For credit union leaders
360 feedback built for credit union leadership.
For leaders at every level, from member service supervisors and branch managers to directors, VPs and the executive team. A 360 that reflects how credit unions work: member first, people focused and grounded in your values.
Regional VP
Member service rep
Lending manager
Teller supervisor
Fellow branch manager
Branch Manager
“Delivers results without burning out the team”
“Always makes time to coach me”
“Could loop us in earlier on member issues”
“Could explain the why behind changes”
“Generous with ideas that work”
One example: a branch manager's 360. Every leader's circle looks different.
“I've worked with banks and credit unions in both Canada and the US. Credit union leaders care deeply about their members and their teams, and they deserve honest feedback about how they lead. A well-run 360 gives them that.”
Drew Bird, Founder, ClearPoint360
The challenge
Credit union leaders are promoted for great service. Then they have to lead.
Many credit union leaders rise from member-facing roles into supervising, then managing branches and departments. They know how to serve members, but few get structured feedback on how they lead. Without it, small issues grow quietly:
- Leadership that varies from branch to branch
- New supervisors left to figure it out alone
- Succession gaps as experienced leaders retire
- Turnover among member service staff
- Silos between branches, lending and operations
- A member experience that depends on the location
The instruments
A 360 for every level of your credit union
From your newest supervisor to your executive team, start with the 360 that fits the role. Each one has 40 items across five areas plus three written questions, and takes raters about 15 minutes.
Front-line
Front-Line Leader 360
Member service supervisors, team leads and assistant branch managers, especially in their first year leading people.
Mid-level
Mid-Level Leader 360
Branch managers and managers of managers, balancing member service today with developing the people who deliver it.
Senior
Senior Leader 360
Directors and VPs leading lending, operations, member experience and other functions.
Executive
Executive Leader 360
CEOs and executive teams shaping strategy, culture and results across the credit union.
Built around your values
A 360 that reflects how your credit union leads
Most credit unions have values their staff and members know well. We can shape your 360 around them, so the feedback measures the leadership your credit union actually asks for.
- Tailor one of our 360sSwap or add competencies from our library to match your priorities. +$100 per leader.
- Build on your own frameworkA fully custom 360 based on your values or competency model. From $2,000 one-time setup.
Who gives feedback
Every perspective that matters, in one report
Baseline
Self
The leader's own view, the starting point for every comparison.
Manager
Manager
The person the leader reports to, from a branch or regional manager up to the CEO.
Direct reports
Their team
The people who experience the leader's leadership every day, from tellers and member service reps to department heads.
Where relevant
Peers
Colleagues at a similar level, such as fellow branch managers or leaders in lending and operations.
Optional
Board
For the CEO and senior executives, board members can take part at your discretion. Anonymous like every group.
Your structure, your language. Rater groups are set during configuration and named to match your credit union, whether that's branches, regions, departments or your board.
How it works
We run the whole process, so your team doesn't have to
Step 1
Configure
We set up the 360, name rater groups and agree on who takes part, including which groups give feedback.
Step 2
Launch
Invitations go out in as little as 48 hours, with clear instructions for every rater.
Step 3
Collect
Automated reminders and completion tracking, with responses kept confidential.
Step 4
Report and debrief
A clear report for each leader, with a coaching debrief available through our Fully Managed plan.
The team
People who understand credit union leadership.
Drew Bird, Founder. 20+ years designing and running 360 feedback in organizations, including work with banks and credit unions in both Canada and the US. Accredited EQ and AQ Master Trainer, Executive Faculty at the University of Alberta, MSc in Organizational Psychology, MA in Leadership, and author of The Leader's Guide to Feedback.
The method behind it
The Leader's Guide to Feedback
The thinking that shapes every ClearPoint360 process: how to give, receive and use feedback so it actually changes behaviour.
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Talent development executive with 25 years' experience, who has guided hundreds of leaders through 360 feedback. ICF PCC and certified Human Capital Strategist.
More than a decade running assessment and 360 processes at The EQ Development Group and ClearPoint360.
Helps organizations close the gap between how leaders intend to lead and how they're actually experienced.
Questions
Credit union questions, answered
Does it work for smaller credit unions?
Yes. There's no minimum number of leaders, so you can start with one person and grow from there.
Can the 360 reflect our values?
Yes. You can tailor any of our four 360s with competencies from our library for an extra $100 per leader, or we can build a fully custom 360 on your own values or competency model, from $2,000 one-time setup.
Can we use it for a whole leadership program or academy?
Yes. The cost per leader is the same whether you start with one branch manager, your senior team or a full cohort of new supervisors.
How is confidentiality protected?
Responses are anonymous and reports show aggregated results by rater group. If fewer than three people respond in a group, that group's ratings are withheld to protect anonymity.
Does our board have to be involved?
No. Board participation is optional and only relevant for the CEO and senior executives. When board members do take part, their responses are anonymous, just like every other group.
How long does it take?
Invitations can go out in as little as 48 hours. Most 360s take three to four weeks from launch to report.
Get started
Let's talk about your leaders.
Book a discovery call to see the 360 and a sample report, or send us a question and we'll reply within one business day.
Book a discovery callThanks, we've got your question.
We'll get back to you within one business day. In the meantime, take a look at our sample report.