Strategic Planning is the Easy Part

Working with organizations across the country, I see a familiar process when doing their strategic planning. A typical process I’ve observed is loosely following these steps: 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…

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Strategic Planning for Maximum Impact

Often Strategic Planning is a big deal that is conducted for a day or more. Usually, it includes a “state of the balance sheet” presentation, an update on all the improvements from the prior year, an overview of the state of the industry, a review of the Mission, Vision, and Values, and then a facilitated…

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Pay for Performance and Reputation Risk

An increasing trend in the financial services sector is “pay for performance.” This practice shows up in several formats: Commission – rep is paid a percentage of balances acquired Incentive – rep is paid per closed referral Bonus – rep is paid based on goal performance over a set period (per month, quarter, bi-annually, annually)…

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A Career Transition Essential – Staying Relevant

Navigating a career is never easy. There will be obstacles and disappointments. There will be joys and celebrations. At times, even new opportunities come to you from “out of the blue.” It is when those obstacles, disappointment, and “out of the blue” situations happen is when the true grit of a leader comes to the…

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Is your Credit Union’s Org Chart Strategically Aligned?

Is your credit union organized for today’s consumers? Credit unions are often “stuck” in an organization chart that reflects the business of the past, not the company of the future. But what needs to change? Too often the credit union’s org structure is aligned historically based up legacy roles and job descriptions. The problem with…

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Leadership: Don’t leave it to Amateurs

If you were to describe your leadership style, what would you say? If you were to define the leadership style of your credit union, what adjectives would you use? Like it or not, we all have a leadership style, and if your credit union has not defined their preferred leadership style, you have many varieties,…

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The Basics of a Successful Career

We enter the business world with the expectation that we are starting up a trajectory that will always climb to the next promotion, a continual progression of responsibility and authority. This belief is a myth. Rarely is a career path a constant climb up the ladder? A career path is a “hero’s journey,” one beset…

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Seven Steps to Collaboration in Disagreement

When all parties are agreeable, collaboration is easy. It is when the parties are not agreeable that a leader goes to work. Disagreements can come from many sources and for many reasons, but the key to connecting opposing positions starts with understanding all sides. How can a leader create a collaborative effort when disagreement is…

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Leadership Stories we Tell Ourselves and Teach Others

Often we’ve written a script in our heads that may or may not be accurate. But this script can be limiting us from attaining our full potential. In this linked post (Is Your “Story” Holding You Back? Six Ways to Rewrite It—and Supercharge Your Power by Nancy D. O’Reilly, PsyD), we discover ways our stories are limiting…

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