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Credit Union 1

Client Story | Credit Union 1

Credit Union 1

July 2020 – In 2017, then president of Credit Union 1 received results of an employee engagement survey. This caused many sleepless nights. Could it be true that half of the employees are disengaged? How many of them, through their actions, might be sabotaging the organization? Something had to be done and done fast. That’s when Credit Union 1 partnered with Center for Practical Management to invest in coaching and people development that would lead to real and lasting change.

Leadership Development was focused on effective performance management and for emerging leaders to enhance their communication skills and create a culture of accountability

Relationship Management equipped client-facing staff with practical tools and frequent role playing to increase their confidence to deepen member relationships in every interaction

Service Excellence set the stage for exceeding service expectations to internal members

Executive Planning Sessions resulted in brainstorming sessions (Shark Tank) and strategic planning activities (StrengthsFinder) to support the credit union’s vision, mission and values

Mentoring Program Development provided guidelines for a mentorship program that matters. It created access to talent across the organization; helping team members grow skills and develop a career path

Facilitation Skills Training for New Employee Onboarding allowed Credit Union 1 to “own” the development of new employees going forward, creating consistency across the organization

“We quickly (and daily) saw the results of Practical Management training in our organization.”

“Managers were excited to use the tools we were provided; they were one page, customized for us and allowed us to put theory from the classroom into action with our teams.”

“The development of our core values – Be Great, Be Engaged, Be Open, Be Nice – was facilitated by Practical Management. It became, for our organization, more than just a slogan but rather a driving force. How we hire, who we hire, why we train, what we expect from our team members and the way we coach to performance each day are now inspired by these values.”

Over the three years of the engagement, both managers and staff have benefited from skill development programs. Every single employee in the organization received the opportunity to learn and grow by participating in engagement workshop sessions, reinforcement activities, and the use of customized tools. These programs included:

  • Leadership Development
  • Relationship Management
  • Service Excellence

Credit Union 1 is headquartered in Lombard, IL, offers 17 full-service branches and provides an average of $250 in individual member savings per year.

Center for Practical Management helps companies achieve organizational goals and behavior change initiatives through tailored consulting services, leadership coaching, employee skills training and marketing services. Learn more at www.cf-pm.com

Center for Practical Management is a strategic business partner with Raddon, a Fiserv Company. Learn more at www.raddon.com

Infinity Federal Credit Union

Client Story | Infinity Federal Credit Union

Infinity Federal Credit Union

November 2018-March 2019 – Infinity Federal Credit Union partnered with Center for Practical Management to equip the Director of Talent Management with leading training initiatives and driving positive a coaching culture throughout the organization:

Infinity Federal Credit Union purchased training materials and tools from Center for Practical Management that laid the foundation for a training programs at their institution. They were able to customize documents and tools as needed to reflect their brand and core values.

“Center for Practical Management’s curriculum was practical and laid out in a format so that any individual could conduct a training session with limited preparation and resources. Elizabeth guided us through the materials and showed us how to most effectively use them with our employees. I really like that we can “Infinitize” them to match our culture.”

Employees were selected to be part of the two-day Facilitation Skills Workshop. They learned presentation techniques, became familiar with Practical Management content, and developed confidence presenting in front of their peers. This team ultimately supports the Director of Talent Management and has become the internal Training Team.

“I’m incredibly grateful to work for an organization that supports this kind of growth and development. The training we received will lead to a stronger Infinity FCU and better experiences for our members and employees. I appreciate the opportunity to learn and develop new skills and techniques. Also, to challenge and help get me out of my comfort zone, so I can continue to grow and be more comfortable speaking in a room full of people.”

Infinity Federal Credit Union ($328M in assets) is headquartered in Portland, ME, offering 5 full-service branches and serves over 16,000 clients in the Portland and Bangor area.

