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Goals, Assessments, and Advisors
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Goal-Setting
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YoungAdult IQ
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Advisory Groups
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Goal-Setting
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Goal-SettingGoals define the results that people
should aim to achieve. Goals are touchstones for performance
planning, appraisal, rewards, and improvement. Without goals, time and energy would be wasted on activities
that contribute very little to organizational success.
-Harvard Business Review 2006
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Goals vs. Activities
Activities Goals
Writing periodic reports Increasing cross-sells by 10%
Handling member complaints Reducing member turnover by 15%
Meeting weekly to discuss new account development
Introducing three new accounts before January
Releasing new marketing campaign
Attracting 100 young adult members
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CU Tomorrow goals should be:
• Recognized as important• Clear• Written in specific terms• Measurable and framed in time• Aligned with organizational strategy• Achievable but challenging• Supported by appropriate rewards
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Write goals by the end of the week
Share goals to make yourself accountable• Boss• Colleague• REAL Solutions Coach
What gets measured (and reported) gets done
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YoungAdult IQ
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Young Adult IQ
Choosing your focus:
ProductsE-ServicesMarketing
GovernanceTalent
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Goal should be:
• Within your power to influence and complete
• Aligned with CU’s strategic goals
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Advisory Groups
www.realsolutions.coop/solutions
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Young Adult Advisors - Who
Decide on your target. This will be driven by your product needs and marketing opportunities.• 15-18 - Debit; small savings; credit cards;
pre-paid cards• 18-24 - Credit cards; debit; auto loans;
college loans; mortgage; consolidation loans.
• 22-30 - Investment accounts; mortgage; HELOC; debit; credit cards; auto loans.
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Young Adult Advisors - Where
Depends on the age• At the credit union? • Older, with own transportation• If credit union is centrally located
• School? • Relationship with administrators• Partner with a business class or club• Junion achievement or similar
• Community center?• Partner organization’s site
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Young Adult Advisors - When
Depends on the age. • After school or during a partner
group’s activity for high school age
• After work / over dinner for working adults
• During class at community college. Target a marketing or business administration class
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Young Adult Advisors
Best practices
• Find an existing group• Offer a tangible incentive - Cash,
gift card, “nice” dinner• Mix of potential/existing members• Use personal invitations