Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal...

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Coaching the Coaches Denny Graham President and CEO

Transcript of Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal...

Page 1: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Coaching the Coaches

Denny GrahamPresident and CEO

Page 2: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase
Page 3: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase
Page 5: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

The business case for coaching

Page 6: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Executive coaching at Booz Allen Hamilton returned $7.90 for every$1 the firm spent on coaching

Page 7: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase in productivity of 22.4%. However, a second group was provided coaching following the training process and their productivity increased by 88% -F. Turner, Ph.D.

Page 8: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Jarod Kintz, “This book has no title”

Coaching 101:First you build the team, then you build the torture chamber for underperformers…………

Page 9: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

The case studies

Page 10: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

FIVE FINANCIAL INSTITUIONS, ALL EFFECTIVE

• Incentive Driven Credit Union• Old Fashioned Bank• We’re Nice Credit Union• No Metrics, Stretched Managers Credit Union• Really Effective Credit Union

Page 11: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good coach

Page 12: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good sales coach

Incentive Driven CU 12

Answer Options

Executive or Administration

Commercial, Consumer Loan or

Real Estate Manager

Business Development, Real Estate or Loan Sales

Officer

Branch Manager or Assistant

Branch ManagerMSR BSR Response

Percent

Strongly Disagree

0 0 2 1 0 0 3.9%

Disagree 1 0 2 0 0 2 6.5%

Neutral 0 1 4 4 5 9 29.9%

Agree 2 1 4 10 6 7 39.0%

Strongly Agree

1 2 2 3 4 4 20.8%

Page 13: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good sales coach

Old Fashioned Bank 13

Strongly Disagree

Disagree Neutral Agree Strongly Agree

Total

Branch Manager 2 (10%) 8 (40%) 6 (30%) 3 (15%) 1 (5%) 20

Asst. Branch Manager

1 (6.3%) 7 (43.8%) 8 (50%) 0 (0%) 0 (0%) 16

Teller/CustomerService

2 (12.5%) 4 (25%) 5 (31.3%) 5 (31.3%) 0 (0%) 16

Senior Teller 0 (0%) 0 (0%) 2 (66.7%) 1 (33.3%) 0 (0%) 3

Teller 1 (2.8%) 12 (33.3%)

9 (25%) 13 (36.1%) 1 (2.8%) 36

Total 6 31 30 22 2 91

Page 14: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My supervisor is a very good coach

We’re Nice Credit Union

14

Answer Options Senior Management

Branch Manager or Asst. Branch

Manager

Assistant Vice

President

Universal Representative

Branch Supervisor or Branch Ops Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 1 0 0 0 0 1 0 2.2%

Disagree 1 1 0 2 0 2 0 0 6.5%

Neutral 2 5 3 5 0 6 8 1 32.3%

Agree 1 5 1 11 3 2 12 0 37.6%

Strongly Agree 1 4 0 7 3 0 4 1 21.5%

Page 15: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good coach

We’re Nice Credit Union

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Answer Options Assistant Vice President Accounting

Human Resources, Training or

Marketing/Business Development

Risk Management, Compliance, Branch

Admin or Internal AuditIT MSS

Support

Lending Center or Business

Services Support

Response Percent

Strongly Disagree 0 1 0 0 1 1 1 7.0%

Disagree 0 1 0 0 0 4 1 10.5%

Neutral 4 1 3 4 3 3 5 40.4%

Agree 1 4 2 2 2 3 2 28.1%

Strongly Agree 0 1 2 2 0 2 1 14.0%

Page 16: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good coach

No Metrics, Stretched Thin Credit Union

16

Answer Options Vault, Senior or Head Teller or Teller

MSR, MSO, CSA, CC Team Lead or

Indirect MSR

MST or MSA

Branch or Teller Manager or CC

Director

Receptionist or Clerk

Lending Spec., Asst. Manager or CC Asst. Manager

Senior Manager, VP or AVP

Strongly Disagree 3 2 0 1 0 0 0Disagree 2 4 2 1 2 1 2Neutral 16 19 4 7 4 2 1Agree 21 24 6 6 2 3 5

Strongly Agree 24 23 2 2 5 4 5

Page 17: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very goodcoach

No Metrics, Stretched Thin Credit Union

17

Answer Options HR IT Manager, AVP, VP or Director

Accounting Dept.

