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Achieving Alignment, Accountability, and Sustainable Culture through Partnership

Marquette Savings Bank discuss their journey of transformation and the positive impact of working with TSG, on their strategic plan. They reflect on the initial state of the bank, where various processes were already in place for monitoring performance, coaching employees, and sales coaching. However, there was a realization that these efforts needed to be…

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Marquette Savings Bank discuss their journey of transformation and the positive impact of working with TSG, on their strategic plan.

They reflect on the initial state of the bank, where various processes were already in place for monitoring performance, coaching employees, and sales coaching. However, there was a realization that these efforts needed to be brought together and aligned in a comprehensive package. The goal was to ensure consistency across the entire bank and gain the buy-in of managers.

They highlight the significance of the partnership and how it facilitated the alignment of coaching, management styles, and the strategic plan. TSG’s involvement helped create a roadmap, challenge the bank’s objectives, and foster accountability throughout the process. Feedback from employees was considered crucial, and achieving the objectives aligned with the strategic plan was a key focus.

Looking to the future, they express excitement about sustaining the progress made and further embedding the changes within the bank’s culture. They emphasize the importance of providing tools and support to managers, fostering a foundation for career development, and encouraging a culture of sustainability. The overall outcome has been increased employee satisfaction, engagement, and happiness.

Video TranscriptExpand ↓

Thank you three for being here. And again, genuinely, the work between us the benefit of market savings bank, three year strategic plan, personal, intentional, really value it. So the first question I've got, however you guys wanna answer is, For the benefit of people watching, where were you before we started? Maybe just like a just a simple backdrop to where the bank was and then we'll talk a little bit about kind of the journey forward. When we began this journey, I felt that we were doing a lot of the right things We have a lot of different processes in place for monitoring performance. For coaching employees, for doing sales coaching. Kelly had scorecards in place. We really were doing a lot of really good things, but I had this nagging feeling that we needed to bring it all together, that it was a lot of good things happening and there was a need to to kind of wrap it all up in a package. And then get the buy in of our managers and have a process for coaching them through the strategies of the process when we got to the step of our strategic plan where our CEO John wanted to share that with employees and good managers in planning strategies. I felt that it was just the perfect time to have some system in place that brought it all together and brought everyone in. Love that. And it a big point. What were you looking to accomplish if we look back to the very beginning step? Through all that and aligning all that for the benefit of direction for? What were you really trying to accomplish that would make a difference for the this kind of three year plan for the bank? I I think the number one goal was that to bring our our coaching, our management styles, and our strategic plan in line with one another, across the entire bank, you know, to make sure all the managers were on the same page and you certainly facilitated that process for us. Why would you say maybe John take this one? Why would you say this was most impactful our time together when it came to taking the plan. How does that condensed down, embed itself in kind of that dashboard one page plan approach and then to your point, Kelly, the coaching. John, maybe for you, why was it impactful? Why was it really worth it? Well, I think, you know, having completed our strategic plan a number of times but now rolling out to the employees and tying this exercise in with it. You brought you helped us tie in and create a road map so that we could, one, challenge ourselves, but at the same time, hold ourselves accountable throughout this process and make that we're achieving the objectives. One, getting the feedback from her employees and to achieve achieving the objectives that align with our strategic plan. I love that. What are you most looking forward to as you guys go forward with this in terms of sustaining what we did, but how that continues to build on what you guys were be doing, what do you look forward to in the future as this kind of further embeds itself and moves you forward in terms of the culture, the way the managers work, certainly leading the business and customers for. But what are you looking forward to most? Well, from my perspective, Jack, I I like to think that this has created a foundation for us to build on. As we continue to provide the tools for our our managers to work with their colleagues coaching with their colleagues, creating a foundation for them from a standpoint of from a career perspective. You helped us create a document that has us asking a lot of the right questions Most importantly getting a lot of the feedback and I think we're seeing that and Kelly and I think Stella could tell you, the feedback that we're getting from the employees Even the managers that are executing on these meetings, they're finding it to be a very worthwhile experience. Learning things that maybe they didn't realize they could learn from their employees. I think to add on to that a little bit. I think the endgame too is that we've creating a culture of sustainability in the bank. Employees are happier, more satisfied, have more engagement overall. So, that's been a very happy of this process. Yeah. That's excellent. Last question, why would you recommend Obviously, your fellow community banks or non banks, why would you recommend them to work with TSJ from your experience? I'll jump in and and say that it's I think sometimes it's important to have someone with some objectivity to come in honestly answer questions from the managers involved in the process. Jack, you offered our managers in our training sessions good, direct one on one feedback. That may not have been as well received. Had it come from me or Kelly or our training manager, or it was that really good objective assessment, coaching, feedback, reinforcement that they got throughout that process. That I think made it important to have TSG there, to have you there, to say, you know, let's let's step back and look at that, or how else might you do the same thing, or ask them some good questions and make them better at asking their employees good questions. Love that. That's critical nature manager and employee, but also associated with customers too. Same dynamics. So I appreciate that. Any appreciate you all doing this if you don't have to, any final thoughts or comments? Well, I kind of would like to comment on that last question and say that I think one of the reasons that we're glad in the end that we've picked, you know, you Jack, is that, you know, you forced us to look at some difficult things right here inside of the bank, asked us hard questions, which, and painstakingly took the time to help us construct something that was very individualized for us for months. That means a lot. That means a lot. That at the core is why this company exists, but why I love the work regardless if there was a company or not. It was just me. That means a lot. The branches are following through right now. That's the most important thing. The next phase, and it has been a very wonderful or size. That's fantastic. And everybody's feeling very good about it. That's the great group. I love that.

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