Culture Boost Kit - Friday FINAL

Friday Overview

Theme: We are UMPQUA
ACTION: READ TO TEAM
We are fierce advocates for our customers, our fellow associates, our
communities and our business. We strive to make a lasting impression, to
advise our customers, be supportive to each other and to build better
communities. We are accountable, empowered, considerate and savvy. We
are Umpqua.

Motivational Moment: U M P Q (YOU) A
ACTION: COMPLETE WITH TEAM
This fun group activity is focused on associates' unique talents, ideas and
viewpoints that make us Umpqua.

Culture Clip: The Umpqua Five
ACTION: REVIEW WITH TEAM
At Umpqua, we’re all better-makers, and that means we push ourselves to
be just a little bit better. We don’t settle for the status quo, but ask, “Did I
give this my all?” And if not, we push just a little bit harder. Today, review
the Umpqua Five with your team.

Call to Action: Let’s Connect!
ACTION: SHARE WITH TEAM
The Connect Volunteer Network provides associates with paid time off to
volunteer for youth-focused organizations, schools and community
development programs. Today, let’s encourage all associates to commit to
their next Connect volunteer opportunity.

Team Fun: Giving Back. Community Responsibility. Pizza!
ACTION: CELEBRATE WITH TEAM
Today is a Jeans for a Change day. Treat your team to a pizza lunch.

Friday, November 6th

Motivational Moment: UMPQ”YOU”A
ACTION: COMPLETE WITH TEAM

Title: UMPQ”YOU”A
Materials/Preparations Needed: Six sheets of paper laid out in separate areas of the room with
markers for each. For large groups (20-30) six separate easels (or poster paper) attached to the walls
around the room. Write one of the following 6 letters (including the word, “YOU”) on each paper:
UMPQ”YOU”A. You will also need a timer or some way to move the group through the activity.
Facilitator Introduction: Umpqua’s culture is driven by associates like you who have a passion for
people and are empowered to make a difference for our customers, our communities and each other.
Each of us brings unique talents, ideas and viewpoints that result in the bank’s overall success.
Activity: For large groups, count off by 6 to form teams and place the teams in front of each respective
easel. For small groups, have each person stand in front of a sheet of paper (or easel). When the time
begins, associates will approach the paper and write one word that starts with the corresponding letter
on the paper that describes Umpqua or their experience at Umpqua; i.e., easel #1 words begin with U;
#2 words begin with M, etc.

*For #5, associates will write a descriptive adjective about themselves. Call time (probably 1 minute or
less for small groups) and ask the participants to move to the next sheet of paper/easel. Repeat until
everyone has had a chance to write on all the paper/easels.
*For a takeaway after the Motivational Moment, create a word cloud using the words written on the
sheets and send it out to the entire group via email. If you don’t know how to create a word cloud,
please contact Cultural Enhancement.
Facilitator Summary: This Motivational Moment brings together our individual uniqueness and shows
that together – We are Umpqua.

Friday, November 6th

Culture Clip: The Umpqua Five
ACTION: REVIEW WITH TEAM

The Umpqua Five are the traits that express powerful piece of our brand of community
Umpqua’s spirit and define better-making. No banking. It is our message that “We have your
single word stands alone. We’re a special mix of back, and we won’t run when the going gets
all of them, and it’s the true-to-life tension tough.” And that is for not only our customers, but
between the five that makes us different from our fellow associates.
everyone else. – So how do we bring these words
to life every day? HOW? Act with empathy and ethics. Give people
the benefit of the doubt. Put yourself in your
FRIENDLY – Umpqua’s friendly runs deeper than customers’ shoes. Treat them like the neighbors
a wave and a smile. It’s born from a genuine, they are. Partner with associates from across the
heartfelt caring for the people we serve as well as bank to make things happen.
our fellow associates.
PLAYFUL – This is what makes our culture and
HOW? Be a welcoming host. Go the extra mile. customer experience so much fun. Playful is
Act from the heart. Create Wow moments. good-natured, not forced or slapstick. We simply
Surprise and delight your customers and fellow know when to lighten things up.
associates.
HOW? Be yourself. Laugh. Give your inner
RESTLESS – It’s our spirit of empowerment at its optimist a high five – and while you’re at it, give
best. Being restless means not settling for “good someone else a high five, too. Surprise and
enough”, and it means not waiting around for delight in a fun way. Connect with the community
someone to tell us to make things better. in unexpected ways. Celebrate with your
customers and fellow associates.
HOW? Be curious. Ask questions (especially “why
not?” when it seems something can’t be done). SAVVY – We bring a world of financial know-how
Look for opportunities to improve everything, and to every community we serve. Savvy isn’t just
not just the big stuff. Sometimes the tiniest smart – it’s sharp. Street smarts and book smarts
changes can make the biggest difference. Go come together in a way that says “We’ve done our
deep to discover what your customers (both homework and we’ve been to this rodeo before.
internal and external) really need. Propose ideas Your trust is safe with us”.
and make change happen.
HOW? Never stop learning. Gain expertise in the
LOYAL – Being loyal is something most people subjects you enjoy. Get to know other experts
don’t expect from a bank, which is why it’s such a throughout the bank so when you don’t know how
to help someone, you can refer them to someone
who does. Take advantage of the learning
opportunities through the World’s Greatest Bank
University.

Friday, November 6th

Call to Action: Let’s Connect!
ACTION: SHARE WITH TEAM

The Connect Volunteer Network is Umpqua’s industry-leading paid time off volunteer program.
Associates are given paid time off to volunteer at youth focused organizations, schools and with
community development programs.
Need inspiration? As a team, visit the Community Responsibility Insider pages to learn about some of
the key issues we focus on as a company, like the connection between childhood hunger and
education, or the importance of summertime learning. We even provide some direct ways to get
involved!
Already have something in mind? Here’s how to determine if the organization you’d like to
volunteer with is Connect-eligible:
(You should be able to answer YES to the following five questions.)
1. Does the volunteer time specifically benefit youth or low/moderate income individuals?
2. Is the organization a non-profit/public organization?
3. Is the capacity in which you’ll be volunteering non-political and non-religious?
4. Do the beneficiaries of the volunteer time live within the general footprint of Umpqua

Bank (where associates live and work)?
5. Are the opportunities during your regular work hours?
Call to Action: Encourage each member of your team to commit to his or her next Connect activity and
schedule it in the time today by knowing the focus areas, visiting the Connect site and talking with peers
about their volunteer efforts.

Friday, November 6th

Team Fun: Giving Back
ACTION: CELEBRATE WITH TEAM

Today is a Jeans for a Change day. Remind your team that Jeans for a Change is a program
designed to offer associates the opportunity to support local non-profit organizations by wearing
jeans once a month. All associates have the opportunity to opt-in to the Jeans for a Change
program each quarter, and participation is voluntary.
There are lots of other ways to engage and make an impact on the community! Check out Community
Responsibility’s Insider pages to learn about Connect, the Community Contributions team, Associate
Giving and the available match, our current cause highlight, Learn to Earn, CRA volunteer opportunities
and much more!
Now, go buy pizza for your team and enjoy the time together. Charge your expenses to the new
expense type Culture Boost in Concur. If you have any questions regarding expense reporting for the
Culture Boost, contact Nancy Harris, Cultural Enhancement, 509-227-6693.

Friday, November 6th