Payment Systems Dept.

Title Dept.

Loan Processing

Dept.

Collections Dept.

Risk Management

Dept.

Training Dept.

Strongly Disagree 0 0 0 0 0 0 0 0 0 0Disagree 0 0 0 0 0 0 1 0 2 0Neutral 0 1 1 2 0 1 1 2 1 0Agree 1 7 3 5 3 2 9 7 0 1

Strongly Agree 4 2 7 3 2 0 2 6 0 2

Page 18: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good coach

Really Effective Credit Union

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Answer Options

Mortgage Loan Officer

Consumer Loan Officer Manager Supervisor Teller FSO or FSR Contact Center

RepresentativeResponse Percent

Strongly Disagree 0 0 0 1 1 2 0 3.2%

Disagree 1 0 0 1 0 1 0 2.4%

Neutral 1 4 1 1 1 4 1 10.5%

Agree 8 3 6 5 14 16 8 48.4%Strongly

Agree 5 1 5 2 10 15 6 35.5%

Page 19: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is a very good coach

Really Effective Credit Union

19

Answer Options Loss Prevention/Accounting Help Desk Card Services Account Services Response

Percent

Strongly Disagree 0 0 0 0 0.0%

Disagree 0 1 0 0 2.9%

Neutral 0 5 0 1 17.1%

Agree 3 1 3 7 40.0%

Strongly Agree 3 3 2 6 40.0%

Page 21: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My boss is always there when I need help

Page 23: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is always there when I need help with sales issues

Incentive Driven Credit Union

23

Answer Options

Executive or Administration

Commercial, Consumer Loan or Real Estate

Manager

Business Development, Real Estate or Loan Sales

Officer

Branch Manager or Assistant

Branch ManagerMSR BSR Response

Percent

Strongly Disagree

0 0 2 1 0 0 3.9%

Disagree 1 0 0 0 0 3 5.2%

Neutral 1 1 4 3 3 7 24.7%

Agree 1 0 6 11 9 9 46.8%

Strongly Agree

1 3 2 3 3 3 19.5%

Page 24: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is always there when I need help with sales issues

Old Fashioned Bank

24

Strongly Disagree

Disagree Neutral Agree Strongly Agree

Total

Branch Manager 4 (20%) 2 (10%) 8 (40%) 5 (25%) 1 (5.0%) 20

Asst. Branch Manager

1 (6.7%) 1 (6.7%) 7 (46.7%) 6 (40%) 0 (0%) 15

Teller/CustomerService

1 (6.3%) 0 (0%) 0 (0%) 9 (56.3%) 6 (37.5%) 16

Senior Teller 0 (0%) 0 (0%) 0 (0%) 2 (66.7%) 1 (33.3%) 3

Teller 1 (2.7%) 5 (13.5%) 8 (21.6%) 10 (27%) 13 (35.1%)

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Total 6 31 30 22 2 91

Page 25: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

A manager is always there when I need help with sales and service issues

We’re Nice Credit Union

25

Answer Options Senior Management

Branch Manager or Asst. Branch

Manager

Assistant Vice President

Universal Representative

Branch Supervisor or Branch Ops

Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 0 1 0 0 0 0 0 1.1%

Disagree 2 2 0 1 0 0 3 1 9.7%

Neutral 1 4 1 5 1 7 2 0 22.6%

Agree 2 8 2 11 3 3 14 0 46.2%

Strongly Agree 0 2 0 8 2 0 6 1 20.4%

Page 26: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is always there when I need help with issues

