Improved collaborative writing in white papers and investment research documents
CHALLENGES
A highly academic team at S&P Global leverages technology and math at scale to develop economic hypotheses.
They requested training to improve the quality and consistency in white papers and equity research documents. Writing tended to delve into jargon and unnecessary detail rather than provide a high-level summary of the topic. Leaders wanted a virtual training solution for remote workers.
SOLUTIONS
Instruction included process work to establish the audience and outline the nuanced content necessary for this level of research.
Participants planned, drafted, and edited an actual research white paper, applying their new process skills. After the virtual training session, each participant had a one-on-one meeting with their instructor to review the final document.
Additionally, the Equity Research team leaders received resources to support ongoing mentorship of employee writing.
OUTCOMES
Reduced employee writing time by over 20%
S&P Global will save an estimated $84,375 annually, assuming nine participants trained, with an average salary of $75k, and who write four hours per day.
Individual improvement of the most pressing challenges
Highly customized training allowed participants to address their goals and challenges. Individuals outlined their goals, resulting in extremely personalized feedback and document review. Every participant from S&P Global met or exceeded their training goals.
Consistent messaging and tone in documents
This engagement included coaching on white papers, business reports, equity research summaries, and other documents that are subject to executive review. Participants learned a process that ensures consistency in substance and syntax across all documents.