TESTIMONIALS
Our clients' success is our measure of success.
"Weyburn Credit Union had the pleasure of working with Nancy Findlay and her team in the design and roll out of a portfolio management workshop. Our credit union is moving from a service centred environment to an environment focused on relationships and advice. Our relationship building staff were not accustomed to working with a portfolio and needed a plan to move forward. We were very happy with the facilitator who was very knowledgeable in this area and created a safe environment for learning. and sharing. Our employees walked away from the workshop with a framework and the tools required to effectively manage their new portfolios. Even though the workshop had to be moved to virtual because of COVID the advisors were engaged and are excited to implement the learning into their daily activities. Performance Edge Plus was a collaborative partner to work with and I would highly recommend them to other organizations."
Val Ness, VP of Human Resources, Weyburn Credit Union
"Innovation Credit Union collaborated with Performance Edge Plus to customize and deliver a new leader training program. This program incorporated pieces of our other internal training programs in a natural and cohesive way and included: pre-work, a workshop, mini text-based reinforcement elements, augmented with a series of sustainment webinars for the participants. Nancy and the team were prompt and met all of the deadlines set out at the beginning of the process. Thanks for the great work and we will look to Performance Edge Plus for future training needs."
Kim Johnson, Talent Development Specialist, Innovation Credit Union
"Nelson & District Credit Union has worked with Performance Edge Plus since 2017, when we selected them to assist us in advancing our relationship based, member-centric sales and service culture. Beginning with a performance assessment to understand our organizations' objectives, strengths and development needs, they then worked with us to design, develop and facilitate a broad, integrated learning program involving all leaders, managers and employees. The impact of this great experience was captured in our recent employee engagement survey results. Selected measures included: Management Effectiveness - increased by 20 points, Growth and Development - increased by 17 points, and Job Satisfaction - improved by 13 points. We look forward to our continued partnership with Performance Edge Plus and would not hesitate to recommend them to others."
Thomas A. Murray, CEO, Nelson & District Credit Union
"Prospera has worked with Performance Edge Plus on three substantial projects. One e-learning program we needed to be designed, developed and ready for roll-out in under 3 weeks, and over the busy holiday season. Performance Edge Plus took up this challenge and exceeded our expectations on all accounts. Consistently, we have found the team to be extremely collaborative partners to work with, delivering on time, providing high quality work, and within the costs agreed upon. Without hesitation we would recommend partnering with Performance Edge Plus, as we will again. Prospera is very fortunate to have PEP as a partner."
Jayne Taylor, Vice President Strategic Transformation, Prospera Credit Union
"We leveraged our existing relationship with Performance Edge Plus for an eLearning development project for new processes. Nancy and team were able to work with our high level vision and come up with a series of interactive and engaging modules within the committed timeframe. David was the primary developer contact and did an outstanding job of seeking the right information from us to make sure the modules were thorough and of value add to our recent transformation. The team adapted to all the changes that naturally occur in the life of a large project and delivered on what they had promised. Thank you Nancy, David and team for a great product!"
Kinjal Manek, Senior Manager, Learning & Development, Canadian Western Bank
"Performance Edge Plus (PEP) developed a much improved Residential Mortgage Underwriting on-boarding package for our company on very short notice as our business volumes were quickly increasing, and we added new underwriters to our team. PEP compiled myriads of documentation and training tools we had scattered all over the place, and transformed it all into a highly professional and succinct package. PEP was incredibly collaborative and flexible to meet our tight deadlines in a highly customer service manner! "
Mitch Stolarchuk, Senior AVP & Manager, Canadian Western Bank
"We at CWB are excited about this relationship with Performance Edge Plus, and would extend a recommendation to anyone looking for a collaborative partnership with a Learning and Development provider.
