Resources

On a consistent basis our consultants have the opportunity to present our perspectives on a variety of topics related to culture development and performance optimization. On this page you will find links to various articles and papers we’ve written as well as podcasts and webinars we’ve recorded.

Take a look or listen and let’s talk about how we can help your organization.

Culture

Today More than Ever – Employee Empathy!

Today, more than ever, your credit union has a magnificent opportunity to standout for the right reasons with members and employees. In order to capitalize, your culture needs to be rooted in empathy. This article provides three actionable ways every leader can demonstrate genuine empathy with employees and create the culture your credit union needs to thrive.

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Stop and Listen Before Planning This Year

While strategic planning is a vital process for success, an important (and often overlooked) aspect of it is to assess your current culture. Accurately and thoroughly determining where you're at today and what you need to do to improve is something that usually requires an unbiased, outside perspective.

To learn the necessary steps to a successful culture assessment, click here: Read more

Four Must-Haves for a Highly Motivated Culture

There are many ways to try and motivate employees (and some are very expensive!) but this article presents four ways that every leader should implement today and solidify going forward. They’re relatively cheap in terms of financial commitment yet powerful in their positive impact on employee motivation.

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Read all our Culture resources

Experience

Empathy as Your Secret Sauce

We hear a lot today in both business and social circles about “empathy” but, many times, it’s hard to define exactly what it means and how to apply it to what we’re doing day-in and day-out with members and employees. In this article, we break down specifically how empathy should be deployed and the five critical ways to make it your "secret sauce" in creating and optimizing your experience culture. Read more

The Satisfaction Index, Not the Misery Index

The Misery Index is an economic metric that captures the sentiment of consumers, based largely on unemployment and inflation. But it also impacts the sentiment of your employees and, collectively, the vibrance of your culture. In this article, learn three things you can do today to minimize misery and maximize satisfaction. Read more

6 Ways to Set Your Vision Clearly on Experience

Believe it or not but focusing your development efforts on just one strategy will drive significant success in all other strategies. Click here to find out what it is: Read more

Read all our Experience resources

Management

Stop and Listen Before Planning This Year

While strategic planning is a vital process for success, an important (and often overlooked) aspect of it is to assess your current culture. Accurately and thoroughly determining where you're at today and what you need to do to improve is something that usually requires an unbiased, outside perspective.

To learn the necessary steps to a successful culture assessment, click here: Read more

Don’t Waste Money on Monetary Incentives

In a recent client survey, only 14% of employees said their incentive program was “effective in producing positive performance” and only 18% said the incentives were “highly motivating to me.” When these results were shared with the credit union’s executives, the CLO blurted out “then why am I paying them $43,000 a month?!”

Click here to read the full article: Read more

Why Balanced Scorecards Fail

Balanced scorecards are critical and powerful tool that will drive the desired performance at your bank or credit union. Build them the right way while avoiding the common pitfalls that can tear down a scorecard before its true potential can be realized.

Click here to read an article we did with our partner, BalancedComp: Read more

Read all our Management resources