Customer Success
Transforming leadership culture through data-driven career conversations.
Overview
A large American credit union wanted its managers to engage in meaningful, data-driven career conversations with their teams, promoting a culture of growth and leadership development. Lacking a structured framework, they partnered with Peopletree Group to create a scalable, personalized approach that transformed managers into effective career coaches.
Industry
Financial Services
Implementation
4 Months
Scope
Senior Managers
Value Driver
Empowered employees with informed career guidance, fostering a culture of leadership development to drive long-term business success.
Introduction
In this case study, we explore how a US based credit union leveraged technology and people data to support their managers in having more impactful data-driven career conversations with their team members.
The case study shows how supporting managers with the right people data can fundamentally change an employees’ experience of the organization and empower them to make more informed career decisions.
Challenge
The credit union’s goal was to establish consistent, high-quality career conversations across the organization. Managers needed a framework and actionable insights to guide discussions, identify growth opportunities, and ensure each conversation was personalized to the employee’s strengths, career goals, and development needs. The challenge lay in pinpointing the right data to drive these conversations and delivering it in a way that facilitated impactful dialogue between managers and employees.
Approach
To address this challenge, we employed our unique 3D approach:
- Diagnose: We conducted a needs assessment to understand the existing challenges in having data-driven career conversations.
- Design: We integrated the company’s talent calibration process, collected behavioral strengths using TalentPrint, and designed a personalized conversation framework.
- Deliver: We equipped managers with structured conversation guidelines and a Past-Present-Future framework to guide meaningful data-driven career conversations.
Solution
Peopletree Group implemented a personalized career conversation framework, grounded in data and driven by insights. Using TalentPrint, we assessed each employee’s skills, behavioral strengths, experiences, and career interests, providing managers with a comprehensive profile for each team member.
The Past-Present-Future framework guided conversations, allowing managers to:
- Reflect on Past Accomplishments: Celebrate achievements and acknowledge key strengths.
- Discuss Present Roles and Skills: Assess current competencies and performance to understand alignment with career goals.
- Plan for Future Development: Outline actionable steps and growth opportunities aligned with both personal aspirations and organizational needs.
This approach, supported by research-based behavioral models, empowered employees to prioritize competencies for development, creating a foundation for successful career progression.
Our 3D Approach
- Integrated the company’s talent calibration process
- Collected behavioral strengths using Talentprint
- Integrated the company’s talent calibration process
- Collected behavioral strengths using Talentprint
- Integrated the company’s talent calibration process
- Collected behavioral strengths using Talentprint
Results
With data-driven insights and a structured framework, managers across the organization began having impactful career conversations that empowered employees to take ownership of their growth. This new approach nurtured a culture of leaders building leaders, where managers and employees alike are invested in continuous learning and advancement.
Peopletree Group’s support enabled the credit union to embed career conversations into its leadership culture, driving engagement, retention, and long-term success.
Ready to enhance your organization’s leadership culture?
Contact us to discover how Peopletree Group can help your managers become effective career coaches, supporting your team’s growth and performance.
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