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Employee Learning Week The First Bank Financial Center Story.

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Presentation on theme: "Employee Learning Week The First Bank Financial Center Story."— Presentation transcript:

1 Employee Learning Week The First Bank Financial Center Story

2 Agenda 1.Our Story Who is FBFC How did “Training Camp 2012” come to life 2.How we accomplished it 3.Lessons Learned

3 Objectives Take away at least one valuable insight that you can incorporate to: 1.strategically plan for 2.simplify the execution of 3.minimize the cost of your (first or next) employee learning week which produces/surpasses your desired outcome(s).

4 The FBFC Story 155 Years Strong - Founded in 1859 as Summit Bank Oconomowoc Bancshares, Inc.(OBI) – Single bank holding company for First Bank Financial Centre (FBFC) First Bank Financial Centre – 12 full service locations Oconomowoc - Main, Summit, Brown Street, East Brookfield, West Brookfield, Germantown, Grafton, Hartford, Hartland, Menomonee Falls, Mequon and West Bend – 2 loan production offices Menomonee Falls and Madison Future Growth – TBD

5 The Evolution …into a Learning Organization

6 FBFC’s Training Camp

7 6 Step Process 1. Rally Your Team2. Obtain Stakeholder Approval3. Plan It4. Brand and Market It5. Execute the Plan 6. Report the Results

8 Step 1 – Obtain HRTD Team Support Communicate your: Purpose (your WHY) Desired Outcome(s) – What do you need to do to achieve it – How are you going to do it Success Measures

9 Step 2 – Obtain Stakeholder Approval Present Your Business Plan/Project Charter – Objectives and Vision – Business Reasons – Project Description – Scope – Business Needs – Assumptions – Outcomes & Success Measures – Project Team – Timeline Obtain Executive Approval Present to Management Team

10 Step 3 – Plan It Communication Tips -Who? -Management, Employees, Facilitators, Contributors, Executive Management & the Board of Directors -When? -Prior to the event -During the event -Post-event 1)Employee Pre-Survey 2)Select Learning Channels, Topics, Speakers, & Participants – Instructor-led Training – E-mail Tips – Intranet Articles

11 Step 4 – Brand It. Market It. Brand It Be a Champion of Learning Communication Tips -Involve Management -Get on meeting agendas -Leverage ALL channels -Intranet, email, Lunchrooms, Meetings, HRIS homepage, etc.

12 Step 5 – Execute the Plan Communication Strategy ILT Intranet Articles Daily email – Learning Tips Learning Activities Participant Raffle Communication Strategy -External Instructor communications -Request for program details and bio along with contact information and directions -Thank you

13 Step 6 – Report the Results 100% of employees participated in Training Camp 45% of employees attended one or more classes. – Retail Banking at 65.7%. Over 33% of employees responded to a post-survey.. – 95% of the respondents indicated Training Camp was a valuable development opportunity and would attend a future Training Camp. On a scale of 1 -5 (with 5 the highest), the overall average score of the 12 classes offered was 4.5. Communication Tips -Send post-survey immediately following the event. -Thank employees & celebrate successes. -Share participant feedback with instructors. -Send an executive summary to Management and Share Results in the next Board Report

14 Lessons Learned Location, Location, Location – Make learning easily accessible – Leverage technology Timing is Everything – December in Wisconsin… is year-end Employees want to do a better job…at their job – More job-specific courses – Less personal development – More interaction and visibility of management – Want to share what they know Communicate More – Provide More Advance Notice – Work with Facilities for set-up/teardown Reinforce the FBFC Brand – Involve Community Partners Speakers Participants

15 Contact Information Rachel Ojala Dumke Talent Development Project Manager Work: (262) 560-2032 Ann Lueth Human Resources & Talent Development, Director Work: (262) 560-2037 First Bank Financial Centre 155 W. Wisconsin Ave. Oconomowoc, WI 53033


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