Introduction to the Bigger Picture

• Understand how your credit unions mission and core values lay the foundation for day-to-day work activities
• Define strategy and how it relates to your credit unions mission and core values
• Identify how your credit unions history influences its strategic direction
• Explain how to use your credit unions strategy to define departmental goals

Problem Solving and Decision Making

• Recognize the ways problems can affect operations and/or teamwork
• List the benefits of solving problems for your team and the credit union
• Know the six steps in the decision-making process
• Identify three questions to ask yourself to ensure that a decision aligns with your credit union's strategy
• Understand how to gain input and buy-in from team members by focusing on the facts
• Explain how to implement and measure the effectiveness of a solution

Scheduling and Delegation

• List the benefits of effective scheduling and delegating tasks
• Identify potential obstacles related to effective scheduling and staff productivity
• Discuss how delegation can improve the teams productivity
• Explain how to delegate tasks by assessing team members skills, abilities, and attitudes
• Describe how to empower team members and provide support they need to accomplish delegated tasks
• List the various forms of communication that support effective delegation

Process Improvement

• Define process improvement
• Describe how to assess processes for potential performance improvements
• Explain how to enlist key players for process improvement
• Identify the three characteristics of the goals for process improvement
• Explain how to communicate the changes resulting from process improvement
• List four ways to measure and monitor process improvement after implementation

Teamwork

• Identify how to select team members to solve problems or improve processes
• List the common teamwork derailers
• Explain how to build trusting relationships with team members
• Describe the role of delegation, empowerment, and shared decision making in supporting teamwork
• List the communication skills needed to build teamwork
• Provide examples of rewards and recognition that motivate teams