Multiple internal departments requested for visual diagrams to communicate content, ranging from complex policy regulations to internal processes. With each piece, I would analyze the information to figure out how to break it down in digestible form. This was executed through layout, text hierarchy, color, and sometimes icons. See below for few examples.
The Rollover Recommendation Documentation Process highlights the necessary steps for advisors to take when rolling over client assets in specific scenarios listed under DOL’s PTE 2020-02 regulation.
As the company-wide internal campaign, Indispensability 2.0 encourages all employees to provide indispensable service and value to advisors and each other through effective, scalable, future-proof solutions.
This piece communicates internal key deliverable dates for managers to keep track in relation to the revamped annual performance review process. Their action items are highlighted in solid sky/blue boxes.
This chart offers a clean, organized view of the restructured Practice Management department. It clarifies the placement and relationship of each business group and individual* within the complex structure.
*Due to the sensitive nature of this document, real-life individual names have been replaced with placeholder texts.