We’re Nice Credit Union

26

Answer Options Assistant Vice President Accounting

Human Resources, Training or

Marketing/Business Development

Risk Management, Compliance, Branch

Admin or Internal AuditIT MSS Support

Lending Center or Business

Services Support

Response Percent

Strongly Disagree 0 0 1 0 1 1 1 7.0%

Disagree 0 2 0 0 1 4 0 12.3%

Neutral 1 1 1 2 1 3 1 17.5%

Agree 4 2 3 6 2 3 7 47.4%

Strongly Agree 0 3 2 0 1 2 1 15.8%

Page 27: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is always there when I need help with sales issues

No Metrics, Stretched Thin Credit Union

27

Answer OptionsVault, Senior or Head Teller or

Teller

MSR, MSO, CSA, CC Team Lead or

Indirect MSR

MST or MSA

Branch or Teller Manager or CC

Director

Receptionist or Clerk

Lending Spec., Asst. Manager

or CC Asst. Manager

Senior Manager, VP or

AVP

Strongly Disagree 2 2 1 0 0 0 1

Disagree 3 5 2 0 1 0 1

Neutral 9 20 3 8 7 5 2

Agree 31 24 6 7 3 3 6

Strongly Agree 21 21 2 2 2 2 3

Page 28: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager is always there when I need help with issues

No Metrics, Stretched Thin Credit Union

28

Answer Options HR IT Manager, AVP, VP or Director

Accounting Dept.

Payment Systems

Dept.

Title Dept.

Loan Processing

Dept.

Collections Dept.

Risk Managemen

t Dept.

Training Dept.

Strongly Disagree 0 0 0 0 0 0 0 0 0 0Disagree 0 0 0 0 0 0 1 0 2 0Neutral 0 2 1 3 0 1 3 0 1 0Agree 1 5 4 4 3 2 7 6 0 1

Strongly Agree 4 3 6 3 2 0 2 9 0 2

Page 29: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manger is always there when I need help with sales and/or service

issues

Really Effective Credit Union

29

Answer Options

Mortgage Loan Officer

Consumer Loan Officer Manager Supervisor Teller FSO or FSR Contact Center

RepresentativeResponse Percent

Strongly Disagree 0 0 0 0 1 1 0 1.6%

Disagree 1 0 0 1 0 3 0 4.0%Neutral 6 0 1 1 2 3 0 10.5%Agree 5 7 7 7 10 13 8 46.0%

Strongly Agree 3 1 4 1 13 18 7 37.9%

Page 30: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manger is always there when I need help with issues

Really Effective Credit Union

30

Answer Options Loss Prevention/Accounting Help Desk Card Services Account Services Response Percent

Strongly Disagree 0 0 0 0 0.0%

Disagree 0 0 0 0 0.0%

Neutral 0 0 0 3 8.6%

Agree 2 5 3 6 45.7%

Strongly Agree 4 5 2 5 45.7%

Page 31: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My boss helps me set goals to improve my skills

Page 32: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goals to improve my skills

Incentive Driven Credit Union

32

Answer Options

Executive or Administration

Commercial, Consumer Loan or Real Estate

Manager

Business Development, Real Estate or Loan

Sales Officer

Branch Manager or Assistant

Branch ManagerMSR BSR Response

Percent

Strongly Disagree

1 0 1 0 0 1 3.9%

Disagree 1 0 1 2 0 0 5.2%Neutral 0 1 4 3 6 9 29.9%Agree 1 2 6 10 6 10 45.5%

Strongly Agree

1 1 2 3 3 2 15.6%

Page 33: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goals to improve my sales skills

