Employee Learning WeekThe First Bank Financial Center Story

Agenda

1. Our Story • Who is FBFC• How did “Training Camp 2012” come to life

2. How we accomplished it

3. Lessons Learned

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).

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

The Evolution

…into a Learning Organization

FBFC’s Training Camp

6 Step Process

1. Rally Your Team

2. Obtain Stakeholder Approval

3. Plan It

4. Brand and Market It

5. Execute the Plan

6. Report the Results

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

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

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

12/10/2012 12/11/2012 12/12/2012 12/13/2012 12/14/2012

Personal SkillsCourse Facilitator Resources

Legend

1

Understanding Personality Preferences & Communicating Effectively

BrookfieldConf. Rm.8:30-11:30

CorporateTraining Rm.8:30 - 11:30

Rachel Dumke

LCD ProjectorLaptop

Post-it Flipcharts(N/A in Training Rm)

Corporate Training Room

2 Healthy Living*Boardrm2:30-3:30

Falls Conf.1:00-2:00

Jennifer Kindred

LCD ProjectorLaptop

Corporate - 2nd Fl. Conf. Rm.

3Taking Charge of your Health Care*

Corp Trng.3:00-4:00

Corp Trng.9:00-10:00

Cyndi Cameron

LCD ProjectorLaptop

(N/A in Training Rm)

Corporate - 1st Fl. Conf. Rm.

4 Stress ManagementCorp Trng 1:00-2:30

Falls 9:30-11:00 Ann Lueth None

Brookfield Conference Rm.

5 Ways to SaveCorp Trng

11:00-12:00Brookfield 2:00-3:00 Jon Martin

LCD ProjectorLaptop

(N/A in Training Rm)

Menomonee Falls Conf. Rm.

Business SkillsCourse Facilitator Resources

Mequon Conference Rm.

6Career & Personal Development*

Boardrm1:00-2:00

Corp Trng 10:30-11:30

Brookfield2:00-3:00 Sue Dorgan

Table & Chairs for panel members

Boardroom

7 Negotiation SkillsBoardrm

12:30-2:30Corp Trng.1:00-3:00

Rachel Dumke

LCD ProjectorLaptop

Post-it Flipcharts(N/A in Training Rm)

CourseCancelled

8

Advanced Sales Skills - Advancing Client Acquisition (Commercial Only)

Boardrm3:00-5:00

Corp Trng.9:00-11:00

Rachel Dumke

LCD ProjectorLaptop

Post-it Flipcharts(N/A in Training Rm)

9 Conflict ManagementCorp Trng.9:00-10:30

Brookfield1:00-2:30

Mequon9:00-10:30 Ann Lueth None

10 Team BuildingCorp Trng 9:00-10:30

Brookfield 2:30-4:00

Mequon 10:30-12:00

Jennifer Kindred

LCD ProjectorLaptop

Post-it Flipcharts(N/A in Training Rm)

Global KnowledgeCourse Facilitator Resources

11

Understanding Social Media & It's Role in Banking*

Brookfield9:00-10:00

Corp. 2nd Fl.1:00-2:00

Corp. 2nd Fl.9:00-10:00 TouGer LCD Projector Only

12 Identity Theft/Fraud*Corp. 1st Fl.

3:00-4:00Corp. 1st Fl.9:30-10:30 Sharon

?Teleconference?

13

The Numbers: What Every Banker Should Know About the Economy

Mequon2:00-4:00(If interest

levels are high, Scott is

available to facilitate an additional session on 12/4/12)

Scott Niederjohn

LCD ProjectorLaptop

Post-it Flipcharts(N/A in Training Rm)

Date

*Webinar or Conference Call availability to be made available for most sessions

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.

Step 5 – Execute the Plan

Communication Strategy• ILT• Intranet Articles• Daily email – Learning Tips• Learning Activities• Participant Raffle

Date Day Room Desired arrival

time (Setup) Start StopEst.

Departure Technology Needs ProviderContact/Lead

Facilitator Session Title

# of Participants and Room

ConfigurationConference Phone OCCLCD Projector FBFC

Screen/TV OCC

LCD Projector FBFC

Screen/TV OCC

LCD Projector FBFC

Screen/TV OCC

LCD Projector FBFC

Screen FBFCLCD Projector

FBFCScreen/TV OCCLCD Projector FBFCScreen/TV OCCFlipchart Stand FBFCPost-It Flip-Paper FBFCLCD Projector FBFCScreen/TV OCCFlipchart Stand FBFCPost-It Flip-Paper FBFCLCD Projector FBFC

Screen FBFCLCD Projector FBFC

Screen/TV OCCLCD Projector FBFCScreen/TV OCCFlipchart Stand FBFCFlipchart Paper FBFCLCD Projector FBFCScreen/TV OCC

8:30 AM 10:00 AM 10:15 AM LCD Projector FBFC

Screen OCC10:30 AM 12:00 PM 12:15 PM LCD Projector FBFC

Screen OCC

Flipchart Stand FBFCLCD Projector FBFCScreen/TV OCCInternet OCCLCD Projector FBFCScreen FBFCLCD Projector FBFC

Screen FBFC

Timeframe

Est. 12 - 25Table groups of 3-6 per table U shape - seats up to 15

U shape - seats 15 w/ head table for 4U shape - seats up to 15

Understanding Retail Product Pricing Strategy

Career and Personal Development (Panel)

Tammy Sawvel

Ann Lueth/ Tim Hagan

Why Managers Need to Coach

Enhancing Financial Literacy and Economic Education in the Community

1:00 PM 2:30 PM 2:45 PM

9:00 AM 11:30 AM 12:00 PM

4:15 PM

3:00 PM 4:30 PM 4:45 PM

Dave Sutton

Sue Dorgan

8:30 AM

12:30 PM

2:45 PM

2:45 PM 3:00 PM 4:00 PM

Mon

day

12/9

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Dec

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Communication Strategy- External Instructor communications

- Request for program details and bio along with contact information and directions

- Thank you

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

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

Contact Information

Rachel Ojala DumkeTalent Development Project ManagerWork: (262) 560-2032

Ann LuethHuman Resources & Talent Development, DirectorWork: (262) 560-2037

First Bank Financial Centre155 W. Wisconsin Ave. Oconomowoc, WI 53033