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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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…

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We’ve all heard the nightmare stories of businesses being exposed for major failures in their cultural attributes. Maybe the failure is with their values. Significant companies have faced huge fines, and executives have gone to jail for not living up to their published values. These companies include Wells Fargo, Volkswagen, General Motors, Purdue Pharmaceuticals, and…

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When doing a strategic plan, most organizations really are good at thinking with aspiration, hope, and promise. Where the “failure” happens is on the execution of the plan. If you think about engaging movies, they all seem to be stories that include a variation of the hero’s journey. “Lord of the Rings”, “Star Wars”, and…

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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, but the truth is, they rely less on branches for their daily, weekly and monthly transaction business…

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It’s a strange time for credit unions. Credit unions are facing unprecedented pressures from regulators and examiners, and capital pressures for net interest margins and fee income. Often they don’t have the benefit of “economies of scale” or the resources, people, and capital, to invest in the infrastructure demands of vendor due diligence, regulatory compliance…

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Mobile utilization is now the preferred method for consumers to manage their money and make deposits, transfers, and payments. Too often, credit union staff is not keeping pace with member adoption of the digital channels. What can a credit union do to prepare their team to support their member’s digital needs? Nurture a digital culture…

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Working with organizations across the country, I see a familiar miss-step in their strategic planning process. The process I’ve observed is as follows: Once a year a strategic planning event is scheduled with the Board and a few key executives The event starts with a “state of the industry today” presentation, typically by a consultant.…

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This saying strikes a chord and gets especially real when we are fond of the people you lead. It is difficult to keep business and friendship separated, and when we fail, the consequences are painful for all parties involved. So, how do you create a work environment that leverages the power of people who enjoy…

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