< Case Studies / Consumer Financial Protection Bureau
Consumer Financial Protection Bureau
Partnering with a session producer, the team could focus on strategy and the work ahead, instead of being bogged in schedules, attendance and meeting production.
Focus on Action, not Calendars
Collaborative tools and templates combined with a meeting agenda, each meeting had clear direction, established take-away tasks and accountability and ultimately helped set and achieve goals.
Collaborative Asynchronous Tools
The session producer took on simple tasks like calendar coordination, note-taking, agenda-setting, and document preparation, freeing the team to focus on progress.
Efficiency Injection
Challenge
Reorganization efforts stalled when held in person, and leadership across several states unable to coordinate a follow-up meeting.
Solution
Conduct a virtual meeting to connect identify desired outcome. Use that to create a user friendly virtual whiteboard and conduct the meeting synchronously and asynchronously.
Outcome
3 months of work
accomplished in 3 hours
Focused Effort
Parallel Workflow
Live meetings with asynchronous assignments
Leadership Attendance
100% participation
Details
The Consumer Financial Protection Bureau (CFPB) was undergoing a significant organizational restructuring, requiring major stakeholders from across the country to strategize on goals and actions for the future. However, initial progress quickly stalled due to the logistical complexity of coordinating overlapping calendars across multiple time zones and lack of collaborative tools with which to document ideas and strategies.
To regain momentum, the company turned to Behind the Screens to design and deliver a seamless, producer-supported virtual meeting experience that would connect stakeholders live and asynchronously, facilitate strategic discussions and establish clear next steps. Facilitating these meetings and follow-ups, Behind the Screens acted as the necessary catalyst for the CFPB’s to collaborate remotely and make efficient use of limited time available.
In just a single session, the CFPB was able to make more progress than the previous 3 months. With the right tools and professional support, even the most complex organizational initiatives can move forward—regardless of distance or schedule conflicts. For businesses navigating transformation, Behind the Screens offers a smarter and quicker path to alignment, action and goal achievement.
