AIM Recognition Program: Overview of New and Enhanced Program Manager Training, 2008 © 2007 Wells Fargo Bank, N.A. All rights reserved. The entire presentation is confidential. Distributing or sharing this presentation in any form to anyone who is not a Wells Fargo team member is prohibited. 1 Agenda History of AIM AIM Today Manager Role Why the New Changes New Award Types • • • • Overview of Each Award Type Nomination Examples Shining Star and On The Spot Accumulation AIM Trivia The Nomination Game AIM Website Tour Questions 2 History of AIM 2002 – Focus Groups and Voice of the Team Survey Results Revealed: • • • • • • The need for recognition No consistency of recognition across business lines No purpose behind recognition No tracking or reporting Distribution was inefficient and untimely Documentation was difficult and paper intensive 2003 – AIM Recognition Program Successfully Launched • Used primarily by the Business Banking Support Group (BBSG) 3 AIM Today Electronic, web-based tool Easy, consistent way to give and receive recognition Program and business line tracking and reporting available • Channel for identifying annual Sales and Service Conference and AIM Recognition Event winners Faster distribution of awards Used by five different business groups and still growing Several enhancements made based upon ongoing team member and manager feedback 4 Manager Role Use AIM yourself to recognize your team members, peers, manager and business partners Review team member nominations carefully to ensure they are classified under the appropriate award type • Approve or decline nomination in a timely manner • Change award type if necessary Encourage internal customers/business partners to use AIM to recognize your team members’ performance, as appropriate Distribute hard copy awards and pins in a timely manner Utilize tools within the AIM site to stay current in recognition • Reports, Pending Approvals, MyAIM • Coming Soon - Get To Know You and Resources Section 5 Why the New Changes Manager and team member focus groups indicated the need for: More options to give meaningful recognition • Something missing between My Customer Said, WOW! and Service Starts with Me awards • Would like ability to accumulate to greater awards • Give all team members the opportunity to be recognized More clear and specific criteria • Specify the difference between the award types • Provide examples of appropriate and meaningful nominations • Share tips to help nominators get started 6 New Award Types Instant Recognition • • • • • Thank You Welcome to the Team Congratulations Happy Birthday Anniversary On The Spot Shining Star Service Excellence Star Manager Diversity Champion Star Team 7 Instant Recognition Objective To instantly recognize the efforts, accomplishments and/or significant moments of fellow team members Examples: Thank You, Welcome to the Team, Anniversary, New Baby Selection Process No manager approval; electronic cards sent directly to recipients Recipients are not considered in the quarterly selection process What You Can Receive Instant appreciation and recognition 8 Instant Recognition – Nomination Examples Thank You Tim, thank you for always helping me with my supply orders. If I accidentally enter an incorrect number, you are always willing to help research the correct information to be sure I get the item I need. If I have an emergency request, you are the first to raise your hand to help. I appreciate all that you do. You are a great asset to this group! Thank You! Congratulations Congratulations, Megan, on passing your project management certification! You worked hard in preparing for this test, and your studies paid off. Well done! 9 On The Spot Objective To recognize work/assistance on a one-time event or specific project Selection Process Approved by the nominee’s direct manager Not included in the quarterly selection process What You Can Receive Nominees: Certificate and pin Winners: Winners are not selected for this award 10 On The Spot – Nomination Example Lela went above and beyond in assisting me with a letter of credit. I had not done a letter of credit before, and my customer needed the process completed in a rush. Lela was more than happy to educate me about the process and understood that I needed things processed quickly. Her attitude was always positive, and she really partnered with me to get this done quickly for my customer. As a result of Lela’s excellent teamwork and dedication to the task at hand, my customer had a "WOW" experience. I also gained knowledge about the letter of credit process, making me a more efficient banker. Thank you so much Lela! I really appreciated your help. 11 Shining Star Objective To recognize team members who demonstrate consistent, solid performance and/or provide exceptional service to internal or external customers Selection Process Approved by the nominee's direct manager Winners are selected by committee each quarter What You Can Receive Nominees: Certificate and pin Winners: Additional certificate, pin and $25 in Premiere Choice Awards 12 Shining Star – Nomination Example Dawn is a vital part of our team, and her contributions are numerous. Dawn is highly dedicated to our Q12 and diversity initiatives. She presents different topics in many of our team meetings. Sometimes these topics can be difficult to present, but she handles the topics with the class and respect they deserve. Recently, she led us through an exercise to better understand the strengths of everyone on our team. As a result, we now know who to partner with on tasks that might be difficult or challenging to complete. Everything she does becomes a truly memorable occasion. Dawn is a great team member, great co-worker and someone I consider to be a great friend. I can always count on her to give me a straight answer to any question I ask, and she is the first to raise her hand to help on a project. Thank you, Dawn, for being yourself and providing all that you do for our team. 13 On The Spot and Shining Star Accumulation Overview In most groups, three Shining Star OR three On The Spot nominations in a rolling six month period can accumulate to one Service Excellence nomination. Shining Star and On The Spot nominations cannot be combined. Process During the nomination review process, you will be asked to indicate if that particular Shining Star or On The Spot nomination is eligible for accumulating towards a Service Excellence Award. After accumulating three Shining Star or On The Spot nominations, the award will show as a Service Excellence Award on the Reports page. 14 On The Spot and Shining Star Accumulation View Sample Through Web Safari. 15 AIM Trivia: True or False 1. Instant Recognition requires manager approval. 