Strategic Planning to Propel Success at Your Financial Institution

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.

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

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

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

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

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

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 Chief Human Resources Officer

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

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

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

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

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

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 Chief Human Resources Officer
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