We were looking for a facilitator to deliver 360 assessment results to leaders in our organization. CWB reached out to Performance Edge Plus and knew immediately that there was potential for a strong partnership. Nancy Findlay did a thorough job in assessing our needs as a Learning and Development team, and provided us with a quick and viable solution. I have been impressed with the level of service and support and the caliber of experience and professionalism by the Performance Edge Plus team. Jane was the experienced coach assigned to our leaders and we have received many positive accolades following the one-on-one debrief meetings she conducted. Jane is very personable and brought a high level of expertise and visible passion for coaching as she worked with our leaders."
“One of the best 360 assessment debriefs I’ve ever had. I thought I might be able to work on email while the coach ‘talked’ but not a chance! I did 80% of the talking and as a result, gained a great deal of knowledge and increased my level of self-awareness.” ~ CWB Leader
Kim Forseille, Senior Manager, Learning & Development, Canadian Western Bank
"Beaumont Credit Union selected Performance Edge Plus to assist with leadership development and sales engagement skills for our sales teams. Nancy and her team developed a program that is specific to the needs of our Credit Union and through this process brought our attention to the Canada-Alberta Job Grant Program to assist with the costs. As a result, our training programs are more robust and purposeful. We look forward to a long relationship and strongly recommend Performance Edge Plus as a key partner in leadership and staff development."
David Williamson, CEO, Beaumont Credit Union
"We had the pleasure of working with Nancy Findlay of Performance Edge Plus. Nancy and her team developed a successful Pre-Call Planning workshop for our Business Banking team focused on helping our staff proactively develop holistic relationships with members. Nancy collaborated with us throughout the project resulting in a workshop which was engaging, relevant, and customized to our needs. We were pleased with the workshop facilitators who were highly experienced and employees walked away with practical tools which were immediately implemented and form part of our current practices.
About one week after the pre-call planning workshop, a Prospera Business Account Manager applied his new preparation skills and successfully secured a new $2 Million deposit. The business member told us that he was blown away with the quality and relevance of his conversation with our Account Manager, and that made all the difference to him. This achievement was a direct result of the effectiveness of the pre-call planning workshop."
Michael Yeates, Vice President, Business Banking, Prospera Credit Union
"Performance Edge Plus was engaged to work with my team of Sales Managers, and we continue to use their services. We were seeking to identify the characteristics of our top sales performers and and understand each sales person, compared to our top performers, in order to more effectively coach them to higher levels of sales performance. We also wanted a tool to assist us in the hiring and selection process, increasing predictability of new hire success.
Performance Edge Plus understood our objectives and developed and delivered an integrated solution which now forms an integral part of our hiring process leveraging a customized assessment tool. Our sales managers attended a two day workshop to understand the assessment reports and developed the skills necessary to have effective coaching conversations with their direct reports to increase sales results.
One of the immediate benefits of the training program was the formal implementation of pre-call planning. Pre-call planning in conjunction with better communication between both the sales reps and their managers has helped the team bring added value to every customer meeting. Our team presents themselves in a more professional manner with focus on specific agenda items important to both parties. I have also noticed a more confident sales team which helps them deal with difficult situations that may not have been handled properly in the past. Performance Edge Plus was a collaborative partner to work with, and I highly recommend them to other organizations."
Brent Wetmore, Vice President Sales, Royal Building Products
“We have used Performance Edge Plus for two separate projects and in both cases were very pleased with the results. I would not hesitate to recommend Performance Edge Plus for projects in the area of sales and service training and Human Resources assessments, evaluations and development.”
Jeffrey Bayley, CEO, Canplas Industries Ltd.
“The net result was that our team came out feeling more positive about executing on a common agenda and good ideas were allowed to percolate to the surface and became actionable business imperatives. I would strongly recommend other businesses with similar needs to use the services of Performance Edge Plus.”
Andrew Moor, CEO, Invis Financial Group
“Performance Edge Plus was able to understand our needs and deliver what was promised on time and within budget. …always responded to our inquiries on a timely basis and showed flexibility in working with us in the particular way we do business. We feel we received both professional service and value for our training dollars. I can recommend her services without hesitation.”
Taras Pidzamecky, CEO, Ukranian Credit Union