TIAA

Compliance

ASK: Update the existing one-hour Tax Training to incorporate current policies.

SOLUTION: Leverage EVOLVE to develop an interactive, FAQ-style training module that emulates a web browsing experience rather than a traditional slide-based format. This approach is designed to enhance user engagement and streamline content delivery. Additionally, a one-page printable summary of key information will be provided, offering a convenient reference for employees' daily responsibilities.

KPI: The updated training significantly improved user experience, with an average completion time of 30 minutes—well below the original one-hour duration. Furthermore, 100% of participants downloaded the optional job aids and utilized the printable summary for ongoing reference.

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