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1 strategies and tactics for Visual Aids

What is Visual Aids strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Developing an effective Visual Aids strategy can be intimidating, especially when your daily duties demand your attention. To assist you, we've curated a list of examples to inspire your planning process.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Visual Aids strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Visual Aids strategy examples

You'll find below a list of Visual Aids tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for onboarding illiterate banking customers

  • ⛳️ Strategy 1: Utilise visual aids and audio support

    • Create informative videos using clear visuals to explain banking processes
    • Develop audio guides in multiple languages to cater to a diverse customer base
    • Utilise simple pictograms in brochures and signage for easier understanding
    • Set up interactive kiosks with touch-screen assistance in branches
    • Include QR codes on materials that link to audio-visual resources
    • Conduct workshops using visual presentations to explain product features
    • Offer personalised video call support to guide through onboarding
    • Provide mobile app with voice assistance features
    • Collaborate with graphic designers to simplify complex information into infographics
    • Utilise storytelling through videos to explain benefits and services

  • ⛳️ Strategy 2: Implement personalised in-person guidance

    • Train staff to communicate effectively using non-verbal cues
    • Assign dedicated representatives for one-on-one onboarding sessions
    • Conduct outreach programmes in local communities to build trust
    • Use role-play exercises in training so staff can practise interacting with non-literate individuals
    • Encourage feedback from customers to improve personal touch services
    • Partner with local NGOs to assist in customer education
    • Set up walk-in clinics at branches for personalised help without appointments
    • Offer complimentary transportation for first-time visitors to the bank
    • Develop a peer mentoring scheme pairing new customers with more experienced ones
    • Hold monthly open house events to attract and inform potential customers

  • ⛳️ Strategy 3: Leverage partnerships with community-based organisations

    • Collaborate with educational institutions to provide financial literacy workshops
    • Engage with local leaders to endorse banking benefits
    • Work with community centres to host regular information sessions
    • Distribute banking starter kits at local events and fairs
    • Sponsor community activities that can function as informal networking opportunities
    • Incorporate feedback from community liaisons into product offerings
    • Develop micro-finance groups with community leaders to extend support
    • Utilise mobile banking units to reach underserved areas
    • Employ local ambassadors to raise awareness about banking services
    • Create joint-branded campaigns with community groups to build credibility
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Implement these strategies

How to track your Visual Aids strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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