Working Genius Assessment
Understand what gives your employees energy…and watch your institution take off.
– WORKING GENIUS ASSESSMENT–
You have people showing up to work…but they aren’t giving it their all. Is it a problem with them? Or a problem with where they’re positioned in the workflow?
A Working Genius Productivity Assessment will tell you what types of work make your employees thrive. Then, you can optimize your workflow to create a thriving institution.
Reduce Employee Burnout
In this labor market, a burnout-producing work environment is only going to make your retention problems worse. Understand what jobs give energy to your employees and place them where they’ll do the most work for the least fatigue.


Heighten Productivity
Your institution has a lot to accomplish, so you can’t afford lapses in productivity. Discovering what tasks frustrate or invigorate employees is vital to maximizing your workforce’s potential.
Revolutionize Your Workflow
It’s hard to complete projects when the workflow is vague or poorly understood. The Working Genius tool provides a clear way to understand your workflow from ideation to project completion.

Our Process
1. Assessment
All participants take a Working Genius Assessment to identify their geniuses, competencies and frustrations.
2. Session
One of the only Certified Working Genius Facilitators in the financial industry will explain how the workflow functions and where everyone fits into it.
3. Implementation
Both on-site and following the session, we’ll help you understand how to put your staff’s Working Genius results into practice for the benefit of your institution.
Testimonials
“I wanted to share with you some of the amazing feedback that I have received after our Team Training. From one of the employees, I received a thank you email. She said that it really helped her see where her manager and teammates were coming from. For me, it was all great!”
Melanie Kennedy
CEO, Southwest Financial FCU $80 million assets