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This case study is about a large independent provider of record keeping services, third-party administration, and government and health savings facilitation. Over the years, the company has also become one of the savings plan industry’s leading providers of outsourced services, supporting organizations with their complex program needs.
A large independent provider of record keeping and savings plan services wanted to build a comprehensive mentorship and sponsorship program that supported Diversity and Inclusion goals.
The organization needed a program that could create strong matches, provide meaningful education, and gather participant insights to improve future iterations
Pollinate co-created a mentorship and sponsorship program tailored to the organization’s Diversity and Inclusion standards.
The program included custom educational webinars, supportive coaching, a branded sponsorship eLearning module, and an online portal where participants could access resources and share knowledge throughout the experience
Participants were matched into both mentorship and sponsorship relationships, with a subset of the pilot group moving into sponsorship matches.
The program saw strong engagement with videos, modules, and education sessions, which were well attended and well received by participants.
“We really appreciate Pollinate as our sponsorship and mentorship partner, and their willingness to work with us to make our program the best it can be.”
Leader
Talent & Prganizational Development
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