h boa rds for m e m be r prog re s s a nd
c oa c h ing a c tivity
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Present Tool Set
Coa c h ’s note s
Look in the third column, second row…
Colla bora tion
S c h e duling
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Process metaphors
• Cours e - Me m be r a nd c oa c h me e t to d is c us s a s pe c ific top ic
• Le a rn ing P rog ra m – S e rie s o f c ours e s de s ig ne d to pre pa re me mbe r for fina nc ia l we llne s s
• Hom e work – a s s ig nme nts for m e mbe rs to c omple te be fore m e e ting (or c o lla bora te with c oa c h )
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Schedule meetings
R e tire me nt P la nning Group h a s a s h a re d lis t of conta c ts
To s ch e duling time with me mbe r, loca te “me e ting ” in th e communica tions g roup of th e ribbon
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Integrated contact information provides• Next course in series to schedule
Specific courses include• Homework to assign• Prep work notes• Objectives
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Attend and document meetings
Me e ting re minde r pops
Coa ch is provide d link to me e ting s pa ce .
Th e me e ting s pa ce inte g ra te s a ll in forma tion ne e de d to e ns ure a productive s e s s ion. Th e a s s oc ia tion with conta c t a nd ca le nda r provide s conte xt for a be tte r me mbe r e xpe rie nce
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Meeting space• Homework• Prep notes• Objectives• Space for notes
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Dashboards
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P rog re s s
Me m be rs
Me m be r
Coa c hTime a lloc a tion
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Benefits
Im prove m e mbe r e xpe rie nc e• Colla bora tive works pa c e• S e lf s e rvic e• R e duc e d a dminis 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 mom e ntum th roug h s e rie s o f le s s ons• Move me m be r to a c tion
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Acceptance Review• RPG
– Accepted priorities
• Information solutions project team– Accepted priorities
• BOLTS Program Steering Committee– Acceptance status