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.

The quality of the learning was top notch! | really enjoyed the self-discovery and the ability to work on
my communication in a safe place.

M.S

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.

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R.

Thank you so much. I appreciate the specific feedback and advice on helping a valuable banker be the best he can be, while at the same time working to get to the next level. I can’t tell you how much your coaching has helped me in every aspect of my life, not just my career. I’m certain my peers would say the same you are the best!

H.G

At Hartman Communications, we highly recommend Teri Bosley as a world-class consultant and trainer. Her ability to see the big picture and yet articulate the necessary details in a logical fashion is remarkable.

Dr. Taylor Hartman Author of The Color Code

The quality of the learning was top notch! | really enjoyed the self-discovery and the ability to work on
my communication in a safe place.

M.S

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.

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R.

Thank you so much. I appreciate the specific feedback and advice on helping a valuable banker be the best he can be, while at the same time working to get to the next level. I can’t tell you how much your coaching has helped me in every aspect of my life, not just my career. I’m certain my peers would say the same you are the best!

H.G

At Hartman Communications, we highly recommend Teri Bosley as a world-class consultant and trainer. Her ability to see the big picture and yet articulate the necessary details in a logical fashion is remarkable.

Dr. Taylor Hartman Author of The Color Code
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