Preparing trustee meeting report
Ticketclosed
Ardenmore Pension Administration · Preparing trustee meeting report
Harjit Bains asked how to prepare a summary of member queries and resolution times for a trustee meeting on 14 Sep 2023. Callie Brennan provided guidance on report structure; ticket solved 21 Sep 2023.
What happened
What this says
Current to 14 Oct 26Harjit Bains asked how to prepare a summary of member queries and resolution times for a trustee meeting on 14 Sep 2023. Callie Brennan provided guidance on report structure; ticket solved 21 Sep 2023.
Request: Harjit needed help preparing a trustee-meeting report showing member queries by category, resolution time and average response time.
Handling: Callie Brennan responded on 14 Sep 2023 with specific guidance on report structure and offered hands-on help. The ticket was solved on 21 Sep 2023 and closed on 25 Sep 2023.
Watch: Positive signal that the customer invested in preparing governance-quality reporting and viewed the brain as a source of trustee metrics. Harjit engaged proactively with Callie on execution details, indicating adoption depth.
Details
Updated 9 Oct 26Trail
created · Harjit Bains 14 Sep 2023 09:45Hi, We've got a trustee meeting coming up for one of our schemes, and I want to pull a summary of member queries from the past few months and how quickly we've resolved them. I can see all the data in the brain, but what's the best way to prepare a clean report for the trustees? What will the trustees ask when they see the response metrics? Kind regards, Harjit- public_reply · Callie Brennan 14 Sep 2023 12:03Hi Harjit, Perfect for a trustee meeting. Create a new report showing member queries by category and resolution time. Filter down to your scheme records only. You can add a summary card showing average response time too, that's usually the first question trustees ask. I can help you build this if you'd like. Just let me know when you need it ready. Thanks, Callie
- status_change · 25 Sep 2023 23:59