Case Study: Directors Investment Group achieves consistent 1:1s and values-driven feedback with Lattice

How Lattice Helps Directors Investment Group To Use 1:1s and Feedback to Reinforce Company Values

Directors Investment Group, a national funeral services and preneed insurance provider, needed a way to scale its people-first culture while formally reinforcing core values (love, growth, community) and rolling out company-wide goals. The company originally searched for OKR software but partnered with Lattice (Platform w/ Premium Support) to find a broader people-management solution that could standardize goal-setting, make feedback visible, and help managers run more consistent, value-aligned conversations.

Lattice implemented its 1:1s, Updates, performance management, and feedback tools to establish meeting cadence, structure conversations, and surface public praise across teams. The result: about 91% of employees now participate in one-on-ones, meetings are often 10–15 minutes yet more productive than previous 30–45 minute check-ins, and real-time feedback has increased cross-team connection and reinforced company values—helping Directors Investment Group scale both business and culture with Lattice.

Directors Investment Group

Ryan Carlson

Project Coordinator