STRATEGY DEVELOPMENT & ADVISING
Capturing lessons learned to sharpen a corporate financial well-being strategy
The Project
Financial Work and Wealth Strategy - Prudential Financial
Prudential Financial has long invested in building financial security and resilience through strategic grantmaking. With the launch of a new strategy, Prudential sought to reflect on past investments, assess impact, and highlight grantee accomplishments. I was engaged to provide strategic advisory services to capture lessons learned and inform next steps.
The Approach
Conducted 34 in-depth virtual interviews with Prudential staff and grantee partners.
Reviewed reports and documentation to assess how investments advanced coaching, fintech access, and wealth-building.
Summarized findings in written briefs highlighting key themes, lessons, and success stories.
Partnered with Prudential’s communications team to translate findings into accessible narratives.
The Results
The work produced issue briefs showcasing grantee accomplishments and documenting impact. By combining grantee voices with analysis, Prudential gained a clearer view of past successes and emerging opportunities. These insights sharpened the Work and Wealth strategy, positioning the company to continue catalyzing innovation and impact.