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…

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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…

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How often have you worked with a team that isn’t on the same page? This familiar work situation of being misaligned is not the team’s fault, but the leader/manager’s responsibility. What Elements are required for Team Alignment? 1. Purpose 2. Culture 3. Values When any of these three elements are out of alignment, the result…

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I have been very lucky to work for CEOs who understood the principle that leadership is not about doing business as usual but about transforming the organization. Transformation is what differentiates a capable leader from a great leader. Transformational leadership is not easy. It is fraught with risk and reward, angst and celebration, stress and…

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Why us it anytime something extraordinary happens, the “anti-change” elements of our organizations say, “Well now, we have to be careful, we don’t want to be driven by emotion?” Let talk. People who say, “let’s not be driven by emotion” are typically change-resistant. This “catchphrase” is a way to stop innovation and change conversation. They…

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Everyone seems to be talking about the new normal. I am not a fan of the phrase “new normal.” Normalcy has always been the siren’s call to irrelevancy and plateauing for credit unions. Here the five things your credit union needs to consider as we move out of this pandemic: 1. Branches that don’t transition…

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Historically branches are seen as transaction channels. Today, this view of branches has changed and continues to evolve. Members and potential members like the convenience of brick and mortar, they like the demonstration of financial strength and security. Still, the truth is, they rely less on branches for their daily, weekly, and monthly transaction business…

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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…

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Here is what we know. We are in the middle of a pandemic. This situation has forced each of us to rethink and reimage how we do business. There is a tendency to hunker down and attack the urgent needs of members, staff, and the credit union. We get done what is critical at the…

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