How to Retain Employees and Members

Fostering a Culture of Belonging Employee burnout is a pervasive issue affecting organizations across various industries, and credit unions are no exception. The financial sector demands high commitment, attention to detail, and often long working hours, making credit union employees susceptible to burnout. However, creating a culture of belonging can be a powerful antidote to…

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Managing a Hybrid Workforce – Success Strategies

Managers are now challenged to effectively manage staff remotely. The cadence of when employees must be “in the office” versus working remotely varies from credit union to credit union and even department to department. Managers and policymakers must realize that team management focuses on equity versus equality. Let’s first identify the purpose of employees meeting…

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How Small Credit Unions Can Become Vital

Credit CU Management

For the past 20+ years, credit unions seeking to grow, have made charter changes to community charters, often from multi-common bond or sole sponsorship charters. The goal was to minimize the perceived barriers to membership. The belief was that if anyone could join my credit union, growth would be unconstrained. In some cases, this was…

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Five Steps to Creating a Digital Culture

When asked “In the past year, which method did you use most often to manage your bank account(s)?” consumers responded as follows: Mobile (apps on smartphone or tablet) – 45% Internet/Online (Laptop or PC) – 27% Branches – 14% (Oct 31, 2022 – American Bankers Association) This statistic says a lot! Mobile utilization is the preferred method…

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Leadership: Navigating Challenges with Courage and Compassion

Leadership is often glamorized as a position of power and influence, but the reality is that it is not for the faint of heart. Authentic leaders are not defined solely by their titles or authority; their hearts’ size distinguishes them. Leading with empathy, courage, and compassion is the hallmark of great leadership, as it involves…

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Applying the McKinsey 7S Model to Enhance Credit Union Success

The McKinsey 7S was introduced in Tom Peters and Robert Waterman’s book, In Search of Excellence, in the late 70s. The 7S framework changed how leaders viewed organizational effectiveness. Before 7S, executives focused on organization structure, who does what, who reports to whom, and the relative authorities of each tier on the org chart. As organizations…

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Crafting Leadership Excellence

The 12 Elements of a Successful Leadership Development Program for Credit Unions Credit unions operate in a highly volatile and competitive environment. Every major initiative requires cross-functional and cross-silo teams. Because of this ecosystem, credit unions must ensure consistent leadership behaviors and intentions for these diverse teams to be effective and execute expertly. Strong leadership…

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Disrupting Strategic Planning

Strategic Planning 2.0 As we transition out of the strategic planning season, and after twenty years of being part of strategic planning on both sides of the table, I’ve observed the following process. The credit union identifies a strategic planning event on the calendar and often hires a strategic planning consultant to facilitate the meeting.…

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