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

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

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

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

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