How to Impact the Bottom-line with Talent Management
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Transcript of How to Impact the Bottom-line with Talent Management
How to Impact the Bottom-line with Talent Management
Corporate Goal Plan
Your credit union’s goals will only be effective if you have a clear vision of what you want to achieve—and how.
Aligning Corporate Goals
Achieving your credit union’s goals is everyone’s responsibility.
Align individual goals to the credit union’s goals.
Aligning Corporate Goals
Credit Union Goal: Increase Loan Volume by 5%
Branch Manager AGoal: Increase Loan
Volume by 2.5%
Head Teller ASub-Goal: Increase
Loan Referrals by 2%
Teller A1Sub-Goal: Increase
Loan Referrals by 1%
Teller A2Sub-Goal: Increase
Loan Referrals by 1%
Member Service Rep ASub-Goal: Increase Loan
Volume by 1.25%
Branch Manager BGoal: Increase Loan
Volume by 2.5%
Head Teller BSub-Goal: Increase
Loan Referrals by 2%
Teller B1Sub-Goal: Increase
Loan Referrals by 1%
Teller B2Sub-Goal: Increase
Loan Referrals by 1%
Member Service Rep ASub-Goal: Increase Loan
Volume by 1.25%
Goal Plan
Talent Management System
Talent Management System
Aligned Goals
Talent Management System
Managing Goal Progress
Progress Rolls Up
Credit Union Goal: Increase Loan Volume by 5%
Branch Manager AGoal: Increase Loan
Volume by 2.5%
Head Teller ASub-Goal: Increase
Loan Referrals by 2%
Teller A1Sub-Goal: Increase
Loan Referrals by 1%
Teller A2Sub-Goal: Increase
Loan Referrals by 1%
Member Service Rep ASub-Goal: Increase Loan
Volume by 1.25%
Branch Manager BGoal: Increase Loan
Volume by 2.5%
Head Teller BSub-Goal: Increase
Loan Referrals by 2%
Teller B1Sub-Goal: Increase
Loan Referrals by 1%
Teller B2Sub-Goal: Increase
Loan Referrals by 1%
Member Service Rep ASub-Goal: Increase Loan
Volume by 1.25%
Performance Expectation
What if performance is not quite meeting expectations?
Performance Expectation
Provide the coaching and tools needed for success!
Development Plan
Learning Management
Training Transcript
Provides real time tracking of training progress.
Position Specific Training Plan
Classr
oom Training
• Sales
• Service
• On the Job Refresher
• Member Service
• Teller
Online
Training
• Sales
• Member Service
• Lending Policy
• Product Knowledge
• Regulations
Training Pla
ns
• Teller
• Member Service
• Manager
• Head Teller
Course Catalog
Contacts
Crissy OrtizOTS Executive Director [email protected]
Bridget Hearn-SimmonsDirector of [email protected]