Strategic Planning to Propel Success at Your Financial Institution

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Empower Your Organization with a Bank/Credit Union Operations Consultant

Credit Union Operations Consultant & Strategic Planning

The future success of your organization requires careful planning and buy-in from team members at all positional levels. Monarch Performance Group will assist your organization in developing comprehensive strategies, as well as plans for implementation. We come alongside you to facilitate the strategic planning process, and provide long-term support to ensure execution.

MPG is extremely flexible in how they deliver classroom, webinar and onsite programs that our managers have utilized. We’re especially pleased that MPG is always available when we need them with multi-channel support.

Mike Sims Executive Vice President for State Bank & Trust Company

Enjoyed the opportunity to learn and then practice with other colleagues. Most importantly,
I learned, coaching without a commitment is just a nice conversation.

M.T

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

With Monarch Performance Group, we get to the core of our executive team’s leadership issues. Our eyes are opened and we are challenged to develop new techniques that better accomplish our strategic initiatives.

Steven Stapp President/CEO, Unitus Credit Union

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

We have improved scores across the board from our employee survey. Areas of improvement include; communication, dealing with conflict and management practices – just to name a few. Next Level Leadership Communication and Coaching initiatives are making a difference

Gayle Evans Unitus, MS, SPHR/ SVP, Chief Human Resources Officer

MPG is extremely flexible in how they deliver classroom, webinar and onsite programs that our managers have utilized. We’re especially pleased that MPG is always available when we need them with multi-channel support.

Mike Sims Executive Vice President for State Bank & Trust Company

Enjoyed the opportunity to learn and then practice with other colleagues. Most importantly,
I learned, coaching without a commitment is just a nice conversation.

M.T

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

With Monarch Performance Group, we get to the core of our executive team’s leadership issues. Our eyes are opened and we are challenged to develop new techniques that better accomplish our strategic initiatives.

Steven Stapp President/CEO, Unitus Credit Union

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

We have improved scores across the board from our employee survey. Areas of improvement include; communication, dealing with conflict and management practices – just to name a few. Next Level Leadership Communication and Coaching initiatives are making a difference

Gayle Evans Unitus, MS, SPHR/ SVP, Chief Human Resources Officer
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