Strategy Workshops

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Workshops

Workshop - Performance Measures for Marketing

As credit unions launch more and more digital initiatives, leadership team must monitor whether these initiatives are indeed delivering on the promises.

Too often, the business imperative to embrace digital, data, and analytics is widely understood but its link to business value is still fuzzy.

In this workshop, we are going to explore the organizations' objectives and how digital initiatives for marketing function can help accelerate them.

Workshop - Performance Measures for Lending

As credit unions launch more and more digital initiatives, leadership team must monitor whether these initiatives are indeed delivering on the promises.

Too often, the business imperative to embrace digital, data, and analytics is widely understood but its link to business value is still fuzzy.

In this workshop, we are going to explore the organizations' objectives and how digital initiatives for lending function can help accelerate them.

Workshop - Performance Measures for Call center

As credit unions launch more and more digital initiatives, leadership team must monitor whether these initiatives are indeed delivering on the promises.

Too often, the business imperative to embrace digital, data, and analytics is widely understood but its link to business value is still fuzzy.

In this workshop, we are going to explore the organizations' objectives and how digital initiatives for call center function can help accelerate them.

Workshop - Performance Measures for Branches

As credit unions launch more and more digital initiatives, leadership team must monitor whether these initiatives are indeed delivering on the promises.

Too often, the business imperative to embrace digital, data, and analytics is widely understood but its link to business value is still fuzzy.

In this workshop, we are going to explore the organizations' objectives and how digital initiatives for branches function can help accelerate them.

Workshop - Measuring What Matters

In this workshop, 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.

Testimonials

Quote

These workshops allowed us for greater alignment of strategic initiatives to tactical business unit initiatives.

— Nick Ambrosini

CFO, Valley Strong FCU