Three Ways to Make Your Credit Union More Agile

November 12, 2020

This year, we’ve all learned a valuable lesson about organizational agility. It’s no longer a capability an organization should have but rather one an organization must have. To remain competitive and continue to deliver above and beyond service to members, agility is required. In times like these, credit unions cannot remain successful without the ability to efficiently and effectively pivot to meet the needs of stakeholders.


Credit unions are now faced with challenging and ever-evolving restrictions as a result of the coronavirus pandemic. As an organization, you have to juggle managing brick and mortar branches, operating and serving members virtually, all while maintaining strong collaboration among employees. These restrictions have and continue to require organizations to be flexible, adaptive and agile.

Many credit unions have been faced with the realization that they are not readily agile or able to shift to the new realities of delivering banking services to members.


If that realization resonates with you, there is a path to transform your culture to be more agile and ready for change. We’ve outline three key areas of focus any credit union can adopt to begin improving.

  1. Adopt a continuous learning culture: Embracing a continuous learning culture allows you to quickly recognize what isn’t working, fix issues and optimize processes. Use your learnings to discover where your people can be best allocated, how your credit union can provide the greatest value to members, and which customer journeys members need you alongside for. This includes understanding how to optimize the roles of your branch staff when external circumstances are forcing branches to remain closed to the public.
  2. Share best practices and learnings: Some teams within your organization will be better equipped to be agile than others. Leverage the knowledge and strength of your existing teams to support other teams who need to become more agile. The less agile teams can try tactics like having more short but frequent weekly meetings to discuss their progress, roadblocks and next steps. They can leverage collaboration tools to better communicate their progress on daily activities. Taking successful agile strategies and using them as examples for other teams in your organization can lead to enhanced collaboration and innovation. Once teams have examples of team-wide agility and can visualize the impact it has had, your employees will become more open to change as a consequence, allowing for even more agility in future.
  3. Reinvent how teams work and collaborate: Not only is it important for independent teams to collaborate and improve their level of agility, but this practice also needs to permeate throughout the organization. Ensuring that teams are not producing in silos and are intertwined allows for a culture that is truly agile, instead of creating a set of conflicting teams that are independently agile but struggle to bring it all together.

Now is the time to take on the task of becoming more agile. This pandemic has forced many credit unions to adapt, increase flexibility and maneuver in ways that could not have been anticipated. Ultimately, members still require the support and service that credit unions continuously deliver. Especially in these current conditions, take the time to identify where you need to adapt, and think about how transforming your culture to be more agile can benefit all stakeholders.

Three Ways to Make Your Credit Union More Agile