Boost employee engagement for better marketing
You did the research, set realistic goals, developed a tactical plan and now it doesn’t seem to be bringing in new loans/members/deposits, etc. What went wrong?
In working with credit unions all across the country on their marketing plans and execution, we have seen first-hand that there is one thing that can kill the success of your marketing…and that is poor employee engagement.
Here is a tried and true plan to get your employees engaged and excited to help drive the credit union’s success:
- Get their feedback first. Ask them questions about what they think the credit union should be doing to market to its members and potential members. No, you don’t have to employ every single idea, but spending time at the beginning of the process is critical for two reasons: it uncovers opportunities you might not have known about and it lets them know they are an important and valuable part of your team.
- Share the plan with them and any marketing collateral before it is launched externally. Once we complete plans for clients, we always do a “launch party” of sorts to build excitement, communicate the goals and reiterate that they are a crucial part of the credit union’s success.
- Share the results along the way! As part of the plan’s execution, build a separate plan for how and when you are going to communicate the progress on your goals. Separate your goals out by month to break up the annual goals into manageable chunks. Communicate successes early and often to build and keep momentum.
Soon, you’ll not only see noticeable difference in the success of your marketing efforts, but you’ll have better camaraderie and teamwork as a result.
