Does Practice Really Make Perfect?

When it comes to annual events such as board planning or employee meetings, credit unions have one shot to get it right.

When it comes to annual events such as board planning or employee meetings, credit unions have one shot to get it right. Follow the advice from credit unions featured this week on, and you’ll hit the bull’s-eye every time.

In 6 Tips To Host Electrifying Employee Events, Town & Country FCU and Grow Financial dish on how they bring together staff to contemplate, educate, and celebrate. Town & Country hosts two annual all-staff blowouts, external volunteer days, hobby groups, sports teams, and other points of interaction to support employee engagement while Grow Financial sponsors events during work hours, brings together staff for weekend events that support its sponsorships and charities, and holds all-team member events in the fall and the spring. If you’re looking for inspiration for your next all-staff get together, you’ll find it here.

Of course, to engage your staff, you must first know your staff. To achieve this goal, Member One FCU keeps employee dream sheets.As part of a bi-annual review, employees complete a questionnaire that includesbiographical basics as well as conceptual questions such as: What are your strengths? What are your weaknesses? In what areas would you like to improve? Leaders then use these sheets to find hidden talents, skills, and desires within the institution’s employees.

It’s an opportunity to learn about employees we may not see on a regular basis,says chief administration officer Kim Braswell. Learn more about these dream sheets in How Member One Finds And Fosters Internal Talent.

Finally, in 4 Ways To Make The Most Of Strategic Planning Meetings, Financial Partners Credit Union and California Coast Credit Union share best practices for strategic planning prep. These meetings offer a small window of opportunity for executives and boards to discuss market and institutional realities and plan for the future. Time is of the essence, and the four tips offered here will encourage an efficient, productive meeting of the minds.

And no discussion of annual events would be complete without a look at the annual report. A great annual report goes beyond financial reporting and creates a sense of ownership, urgency, and belonging for community members. It’s in this kind of Impact Report that credit unions can document the differences they make in the lives of people everyday. Check out the Graphic Of The Week for ups on how you can construct your impact report

This is an abbreviated week for Look for the Currently On newsletter in your inbox Monday through Wednesday. We’re taking a Thanksgiving breather on Thursday and Friday and hope you enjoy the holiday, too.

Happy Reading.

November 24, 2014

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