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Financial Well-being Playbook Step 4: Monitor, Assess, and Repeat

Review your results regularly and make changes accordingly.

How to monitor and assess

Determine what data points will be collected and how often they will be reviewed. Monitoring key metrics, at least annually, will highlight what is working and what needs revision. Learning from the data will help improve the program to achieve optimal results. 

These articles share tips to measure program success and calculate the return on investment of financial well-being programming.

Financial well-being survey or assessment

  • Use the same tool that was used prior to implementing the program to determine successes and opportunities.

Report data

  • Present findings to senior leadership to show the value of investment in the program. 

  • Share appropriate program data with employees. Aggregate, de-identified data provides the employees with examples of how the program has helped their colleagues. For example, 50 employees paid down $500k in student loan debt. This can be used as a tool to further communicate the program and create excitement for other employees to become engaged. 

Pivot as needed

  • Try a new approach if certain parts of the program are not successful

  • Refresh the communication strategy 

  • Establish an incentive or other prize for engagement with a certain part of the program

  • Add access to one-on-one sessions with a financial well-being coach

These organizations are making great strides in all areas of financial well-being.

Your service team at Marsh McLennan Agency is happy to partner with you as you navigate this financial well-being journey. We can help craft a vision for your financial well-being programming and assist with program implementation. These services can positively change employee behavior and impact your bottom line.


Financial Well-being Playbook steps