1. BUSINESS TRANSFORMATION Growth Engine for SB and FIs
Our Vision Be the best at helping small businesses and financial institutions grow
BUSINESS TRANSFORMATION
Growth Engine for SB and FIs
Business Transformation
Dying Product Line — unclear focus, leadership divergent, slow, stodgy, inefficient
Clear and Stable Strategy
Full Portfolio of Services
Customer Focused
Unified Leadership
High levels of Growth and Company Performance
Talent Management
Employment brand
New talent for new roles
Culture integration
Growth through acquisition
Enterprise-wide talent view: collaborate, communicate — Retain and develop, build bench
Leadership mindset
TALENT MANAGEMENT

2. Start with the Science

3. Program Design Compelling reason to implement Link to competencies
Small, connected group
Meet regularly
Set simple ground rules
Collective experience is the SME
Discussion guides… not facilitators
Highly encouraged… not required
Pre and post assignments critical

4. Implementation Create high-level support Start small – work to expand
Maintain simplicity in your session design
Provide open access to tools/documents
Conduct a launch session
Ensure a positive first impression
Automate reminders
Start with some “direction”
Freedom to personalize approach
Have a plan for feedback and revision
Pre-work
Reflect and Discuss
New Learning
Commit to Action

5. ? ? Let’s try it out! Application
Form small groups of 3-to-4 people
Time: 10 min – stay on task! Keep discussions moving!
Select a person to be the discussion guide -
Complete questions (2) and (3) on your guide
Commitment to action – apply what you learned to work you have in progress
Optional: trade contact info to connect later for reflection/sharing ? ?
Let’s try it out!