Old Fashioned Bank

33

Strongly Disagree

Disagree Neutral Agree Strongly Agree

Total

Branch Manager 4 (20%) 5 (25%) 5 (25%) 4 (20%) 2 (10%) 20

Asst. Branch Manager

1 (6.3%) 5 (31.3%) 5 (31.3%) 5 (31.3%) 0 (0%) 16

Teller/CustomerService

2 (12.5%) 0 (0%) 2 (12.5%) 11 (68.8%) 1 (6.3%) 16

Senior Teller 0 (0%) 0 (0%) 2 (66.7%) 0 (0%) 1 (33.3%) 3

Teller 1 (2.7) 6 (16.2) 8 (21.6%) 13 (35.1%) 9 (24.3%) 37

Total 8 16 22 33 13 92

Page 34: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My supervisor helps me set goals to improve my skills

Really Nice Credit Union

34

Answer Options Senior Management

Branch Manager or Asst. Branch

Manager

Assistant Vice

President

Universal Representative

Branch Supervisor or Branch Ops Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 1 0 0 0 0 0 0 1.1%

Disagree 2 2 0 0 0 2 2 1 9.7%

Neutral 0 3 4 5 1 6 8 0 29.0%

Agree 3 8 0 17 2 2 13 0 48.4%

Strongly Agree 0 2 0 3 3 0 2 1 11.8%

Page 35: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goals to improve my skills

Really Nice Credit Union

35

Answer Options Assistant Vice President Accounting

Human Resources, Training or

Marketing/Business Development

Risk Management, Compliance, Branch Admin or Internal

Audit

IT MSS SupportLending Center

or Business Services Support

Response Percent

Strongly Disagree 0 0 0 0 1 0 1 3.5%

Disagree 2 2 0 0 0 5 1 17.5%

Neutral 0 1 3 4 4 2 5 33.3%

Agree 3 4 2 3 1 5 3 36.8%

Strongly Agree 0 1 2 1 0 1 0 8.8%

Page 36: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goals to improve my skills

No Metrics, Stretched Thin Credit Union

36

Answer Options HR ITManager,

AVP, VP or Director

Accounting Dept.

Payment Systems

Dept.Title Dept.

Loan Processing

Dept.

Collections Dept.

Risk Management

Dept.

Training Dept.

Strongly Disagree 0 0 0 0 0 0 0 0 0 0Disagree 0 1 1 0 0 1 1 1 1 0Neutral 0 0 3 2 0 1 4 2 2 0Agree 2 7 3 6 2 1 8 8 0 2

Strongly Agree 3 2 4 2 3 0 0 4 0 1

Page 37: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goals to improve my skills

No Metrics, Stretched Thin Credit Union

37

Answer OptionsVault, Senior or Head Teller or

Teller

MSR, MSO, CSA, CC Team Lead or

Indirect MSRMST or MSA

Branch or Teller Manager or CC

Director

Receptionist or Clerk

Lending Spec., Asst. Manager or

CC Asst. Manager

Senior Manager, VP or AVP

Strongly Disagree 2 6 2 1 0 0 0

Disagree 6 11 2 3 1 1 4Neutral 21 17 3 4 6 2 2Agree 21 22 6 9 2 5 6

Strongly Agree 16 16 1 0 4 2 1

Page 38: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goalsto improve my skills

Really Effective Credit Union

38

Answer Options Loss Prevention/Accounting Help Desk Card Services Account Services Response Percent

Strongly Disagree 0 0 0 0 0.0%

Disagree 0 1 0 0 2.9%

Neutral 1 5 0 3 25.7%

Agree 2 2 3 10 48.6%

Strongly Agree 3 2 2 1 22.9%

Page 39: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager helps me set goals to improve my skills

Really Effective Credit Union

39

Answer Options

Mortgage Loan Officer

Consumer Loan Officer Manager Supervisor Teller FSO or FSR Contact Center

RepresentativeResponse Percent

Strongly Disagree

0 0 0 0 1 2 0 2.4%

Disagree 0 0 0 1 0 2 1 3.2%Neutral 6 2 3 2 4 5 0 17.7%Agree 6 5 5 7 16 18 9 53.2%

