Tips For CEOs: Transaction Count by Delivery Channel

The following are tips for CEOs using the Analyzing Transactions by Delivery Channel screen during Board Planning meetings.

Understanding Members Preferences of Delivery Channels

Conversation Starters


Many of the tools described in the following sections are intended as backdrops to start conversations with your teams. Try these questions to ask the group what they see as they review a dashboard:


o    Does the data support a belief they have about how members act?

o    Does the data dispel a belief about how members act?

o    What should we do to motivate a group?

o    Do we want more or less of a particular type of activity?

o    Are we making progress on our goals?

o    List three things that stand out based on this dashboard.


Link to ID: