Blog

Strategic Planning – Is there a right way?

Strategic planning isn’t: A box to check on your NCUA examination.A one or two-day brainstorming eventTo plan incremental growth without changing anythingDone during budgeting time. Strategic planning should be started in Q1 or Q2 so that when the organization gets to budgeting time, the strategic objectives have been established, and the resource, project, software, staffing,…

Is your job spiraling into (un)planned obsolescence?

Yes, even in the financial services sector, robotics, machine learning, and artificial intelligence will disrupt or eliminate your job. Here are the types of jobs that are at risk: Tasks that are simple and repetitious Job functions that can be done using an AI or Machine Learning algorithm. Jobs that involve data entry from disparate…

Perceptions of You Enter the Room Before You Do

All too often, others’ perceptions of us can make or break our opportunities, adoption of our ideas, our futures. Perceptions of us result from the direct and indirect experiences others have had with us. So, yes, opinions about us can become viral in an organization where assumptions are made about us by people we have…

Three BIG Data Myths

Ignoring these myths could be catastrophic to your data strategy.

Emotional Intelligence

EQ – A Journey to Personal and Professional Success “The capacity to be aware of, control, and express one’s emotions, and to handle interpersonal relationships judiciously and empathetically.” Emotional Intelligence (EQ) refers to the ability to identify and manage one’s own emotions, as well as the feelings of others. Having Emotional Intelligence requires us to understand how emotions…

Passion and Leadership; Leadership and Passion

Gung-ho and leadership are not the same things. We’ve all worked for a boss that was all about getting it done at all costs, striving to get all the wins at any cost, take the hill without caring about consequences. This behavior is not leadership. Passion is a leadership attribute that cannot be denied, but…

Do your Data “Bytes” Have a Bad Aftertaste?

We all know how important data is to our credit union. Let’s face it; we are addicted to reports. We love our reports. We compare day to day, month to month, year to year, and peer to peer. But, let’s get real; we run two reports side by side, and, oh the horrors, the numbers…

Leaders Know the Temperature of the Team

Leading is about driving results but it is also about taking the team’s temperature and understanding three things:
– Do they need the temperature turned up?
– Do they need the temperature turned down?
– Do they need to be on a glide-path for a while?
There is no science to the art of temperature taking, but we can draw on personal experiences to help reset the temperature. Thinking back over your professional life you may have experienced some of the same dynamics that teams exhibit. Let’s correlate personal experiences to team experiences…

Air Travel, Leading and Stress: What do these have in common?

Stress is part of our lives. Outside forces can cause us stress, and we can also bring on stress for others and ourselves. Air travel is a source of stress; that makes it a good metaphor for stress management behaviors. Many people find air travel very stressful. The stress surrounding air travel is not unlike…

What’s Dog Poop Got to Do with Leadership?

We’ve all observed the behaviors of dog owners. If you live in an urban or suburban area, you know the rules; if you walk your dog, you are expected to pick up your dog’s poop. From my home, I have a great view of a stretch of grass that is a favored peeing and pooping…

Need help?

If you seek to align your culture to your mission, purpose, promise, and values, contact Rich at 720.256.4936 or Rich@l2ldev.flywheelsites.com.