employee learning week the first bank financial center story
TRANSCRIPT
Agenda
1. Our Story • Who is FBFC• How did “Training Camp 2012” come to life
2. How we accomplished it
3. Lessons Learned
Objectives
Take away at least one valuable insight that you can incorporate to:
1. strategically plan for
2. simplify the execution of
3. minimize the cost of
your (first or next) employee learning week which produces/surpasses your desired outcome(s).
The FBFC Story
• 155 Years Strong - Founded in 1859 as Summit Bank
• Oconomowoc Bancshares, Inc.(OBI)– Single bank holding company for First Bank Financial Centre (FBFC)
• First Bank Financial Centre– 12 full service locations
• Oconomowoc - Main, Summit, Brown Street, East Brookfield, West Brookfield, Germantown, Grafton, Hartford, Hartland, Menomonee Falls, Mequon and West Bend
– 2 loan production offices• Menomonee Falls and Madison
• Future Growth – TBD
FBFC’s Training Camp
6 Step Process
1. Rally Your Team
2. Obtain Stakeholder Approval
3. Plan It
4. Brand and Market It
5. Execute the Plan
6. Report the Results
Step 1 – Obtain HRTD Team Support
Communicate your:• Purpose (your WHY)• Desired Outcome(s)–What do you need to do to achieve it– How are you going to do it
• Success Measures
Step 2 – Obtain Stakeholder Approval
• Present Your Business Plan/Project Charter– Objectives and Vision– Business Reasons– Project Description– Scope– Business Needs – Assumptions– Outcomes & Success Measures– Project Team – Timeline
• Obtain Executive Approval • Present to Management Team
Step 3 – Plan It
Communication Tips- Who?
- Management, Employees, Facilitators, Contributors, Executive Management & the Board of Directors
- When?- Prior to the event- During the event- Post-event
1) Employee Pre-Survey
2) Select Learning Channels, Topics, Speakers, & Participants– Instructor-led Training– E-mail Tips– Intranet Articles
12/10/2012 12/11/2012 12/12/2012 12/13/2012 12/14/2012
Personal SkillsCourse Facilitator Resources
Legend
1
Understanding Personality Preferences & Communicating Effectively
BrookfieldConf. Rm.8:30-11:30
CorporateTraining Rm.8:30 - 11:30
Rachel Dumke
LCD ProjectorLaptop
Post-it Flipcharts(N/A in Training Rm)
Corporate Training Room
2 Healthy Living*Boardrm2:30-3:30
Falls Conf.1:00-2:00
Jennifer Kindred
LCD ProjectorLaptop
Corporate - 2nd Fl. Conf. Rm.
3Taking Charge of your Health Care*
Corp Trng.3:00-4:00
Corp Trng.9:00-10:00
Cyndi Cameron
LCD ProjectorLaptop
(N/A in Training Rm)
Corporate - 1st Fl. Conf. Rm.
4 Stress ManagementCorp Trng 1:00-2:30
Falls 9:30-11:00 Ann Lueth None
Brookfield Conference Rm.
5 Ways to SaveCorp Trng
11:00-12:00Brookfield 2:00-3:00 Jon Martin
LCD ProjectorLaptop
(N/A in Training Rm)
Menomonee Falls Conf. Rm.
Business SkillsCourse Facilitator Resources
Mequon Conference Rm.
6Career & Personal Development*
Boardrm1:00-2:00
Corp Trng 10:30-11:30
Brookfield2:00-3:00 Sue Dorgan
Table & Chairs for panel members
Boardroom
7 Negotiation SkillsBoardrm
12:30-2:30Corp Trng.1:00-3:00
Rachel Dumke
LCD ProjectorLaptop
Post-it Flipcharts(N/A in Training Rm)
CourseCancelled
8
Advanced Sales Skills - Advancing Client Acquisition (Commercial Only)
Boardrm3:00-5:00
Corp Trng.9:00-11:00
Rachel Dumke
LCD ProjectorLaptop
Post-it Flipcharts(N/A in Training Rm)
9 Conflict ManagementCorp Trng.9:00-10:30
Brookfield1:00-2:30
Mequon9:00-10:30 Ann Lueth None
10 Team BuildingCorp Trng 9:00-10:30
Brookfield 2:30-4:00
Mequon 10:30-12:00
Jennifer Kindred
LCD ProjectorLaptop
Post-it Flipcharts(N/A in Training Rm)
Global KnowledgeCourse Facilitator Resources
11
Understanding Social Media & It's Role in Banking*
Brookfield9:00-10:00
Corp. 2nd Fl.1:00-2:00
Corp. 2nd Fl.9:00-10:00 TouGer LCD Projector Only
12 Identity Theft/Fraud*Corp. 1st Fl.
3:00-4:00Corp. 1st Fl.9:30-10:30 Sharon
?Teleconference?
