2017 cuna hr & organizational development excellence ......• interview training for anyone...
TRANSCRIPT
2017 CUNAHR & Organizational
Development Excellence Awards Winners Roundtable
Jennifer HuggardSVP, AdministrationNorthwest Credit Union AssociationAwards Committee Chair
Employee EngagementAssets Less Than $499M
“U1 Value Integration &
Change Management”
Jessica Jones, VP Human ResourcesDayton, Ohio
Management PracticesAssets $500M - $1 B
“Ardent Wellness Program”Joseph Walmsley, HR/Benefits Specialist
Philadelphia, Pennsylvania
Employee EngagementAssets More Than $1 B
“MSUFCU Involved”Silvia Dimma, Chief HR Officer
East Lansing, Michigan
What are the Excellence Awards?
•Recognition•Honors Excellence•Focuses on “Best Practices”
EXCELLENCE AWARDS CATEGORIES
•Employee Engagement•Management Practices•Innovative Staff Development
What are we judging?•Innovation•Business Outcomes/Impact•Sustainability•Quality•Integration
Two Individual Awards
•Professional of the Year•Rising Star
In 2018!
EMPLOYEE ENGAGEMENT:
VALUE INTEGRATION & CHANGE MANAGEMENT
Jessica Jones11/28/17
WHAT IS VALUE INTEGRATION?
•Company Values•Part of entire employee life cycle
•Living the Values• Walk the Talk• Not a tagline
U1’s PROCESS
Establish the Need
Creating the Vision
Driving Commitment
Change Management
Sustaining the Change
U1’s PROCESS
• Culture & Value Discussions
• Proposed Road Map & Tools
• Gathered Feedback
Establish the
Need
TRADITIONAL PERFORMANCE REVIEWSWhat employees and managers are saying
Demotivating
Time Consuming“Rear
view”
InaccurateSurprise Waste
of time
Doesn’t lead to better performance
Negative
Late
Subjective
Sources: McKinsey & Company, CUNA HR & Organizational Development Council, Harvard Business Review, Human Capital Institute
“Managers and staff alike too often view performance management as time consuming, excessively subjective, demotivating and ultimately unhelpful.”
McKinsey & Company Report
“If you wait a year to tell employees how they are doing, they are almost always surprised and unhappy if the results are not positive.” Peter Cappelli
Director, Wharton School’s Center for Human Resources
U1’s PROCESS
• Revised Road Map & Tools
• Key Changes• Interview
process• Onboarding• Replaced
Performance Reviews with One-on-Ones (O3s)
Creating the
Vision
VALUE INTEGRATION IN EMPLOYEE LIFE CYCLE
Attract & Recruit•Reputation & Branding•Social Networking
Onboard•First Experiences•Building Loyalty & Trust•Organization Assimilation
Learn & Develop•Providing Tools•Building Bench Strength•One On Ones
Retain•Rewards & Recognition•Employee Engagement•Culture Assessments
with Action
Separate•Exit Interviews•Assess Organization
• Reward Program with all Values
• U1 Pulse through O3s
• Structured Exit Interviews based on Values
• External postings include Values• Structured Behavioral Interviews• Interview Training for anyone
involved in interviews• based on Values
• Onboarding Program themed off of Values
• Onboarding Survey based on Values
• Career Workbook• One On Ones (O3) focusing on
Performance & Values (What & How)
U1’s PROCESS
• Roll out Resources
• Phased Project Plan• Set the Stage• Manager
Engagement• Employee
Engagement• Go Live!
Driving Commitment
U1’s PROCESS
• Buy-In• Involvement• Change
Agents• Transparency
• What’s In It For Me?
• Timing
Change Management
U1’s PROCESS
• Open Communication
• Challenging our Approach & Policies
Sustaining the
Change
U1’s PROCESS
Establish the Need•Culture & Value
Discussions•Proposed Road Map &
Tools•Gathered Feedback
Creating the Vision•Revised Road Map &
Tools•Key Changes
•Interview process•Onboarding•Replaced Performance Reviews with One-on-Ones (O3s)
Driving Commitment•Roll out Resources•Phased Project Plan
•Set the Stage•Manager Engagement•Employee Engagement•Go Live!
