Helping a Multi-State Ag Lender Connect through Change

With the primary goal of uncovering unfiltered, honest perspectives from both employees and customer-owners, Meyocks applied a change management lens and leveraged our behavioral insight expertise. We developed and executed a multi-phased, mixed-methods approach:

• Created research methodology through a mix of qualitative and quantitative instruments, including interview guides and employee and customer surveys.
• Conducted ethnographic observations during an executive level leadership workshop and an all-day leadership session.
• Facilitated two structured manager feedback sessions along with a series of in-depth employee interviews.
• Led one-on-one customer interviews.
• Deployed online surveys to employees and external audiences.
• Synthesized findings into a narrative framework and actionable insights.

Emerging insights directly shaped the tone, timing, messaging and structure of the strategic communications plan. Our team was able to:

• Clarify key stakeholder concerns, motivators, and expectations.
• Reshape the content of the messaging to directly address gaps in understandings.
• Provide a baseline of change perception for both employee and customer-owners that we could use to measure the impact of our communication plan.
• Equip the client with a communications roadmap grounded in empathy and alignment.