About this Workshop

Managing today’s credit unions in our ever-evolving, data-driven digital world overflows with opportunities - and loads of challenges. With a wealth of technology systems capturing more and more information and with unprecedented access to analytics, it's easy to get bogged down in data. Make decisions based on old data or too few touchpoints, and you'll be out of touch. But giving equal weight to every data point doesn’t work either. Focus on everything really means focus on nothing. So how do you know what you and your credit union should be striving for? How do you avoid wasting time and money chasing the wrong performance metrics? How do you react quickly to our rapidly changing business environment? A widely adopted technique from Silicon Valley known as OKR (Objectives and Key Results), has helped many organizations with this challenge.

In this six-part, online course, covered over 6 weeks, you’ll explore how to apply OKR principles in your institution. The course framework will be a combination of formal class meetings, working sessions, informal team exercises, and dedicated collaboration space. This collaboration space can be used post-workshop to continue to collaborate and learn with your peer attendees.

What you will learn

• Define your organizational or departmental objectives
• Learn how to measure them using real world techniques
• Improve your organization’s performance by setting and achieving the objectives
• Learn about practical aspects of implementing an OKR program