Strongly Agree

3 1 4 0 5 11 5 23.4%

Page 40: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My boss observes me working with members or employees and provides valuable feedback

Page 41: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager observes me working with members and provides valuable feedback

Incentive Driven Credit Union

41

Answer Options

Executive or Administration

Commercial, Consumer Loan or

Real Estate Manager

Business Development, Real Estate or Loan Sales

Officer

Branch Manager or Assistant

Branch ManagerMSR BSR Response

Percent

Strongly Disagree

0 0 1 1 0 0 2.6%

Disagree 2 0 4 3 1 2 15.6%

Neutral 1 2 4 4 3 9 29.9%

Agree 0 1 2 9 9 9 39.0%

Strongly Agree 1 1 3 1 2 2 13.0%

Page 42: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager observes me working with clients and provides valuable feedback

Old Fashioned Bank

42

Strongly Disagree

Disagree

Neutral Agree Strongly Agree

Total

Branch Manager 5 (25%) 7 (35%) 6 (30%) 1 (5%) 1 (5%) 20

Asst. Branch Manager

1 (6.3%) 5 (33.3%) 5 (33.3%) 4 (26.7%) 0 (0%) 15

Teller/CustomerService

2 (12.5%) 0 (0%) 4 (25%) 9 (56.3%) 1 (6.3%) 16

Senior Teller 0 (0%) 0 (0%) 0 (0%) 2 (66.7%) 1 (33.3%) 3

Teller 2 (5.4%) 6 (16.2%) 5 (13.5%) 15 (40.5%) 9 (24.3%) 37

Total 6 31 30 22 2 91

Page 43: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My supervisor observes me working with members and provide valuable feedback

We’re Nice Credit Union

43

Answer Options Senior Management

Branch Manager or Asst. Branch

Manager

Assistant Vice

President

Universal Representative

Branch Supervisor or Branch Ops Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 2 1 0 0 0 0 0 3.2%

Disagree 0 6 1 3 0 6 5 1 23.7%

Neutral 4 2 2 5 1 3 9 0 28.0%

Agree 1 5 0 15 3 1 10 0 37.6%

Strongly Agree 0 1 0 2 2 0 1 1 7.5%

Page 44: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager observes me working with members and provides valuable feedback

No Metrics, Stretched Thin Credit Union

44

Answer OptionsVault, Senior or Head Teller or

Teller

MSR, MSO, CSA, CC Team Lead or

Indirect MSRMST or MSA

Branch or Teller Manager or CC

Director

Receptionist or Clerk

Lending Spec., Asst. Manager

or CC Asst. Manager

Senior Manager, VP or AVP

Strongly Disagree 2 8 1 1 0 0 0Disagree 10 9 1 4 0 3 3Neutral 12 18 5 8 8 2 5Agree 24 20 6 4 4 4 5

Strongly Agree 18 17 1 0 1 1 0

Page 45: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager observes me working with members and provides valuable

feedback

Really Effective Credit Union 45

Answer Options

Mortgage Loan Officer

Consumer Loan Officer Manager Supervisor Teller FSO or FSR Contact Center

RepresentativeResponse Percent

Strongly Disagree 1 0 0 1 1 1 0 3.2%

Disagree 2 0 3 1 1 2 0 7.3%

Neutral 4 3 4 1 2 5 0 15.3%

Agree 6 5 5 6 14 16 10 50.0%

Strongly Agree 2 0 0 1 8 14 5 24.2%

Page 46: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My boss focuses on behaviors as well as results

Page 47: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

“OUR EMPHASIS IS ON EXECUTION; not on winning”

Pat Summitt

Page 48: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager focuses on sales behaviorsas well as results

