Creating Member Loyalty^TM System of Training

Getting Started

A three-phase implementation for multi-faceted success

Achieving the programs ambitious goals requires a sound implementation strategy. The general program implementation process involves three phases.

1. Planning
   A key stakeholders meeting begins the process, and is followed by assessments and field research to help fine-tune the training focus. Support issues are then addressed, and the program’s roll-out strategy and validation criteria is established.

   • Organizational Alignment

   • Roles & Responsibilities

   • Comprehensive Training Components

2. Implementation
   In this phase, internal credit union trainers are certified. Marketing and communications targeted at your staff are created and distributed, and a master training schedule is developed. Baseline information is gathered for ongoing evaluation, and training for targeted groups is delivered.

3. Evaluation and Revision
   The final phase ensures the quality of the program’s delivery. An ongoing management review of the organization support is completed, and results are validated. An action plan for continued improvement is developed and implemented.

The implementation process is simple and straightforward. To learn more contact us or call 800-456-0543. We’ll be happy to answer your questions and show you how easy it is to bring the training system to your credit union.