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
- 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
- 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
Upskilling
- Building longevity in roles
- Soft Skills
- Technical Skills
- Developing a growth mindset
- Critical thinking skills
Training & Development Best Practices
- 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
- 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
- High performing individuals
- Work/Life Balance
- Stay interviews
Innovation in the Workplace
- HR Tools & Systems
- Training Tools & Systems
- Internal surveys and analytics
Social Skills & Education
- 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
- Thnks – Growing Business With Gratitude (platform for employee appreciation)
- Employee Engagement Platform | Reward Gateway (engagement platform)
- Drive Change Through Strategic Surveys & 360 Assessments – OrgVitality (Employee Engagement Survey Vendor)
- Monarch Performance Group | Bank Consulting Services for Leaders & Employees (monarchpg.com) (Leadership presence, coaching, onsite training)
- IMA (benefits broker)
- Virgin Pulse (wellness platform and rewards – P2P, M2P)
- Carrot Fertility
- Parc Street (formerly OM Financial) (SERP/Split Dollar)
- Katrina Gerenz (Senior Management Compensation study)
- Gartner (small to mid-size business consulting)
- Employer’s Council (subscription for legal and compliance support)
- Payscale (compensation tool; we’d recommend it with some caveats)
- Schoox (LMS and possibly performance tool)
- CUNA training bundle subscription (eSchool and Webex content, including financial counselor certification)
- Asana (management of our Learning team projects)
- 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.
- 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
- HRCI (HR Certification Institute) – people strategy and development webinars and resources.
- 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.
- 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.
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