management
6 Steps to Transforming Your Credit Union for the Digital Economy
The digital economy is a new world order where their digital profiles and personas are directing consumer behaviors and buying decisions. The digital economy will lead them to products and services, special offers, activities, and events based upon recommended by these profiles and personas. It’s not a matter of if or even when it is…
Read MoreSometimes you gotta get “Prickly”
The biggest threat to a team or organization is complacency. The minute a team is okay with the status quo, all growth, innovation, and improvement stops. One symptom of complacency is groupthink. This situation occurs when everyone sits in a meeting in silence, and the robotic bobble-heads begin to bob with every agenda item. We’ve…
Read MoreQuiet, Is it Selfish or Scared?
When leading a team and a decision is needed, what happens? Is it silence or negotiation and debate? Let’s assume that you have assembled the right people for the team; you have the subject-matter experts to be able to make the right decisions. But just having the right experts at the table does not guarantee…
Read MoreChange Leadership in 8 Steps
All teams have three participants: change agents, change neutrals, and change resistors. The key to leading change is empowering the change agents, influencing the change equivocators, and helping the change resistors understand the WIIFM (what’s in it for me). Here are the critical steps to leading change. First, identify who fits into these categories because…
Read MoreReady for a Career Change – Start with your Brand Image
Often, when you are at a career intersection, whether it is the result of a decision to seek another job, a layoff, or a desire to start a new career, we must first ask, what does your brand say about you today? A personal brand audit is an excellent way to start as you reinvent…
Read MoreLeading with Good Intentions
A coworker does something we don’t understand or agree with, what do we do? We write a story in our head. We create scenarios on what we think the intentions of this person were. We create a story with little real evidence, only perception, “intuition,” or assumption. Typically these stories are negative. Usually, these perceptions…
Read MoreMeetings Leadership for Effectiveness and Efficiency
Often leadership is fraught with perils, and timing is everything. A successful meeting requires the following: An agenda Time management Quality discourse Conflict resolution Defined next steps with firm deadlines Since a leader’s schedule is heavily weighted with meetings, knowing meeting skills can make the difference between walking out of a session frustrated, feeling like…
Read MoreManaging your Boss – Risky Business
One of the toughest jobs a leader can take on is leading horizontally and leading up. Leading without authority or the power of title is a critical skill that all great leaders have learned. Even a CEO has to, at times, lead the board of directors or the Chairperson needs to lead shareholders. To develop…
Read MoreFinancial Literacy vs Financial Wellness – a Consumer’s View
Credit unions and banks across the country have financial literacy on their to-do list, but what consumers need/want is a roadmap to financial wellness, not just financial literacy. Well, what’s the difference? Financial literacy is about understanding money basics. Typically the curriculum includes topics like “how to balance your checkbook,” “what is a savings account,”…
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