Board goals owned by
MSRs and FSRs.
Built for you.
We turn the growth number you just committed to into a monthly number everyone in the branch and support staff own before the year starts, so you know who’s behind while there’s still time to catch up.
When small credit union CEOs come to us in planning season, they often say:
“We came up short this year, and I’ve told myself next year won’t go the same way. But when we break it down, it typically stops at our management team.”
“My COO is the natural person to own it, and she’s so covered up right now I don’t want to give her anything else.”
“Goals get set at the planning session, then live in a spreadsheet. Core reports credit the branch, not the person, so someone tracks each individual by hand.”
The goal build for credit unions, done for you before the year starts.
On January 1, every MSR, FSR and branch manager knows their number for the month. Each check-in shows who’s green and who’s red, and a red goal goes on that person’s next 1:1 conversation. Freeing up your COO to do her job.
01
We build it with you
Once, in planning season. Your board number split across branches by market size, then a monthly number for every person set in All Elements.
02
One goal. One owner
A short workshop walks your managers through it, so every MSR and FSR starts the year knowing their number.
03
Catch it the month it slips
A slow month shows up that month, not in Q3. So you see it while there’s still time to catch up.
Go beyond spreadsheets. Spread ownership.
The alternative is your head of operations building it in a spreadsheet on top of her real job. Or a planning consultant who’s a big help in the fall and gone by January.
- Your board number split across branches by market size
- A monthly number for everyone, live January 1
- A named owner for the monthly check-in, set before we start
- A short goals workshop with your managers
- An end of Q1 pace review, so you adjust in April, not August
- The software your team runs the monthly check-in in, for the full year
Continuous Feedback, Continuous Growth—Made Simple
Clear goals drive performance. Performance fuels feedback. Feedback refines goals—creating a simple cycle of continuous growth and progress.
Clear Goals That Drive Performance
All Elements transforms insights from feedback into clear, personalized goals. Tailored to each employee’s role and career path, these goals drive development and performance. By aligning individual goals with team objectives, employees stay focused, engaged, and on a path to success.
Effective 1:1s for Alignment & Progress
All Elements helps managers run structured, goal-driven 1:1s that align teams and track progress. Our platform fosters open conversations, identifies development opportunities, and helps navigate difficult conversations. With consistent, meaningful 1:1s, managers create a culture of alignment, accountability, and growth.
Effortless, Automated Reviews –
No More Hassle
Put performance reviews on autopilot. All Elements connects continuous feedback with goal tracking to provide meaningful, real-time performance insights. No more waiting for year-end reviews—employees get actionable feedback that drives growth and improvement in real time.
Don’t take our word for it
Read what some of our amazing customers have to say about how All Elements has helped them bring consistency and focus to their 1:1s.
Allowing the employees to pick a topic is a great feature. Our 1:1s are more meaningful now.
My 1:1s are more organized. You’re [All Elements] making People management foolproof.
I really look forward to my 1:1s. That’s never happened before in my entire career.
Love the [1:1 meetings] template and the fact that both of us can set agendas and take notes together.
Using All Elements helps us get more clear on what it takes to succeed on our quarterly rocks.
Importing [goals] from spreadsheets saves us significant time.