Blog
Tough Conversations of Leadership
Leadership requires mutual trust but also the courage to talk the truth. I am surprised when I learn a “leader” is hesitant to have tough conversations about attitude or performance. It is even more shocking when I discover they keep performance files on direct reports discussed at annual or semi-annual performance reviews. Employees have expectations…
Trigger Points = Leadership Fails
Trigger points are those moments when our brain turns off, and our actions and reactions become “instinctive.” You know them, and you have them. Something happens that “sets you off.” It is a response that comes from deep inside, and it happens without you even thinking about what is happening. It is very visceral. Your…
Career Change is about the Reinvention of Self
Career change is about re-invention of self…
Great Endings yield Great Beginnings
Change is in my DNA. We don’t need to face change; we also need to embrace change. If you feel your credit union or CUSO needs to look at change differently and would like the steps to implement change, my core competencies include the following:Digital transformation – building a digital strategy, the tactics, the organizational…
Are You Running To, From, For or Against?
We’re all running 1000 miles an hour, but are we running in the right direction for the right reason? Running to – this is goal-driven running. It is having a valid endpoint and a commitment to get there. If you are training for a half marathon, your goal is distinct and specific. “I am going…
Three Must Haves in your Strategic Plan
As you move into our strategic planning and budgeting cycles, there are three must-haves when crafting a prosperous future for your credit union: A Plan for Transformation: Strategic Plans should be designed to transform the organization. If the culture is, “If it ain’t broke, don’t fix it,” then don’t waste your time and money doing…
What’s Up With Bank Websites? 7 Things to Fix What’s Broken
Bank websites look at them. They are ugly. They look like someone puked products and offers all over your iPad. They require the user to scroll endlessly. They have complex navigation points and menus, menus, and more menus. To research, find and buy requires many clicks. All of this is friction. Why can’t banks get…
Leadership Begins and Ends with Honesty
When you look back at past bosses you respected, bosses that were okay and bosses, how can I say it, needing a significant reboot, what made them different? I liked a boss that was honest with me. It seemed they knew when I messed up, it was unintentional. That doesn’t mean they overlooked my failures,…
Getting Your Ducks in a Row – Strategic Planning
We often think about strategic planning as a one or two-day event that involves some crucial steps: Validating your mission, vision, values Doing a SWOT (Strength, Weakness, Opportunities, Threats) analysis Thinking BIG about what you want to become Identifying 3-5 vital strategic initiatives that will take you to this future place These four steps are…
Marketing Must Know These Key Ratios
The primary Business Model for credit unions is straightforward. It is Money in Money out. Credit unions buy money ( deposits) from members (Cost of Funds) and then loans out those deposits to Members (Interest Income) at a higher interest rate (Margin). Of course, there are multitudes of nuance to this model, that’s why credit…
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.