Video: How to complete compliance testing

I scripted a video tutorial showcasing the new data scrubber experience for compliance testing on the plan sponsor website.

script

UX tutorial

data scrubber

content strategy

software demo

Storylane

Microsoft Word

video

Vanguard-branded version of the video

script

Copy for voiceover + notes for graphic designer

I wrote the intitial script +

credits

Team & tool acknowledgements

in collaboration with ASCENSUS, Vanguard

script by Meg Morris

written in Microsoft Word

video by EDGAR GUILLEN in STORYLANE

graphics by COLEEN HILL

Compliance tasks for 401(k) plan sponsors

My Priorities Quiz results page updates

Let’s connect

Video: How to complete compliance testing

I scripted a video tutorial showcasing the new data scrubber experience for compliance testing on the plan sponsor website.

script

UX tutorial

data scrubber

content strategy

software demo

Storylane

Microsoft Word

video

Vanguard-branded version of the video

script

Copy for voiceover + notes for graphic designer

I wrote the intitial script +

credits

Team & tool acknowledgements

in collaboration with ASCENSUS, Vanguard

script by Meg Morris

written in Microsoft Word

video by EDGAR GUILLEN in STORYLANE

graphics by COLEEN HILL

Compliance tasks for 401(k) plan sponsors

My Priorities Quiz results page updates

Let’s connect

Video: How to complete compliance testing

I scripted a video tutorial showcasing the new data scrubber experience for compliance testing on the plan sponsor website.

script

UX tutorial

data scrubber

content strategy

software demo

Storylane

Microsoft Word

video

Vanguard-branded version of the video

script

Copy for voiceover + notes for graphic designer

I wrote the initial script + provided an updated version (shown below) to communicate to our video editor & the graphic designer about updates needed to align with UX updates. The video editor & I also met to run through the video updates & refine the timing for the screenshots, closeups, hover graphics, voiceover, & text overlays.

credits

Team & tool acknowledgements

in collaboration with ASCENSUS, Vanguard

script by Meg Morris

written in Microsoft Word

video by EDGAR GUILLEN in STORYLANE

graphics by COLEEN HILL

Compliance tasks for 401(k) plan sponsors

My Priorities Quiz results page updates

Let’s connect