Change Management•Buy-In•Involvement•Change Agents•Transparency
•What’s In It For Me?•Timing
Sustaining the Change•Open Communication•Challenging our Approach
& Policies
Q&A
ArdentCredit Union
2017 CUNA Council Excellence AwardManagement Practices (Assets $500M - $1B)“Ardent Wellness Program”
BUILDING THE FOUNDATION
• Previous administration was not willing to commit to Wellness
• Did not see any value• Under 100 employees total
• About 75 covered on the health insurance• Hired new CEO in mid-2013
• Avid runner• Health conscience• Supporting Wellness was important
• Initial research into Wellness Programs in 2014 and early 2015
DEVELOPING THE PROGRAM
• Insurance Broker• Wellness Coordinator
• Wellness Committee• Small group of employees• Responsibilities
• Building the program• Maintaining the goals• Brainstorming ideas
GETTING THE BUY-IN
• How do we handle this new initiative?• Feared appearing too intrusive at launch
• Decided not to pursue: • Health Risk Assessments or Biometric Screenings• Dependents
• Early announcement of intensions for 2016• Used last half of 2015 as a “soft” launch
• Promoted local walks/runs• Gym reimbursement program• Onsite flu shots and nutritionist appointments• Smoothie Day!• “Wellness Wednesday” emails• Financial Wellness event
• Earn $50 in pay (grossed up!)• In-house competitions
• Biggest Loser
THE OFFICIAL LAUNCH
• The Ardent Wellness Program • Outlined during 2016 Open Enrollment meetings
• Point based system• 1st year – 25 points• 12 Goals
• Preventative Physical• Fitness Activities (workouts) & Tracking (mileage)• Nutrition appointments• Flu Shot• Walk/Run participation
• Earn a $12 per pay credit on 2017 employee premium• Smoker Surcharge• $50 reimbursement on fitness tracking device• Three $25 Hand & Stone gift card raffle• Included those who waive coverage
• Could earn extra $200 toward waiver reimbursement
OTHER POINT ACTIVITIES
• Stress Management Lunch & Learn• Hour long seminar hosted by local yoga & fitness coach
• Medical insurance company’s Well-being Profile• Financial Wellness
• Meeting with 401(k) plan advisor• Biggest Loser Competition• Walking Club• Ardent Golf Club
• Every Monday during the summer months• 1st Annual Healthy Dinner & Holiday Movie Night
• Nutritionist onsite to demo and cook a healthy dinner• Watched Christmas Vacation
RESULTS?
• Year 1• 75% of covered employees earned the 25 points in year 1• 25% of waivers earned extra $200• Two of eight employees quit smoking
• 535 lbs lost in total from all Biggest Loser Competitions• By only 10% of employee population
• 18 employees have been reimbursed for fitness trackers to date
NOW & BEYOND
• Now• Points increased to 30• Added Preventative Dental and Vision• Reevaluated point system for some goals• Wellness Lunch & Learn on “Balancing Work & Personal Life”• 2nd Annual Healthy Dinner & Holiday Movie Night• Ardent Lending Library (“LIT MAKES GREAT”)
• Beyond• Adjusting cutoff date
• Currently 12/15• Adding spouses
• Most likely for Plan Year 2020• Refocus on Financial Wellness• Shift responsibility to employees for point tracking
• Look for cost-effective wellness vendors• Continue having a positive impact on employees’ lives
Thank You!Joe Walmsley, MBA, CEBS – Benefits [email protected]
Mary Hoffman, MBA, SPHR, SHRM-SCP – VP Chief People [email protected]
MSUFUCU INVOLVED
Silvia Dimma, SPHR, MBAChief Human Resources OfficerMSU Federal Credit Union
MSU Federal Credit UnionEast Lansing, MI
246,000 members
$3.7 billion is assets
825 employees
MSUFUCU INVOLVED
Our employees are dedicated to the community we live in and work
Our employees embrace the core value of giving back to the community
Building careers at the Credit Union
We embrace our roles as community leaders and support many local charitable organizations and programs. We are committed to making a positive impact on as many people’s lives as possible. Investing in our community helps create a place where people are proud to live and work.