Incentive Driven Credit Union

48

Answer Options

Executive or Administration

Commercial, Consumer Loan or Real Estate

Manager

Business Development, Real Estate or Loan Sales

Officer

Branch Manager or Assistant Branch

ManagerMSR BSR Response

Percent

Strongly Disagree 0 0 2 0 0 1 3.9%

Disagree 1 0 1 4 2 2 13.0%Neutral 1 2 5 2 7 12 37.7%Agree 1 0 5 7 3 6 28.6%Strongly Agree 1 2 1 5 3 1 16.9%

Page 49: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager focuses on sales behaviors as well as results

Old Fashioned Bank

49

Strongly Disagree

Disagree Neutral Agree Strongly Agree

Total

Branch Manager 3 (15%) 6 (30%) 5 (25%) 3 (15%) 3 (15%) 20

Asst. Branch Manager

0 (0%) 3 (18.8%) 6 (37.5%) 6 (37.5%) 1 (6.3%) 16

Teller/CustomerService

2 (12.5%) 1 (6.3%) 6 (37.5%) 7 (43.8%) 0 (0%) 16

Senior Teller 0 (0%) 0 (0%) 2 (66.7%) 0 (0%) 1 (33.3%) 3

Teller 2 (5.4%) 5 (13.5%) 9 (24.3%) 13 (35.1%) 8 (21.6%) 37

Total 7 15 28 29 13 92

Page 50: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My supervisor focuses on sales and service behaviors as well as results

We’re Nice Credit Union

50

Answer Options Senior Management

Branch Manager or Asst. Branch

Manager

Assistant Vice President

Universal Representative

Branch Supervisor or Branch Ops Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 0 0 0 0 2 1 0 3.2%Disagree 0 4 0 1 0 2 4 1 12.9%Neutral 2 2 3 6 1 4 9 0 29.0%Agree 3 6 1 17 3 2 10 0 45.2%

Strongly Agree 0 4 0 1 2 0 1 1 9.7%

Page 51: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager focuses on sales behaviors as well as results

No Metrics, Stretched Thin Credit Union

51

Answer Options Vault, Senior or Head Teller or Teller

MSR, MSO, CSA, CC Team Lead or

Indirect MSR

MST or MSA

Branch or Teller

Manager or CC Director

Receptionist or Clerk

Lending Spec., Asst. Manager

or CC Asst. Manager

Senior Manager, VP or AVP

Strongly Disagree 6 8 2 1 0 0 0Disagree 11 11 2 4 1 3 2Neutral 22 22 5 5 9 4 7Agree 19 19 4 5 2 3 4

Strongly Agree 8 12 1 2 1 0 0

Page 52: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager focuses on sales behaviors as well as results

Really Effective Credit Union

52

Answer Options

Mortgage Loan Officer

Consumer Loan Officer Manager Supervisor Teller FSO or FSR Contact Center

RepresentativeResponse Percent

Strongly Disagree

0 0 0 0 1 3 0 3.2%

Disagree 1 0 0 0 1 1 1 3.2%

Neutral 9 2 3 3 2 2 1 17.7%

Agree 2 5 7 5 17 20 10 53.2%

Strongly Agree

3 1 2 2 5 12 3 22.6%

Page 55: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My boss and I meet once a month to discuss my progress

Page 56: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase
Page 57: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager and I meet at least once a month to discuss my sales progress

Incentive Driven Credit Union

57

Answer Options

Executive or Administration

Commercial, Consumer Loan or

Real Estate Manager

Business Development, Real Estate or Loan Sales Officer

Branch Manager or Assistant Branch

ManagerMSR BSR Response

Percent

Strongly Disagree

0 0 3 1 0 1 6.5%

Disagree 1 1 4 5 5 8 31.2%Neutral 2 1 3 3 6 6 27.3%Agree 0 0 3 7 2 4 20.8%

Strongly Agree

1 2 1 2 2 3 14.3%

Page 58: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager and I meet at least once a month to discuss my sales progress