Center for Practical Management helps companies achieve organizational goals and behavior change initiatives through tailored consulting services, leadership coaching, employee skills training and marketing services. Learn more at www.cf-pm.com

Center for Practical Management is a strategic business partner with Raddon, a Fiserv Company. Learn more at www.raddon.com

Newburyport Bank

Client Story | Newburyport Bank

Newburyport Bank

April, 2020 – Newburyport Bank partnered with Center for Practical Management to design,develop and deploy two learning programs:
1. New Employee Onboarding
2. Management Development

New Employees are introduced to Newburyport Bank’s culture and service standards on Day 2 of the job. Through a series of engaging classroom activities and the development of an Individual Action Plan, they are equipped to start the new job but also to build a career in banking. The program also includes checklists for leaders and managers to support the new employee on their journey.

“Center for Practical Management partnered with us to design an Onboarding Program that enhances the experience and engage new employees at the bank. Their facilitation approach matches our culture and the materials and tools were customized for our specific needs.”

All managers participate in quarterly workshop sessions as part of the bank’s Lead Well Program. These sessions are designed to equip managers to support and develop their team’s ability to achieve strategic goals and maximize business development opportunities.

“We were able to select from a variety of Center for Practical Management’s content and customize leadership development workshops that were timely and topical. We’ve seen a transition from managers to leaders and this is creating even more opportunities for partnerships across business units.”

This multi-year partnership also included one-on-one executive coaching to maximize individual leader strengths and tackle opportunities inhibiting growth.

Newburyport Bank ($1B in assets) is headquartered in Newburyport, MA, offering 11 full-service branches and serves over 16,000 clients in the Greater Seacoast area.

Center for Practical Management helps companies achieve organizational goals and behavior change initiatives through tailored consulting services, leadership coaching, employee skills training and marketing services. Learn more at www.cf-pm.com

Center for Practical Management is a strategic business partner with Raddon, a Fiserv Company. Learn more at www.raddon.com

Hughes Federal Credit Union

Client Story | Hughes Federal Credit Union

Hughes Federal Credit Union

May 1, 2019 – Hughes Federal Credit Union partnered with Center for Practical Management to establish a branch manager development program to help the organization achieve targeted growth goals.

Improving branch performance, member loyalty, employee engagement

“Investing in a management coaching training program was something that we felt our organization needed,” said Robert Swick, President of Hughes Federal Credit Union. “We chose the Center for Practical Management because we wanted a program that would align with our strategic goals for training—to improve branch performance, increase member loyalty, and drive employee engagement. Center for Practical Management’s high success rate working with credit unions, including S.M.A.R.T. goal setting, coaching, accountability, and the ability to measure our success based on metrics, were also factors in our decision. 

“Maintaining a successful sales and service culture is like rolling a boulder up hill. The organization must continually push forward and stay the course to achieve success. I have been asked often what it takes to maintain a successful sales and service culture. My response would be that it is never one thing you do but everything that you do. I’m proud of the training program we’ve put in place and the success of our branch management team,” Swick concluded.

During year one, the Branch Manager Training Program introduced managers to a disciplined approach to coaching and developing employees. Monthly skill development activities were delivered via teleconference and onsite clinics, specifically focused on mastering tracking reports and individual performance critique.

A second-year renewal featured Advanced Branch Manager Training to reinforce critical manager skills of goal-setting, planning and coaching during quarterly onsite training workshops. At completion, all participating branch managers received certification from Center for Practical Management, and gratitude from CEO Robert Swick.

Hughes Federal Credit Union is headquartered in Tucson, Arizona, offers 8 full-service branches, and serves over 128,000 members.

Curriculums and training materials are available to clients, license-free in perpetuity, following contracted engagements with Center for Practical Management. Contact us for a no-obligation conversation and pricing proposal. 

Center for Practical Management helps companies achieve organizational goals and behavior change initiatives through tailored consulting services, leadership coaching, employee skills training and marketing services. Learn more at www.cf-pm.com

Center for Practical Management is a strategic business partner with Raddon, a Fiserv Company. Learn more at www.raddon.com

Georgia’s Own Credit Union

Client Stories | Georgia’s Own Credit Union

Georgia’s Own Credit Union

March 1, 2018 – Georgia’s Own Credit Union partnered with Center for Practical Management to develop and deploy a performance management training program serving its 2017 strategic goals and initiatives.

