The Problem: A mid-sized community bank with 200 busy employees needed training that would inspire creative thinking about leadership, build strong teams, and be finished in the course of a two-hour lunch workshop.

The Solution: Provide a variety of CRM training videos that motivate and connect by showing real people in everyday work situations, including Teamwork in Crisis, Leaders of Character: Leadership – The West Point Way, and Taking Charge of Change. Customize each course to provide just the right amount of material necessary for a truly meaningful Lunchtime Learning session.

The Success Story: For some employees, combining a hard-earned lunch hour with a leadership lecture wasn’t initially palatable. But once the monthly Lunchtime Learning sessions started rolling, the voluntary classes filled quickly and latecomers were being turned away at the door. These segments are now very much looked forward to, combining reward and recognition with practical, memorable training ideas.

Initially, segments of videos were shown in order to fit the allotted time frame. As the popularity of lunchtime training grew, the bank expanded on some of the themes and took them company wide. For example, Taking Charge of Change was initially formatted for the Lunchtime Learning workshop and became the foundation resource for a longer training session for all bank employees. Using the Leader’s Guide as a backup to the lesson plan, the company was able to custom design programs that engaged employees at many levels.

In addition, training leaders report positive feedback from managers at all levels who have taken bits of the training, including the ice-breaker and skill set activities, to their own staff meetings and inter-departmental planning sessions.

One training leader praised CRM Learning video materials for providing rich content in a concise format, and said “I find these programs give our instructors an array of valuable topics to cover, with a minimal amount of preparation and development time.’’