Old Fashioned Bank

58

Strongly Disagree

Disagree Neutral Agree Strongly Agree

Total

Branch Manager 5 (25%) 10 (50%) 3 (15%) 2 (10%) 0 (0%) 20

Asst. Branch Manager

0 (0%) 6 (37.5%) 4 (25%) 5 (31.3%) 1 (6.3%) 16

Teller/CustomerService

4 (25%) 3 (18.8%) 3 (18.8%) 6 (37.5%) 0 (0%) 16

Senior Teller 0 (0%) 0 (0%) 2 (66.7%) 0 (0%) 1 (33.3%) 3

Teller 3 (8.1%) 9 (24.3%) 9 (24.3%) 12 (32.4%) 4 (10.8%) 37

Total 12 28 21 25 6 92

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My supervisor and I meet at least once a month to discuss my sales and service

progress

We’re Nice Credit Union

59

Answer Options Senior Management

Branch Manager or Asst. Branch Manager

Assistant Vice President

Universal Representative

Branch Supervisor or Branch Ops Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 1 0 0 0 3 0 1 5.4%

Disagree 1 2 1 6 1 4 2 0 18.3%

Neutral 1 3 0 6 1 2 8 0 22.6%

Agree 3 5 2 11 2 1 15 1 43.0%

Strongly Agree 0 5 1 2 2 0 0 0 10.8%

Page 60: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager and I meet at least once a month to discuss my performance

We’re Nice Credit Union

60

Answer Options Assistant Vice President Accounting

Human Resources, Training or

Marketing/Business Development

Risk Management, Compliance, Branch

Admin or Internal AuditIT MSS

Support

Lending Center or Business

Services Support

Response Percent

Strongly Disagree 0 2 0 0 1 3 4 17.5%

Disagree 1 4 4 0 1 7 6 40.4%

Neutral 1 1 1 4 3 3 0 22.8%

Agree 1 1 1 3 0 0 0 10.5%

Strongly Agree 2 0 1 1 1 0 0 8.8%

Page 61: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager and I meet at least once a month to discuss my sales progress

No Metrics, Stretched Thin Credit Union

61

Answer OptionsVault, Senior or Head Teller or

Teller

MSR, MSO, CSA, CC Team Lead or

Indirect MSR

MST or MSA

Branch or Teller Manager or CC Director

Receptionist or Clerk

Lending Spec., Asst. Manager or CC Asst. Manager

Senior Manager, VP or AVP

Strongly Disagree 11 12 3 1 1 0 0

Disagree 12 12 6 5 4 5 5

Neutral 26 23 4 6 6 2 5

Agree 10 14 1 3 1 3 3

Strongly Agree 7 11 0 2 1 0 0

Page 62: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager and I meet at least once a month to discuss my performance

No Metrics, Stretched Thin Credit Union

62

Answer Options HR IT Manager, AVP, VP or Director

Accounting Dept.

Payment Systems

Dept.

Title Dept.

Loan Processing

Dept.

Collections Dept.

Risk Management

Dept.

Training Dept.

Strongly Disagree 0 0 0 0 0 0 2 0 0 0Disagree 0 3 0 1 0 2 2 6 2 0Neutral 0 2 2 2 0 1 4 2 0 1Agree 2 4 3 5 2 0 4 5 1 2

Strongly Agree 3 1 6 2 3 0 1 2 0 0

Page 63: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

My manager and I meet at least once a month to discuss my sales and/or

service progress

Really Effective Credit Union

63

Answer Options

Mortgage Loan Officer

Consumer Loan Officer Manager Supervisor Teller FSO or FSR Contact Center

RepresentativeResponse Percent

Strongly Disagree 1 0 0 0 1 1 0 2.4%

Disagree 2 3 0 0 2 4 1 9.7%Neutral 5 3 2 2 7 1 3 18.5%Agree 5 1 5 6 12 22 9 48.4%

Strongly Agree 2 1 5 2 4 10 2 21.0%

Page 64: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

After seeing those, how would I rate myself?

Page 65: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

After seeing those, how would I rate myself?

