Young Professional Leadership and Career Development in North ...

ole. Individuals who fall into positions unexpectedly are often
unprepared for the responsibility or, worse, fail to take the responsibility
seriously. Removing the proactive and self- directed component
from a leadership training program is a recipe for disaster.
While the program has experienced minor changes since it first
began, Ismael’s original educational plan remains largely intact. The
program is designed to be completed over a two-year period, with
quarterly accountability for goals. Specific components of the program
are outlined below.
Management and Leadership Training
• Over the course of the program, attend six leadership workshops
and follow each one up with an action plan for using the information
received to improve your department:
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Coaching and Mentoring
Counseling and Documenting
Employee Development and Performance Evaluations
Progressive Discipline, Separations, and Leaves of Absence
(LOAs)
The 5 Questions Every Leader Must Ask
Time Management
• Complete four hours of online training each quarter in any one of
the following areas:
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Computer training
Business skills
Communication
Leadership and management
Strategic planning
• Read one management book each quarter and complete a onepage
summary on the key principles of the book and how you
will apply them to your department.
Credit Union Operations
• Meet for at least one hour with each of the managers of CU
SoCal’s 12 major units, plus one branch manager of your choice.
Discuss what each of the departments does in order to gain a
high-level understanding of the full range of operations at the
credit union.
• Working with your manager and the vice president of Service and
Development, select one of the credit union’s governance committees
(Service, Compliance, etc.) to participate on.
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