Working Genius Assessment
Find out what energizes your team, and watch your financial organization take off.
– WORKING GENIUS ASSESSMENT FOR FINANCIAL ORGANIZATIONS –
Your people show up every day, but are they giving it their all? The problem may not be the person. It may be where they sit in the workflow.
A Working Genius Assessment for financial organizations shows you exactly which types of work energize each employee and which ones drain them. With those answers, you can realign roles, balance your teams and build a workflow where everyone contributes at their best.
Reduce Employee Burnout Across Your Financial Organization
In a tight labor market, burnout makes every retention problem worse. When employees spend most of their day on work that drains them, even your strongest performers start looking elsewhere.
The Working Genius Assessment for financial organizations shows you which tasks give each person energy, so you can place them where they do the most meaningful work with the least fatigue. Pair it with leadership training so managers know how to use those insights in daily conversations, not just in a one-time session.
Heighten Team Productivity
Your financial organization has big goals, and lapses in productivity slow every one of them down. Most slowdowns aren’t about effort. They come from people stuck in stages of work that frustrate them.
Understanding what invigorates each employee helps you close those gaps and get more from the team you already have, which makes it easier to deliver on the priorities set during strategic planning.
Build a Clearer Workflow For Your Financial Organization
Projects stall when nobody is quite sure who owns what. The Working Genius model gives your team a shared language for every stage of work, from the first idea to the finished project. Leaders and staff can see where handoffs break down and who is best equipped to move each stage forward.
The Working Genuis Assessment Process for Financial Organizations
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.
What to see how to leverage your team strengths with a Working Genius Assessment?
Read more here: Leveraging Bank and Credit Union Leadership Team Strengths with Working Genius
Testimonials
“The Working Genius experience has been fantastic for us. It was very enlightening. It was interesting to see not just a personality test, but a productivity test. We can now be more efficient and work better together.”
Pegeen Singley
SVP of Administration, Centric FCU
“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
Research by Oxford University shows that happy workers are 13% more productive. What are you going to do about improving happiness and productivity at your workplace?
FAQs: Working Genius Assessments for Financial Organizations
What is a Working Genius Assessment?
How is Working Genius different from a personality test?
Why should financial organizations use the Working Genius Assessment?
What happens during a Working Genius session?
Every participant completes the assessment ahead of time. During the session, a Certified Working Genius Facilitator walks your team through how the workflow functions, what each person’s results mean and where everyone fits. We then help you put the results into practice both on-site and after the session.
Who should take the Working Genius Assessment?
Any team within a financial organization can benefit, from executive teams and boards to branch staff and department leaders. It’s especially helpful for teams dealing with burnout, stalled projects or frequent friction between departments.
How much does a Working Genius Assessment cost for a financial organization?
Cost depends on the number of participants and the format of your session. Book a free consultation to get pricing specific to your team.
