Don't forget these three onboarding features
Credit unions often overlook these three helpful features of CEO onboarding programs:
1. Lists. Important details can be lost in the shuffle during the onboarding process—such as expiration dates and other milestones for contracts with outside vendors (i.e., health insurance, bond coverage), and contacts at those companies.
“During those first three months, I had no idea what the dates were until vendors called or emailed,” says Sandi Carangi, CEO at Mercer County Community Federal Credit Union in Hermitage, Pa. “I would have loved a cheat sheet.”
2. Team building. It’s essential for the new CEO to build rapport and relationships with staff to ensure a smooth transition.
“Team building is critical to success when the outgoing CEO is gone,” says Amey Sgrignoli, CEO at Belco Community Credit Union in Harrisburg, Pa.
3. Priorities. Having a list of key areas or items to focus on, such as the importance of building a strong relationship with the board, can ease the transition to the new role, says Scott Wilson, president/CEO of SeaComm Federal Credit Union in Massena, N.Y.