Employee Learning Week The First Bank Financial Center

Employee Learning Week The First Bank Financial Center Story

Agenda 1. Our Story • • Who is FBFC How did “Training Camp 2012” come to life 2. How we accomplished it 3. Lessons Learned

Objectives Take away at least one valuable insight that you can incorporate to: 1. strategically plan for 2. simplify the execution of 3. minimize the cost of your (first or next) employee learning week which produces/surpasses your desired outcome(s).

The FBFC Story • 155 Years Strong - Founded in 1859 as Summit Bank • Oconomowoc Bancshares, Inc. (OBI) – Single bank holding company for First Bank Financial Centre (FBFC) • First Bank Financial Centre – 12 full service locations • Oconomowoc - Main, Summit, Brown Street, East Brookfield, West Brookfield, Germantown, Grafton, Hartford, Hartland, Menomonee Falls, Mequon and West Bend – 2 loan production offices • Menomonee Falls and Madison • Future Growth – TBD

The Evolution …into a Learning Organization

FBFC’s Training Camp

6 Step Process 1. Rally Your Team 2. Obtain Stakeholder Approval 3. Plan It 4. Brand Market It 5. Execute the Plan 6. Report the Results

Step 1 – Obtain HRTD Team Support Communicate your: • Purpose (your WHY) • Desired Outcome(s) – What do you need to do to achieve it – How are you going to do it • Success Measures

Step 2 – Obtain Stakeholder Approval • Present Your Business Plan/Project Charter – – – – – Objectives and Vision Business Reasons Project Description Scope Business Needs Assumptions Outcomes & Success Measures Project Team Timeline • Obtain Executive Approval • Present to Management Team

Step 3 – Plan It 1) Employee Pre-Survey 2) Select Learning Channels, Topics, Speakers, & Participants – Instructor-led Training – E-mail Tips – Intranet Articles Communication Tips - Who? - - Management, Employees, Facilitators, Contributors, Executive Management & the Board of Directors When? - Prior to the event During the event Post-event

Step 4 – Brand It. Market It. • Brand It • Be a Champion of Learning Communication Tips - Involve Management - Get on meeting agendas - Leverage ALL channels - Intranet, email, Lunchrooms, Meetings, HRIS homepage, etc.

Step 5 – Execute the Plan • • • ILT Intranet Articles Daily email – Learning Tips Learning Activities Participant Raffle Communication Strategy - External Instructor communications - Request for program details and bio along with contact information and directions - Thank you

Step 6 – Report the Results • 100% of employees participated in Training Camp • 45% of employees attended one or more classes. – Retail Banking at 65. 7%. • Over 33% of employees responded to a post-survey. . – 95% of the respondents indicated Training Camp was a valuable development opportunity and would attend a future Training Camp. • On a scale of 1 -5 (with 5 the highest), the overall average score of the 12 classes offered was 4. 5. Communication Tips - Send post-survey immediately following the event. Thank employees & celebrate successes. Share participant feedback with instructors. Send an executive summary to Management and Share Results in the next Board Report

Lessons Learned • Location, Location – Make learning easily accessible – Leverage technology • Timing is Everything – December • in Wisconsin… • is year-end • Employees want to do a better job…at their job – – More job-specific courses Less personal development More interaction and visibility of management Want to share what they know • Communicate More – Provide More Advance Notice – Work with Facilities for set-up/teardown • Reinforce the FBFC Brand – Involve Community Partners • Speakers • Participants

Contact Information Ann Lueth Human Resources & Talent Development, Director Work: (262) 560 -2037 Rachel Ojala Dumke Talent Development Project Manager Work: (262) 560 -2032 First Bank Financial Centre 155 W. Wisconsin Ave. Oconomowoc, WI 53033