1. How to Impact the Bottom-line with Talent Management

2. 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.

3. Aligning Corporate Goals Achieving your credit union’s goals is everyone’s responsibility. Align individual goals to the credit union’s goals.

4. Aligning Corporate Goals Credit Union Goal: Increase Loan Volume by 5% Branch Manager A Goal: Increase Loan Volume by 2.5% Head Teller A Sub-Goal: Increase Loan Referrals by 2% Teller A1 Sub-Goal: Increase Loan Referrals by 1% Teller A2 Sub-Goal: Increase Loan Referrals by 1% Member Service Rep A Sub-Goal: Increase Loan Volume by 1.25% Branch Manager B Goal: Increase Loan Volume by 2.5% Head Teller B Sub-Goal: Increase Loan Referrals by 2% Teller B1 Sub-Goal: Increase Loan Referrals by 1% Teller B2 Sub-Goal: Increase Loan Referrals by 1% Member Service Rep A Sub-Goal: Increase Loan Volume by 1.25%

5. Goal Plan Talent Management System

6. Aligned Goals

7. Talent Management System Managing Goal Progress

8. Progress Rolls Up Credit Union Goal: Increase Loan Volume by 5% Branch Manager A Goal: Increase Loan Volume by 2.5% Head Teller A Sub-Goal: Increase Loan Referrals by 2% Teller A1 Sub-Goal: Increase Loan Referrals by 1% Teller A2 Sub-Goal: Increase Loan Referrals by 1% Member Service Rep A Sub-Goal: Increase Loan Volume by 1.25% Branch Manager B Goal: Increase Loan Volume by 2.5% Head Teller B Sub-Goal: Increase Loan Referrals by 2% Teller B1 Sub-Goal: Increase Loan Referrals by 1% Teller B2 Sub-Goal: Increase Loan Referrals by 1% Member Service Rep A Sub-Goal: Increase Loan Volume by 1.25%

9. Performance Expectation What if performance is not quite meeting expectations?

10. Performance Expectation Provide the coaching and tools needed for success!

11. Development Plan

12. Learning Management

13. Training Transcript Provides real time tracking of training progress.

14. Position Specific Training Plan

15. Classroom Training Sales Service On the Job Refresher Member Service Teller Online Training Sales Member Service Lending Policy Product Knowledge Regulations Training Plans Teller Member Service Manager Head Teller Course Catalog

16. Contacts Crissy Ortiz OTS Executive Director cortiz@scfinancialsolutions.org 843.569.4378 Bridget Hearn-Simmons Director of Sales bhearn@scfinancialsolutions.org 843.569.5076