The document provides an overview of a three-year project called CI/360 aimed at transitioning a financial services company to a more personalized customer experience model. It identifies the project as high risk and outlines plans to standardize client information capture across locations in Year 1. The summary will discuss:
1) The CI/360 project aims to transition the company's operating model over three years through standardizing client data capture in Year 1.
2) It presents the project as high risk due to its large scale, impact on many employees across locations, and potential for resistance to change.
3) The presentation outlines an initial change management plan including conducting an assessment, developing a communications plan, and engaging executive sponsors to mitigate risks
4.18.24 Movement Legacies, Reflection, and Review.pptx
Finesta ci 360 project year 1 cm strategy presentation
1. C H A N G E M A N A G E M E N T
Finesta Financial LLC
Certification Course
Laney Carter, Director of Change Management
Sam Cantu, Director of Project Management
Camille Harris, Client Experience Lead (CX SME)