Workshop Structure
This workshop is designed to teach you, in a peer small-group environment, how to improve and leverage your executive leadership skills. The experience includes attending a three-day, in-person event, followed by six months of development reinforcement activities, group check-ins, and discussion.
This immersive experience is designed to support your commitment to becoming a more effective leader. For each participant, registration includes:
An individual pre-workshop assessment and debrief focused on emotional intelligence and risk predispositions;
A three-day, in-person workshop that leads you and your fellow workshop participants through development activities that strengthen your self-leadership, organizational leadership, and people leadership skills;
Six months of extended leadership development activities and online check-in sessions that help you individually put workshop learning into practice and collectively discuss and work through execution challenges.
Pre-Workshop Leadership Profile Assessment
The pre-workshop profile assessment will help you build awareness of and better understand your current personal leadership skill competencies and risk behavior/response predispositions. After completing this stage, you will possess clarity regarding your level of emotional intelligence relative to high-performing leaders and how you approach and respond to situations involving risk.
Key activities in this stage include:
EQ-i 2.0 Leadership Assessment (online)
Risk Type Compass Assessment (online)
Assessment Results Debrief (video conference)
Executive Leadership Development Workshop
The three-day, in-person workshop will help you explore and develop the competencies necessary to lead your own personal/self-development, lead organizational strategy development and execution, and lead and develop other people. After completing the workshop, you will know how to:
Create and maintain a personal leadership development plan;
Better leverage your leadership skill set;
Construct a business model;
Assess financial performance;
Create strategic objectives that address business model gaps and environmental threats;
Develop relationships with direct reports;
Align the action of your team towards strategic achievement.
In-depth workshop details are further outlined below.
Day 1: Leading Self
The focus of day one is individual development. You’ll work to establish your own personal executive leadership development plan utilizing the results from your pre-workshop assessments. In addition to creating your plan, you’ll learn how to offer proper and constructive feedback to others as they work to develop their own plans. You’ll also practice how to talk about your personal development initiatives—a vital leadership skill that creates personal accountability to results and inspires others to also focus on self-improvement. You'll end the day sharing a meal with your workshop peers.
Day 2: Leading an Organization
The focus of day two is on the creation of organizational strategy. You’ll learn about the contextual framework within which strategy is created, including internal and external drivers. You’ll then create a functional credit union business model and an environmental/competitor snapshot identifying potential marketplace risk. You’ll use this context to work through the creation of relevant, effective organizational strategy. You'll end the day sharing a meal with your workshop peers.
Day 3: Leading People
The focus of day three is leading other people. You’ll learn about the fundamental building blocks of trust-based leadership, and you’ll have a moment to revisit your assessment results and personal development plan to see if your profile type and plan are properly aligned with these building blocks. You’ll then leverage your work from day two, learning how to take broad organizational strategy and shape it into effective guidance and relevant action for staff. You’ll then practice delivering a focused, succinct presentation of a strategic plan. Finally, you'll wrap up with an overview of the check-in experience to come over the months following the workshop, and you'll end the day sharing a meal with your workshop peers
Monthly Check-Ins
Post-workshop check-ins tie workshop learning outcomes and deliverables to your individual, real-world experiences and challenges. Throughout the check-ins, you will:
Obtain support and guidance during the early stages of personal development plan execution;
Map your credit union's business model;
Create a slate of OKRs for your department;
Identify the environmental issues and competitors likely to impact your credit union’s performance;
Identify the critical nuances of your team and explore the skills necessary to lead them;
Thoroughly assess the progress of your personal development plan and establish a set of next-action expectations for continued development.
Each check-in is preceded by a brief homework assignment that becomes the context for each check-in discussion. Discussions, held using video conference tools, are attended by each member of your cohort and will last approximately two hours.
In-depth check-in details are further outlined below.
Month 1: Leading Self
Your homework for the first check-in is to begin executing your development plan—the personal KHIs, OKRs, and development plan activities you identified during the in-person workshop. You’re also to identify any leading organization/people challenges you’re facing and that you would like to workshop with your group colleagues.
Month 2: Leading the Organization
Your homework for the second check-in is to map your credit union’s business model(s) using the process and layout structure you learned during the workshop. As with the first check-in, you’re also to identify any leading self/organization/people challenges you’re facing and that you would like to workshop with your group colleagues.
Month 3: Leading People
Your homework for the third check-in is to create a slate of OKRs for your department that aligns with your credit union’s strategic context (vision, mission, core values, and current strategic plan) and that motivates your team. You’re also to identify any leading self/organization/people challenges you’re facing and that you would like to workshop with your group colleagues.
Month 4: Leading the Organization
Your homework for the fourth check-in is to use the methodologies learned at the workshop to identify the environmental issues and competitors of concern to your credit union, prioritize them by potential impact, and then assess your business model (created in Check-In 2) for possible gaps. You’re also to identify any leading self/organization/people challenges you’re facing and that you would like to workshop with your group colleagues.
Month 5: Leading People
Your homework for the fifth check-in is to first spend time thinking about the people you lead, identifying what you know about them (how they behave, how they tend to approach risk), and the support you think they need for elevated performance. You’ll follow that up by identifying the emotional intelligence skills and risk profile awareness you need to possess and leverage for the benefit of each team member’s tentative profile and development requirements—and whether you possess those skills or have skill or awareness gaps.
As with previous check-ins, you’re also to identify any leading self/organization/people challenges you’re facing and that you would like to workshop with your group colleagues.
Month 6: Leading Self
Your final homework assignment for the last check-in is to take an objective look at your development plan and answer these critical questions:
Where have I moved the needle, and why?
Where am I stuck, and why?
How should my development plan change to keep me moving forward?
You’re also to identify any final leading self/organization/people challenges you’re facing and that you would like to workshop with your group colleagues.
We're now taking applications for our June, 3-5 2024 workshop cohort.