CREDIT UNION PRODUCTS & SERVICES
Board Governance and Strategic Communication
We provide boards of directors’ guidance on processes and best practices for board governance. We assess board members and committees and determine how the board is functioning as a whole. We assist members in understanding their changing fiduciary responsibilities and developing the key leadership skills that will enable them to effectively serve on boards to meet the strategic and financial challenges of their organizations. We make recommendations committee and membership structure and operation including mission, director’s and chairman’s roles, responsibilities and interfaces, board size, terms of membership, board books and preparation, meeting effectiveness, support requirements, Chairman and director compensation, insurance and individual guidance and support as needed. We provide guidance to CEOs that enables them to focus on strategic communication to their boards.
Strategic Planning & Implementation
We facilitate a strategic business planning process for our clients that creates a broadly owned practical strategic plan with 4-6 key drivers that can be implemented throughout the organization. This disciplined process, takes the institutional wisdom and internal knowledge of the company to develop strategies, create processes and build strong teams that work together as a productive, collaborative and unified force. Planning is preceded by the creation of a new vision, mission and core values to drive the process. Our process ensures organizational support and buy-in, and provides the project management skills and tools for teams to implement new strategies. We create common language and common practice and work with organizational leadership to increase leadership capacity and accountability with focus on sustainability and results.
CEO and Board Member Executive Search
As thought leaders in the Credit Union industry, we have identified the need to develop and provide organizations with a progressive and professional methodology to conduct Credit Union CEO and Board Member identification and selection.
We are staffed with executive search professionals who understand your needs and the critical executive search methodologies. Our dedicated team, with in-depth understanding of your business, will conduct customized search plans based upon your organizational needs, cultural fit and position requirements, with thorough screening, reference checks and post placement follow-up. Our team delivers unparalleled client service, have been industry pioneers with the strictest confidentiality and a leading reputation of integrity.
We have an intense and creative knowledge-working process. Our program management discipline is vital to the success of each search including Discovery and Alignment/Program Design – establishment of goals, construction of position description and search strategy and test with examples for review and feedback; Continuous Communication – routine pre-scheduled status review, defined order of candidate interviews, careful candidate client de-briefing and due-diligence. Our timeline to complete an assignment is about three months.
Why choose Stuart Levine & Associates CEO and Board Member Executive Search?
Skills & Knowledge: We have a talented team of highly-skilled professionals who have held senior positions in the most prestigious executive search firms. Stuart R. Levine sits on the Advisory Board for the NYSE whose focus is to establish onboarding best practices for new directors of public companies.
Reputation & Trust: Knowledge by itself is inadequate. Stuart Levine & Associates is a brand you can trust to work with you to ensure success. Our experience in the credit union industry will enable us to add value to the process and tailor our process to your needs.
Strategic Partners: Stuart Levine & Associates not only has deep expertise in the area of Governance, but focuses on Strategic Planning, Strategic Implementation, and Leadership Development. By focusing on these key organizational elements, we enable our clients to achieve their strategic goals to ensure sustainable success.
Retreats
We are skilled at designing and facilitating focused retreats that provide the right process and outcomes. Our expertise in this area combines the right pre-work, the right agenda and the necessary follow up to ensure that engagement from the retreat is the beginning of an effective process for sustainable change.
Merger & Acquisition Work
Our firm has the capacity to drive a merger in the credit union space. We project manage filing, legal, accounting, board of director governance and culture. We focus on issues pertaining to market reconnaissance, mission, strategy and turnover, governance and board related issues so that CEOs can continue to run their franchises effectively and drive forward to a successful conclusion.
Member Satisfaction Initiatives and Healthcare Customer Service
We have expertise that allows us to effectively assess a client’s current measures and metric structure. Based on Best-in-Class and Best Practice methodologies, evaluations are reviewed and analyzed. Recommendations are developed by SL&A to create future state Key Performance Indicators and Measures. KPI’s and associated measures allow the organization to develop a Best-in-Class Measurement Structure that can be used by the organization’s senior executives to better monitor, understand and effectively react to achieving the business Goals and Objectives.
We have a proprietary B.E.S.T™ Process to create patient-centric organizations and productive and aligned teams that work together to increase patient satisfaction and improved communication between labor and management and better financial results. Results not only include higher Press Ganey scores, but greater engagement and passion for the mission of the organization.
