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Corporate Goal Setting and Client NPS Surveys

I was entirely responsible for our corporate goal-setting and client feedback cadences. 

MAIN IMPACT:

Provided company-wide accountability and alignment for major projects and initiatives. Gaps identified from Client Feedback were addressed in future goal setting.

HIGHLIGHTS:

Corporate Goal Setting

• Created, implemented, and revised quarterly goal-setting process for entire company

• Scheduled leadership team quarterly cadence to facilitate cross-functional collaboration

• Requested regular feedback and adjusted process iteratively

• Facilitated retrospective and launch meetings

Client NPS and Feedback Surveys

• Automated entire process of sending surveys regularly

• Increased engagement from 18% to 38%

• Presented findings and hosted discussion with executive team every quarter

Our first iteration of OKRs used clunky enterprise software that we all hated, so we pivoted to a Google Sheet and have seen excellent adoption ever since.

Automated Client Feedback Campaign and Leadership Team Presentation