A system to turn big ideas into successfully executed initiatives
Credit unions are known for taking on big challenges, regardless of their size. As organizations grow and new initiatives emerge, managing multiple projects across teams can become complex, especially when they rely on the same people and resources.
When Matt Rarden joined Kirtland Credit Union as CEO in 2020, he brought a perspective shaped by 15 years at IBM. During that time Matt learned project management that kept complex initiatives moving forward. At Kirtland, he saw an opportunity to transfer this knowledge to strengthen how projects were prioritized and executed. Rarden and his team established a framework to structure their approach to proposing, reviewing, and approving initiatives that became ingrained into how the company operates.
In this webinar, Matt will share how Kirtland turned project management into an organizational ethos rather than simply a task. You’ll hear how the credit union created a more universal framework for managing initiatives, the exact five-tiered scoring system used for projects, and how the framework improved resource allocation enabling more strategic victories.
Webinar attendees will learn:
- Why project management works best when it’s embedded in culture, not siloed as a function.
- The scoring system and approval processes the credit union uses to evaluate projects.
- The measurable impact these changes have had over the past four years.
- Best practices and lessons you can adapt to strengthen your own project governance and execution.