Managers as Coaches, Performance Champions

Recognizing the exceptional potential for growth of its managers, Georgia’s Own Credit chose a customized Coaching Program aimed at improving the team’s knowledge, skills and ability to drive individual and team performance. Managers acquired skill development and reinforcement training through five full days training in class sizes of 18-24 managers from varying disciplines and experience.

Inclusions in the year-one engagement were Performance Coaching Workshop for Managers (onsite, classroom), Video-Taped Skill Practice Sessions for Managers (onsite, board rooms), Training Reinforcement Clinics for Managers (teleconferences).

Participant feedback; anonymously submitted

  • “How refreshing to receive training on coaching and developing my best employees, instead of always focusing on conflicts and corrections.” 
  • “We are no doubt better leaders because of you. We have come away with so many great new tools to use in our practices as leaders and coaches.
  • “I discovered fresh ideas each month for how to enhance my own coaching. The success or failure of each employee is all dependent on my engagement in the process and involvement in their development.”
  • “I loved learning from my peers during this workshop. Role playing really opens up communication and lets us hear different coaching styles.”

Renewing 2018, 2019, 2020
Georgia’s Own Credit Union continues to partner with Center for Practical Management for employee development programs including: Relationship Management Workshops for Managers and Sales Teams, and Emerging Leaders Training for participants selected in a competitive application process.

 Georgia’s Own Credit Union is headquartered in Atlanta, Georgia, offers 23 retail locations, and serves 190,000 members.

Curriculums and training materials are available to clients, license-free in perpetuity, following contracted engagements with Center for Practical Management. Contact us for a no-obligation conversation and pricing proposal. 

Center for Practical Management helps companies achieve organizational goals and behavior change initiatives through tailored consulting services, leadership coaching, employee skills training and marketing services. Learn more at www.cf-pm.com

Center for Practical Management is a strategic business partner with Raddon, a Fiserv Company. Learn more at www.raddon.com

Bank of Putnam County

Client Stories | Bank of Putnam County

Bank of Putnam County

February 1, 2018 – The Bank of Putnam County has partnered with Center for Practical Management for five consecutive years of high-impact, results-generating employee development across the organization.  

A commitment to employee development at Bank of Putnam County has fostered a culture that celebrates the achievement of mastery skill level within every individual, every team, every branch location. Renowned for exceptional service in the communities they serve, Bank of Putnam County employees are committed to delivering memorable and superior service every day.

Prioritizing employee development for organization success 

“Our staff became sales oriented without ever realizing it, and we are enjoying the benefits every day,” said David Williamson, President and CEO of Bank of Putnam County. “As a result, after our initial agreement matured, we have continued to extend our relationship with Center for Practical Management.”

Bank of Putnam County has figured out that employees thrive when they feel valued, and one of the best ways to value employees is to provide continued learning and development. Now in its sixth year with Center for Practical Management, Bank of Putnam County is hosting Advanced Performance Management, Relationship Management Training, and Referral Excellence Workshops. According to President & CEO Williamson, a transition to an in-house training program is talked about every year—but it simply doesn’t make sense when our teams truly look forward to workshop days with the Center for Practical Management trainers.

More from President & CEO David Williamson “Our program was customized to our own needs and that has been accommodated every step of the way. We found their team to be very well informed, professional, experienced and easy to work with. Our front-line staff completed 15,198 referrals in 2016. Prior to engaging the Center for Practical Management staff, we had only achieved 7,440 in a calendar year. The results that we have achieved are directly attributable to the results of the sessions that they have conducted. I am confident that any organization that is fortunate enough to engage their services will greatly appreciate the impact they will have.” 

The Bank of Putnam County is headquartered in Cookeville, Tennessee, offers 14 full-service branches and two financial service centers.

Curriculums and training materials are available to clients, license-free in perpetuity, following contracted engagements with Center for Practical Management. Contact us for a no-obligation conversation and pricing proposal. 

Center for Practical Management helps companies achieve organizational goals and behavior change initiatives through tailored consulting services, leadership coaching, employee skills training and marketing services. Learn more at www.cf-pm.com

Center for Practical Management is a strategic business partner with Raddon, a Fiserv Company. Learn more at www.raddon.com