CUNA

CUNA Mutual contacted Root to help create solutions to connect employees in the process of change including a series of Strategic Learning Map® modules
- Financial Services
- Launch and Implement
- Strategic Learning Map® Module

Change requires a transition – a reorientation that people need to go through before change can work. CUNA Mutual Group, the leading provider of financial services to credit unions and their members, had recently appointed a new CEO and senior team and were in the process of transforming the company at lightning speed. In communicating the business case for change, and due to a transformation in the Sales organization, the executives in that area recognized the need to understand how people react to change. They wanted to help the team assess where they were on a continuum of the stages in change. Most important, they wanted to provide tools and techniques to the Sales team to help them move through change as quickly as possible.

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