Involve yourself in a cause you believe in
Volunteer locally
Support charitable organizations
Do a small kindness every week
Teach others – everyone has at least one skill others want to learn
How Do We Live This?
2016 Charity Committee Campaign
Below is a video showcasing what we were able to do for Small Talk, our 2016 Charity Committee supported organization
https://youtu.be/5ypcD1jM69U
Small Talk check presentation with the Charity Committee Employees volunteering at the Small Talk AuctionA group of employees at the Small Talk Open House
2016 United Way CampaignIn 2016 we were able to raise $115,460 for the Capital Area United Way!
Below is a video showing our fundraisers and volunteer events!
https://www.youtube.com/watch?v=x3MkpgNMwLw
Employees at the United Way Golf Scramble Members of our Marketing and Communications team delivering ice cream
An employee with some guests at the Adult Handicap Halloween Dance
CU Involved Committee
Members of the CU Involved Committee
An employee at the Volunteer Kickoff Party An employee at the Volunteer Kickoff Party
The 2016 Volunteer of the Year with our CEO, April Clobes.
The top volunteers being recognized at the Volunteer Breakfast
Connect and The LoopHere are some examples of the way our employees use Connect to encourage volunteering and giving back to the community!
Volunteer Events
Dropping off balloons to the Sparrow Children’s Center
during an ePIFanyNoweventPlanting trees at the East
Lansing Library
MSUFCU volunteers at the
Dinosaur Dash
Kids at the Teddy Bear Picnic getting a
temporary tattoo
MSUFCU volunteers at the Lansing Relay
For Life
Pay It Forward Week
An internal pay it forward for our
Call Center employees
Paying it forward at alocal movie
theater
Paying it forward at a Lansing Fire Station
Paying it forward at a coffee shop
Blue Mondays Jazz Series
Our CEO with performers at a Blue Mondays event
Employees getting ready to register guests for the
concert
Kenny Barron performing at Blue Mondays
Employee Quotes“As an MSU alum, it is great to have the opportunity to be back on campus
volunteering for such a great event! The Dino Dash race has been around for a long time, and the community really seems to embrace it. Many runners made a point to let us know that they have been running at this event for years and are
so excited to come back every year! I am thankful to get to be a part of it, and to help give back to my community in the process!”
-Carolinne, eServices
“Getting out into the community for the Pay it Forward event is always a very exciting time. Surprising people in the community with small acts of kindness
is a great way to help spread the warmth and special environment that we foster every day at work.”
-Rico, Management Development
“It was such an amazing opportunity to spend time at different businesses in the community and bring everyone a little bit closer. It’s also a wonderful
feeling to see how a small gesture can change someone’s day for the better.”-Alea, Branches
“We're very pleased to have the opportunity to welcome our members, music students, and the community to our headquarters for Blue Mondays. This partnership with the MSU College of Music has opened doors for many
aspiring musicians, and we are proud to be a part of that.”-April, President and CEO
“Relay for Life is a great opportunity to get involved and raise money to combat something that has negatively affected so many lives. Spending time with co-workers and other members of the community in the name of a great cause is both fulfilling and inspiring. Speaking with survivors and those who have lost
someone close to them provides hope and a reminder as to why we must continue to come together in an effort to cure all types of cancer.”
-Chad, Marketing and Communications
“We’re very excited to be back on campus and helping students understand and manage their finances more effectively. The project has been steadily growing
since its inception, and we want to keep that momentum going. We’ve received great feedback from the students, and we appreciate the opportunity to
improve their college experience as well as improve our program.”-Ian, Financial Education
Thank You!