EXECUTION
Creating a seamless, empowering experience for everyone.
Through Motivation, Onboarding, Learning, and Doing.
Three step execution plan:
Onboarding
Use the new 'Finance Buddy' AI assistant
To help new team members navigate onboarding, including topics like:
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Requesting access
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Hyperion trainings
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Revenue trainings
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Expense trainings
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Relevant GDLs to be added.
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Product details (based on supported team, Ie VAS or CMS product descriptions, etc.)
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Relevant org Charts
Learn
Add fields in the annual review template
For 'Skills needed at current level' and 'Skills needed to get to next level' to provide employees with a focused list of learning opportunities.
Use the new 'Finance Buddy' AI assistant
To create personalized learning paths based on performance review or self-identified gaps. The AI assistant should propose actions like:
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Taking a specific course (using EAP)
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Taking a swap opportunity
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Providing contact of SME i.e., Tableau expert, product expert, etc. (requires volunteers to be SME)
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Suggesting a mentor (requires volunteers to be Mentors)
Do
Create a 'Project Marketplace'
where VPs and FLT input real-life challenges. Teams can sign up to solve these problems within 3 months and present outcomes to the FLT quarterly.