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Performance Management

Leaders Building Leaders: Data-driven Career Conversations at Scale

Transforming Leadership Culture Through Data-driven Career Conversations

Financial Services
United States
Large enterprise
Ongoing
Past-Present-Future
Conversation framework
Data-backed
Development plans
Improved
Retention outcomes
Scalable
Across all managers

Overview

A large American credit union in the financial services industry needed to establish consistent, high-quality career conversations across the organisation. Managers needed a framework and actionable insights to guide discussions, identify growth opportunities, and ensure each conversation was personalised to the employee's strengths, career goals, and development needs.

The Challenge

The credit union's goal was to establish consistent, high-quality career conversations across the organisation. Managers needed a framework and actionable insights to guide discussions, identify growth opportunities, and ensure each conversation was personalised 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.

The Solution

Peopletree Group implemented a personalised career conversation framework, grounded in data and driven by insights. Using TalentPrint, each employee's skills, behavioural strengths, experiences, and career interests were assessed, providing managers with a comprehensive profile for each team member. The Past-Present-Future framework guided conversations, allowing managers to reflect on past accomplishments, discuss present roles and skills, and plan for future development with actionable steps aligned to both personal aspirations and organisational needs. This approach, supported by research-based behavioural models from the Talent Genome framework, empowered employees to prioritise competencies for development.

The Results

With data-driven insights and a structured framework, managers across the organisation 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.

Related Solution

Great conversations need great data. Add 360-degree feedback.

Career conversations are only as good as the data behind them. TalentPrint Plus adds 60-competency depth and 360-degree feedback from peers and leaders - giving managers a complete picture of each team member's strengths and development areas.

Explore TalentPrint Plus
Take the Next Step

Connect development conversations to succession planning.

The credit union built a strong development culture. The natural next step is connecting that data to succession pipelines - identifying which employees are ready for critical roles and building readiness plans for those who aren't yet. Peopletree's Succession Management solution does exactly that.

Explore Succession Management

Products Used

TalentPrint

Behavioural assessment providing the data foundation for personalised career conversations.

Talent Genome

Research-based competency framework providing the common language for development discussions.

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