DDJ Myers, Ltd.

Succesion Planning for Small to Mid-Sized Credit Unions (Case Study)

The board of a mid-sized credit union recognized how the impending planned retirement of their long-term CEO would produce a vacuum in future leadership. Their concern was "do any of the remaining senior managers embody the leadership capacity and capability to lead our credit union?" Learn more about how these problems and more were solved with the help of DDJ Myers in the case study.

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Overview

Over the years DDJ Myers has been a constant in credit union leadership development, looking ahead to future needs and preparing innovative and practical solutions as guideposts. Mark Haeussler and Deedee Myers are frequent speakers and authors on developing leadership, courageous conversation, talent risk assessments, succession planning, communication and other topical leadership learnings.

Leadership Training Solutions

In order to prepare credit union leaders for tomorrow's challenges, DDJ Myers offers:

  • Team Leadership Development
  • Management Training
  • Executive Leadership Development
  • Internal Coaching and Mentoring Programs
  • CEO Coaching Track
  • Career Development Plans
  • Succession Plans
  • Women's Leadership Advances
  • Men's Leadership Advances
  • Team Leadership Advances
  • Board Leadership Training


Educational Resources

  • Resource TypeSuccesion Planning for Small to Mid-Sized Credit Unions (Case Study)
    The board of a mid-sized credit union recognized how the impending planned retirement of their long-term CEO would produce a vacuum in future leadership. Their concern was "do any of the remaining senior managers embody the leadership capacity and capability to lead our credit union?" Learn more about how these problems and more were solved with the help of DDJ Myers in the case study.
  • Resource TypeSuccession Planning for Large Credit Unions (Case Study)
    The leadership of a large credit union recognized the planned retirement of their core executive leadership -- the top three executives -- was going to occur within 16 months of one another.  These leaders all had substantial tenure (20+ years) at this organization and represented a key brain-trust.  Further analysis revealed that there were 14 executives departing over a three year period, a substantial loss of leadership capital. This case study reveals how these and other problems were solved with the help of DDJ Myers.
  • Resource TypeShifting to a Practice of Creativity and Innovation in 2012 (Blog Post)
    As 2011 has come to a close, I am reflecting on the commitment and hard work I witnessed throughout the year. The past few years have been a struggle and challenge which produced a sense of hyper-alertness. With so many of us in a constant state of alertness, we have worked hard to sustain the health of our organizations. Read more of this NAFCU Services Blog post.
  • Resource TypeBenchmarking: Recruiting, Retaining and Developing Talent (Webcast)
    DeeDee Myers WebcastDeveloping talent is one of the most important roles you have as a leader and manager of your credit union. You are accountable for attracting, retaining and transitioning employees within the credit union in order to help foster a successful and satisfied workforce. In this webcast we discuss how to draw out what another needs and desires and how to lead so that they experience meaningful success.
  • Resource TypeGenerative Conversation: Learn How to Lead Collaborative Teams (Webcast)
    DeeDee Myers WebcastAs leaders in your credit union, it is your responsibility to organize skills and talents of others in order to generate an observable outcome. An important part of that task includes effectively guiding your team through collaborative conversations that create new ideas, options and actions for positive results. In this webcast we explore how to lead generative conversation in order to boost the success of your team and ultimately of the credit union as a whole.

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Contact DDJ Myers, Ltd.

Peter Myers, BS, MSC, Teacher & Vice President | 800-574-8877
www.ddjmyers.com
pmyers@ddjmyers.com