Communication Plan for Meowington Financial Services Report

This report details the communication plan implemented at Meowington Financial Services, focusing on introducing new document templates to improve internal and external communications. It outlines the timeline, including pre-event planning, event execution (meeting and training), and post-event evaluation. The plan includes the 'WHEN, WHAT, WHERE, WHY, HOW, WHO' framework, covering meeting agendas, email communications, and the use of various tools and strategies. The report also provides a strategic planning timeline, a Gantt chart, and discusses the importance of stakeholder input, mission/vision development, and information gathering through client surveys and financial data analysis. The objective is to enhance the firm's communication channels and improve its professional outlook, ultimately aiming to impress clients and ensure policy implementation success.

Communication timeline (Meowington Financial Services)
WHEN (month) WHAT WHERE WHY HOW (tools or
skills/strategies)
WHO
Pre-event Selecting the
templates to be
introduced
In the company
document suite
In order to improve
their knowledge of
using documents and
professional outlook.
Presentations, agenda,
e-mail, meeting
Operations manager
Preparing the meeting
agenda
In a newly formed
agenda template and
send it through mail
To inform the team
mates about the
meeting objective
Through e-mail Operations manager
Event Meeting to introduce
the templates of
document suite
Conference room Developing the
communication plan
and integrity in the
firm
With professionally
developed business
use templates, clients
are targeted to be
impressed with
improvise
communication
channels
Operations manager,
IT, administrator
Training the use of
templates
Conference room/
daily activity place
Learning the use of
template and its
appropriate usage
By practising using
the templates for
different hypothetical
situations and then
trying for real
instances
Operations manager,
team leads, employees
Post event Collecting the review
after its usage in the
real instance
Business centre To understand
whether the strategies
have been efficiently
e-mail, in
conversation
Employees, managers,
TL, administrators

implemented or not verification
Affirmation of the
change being
successful
Business centre To assert that the
policy have been
implemented and
works successfully
Through e-mail Operations manager

STRATEGIC PLANNING TIMELINE
PROJECT NAME:
Introducing communication plan with new document templates
PREPARED BY:
Operations manager (Meowington Financial Services)
MONTH
TASK 1 2 3 4 5 6 7
TIMELINE / APPROACH DEVELOPMENT
Garner consultant review of existing planning materials
Planning committee to discuss alternate approaches
Planning committee to finalize process and define desired outcomes
Summarize org history, accomplishments, and current status
Compile list of data required, and plan for gathering needed info
Develop list of stakeholders, and plan to solicit input
Present plan for board approval
Complete any necessary revisions; finalize plan
MISSION / VISION
Develop mission

Discuss organization values and goals
Gather stakeholder input regarding mission and vision
Polish statement
Approval / Finalize mission statement
INFORMATION GATHERING
Client surveys
Focus groups
Partner / Funder / Constituent interviews
Financial data prep
Comparative / Competitive studies
Environmental study
Current system and bylaw review
GOAL & PLAN FRAMEWORK DEVELOPMENT
Goal and objective brainstorming
Comprehensive review of all gathered data
Identify goal groupings
Prioritize goals
Ensure goals support mission statement and vision
Develop objective list