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 cortiz@scfinancialsolutions.org843.569.4378

Bridget Hearn-SimmonsDirector of Salesbhearn@scfinancialsolutions.org843.569.5076