The Talent Development Advisory Group executes within the Association’s strategy of delivering value through scalable programming by evaluating future-focused credit union development and leadership succession needs. This Advisory Group will help outline and promote pathways for growing future credit union industry leaders through Association and Credit Union Community development programs.
This resource center is maintained by members of the Advisory Group and is intended to serve as a hub of best practices and resources for credit unions across the GoWest region.
Contact Carmen Vigil, SVP of CU Engagement & Development, with questions or if you’d like to submit a resource.
Organizational Culture
- Organizational Development Network
- Integrity Solutions
- Prosci Change Management
- Hybrid workforce
- Remote work management skills
- Managing or coaching “up”
- Change Management
- Designing & Adopting Organizational Culture — Canopy Credit Union
- Competency Model — Canopy Credit Union
Career & Leadership Development
- Take the MBTI Personality Test | MBRIonline
- Crucial Conversations from Crucial Learning
- DDI Leadership Courses and interactive materials
- Certified Trainers for virtual and onsite
- Supports our Leadership Development Program (created in-house)
- Korn Ferry Leadership Architect – Sort Card Deck/Use for succession
- Gallup Strengths Finders – Assessment and platform for continued learning
- 360 Surveys – UKG Employee Voice
- GoWest Signature Leadership Programs
- Retention
- Pay equity
- 360-Evaluations
- Performance tools & resources
- Career mapping
- Applicable incentives
Succession Planning
- Department policy implementations
- Continuous Education
- Cross training
- Replacement Charts
Upskilling
- Reskilling added since they are different objectives
- Developing a Growth Mindset (Mindset by Carol Dweck)
- Mentoring (The Waymakers by Tara Frank)
- Cross-Training
- Building longevity in roles
- Soft Skills
- Technical Skills
- Developing a growth mindset
- Critical thinking skills
Training & Development Best Practices
- Multi-modal Learning
- Development Activities
- Career Charting vs. Pathing
- Association for Talent Development – Cascadia Chapter
- Association for Talent Development
- The Learning Guild: Community & Resources for Learning Professionals | The Learning Guild
- Micro-learning Sessions
- Micro-Coaching
- Measurements of success
- Partnership and collaboration between departments
- Starting a development program from scratch
- Responsibility and accountability of training opportunities
HR Development & Knowledge Building
- Guidde – Create video documentation with AI
- World at Work Compensation Courses
- Milliman – NW Financial Industry Comp and Turnover Survey
- AON – Salary and Turnover Survey
- Pearl Meyer – CEO & Exec and National Banking Compensation Survey
- LemonadeLXP – evaluation for future
Employee Engagement
- Consistent Pulse Surveys – Action plans post-results
- Cascading Internal Communication with feedback loops
- Daily Huddles
- Best practices for measuring/getting feedback on Employee Engagement (surveys, survey tools, process, questions, etc..)
- Stay Interviews – What it is and how to conduct one
- Continuous Performance Management Software – 15Five
- High performing individuals
- Work/Life Balance
- Stay interviews
Innovation in the Workplace
- Use of business-applicable AI
- Strategic Process Improvement
- HR Tools & Systems
- Training Tools & Systems
- Internal surveys and analytics
Social Skills & Education
- Emotional Intelligence (Carolyn Stern)
- DEI
- Emotional Intelligence
- Strengths & Personality assessments
- Mentorship
Periodicals & Articles
- 7 essential management training topics for every team leader (bigthink.com)
- What Having a “Growth Mindset” Actually Means (hbr.org)
- 16 essential people skills you need to be a great manager
- 15 Ways To Offer Truly Constructive Feedback (Forbes)
- The Key to Inclusive Leadership (HBR)
- Five Tips For Leading Effective Hybrid Teams (Forbes)
- SHRM, Gartner, HBR, WSJ, Forbes, Gallup, BLR as applicable
Vendors & Partners
- Arbinger Institute
- Helps leaders create the high-performance culture that drives exceptional organizational results; designed to help leaders and employees become deeply aware of the impact and implication of their mindsets on their results. They develop custom learning experiences with the right mix of services to accelerate employees’ long-term professional development and overall growth of your organization.
- Asana
- Management of our Learning team projects
- Carrot Fertility
- CUNA training bundle subscription
- eSchool and Webex content, including financial counselor certification
- Drive Change Through Strategic Surveys & 360 Assessments
- OrgVitality (Employee Engagement Survey Vendor)
- EITC (Emotional Intelligence Training Company)
- Scientifically validated and workplace-relevant EQ assessment tool, including leadership courses, Emotional Quotient Inventory (EQ-i 2.0) testing, and various certifications. The fifteen competencies in the scientifically validated EQ-i 2.0 model are highly correlated with inspirational leadership, innovative work cultures, highly effective teams, and engaged and committed talent.
- Employee Engagement Platform
- Reward Gateway (engagement platform)
- Employer’s Council
- Subscription for legal and compliance support
- Energage
- Offers fully integrated solutions including a very robust employee survey and analysis platform, leadership, and culture development data insights. Permissions can be dialed down to allow each leader to see data insights for their span of influence and create action plans to drive engagement and competency development. Energage is also a great employer branding partner to improve the acquisition and retention of top talent.
- Gallup
- Clifton Strengths Assessment
- Gartner
- Small to mid-size business consulting
- HRCI (HR Certification Institute)
- People strategy and development webinars and resources.
- IMA
- Benefits broker
- Katrina Gerenz
- Senior Management Compensation study
- Monarch Performance Group
- Bank Consulting Services for Leaders & Employees (Leadership presence, coaching, onsite training)
- Parc Street (formerly OM Financial)
- SERP/Split Dollar
- Payscale
- Compensation tool; we’d recommend it with some caveats
- Salary.com
- Companalyst tool for pay scoping
- Schoox
- LMS and possibly performance tool
- The Conscious Leadership Group (CLG)
- Consultancy founded by Jim Dethmer and Diana Chapman that includes coaching, consulting, forums, events, keynotes, and online resources. Use of the Enneagram tool for self-awareness and transformation unique among self-assessment tools
- Thnks
- Growing Business With Gratitude (platform for employee appreciation)
- Virgin Pulse
- Wellness platform and rewards – P2P, M2P
Tools & General Resources
Tools
- OrgDev Digest (Newsletter listserv for OD topics)
- HBR Guides to Strategic Thinking & Employee Coaching (PDFs attached – excerpt/re-brand for any proprietary information)
- CUES Effective Guide to Mentorship
- StrengthsFinder 2.0 | EN – Gallup
- Big Five – Tiffany Litscher
- Director of Performance certified and willing to host an overview of the tool’s usage at Canvas
- Emotional Intelligence 2.0 (book and assessment)
General Resources
- BAI banking courses
- Brainier LMS (topics such as Critical Thinking, Emotional Intelligence, Problem Solving
- Articulate for interactive course building
- The Member Experience – TMA (Integrity Solutions)
- UKG Performance Management – Triannual Coaching model w/ open-ended engagement questions
- UKG Employee Voice – Engagement Pulse Surveys – 1 time per quarter with results summarized and action plans established to share with staff
- Peter Barron Stark – biennial Employee Opinion Survey and associated results and training materials
Performance Management
- Consistent Intervals – weekly, monthly, quarterly, semi-annual or annual
- Interactive construct focused on growth and engagement
- Actionable feedback or both employee and supervisor