MB360 Advisors LLC

Change can be challenging, often triggering emotional and psychological responses before teams fully adapt. The Kübler-Ross Change Curve, originally developed to explain grief, is a valuable framework for understanding how individuals navigate change in the workplace. The emotional stages experienced during change include: 1) Shock & Denial – Initial resistance and disbelief about the change 2) Anger & Frustration – Pushback and concerns about the impact 3) Bargaining – Attempts to negotiate or find alternatives 4) Depression – A period of uncertainty or loss of motivation 5) Acceptance – Recognizing the need for change and adapting 6) Integration – Fully embracing the new reality and moving forward By acknowledging these emotional stages, leaders can provide the right support at the right time—helping teams transition smoothly. Change isn’t just about process; it’s about people.

Every process has inefficiencies, but the key to process improvement is pinpointing the real pain points experienced by the people doing the work. Here’s how to get started: ?? Listen to the people involved – Employees and customers experience friction first-hand. Their feedback is invaluable. ?? Follow the data – Look for bottlenecks, delays, or recurring errors. Make sure to track those delays. Metrics don’t lie. ?? Map the process – Visualizing workflows highlights redundancies and gaps. ?? Ask "Why?" (5 times!) – The root cause is often deeper than the surface-level issue. ?? Observe the process in action – Seeing the process in motion reveals inefficiencies that reports might miss. Finding and fixing pain points isn’t just about efficiency—it’s about creating smoother, smarter systems that drive employee and customer success. #ProcessImprovement. Need help to refine a process? Ask us to help!

Welcome our new MB360 Advisors partner ScreenSteps! ScreenSteps — the world's first Knowledge Operations Platform — reduces supervisor burnout, increases employee independence, and decreases employee mistakes, by empowering them to transfer complex operational knowledge to employees, without overwhelming less experienced team members. This collaboration combines our industry experience and operational intelligence with ScreenSteps' expertise in Knowledge Operations. Together, we’re redefining how organizations operate — empowering them with the tools and strategies that advance their organization's priorities and mission by successfully meeting the knowledge transfer challenges of a complex and ever-changing world.

Bob Campbell, ACC, CEC's post reminds us that leadership isn't about the leader at all, but those people they have been entrusted to help on their journey. Thanks for sharing Bob!

Employee engagement isn’t just about improving—it’s about sustaining. We often hear about ways to boost employee engagement, but what about keeping it strong over time? Engagement isn’t a one-time initiative; it’s a continuous effort that requires attention and consistency. Ways to sustain high employee engagement: 1?? Keep Communication Flowing – Engagement drops when employees feel out of the loop. Regular check-ins, open forums, and leadership transparency ensure employees stay connected and heard. 2?? Evolve Recognition & Rewards – A one-time bonus is great, but long-term engagement requires ongoing appreciation. Mix formal recognition programs with spontaneous shoutouts to keep motivation high. 3?? Encourage Growth Beyond Promotions – Career development isn’t just about the next title. Providing learning opportunities, skill-building initiatives, and cross-functional experiences keeps employees challenged and engaged. Sustained engagement leads to stronger teams, better retention, and a thriving workplace culture. What strategies have worked for you in maintaining engagement?? #EmployeeEngagement #CompanyCulture #EmployeeExperience #PeopleFirst #FutureOfWork #MotivationAtWork?

?? Football Season Is Over…But Leadership Season Never Ends. ?? For the next several months, players, coaches, and teams will be in the trenches—reviewing game film, refining strategies, and pushing their limits to come back stronger. Leadership is no different. The best leaders don’t wait for game time to sharpen their skills. They invest in coaching, mindset shifts, and strategic growth to lead their teams to victory—no matter the season. At MB360 Advisors, we provide leadership coaching that helps professionals: ?? Read the field—develop situational awareness to make better decisions under pressure. ?? Call the right plays—communicate effectively and inspire action. ?? Build a championship culture—foster trust, resilience, and accountability. Just like football, leadership isn’t a solo sport. The offseason is when champions are made. Are you ready to put in the work? ?? Let’s connect and talk about how leadership coaching can take you—and your team—to the next level. Visit us at www.mb360advisors.com to learn more. #Leadership #Coaching #GrowthMindset #LeadershipDevelopment

The first 45 days of the year are where strategy meets execution. Year-end business planning sets the vision, but without clear, actionable goals, it remains just that—a vision. The key to success lies in how we translate those high-level plans into measurable progress in Q1. Here’s how to make the first 45 days count: ? Break Down Big Goals – Convert annual targets into 45-day sprints. What must be done NOW to stay on track? ? Set Leading Indicators – Don’t just track revenue or growth; focus on the actions that drive them (e.g., outreach volume, proposal submissions, or operational improvements). ? Create Accountability – Who owns each objective? What’s the cadence for check-ins? Consistent follow-ups keep goals from slipping through the cracks. The companies that win don’t just plan—they execute with urgency. How are you making the first 45 days of the year count? #GoalSetting #BusinessExecution #StrategyToAction #GrowthMindset

We love Simon Sinek's The Optimism Company! Are you reaching out and connecting with your co-workers and friends past and present? #networking #worklifebalance #connections

?? Did you know...MB360 Advisors is a consulting firm dedicated to helping financial institutions overcome today’s operational challenges? Our clients typically want help to fill a knowledge gap,?solve a process bottleneck, or assist with strategic planning. We are?looking forward to collaborating with industry leaders, partners, and new clients to make a difference.?Let’s connect and explore how we can support your business on its journey to success. www.mb360advisors.com #Consulting #BusinessGrowth #Innovation #Leadership #NewBeginnings #Strategy?

See what Kelly is up to at www.mb360advisors.com!