The perspective
Some participants may want to understand the options. Others may be thinking about competing priorities, uncertainty or whether they are ready to take a next step.
For benefits and wellbeing leads, a useful starting point is the decision the audience wants help thinking through. Participation should leave room for different circumstances and priorities.
U Impact combines private participant feedback with a facilitated discussion of aggregate audience patterns. Your programme team gets a structured starting point for a more relevant conversation and follow-up.
Create room for different starting points
A benefits team can begin by describing the audience and the purpose of the session without assuming that everyone should take the same next step. Understanding options, clarifying priorities and deciding to seek further support can all be relevant discussion goals.
Private participant feedback allows reflection without requiring people to describe personal circumstances in front of colleagues. The shared session can focus on aggregate themes and useful questions. Agree in advance how participants can find further information and what the programme team will learn from the event.
Questions for your team
- What decision does the programme aim to help people understand?
- How will the format accommodate different priorities?
- What follow-up will be useful without assuming a common outcome?
Evidence and interpretation
This article offers a perspective on programme design and investor support. The proposed session formats and examples are discussion starting points, not claims of measured customer or event outcomes.
Read more about our methodology and financial investment behaviour: the field guide.
Put the question to work
Planning an employee financial-wellbeing event? Tell us who will attend and what you want them to leave better able to understand.