Member Journey Mapping Workshop

STARTS:
October 21, 2021
ENDS:
December 9, 2021
LOCATION:
Online Workshop
REGISTER NOW

Become Your Organization's Expert

In this virtual and interactive session, you’ll learn how journey mapping has a positive impact on your bottom line and member experience! You'll leave with tools to put it in action after the first two sessions.

The effort of designing and improving the member experience is never complete. After this workshop, you and your organization's team will be experts at journey mapping. Together, you will improve your outcomes for today, as well as for the long term.



Assemble your credit union's Member Journey Mapping team and plan to attend this three-session virtual workshop brought to you via Zoom.

You and your team will walk away with an understanding of how journey mapping can improve Member Ease of Use. We will show you the best practices for effective journey mapping as we discuss mapping in a collaborative environment.

Additionally, you will:

  • Learn how to implement cross-team collaboration
  • plan for content and modelling,
  • Create a new methodology for evaluating process effectiveness,
  • Develop a template for mapping journeys and auditing efforts,
  • Learn how to journey map for multi and omnichannel environments,
  • Gain much more!

Sessions 1 & 2 will cover all of the above, while Session 3 will be spent presenting your Member Journey Mapping plan to the group, discussing obstacles and breakthroughs you encountered, and sharing your feedback!

Who Should Attend? Anyone who wants to learn how to design a member touchpoint from the member experience point of view. Key member touchpoints are new account opening, lending, mobile banking transactions, to name a few, so anyone who is in charge of these areas or member experience, in general, would benefit from this workshop. Consider inviting representatives from operations, IT, marketing, branches, and the contact center.


WHEN:

Session 1: October 21, 2021; 1 p.m. - 4 p.m. ET

Session 2: October 28, 2021; 1 p.m. - 4 p.m. ET

Session 3: December 9, 2021; 1 p.m. - 4 p.m. ET

After Sessions 1 & 2, you and your team will work on a practical journey mapping exercise to present during Session 3.

WHERE:

VIRTUAL - After you register for the seminar, you'll receive a Zoom link to share with your team. (Only one person from your credit union needs to register.)  

WHO:  

ServiStar Consulting is proud to have Tansley Stearns as our workshop facilitator. Formerly of Filene Research Institute, she has helped dozens of credit unions leverage journey mapping and create stronger member experiences.

COST:  

This workshop is FREE to all ServiStar Member Experience Builder clients (past and current). For non-Member Experience Builder clients, the cost is $799 per credit union - send as many employees as you'd like.
Email Michelle@ServiStarConsulting.com if you have questions.

Meet our guest facilitator:

Tansley Stearns, Canvas Credit Union

Tansley joined the Canvas Credit Union family in April 2018. As Canvas' Chief People & Strategy Officer, she is amplifying the credit union’s ability to transform lives with her innovative marketing, brand, communications, and strategy efforts.

Enrich your credit union’s culture today.

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