• I’m a very good coach• I’m there when they need me• I observe my people in action• I focus on behaviors as well as results• I meet with my people once a month

Page 66: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

What IS a good coach?

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Page 68: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

What is a good coach?

Page 71: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

What is a good coach?

The general feeling is, if don’t treat everyone the same you’re showing partiality. To me, that’s when you show the most partiality, when you treat everyone the same. You must give each individual the treatment that you feel he earns and deserves…………..

John Wooden

Page 72: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Am I there when THEY need me?

Page 73: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

I observe my people in action

Page 74: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

I focus on behaviors as well as results?

Page 75: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Competing Priorities:

Meetings!Other people to manage

My own tasks

Page 76: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

What CAN we do to be successful?

Page 78: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

THE RULES OF COACHING• GOALS are the starting point of your discussion• But we coach SKILLS – one at a time.

– What skills are their strengths– What skills need improvement

• Coach against a specific model• Coach uniquely for each person – they have

different strengths and weaknesses

Page 79: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

THE RULES OF COACHING• People accept coaching when they know there is a

benefit to THEM• Each person is unique so we need a unique

approach to each person• If someone is struggling, get them to work on ONE

skill – to show them they can improve

Page 80: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

THE RULES OF COACHING

• Set a goal to do a specific amount of coaching– Who– When

Page 81: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Manage Your Time So You Can Coach Your Staff

1. Keep a “to-do” list2. Set coaching goals3. Prioritize4. Manage distractions5. Chunk-out tasks

6. Learn to say, “No”7. Resist the rush8. Don’t multitask9. You deserve a break10. Schedule your tasks

Inspect what you Expect!!!

Page 82: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

ME

Regional

Branch Manager

Branch Supervisor

Regional Regional Operations

Department Manager

Page 83: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

What tools are out there?

Page 84: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

A manager is always there when I need help with sales and service issues

We’re Nice Credit Union

84

Answer Options Senior Management

Branch Manager or Asst. Branch

Manager

Assistant Vice President

Universal Representative

Branch Supervisor or Branch Ops

Specialist

Lending Center

MSR's or Vault

Tellers

Investment or Business

Services

Response Percent

Strongly Disagree 0 0 1 0 0 0 0 0 1.1%

Disagree 2 2 0 1 0 0 3 1 9.7%

Neutral 1 4 1 5 1 7 2 0 22.6%

Agree 2 8 2 11 3 3 14 0 46.2%

Strongly Agree 0 2 0 8 2 0 6 1 20.4%

Page 85: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Leadership 360 Assessment

Prepared For: Rater One July 17, 2013

Page 86: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Leadership 360 Assessment

Establishing Standards Inspiring Trust & Respect Developing People Achieving Results Supporting Teamwork Solving Problems

Making Decisions Evaluating Performance Organizing & Planning Communicating Driving Sales/Service Understanding Business

Twelve Proven Keys to Success:

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Leadership 360 Assessment

Page 88: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

Even if you’re a good coach, people can’t ALWAYS do the

job you want

Page 89: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

WHY PEOPLE DON’T DO WHAT THEIR MANAGERS WANT

• They don’t know WHAT you want them to do

• They don’t know HOW to do it

• They are UNCOMFORTABLE doing what you want them to do

• There is no MOTIVATION to do what you want

Page 90: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

WHY PEOPLE DON’T DO WHAT THEIR MANAGERS WANT

• There are BARRIERS in the way of getting the job done – physical, emotional, training, product

• The person lacks overall FOCUS

• The person is in the WRONG job

Page 92: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

THE BEST COACHING QUESTION, EVER:

What can I do to make YOU more successful?

Page 93: Coaching the Coaches - CUNA Councils...A study featured in Public Personnel Management Journal reports that managers that underwent a managerial training program showed an increase

THANK YOU and GOOD LUCK

Denny GrahamPresident and CEO

[email protected]