13
The Numbers: What Every Banker Should Know About the Economy
Mequon2:00-4:00(If interest
levels are high, Scott is
available to facilitate an additional session on 12/4/12)
Scott Niederjohn
LCD ProjectorLaptop
Post-it Flipcharts(N/A in Training Rm)
Date
*Webinar or Conference Call availability to be made available for most sessions
Step 4 – Brand It. Market It.
• Brand It• Be a Champion of
Learning
Communication Tips- Involve Management
- Get on meeting agendas
- Leverage ALL channels- Intranet, email, Lunchrooms,
Meetings, HRIS homepage, etc.
Step 5 – Execute the Plan
Communication Strategy• ILT• Intranet Articles• Daily email – Learning Tips• Learning Activities• Participant Raffle
Date Day Room Desired arrival
time (Setup) Start StopEst.
Departure Technology Needs ProviderContact/Lead
Facilitator Session Title
# of Participants and Room
ConfigurationConference Phone OCCLCD Projector FBFC
Screen/TV OCC
LCD Projector FBFC
Screen/TV OCC
LCD Projector FBFC
Screen/TV OCC
LCD Projector FBFC
Screen FBFCLCD Projector
FBFCScreen/TV OCCLCD Projector FBFCScreen/TV OCCFlipchart Stand FBFCPost-It Flip-Paper FBFCLCD Projector FBFCScreen/TV OCCFlipchart Stand FBFCPost-It Flip-Paper FBFCLCD Projector FBFC
Screen FBFCLCD Projector FBFC
Screen/TV OCCLCD Projector FBFCScreen/TV OCCFlipchart Stand FBFCFlipchart Paper FBFCLCD Projector FBFCScreen/TV OCC
8:30 AM 10:00 AM 10:15 AM LCD Projector FBFC
Screen OCC10:30 AM 12:00 PM 12:15 PM LCD Projector FBFC
Screen OCC
Flipchart Stand FBFCLCD Projector FBFCScreen/TV OCCInternet OCCLCD Projector FBFCScreen FBFCLCD Projector FBFC
Screen FBFC
Timeframe
Est. 12 - 25Table groups of 3-6 per table U shape - seats up to 15
U shape - seats 15 w/ head table for 4U shape - seats up to 15
Understanding Retail Product Pricing Strategy
Career and Personal Development (Panel)
Tammy Sawvel
Ann Lueth/ Tim Hagan
Why Managers Need to Coach
Enhancing Financial Literacy and Economic Education in the Community
1:00 PM 2:30 PM 2:45 PM
9:00 AM 11:30 AM 12:00 PM
4:15 PM
3:00 PM 4:30 PM 4:45 PM
Dave Sutton
Sue Dorgan
8:30 AM
12:30 PM
2:45 PM
2:45 PM 3:00 PM 4:00 PM
Mon
day
12/9
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Communication Strategy- External Instructor communications
- Request for program details and bio along with contact information and directions
- Thank you
Step 6 – Report the Results
• 100% of employees participated in Training Camp• 45% of employees attended one
or more classes. –Retail Banking at 65.7%.
• Over 33% of employees responded to a post-survey.. – 95% of the respondents indicated
Training Camp was a valuable development opportunity and would attend a future Training Camp.
• On a scale of 1 -5 (with 5 the highest), the overall average score of the 12 classes offered was 4.5.
Communication Tips- Send post-survey immediately following the
event.- Thank employees & celebrate successes.- Share participant feedback with instructors.- Send an executive summary to Management
and Share Results in the next Board Report
Lessons Learned
• Location, Location, Location– Make learning easily accessible– Leverage technology
• Timing is Everything– December
• in Wisconsin…• is year-end
• Employees want to do a better job…at their job– More job-specific courses– Less personal development– More interaction and visibility of management– Want to share what they know
• Communicate More– Provide More Advance Notice– Work with Facilities for set-up/teardown
• Reinforce the FBFC Brand– Involve Community Partners
• Speakers• Participants