Assessment Tools
CEOs are often looking to effectuate changes such as devising and implementing mission-driven and innovative strategies as well as developing the capacity of their senior leadership teams to align themselves effectively, engage their teams and establish clean accountability and responsibility for results. We design and conduct custom-designed assessments with key stakeholders to gain perspective on both challenges and opportunities facing the organization, synthesize the data and present confidentially to begin a focused and inclusive process that sets the stage for creating shared expectations and priorities. We conduct 360 degree assessments, board assessments, and electronic surveys that can be done quickly and effectively to gather critical information for determining challenges and obtaining feedback and insights into your business and its culture.
Change Management/Culture Change
The fundamentals and rules from both The Six Fundamentals of Success and Cut to the Chase serve as the foundation for the accelerated learning of a senior leadership team and subsequently an entire organization. Embracing the importance of leading through values and making decisions based on data and effective processes, provides an organization with the skills and tools to focus on the customer, eliminate communication breakdowns and strengthen financial performance. Our work helps to increase valuation of transactions as well as helping companies to redefine their customers and restructure their organizations based upon changing external needs.
Branding
A core strength of our firm is identifying opportunities to strengthen the brand on a national and global basis. We have been retained by major advertising and packaged goods firm, including Publicis, Saatchi & Saatchi and General Mills, to help sharpen their focus on penetrating new markets and strengthening existing lines of business.
Team Effectiveness and Alignment
We provide a comprehensive team development program that is much broader and deeper than traditional team building. Team effectiveness development is focused on the business of the team. It fosters the development of team social structures that are optimally suited to the work at hand. It focuses on matters such as refining team processes of collaboration, strengthening mutual accountabilities and solidifying team cohesion around shared strategic objectives. Assignments can include 360 degree feedback assessments, group coaching at operations meetings as well as one-on-one coaching with team members to help drive improvements in the effectiveness of the team and its leadership.
Financial Modeling
We are experts at creating financial models to predict the financial returns for clients of business initiatives. We identify areas of uncertainty in the operational execution and model their potential financial impact from an enterprise and project perspective. We also are capable of leading all aspects of the resulting project. Financial modeling positions our clients to make the most informed go/no-go decisions by addressing the initial investment and incremental revenues and expenses in order to weigh the potential risk and returns in a well-informed manner.
Senior Executive Leadership Development
Transitions in leadership and innovative strategic initiatives often require a process that creates momentum, engagement and focus. We are adept at creating inclusive processes that stabilize an environment, asserts leadership, sets the stage for a successful strategic planning process and aligns the team. We work with the C-Suite to communicate with the board as well as the senior leadership team to develop leadership capacity for delivering results. These communication strategies are developed and implemented up as well as down, both internally and externally to reach all stakeholders.
Leadership Development Training
SL&A provides customized training to the country’s leading corporations. We use our perspective and experience in strategic planning and culture change to ensure our training is linked to larger business issues that support strategic efforts critical to sustainable change and linked to business results. Our programs cover a wide range of leadership topics including: The Power of Fundamentals Executive Program, Cut to the Chase Productivity and Effectiveness, Financial Literacy, Ethics, Project Management, Customer Service, Team Alignment, Motivation and Feedback, Coaching, Communication, Meeting Management and many other customized programs to fit your specific needs.
Succession Planning
SL&A helps organizations to create a clearly defined vision for the future as well as an understanding of the resources needed to fulfill that vision. We provide strategies to close the gap between where you are now and where you want to be, with focus on ensuring a pipeline of leadership talent, well prepared and positioned for advancement. We additionally provide a Model “Fellows” Program for targeting talented young professionals and providing leadership development that demonstrates the value placed on employees and perpetuates leadership excellence.
Operation Processes & Implementation
SL&A has a skilled team that has extensive background in process analysis and improvement, productivity assessment and improvement, systems analysis, organizational design, as well as certified project management leads that are well-versed in the formality of large scale project implementation. These team attributes provide for a flexible approach that allows SL&A to transverse across multiple industries and provide best-in-class results.
Speaking Engagements
Many organizations today are focused on actively improving workplace effectiveness. Customized workshops and speaking engagements are designed to keep the workforce engaged, motivated and aligned and to help change behaviors that impact an organization’s culture and results. Key practical tools from Stuart R. Levine’s international bestselling books, The Six Fundamentals of Success and Cut to the Chase can be implemented immediately. SL&A has offered these services as Value-Added events for customers of our clients. Breakfast or lunch meetings that bring customers together and provide information that can help them to run their businesses more effectively can strengthen your partnership with your existing and/or potential client base.
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