Katie Luther is a Mortgage Servicing Supervisor at Royal Credit Union in Wisconsin, USA. This is her Finalist presentation that she gave at the Live Pitch Show as part of the 2020 CUES Emerge competition.

1. Katie
Luther
Mortgage Servicing Supervisor
Royal Credit Union
Wisconsin

2. Developing High Performers for
Non-Management Career Tracks
Katie Luther

3. Lead
Others
Lead
Leaders
Executive
Leadership
Traditional Career Ladder:
Top Performer!
P
R
O
M
O
T
E

4. Option 1: Nothing
53%
of employees are Not
Engaged
77%
of employees feel they are on their
own to develop their own career

5. Option 2: Promote to Leader
Option 1: Nothing
Leadership Track
Top Performer!
Newly Disengaged
Team Members
Before After

6. 33%
33%
33%
Option 3: High Potential Individual Contributor Program
Option 1: Nothing
Option 2: Promote to Leader

7. 33%
33%
33%
Phase 1: Qualification Phase
• Talent Review completed by leaders
for direct reports
High Potential Individual Contributor Program

8. 4 Block Scale Evaluation Guide

9. 33%
33%
33%
Phase 2: Identification Phase
• High Potential Individual Contributors
complete a Career Aptitude Survey
• High Potential Individual Contributors
begin selection process
High Potential Individual Contributor Program

10. Answer the below questions by rating the amount of time you
would prefer to perform the task indicated on a daily basis in
your ideal job.
Never
Minimally
(20% or less)
Sometimes
(20% - 40%)
Usually
(50% -
70%)
Frequently
(70% - 90%)
Always
(100%)
Helping and conversing with Members X
Solve complex problems (problems that do not have a known or
clear answer and require research)
X
Research and interpret guidelines or regulations from a third
party source
X
Manage my time throughout the day and make my own
determination of my tasks to determine what is priority
X
Test, research and implement new products or systems X
Keep a project on track for a period of time and that requires
multiple deadlines/collaboration from others
X
Evaluate a process and identify areas of improvement X
Complete tasks that are clear cut and vary from the procedure at
times
X
Build relationships with Members and maintain relationships
throughout their life stages
X
Work with other business units and help them find resolutions to
their processes/problems
X
Daisy’s Total: 0 3 2 2 2 1

11. Daisy’s Career Aptitude Survey Results
FOCUS COUNT PERCENTAGE
Technical 2 20.00%
Member Facing 1 10.00%
Research 3 30.00%
Creative 1 10.00%
Operational 2 20.00%
Analytical 1 10.00%
Total 10 100.00%

12. Technical Member Facing Research Creative Operational Analytical
Automation Analyst
Deposit Operations
Representatives
Risk Analyst Financial Education Electronic Payments Financial Analyst
Application Developers
Member Service
Representatives
Compliance / Risk
Management Specialists
Organizational Talent and
Recruiting
Image and Item Processing Senior Accountant
System Analysts MARs
Market Research
Coordinator
Community Engagement
Coordinators
Purchasing Accounting
Business Intelligence Analysts Business Loan Representatives Digital Analyst Grant and Giving Coordinator Project Manager Auditing
Solutions Architect Business Loan Servicing
Deposit Operations
Coordinators
Marketing Content Coordinator Business Support Assistants Accounts Payable
Application Analysts VP Business Lending Manager Payment Solutions Multimedia Marketing
Coordinator
Business Operations Coordinator Business Process Analysts
Database Engineer
VP Senior Business Loan
Officers
Deposit Operations
Specialists
Graphic Designer Mortgage Processing
IRS Reporting and Insurance
Specialist
Infrastructure Manager
VP Small Business Lending
Manager
Marketing Coordinator Mortgage Closing
Member Service Workforce
Analyst
Data Systems Administrators Consumer Lending Manager Digital Experience Architects Consumer Loan Underwriting
Technical Services Specialists Member Lending User Experience Designer Consumer Lending Operations
Business Systems Coordinator Comprehensive Lending User Experience Architect Business Loan Analysts
Technical Analysts Mortgage Loan Officers Technical Writers
Information Security Officer Mortgage Servicing Training Solution Specialists

13. 33%
33%
33%
Phase 3: Notification and
Planning Phase
• Notify target department leader and
meet as a group
• Work together to identify annual goals
that help everyone
High Potential Individual Contributor Program

14. Target Leader Benefits Current Leader Benefits
✓ Participant remain engaged and
challenged longer
✓ Developing their skills and
knowledge that they will bring to
the team
✓ More control and awareness –
anticipate turnover and prepare
succession
✓ High performer contributing to
tasks within your department
as a goal
✓ Opportunity for a current team
member to grow, mentor and
lead
✓ Opportunity to grow, develop and
be involved in a future candidate –
minimize the risk of hiring

15. Finance Organizational Agility
Digital Experience and
Marketing
Member Experience Lending Technology
Financial Analyst
Organizational Talent and
Recruiting
Digital Marketing Manager Deposit Operations Specialists
Business Loan Representative (Manager,
Supervisor, Reps)
Application Developers
Senior Accountant VP Community Engagement Marketing Content Coordinator Deposit Operations Representatives Business Loan Servicing
Business Intelligence and Analytics
Manager
Accounting Financial Education Multimedia Marketing Coordinator Deposit Operations Coordinators Business Support Assistants System Analysts
Auditing
Community Engagement
Coordinators
Graphic Designer
IRS Reporting and Insurance
Specialist
Business Operations Coordinator Business Intelligence Analysts
Accounts Payable Grant and Giving Coordinator Marketing Coordinator Member Service Workforce Analyst Member Lending Solutions Architect
VP Payment Operations VP Shared Project Services VP Digital Experience Member Service Representatives Comprehensive Lending Application Analysts
Electronic Payments Technical Writers Digital Experience Architects VP Retail Operations Consumer Loan Underwriting Database Engineer
Image and Item Processing Training Solution Specialists Digital Analyst Branch Managers Consumer Lending Operations Infrastructure Manager
Purchasing
Business Process Improvement
Manager
User Experience Architect Branch Supervisors Collection Manager Data Systems Administrators
Payment Solutions Project Manager User Experience Designer Branch Team Leads Collections Information Technology Manager
Corporate Risk Manager Business Process Analysts Market Research Coordinator MARs Loss Mitigation Technical Services Specialists
Risk Analyst Automation Analyst Mortgage Servicing
Compliance / Risk Management
Specialists
Risk Analyst
Database Engineer
Graphic Designer
Deposit Operations
Coordinator
Project Manager