2. On The Spot winners are selected quarterly. 3. The Shining Star Award recognizes the hard work of the unsung heroes of our teams. 4. Shining Stars demonstrate outstanding performance on a specific task or project. 5. Two On The Spots and one Shining Star can accumulate to a Service Excellence Award. 16 Service Excellence Objective To recognize team members who consistently meet or exceed their service level agreements or other established objectives Manager Role Use this award to recognize consistent/top performers on your team Make meritorious On The Spot and Shining Star nominations eligible for a Service Excellence Award Selection Process Approved by the nominee's designated manager Winners are selected by committee each quarter What You Can Receive Nominees: Certificate, pin and $25 in Premiere Choice Awards Winners: Additional certificate, pin and a cash award of $200 17 Service Excellence – Nomination Example Rick, I am so proud of you for exceeding your goals for the past three months. You received several outstanding level 5 Quality Assurance reviews, which in turn raised your compliance level. I appreciate all of your hard work and dedication. The personal touches you bring to your work add so much. I appreciate all that you have done for the team and the contributions you make to the center by consistently meeting your core MPP. Your hard work does not go unnoticed. You are doing extremely well in your customer service and business partner skills as well. Keep up the great work! 18 Star Manager Objective To recognize managers and supervisors for their leadership abilities and/or proven results Selection Process Approved by the nominee's direct manager Winners are selected by committee each quarter What You Can Receive Nominees: Certificate, pin and $25 in Premiere Choice Awards Winners: Additional certificate, pin and a cash award of $200 19 Star Manager – Nomination Example I’ve had the privilege of working with Chris for almost two years. I couldn’t have asked for a better boss and role model – he is committed to working as a team. I don’t think Chris realizes he is a teacher at all times - to him there really is no such thing as a “stupid question.” I have seen him knee deep in conference calls, projects and deadlines and still he will make the time to talk to a team member that needs to meet with him. Witnessing this has been awesome for me. Chris’ commitment and support of diversity, education, mentoring and training is obvious in his daily actions. He always treats everyone as equals and with respect. Another amazing thing about Chris is when he talks to people or co-workers at any level, he talks to that person, not judging them first by their status or ranking. Keep doing what your doing Chris, because it works! 20 Diversity Champion Objective To recognize team members who promote and support diversity and/or volunteer in their communities Selection Process Approved by Nominee's direct manager Winners are selected by committee each quarter What You Can Receive Nominees: Certificate and pin Winners: Additional certificate, pin and a cash award of $100 21 Diversity Champion – Nomination Example John is well deserving of being nominated as a Diversity Champion. John has been a part of the BBSG and Credit Diversity Council and has taken an active role in bringing diversity awareness to everyone. He has even taken on the role of presenting diversity topics to the department twice a month. The topics are wide ranging and have created some outstanding discussions. The example that John is setting for the team takes diversity from a topic that is discussed to a way of life within the department. Thank you, John! 22 Star Team Objective To recognize a team’s collaborative spirit and significant accomplishments Selection Process Approved by the direct manager of the lead name on the nomination Winners are selected by cross business line selection committees each quarter What You Can Receive Nominees: Certificate and pin Winners: Additional certificate and pin, a congratulatory meeting with senior management and a $25 Premiere Choice Award 23 Star Team – Nomination Example Emma and her team really made the recent BLAST covenant enhancement process a success, and I could not have gotten through the requirements, testing and process without them. Each team member provided their own individual support in either walking me through Net Meetings on how to complete various functions within BLAST, testing functionality and following up on items that made the difference in sign off. They were all supportive and a terrific resource on the who, what, when and where of the UAT cycle. Thank you all for your efforts and willingness to assist. You are truly a star team! 24 The Nomination Game Objective After reading the following nomination write ups, identify the appropriate award type for each. Reward Increased understanding of the new AIM award types! 25 The Nomination Game Nomination #1: Angie, I am nominating you because of what you did to help me today. I requested your assistance with a pre-approval certificate. Although it was time for you to go home for the day, you took your time to assist me. You assisted me with a smile and the extraordinary business partner skills that you possess. Thank you so much. 26 The Nomination Game Nomination #2: I appreciate the time you took to review my spreadsheet. After looking at the data for two days, everything began to look the same. It was nice to have a fresh pair of eyes to double check my work. I am more confident in the accuracy of the spreadsheet because of your help. 27 The Nomination Game Nomination #3: I am nominating Chad for his outstanding performance as a business phone banker. As a neighbor and team member, I am always overhearing his incredible customer service. He has all of the determination that a phone banker needs to be successful. I have learned a lot about what it means to be a business banker from Chad’s examples. He willingly shares his tips and advice to help me grow in what I want to do. He even offered to let me sit and observe some of his calls. Thank you, Chad, for all the ways you have helped me. 28 AIM Website Tour In addition to the new award types, the AIM website also has a new look and new features. Let’s take a moment to explore! • AIM Website: http://bbg.wellsfargo.com/AIM/home.aspx 29 Questions Thank you for taking the time to learn about the new AIM Recognition Program. Give the gift of recognition - a few minutes of your time today could make a big difference tomorrow and in the future! 30 Feedback Please take a moment to complete a short survey on today’s training. Also, take this opportunity to request more information on individual team sessions. 31