Vertex Management Development
The Opportunity
• Develop stronger leaders & enhance succession planning
• Maximize learning through an experiential approach
• Improve morale & reduce turnover
•
Retain & develop young talent
Who Needs Vertex?
• A credit union that wants a high-impact, in-house management development program.
• A current credit union manager who has the desire to be great, now!
• A credit union employee who wants to be ready to be an effective manager when the call
comes.
The Market & Current State
• Off the shelf programs don’t address the unique needs of participants as well as their
unique talents and specific opportunities.
• Generally off the shelf programs don’t allow for focus on nurturing those strengths and
creating development plans for areas that need improvement.
•
Creating a custom management program is expensive and time consuming.
The Research
• “More Than Just Talk: Leadership Coaching for Credit Unions” <link to the research>
• “Attributes & Skills of Highly Effective Credit Union Managers” <link to the research>–
Filene’s most downloaded report, it identifies the relevant instances where the top 20%
of credit union managers differ from the norm.
The Benefits
• Extremely low cost
• Self-paced
• No out-of-office time
• Coaching modules proven by Filene research to be critical for success
• Accountability
• Learn faster & retain more knowledge with an experiential approach
• Relevant skill building that can be implemented immediately
• Reduced turnover
• Improved earnings
Page 2
How does Vertex Work?
Checkpoint 360 Degree Evaluation
• Comprehensive assessment of each participant’s current management skills
o Attributes, Strengths & Opportunities for growth
o Development of an action plan from the assessment
Assessment Debriefing & Action Plan Development
• Each participant is assigned a development coach
• Monthly one-on-one meeting with the Vertex coach
Action Plan Implementation
• Along with the Vertex Coach, each participant will review their progress on their action
plans with monthly progress & tracking
• Validate implementation of knowledge
• Discuss and resolve challenges
Accountability
• Quarterly phone conferences with participant’s supervisor
• Progress updates and feedback exchange
• Provide ideas to support participant learning
• Validate skill implementation
Management Coaching
• Eight web-based coaching modules with participant guides for each key management
skill area:
o Delegation
o Team Building
o Motivating
o Coaching Performance
o Strategic Thinking
o Leadership
o Accountability
o Interviewing & Evaluations
• Each module includes a post-test
Final Assessment & Evaluation
• Final assessment for benchmarking and tracking of progress
• Development of follow-up action plans for participants
• On-going development recommendations
Your people are your future. Cultivate mid-level managers through improved
leadership skills, stronger bottom line results, reduced mistakes, and increased
employee accountability.
Pricing
Price per user (19 users)
Price per user (10+ users) 10%
discount
Vertex for Future Managers
$3,950.00 per user
$3,555.00 per user
$1,000.00 per user