I teach bank and credit union leaders how to fix their broken internal, leadership and team communications. After nearly a decade of leading comms teams in financial institutions, I've seen the patterns and the small shifts that change how people hear, respond, and trust.
In internal communication, it’s tempting to include everything. Leaders want to be thorough, and teams want to make sure nothing is missed. But when a message tries to cover every detail, it often becomes harder to read, and even harder to apply. Clarity begins with the decisions made before the writing starts. When the purpose is defined and the message is shaped with that goal in mind, the result is easier to read and apply. What does the reader need to know right now? What action, awareness, or understanding should they walk away with? When that purpose is clear, the message becomes easier to shape. Writing for clarity means putting the most important points where they’re easy to find, using plain language, and guiding the reader through the message with intention. It also means letting go of the need to include every detail in one place. When something can be linked, scheduled for a follow-up, or documented elsewhere, it doesn’t need to be repeated in every message. This approach respects the reader’s time and makes communication more useful without making it shallow. A clear message includes the right context and presents it in a way people can take in and use without extra effort. It helps them act faster, ask better questions, and stay aligned without having to reread or decode what was sent. When clarity becomes a shared standard, communication starts to move more smoothly across teams. People know what to expect when they open a message, they can find what matters without searching for it, and that small shift in how writing is approached makes a lasting difference in how work gets done.
When communication moves fast, it’s easy to default to information dumping. Project updates, policy changes, reminders, timelines; everything gets included, just in case it’s needed. The intent is to be thorough but without framing and focus, people are left to sort through it all on their own. Clear communication gives people a way to understand what’s important, why it matters in the current context, and what action they need to take. That forces you to make choices because not everything belongs in every message. When information is presented without structure or emphasis, it becomes harder for people to find the part that applies to them. Framing creates context by giving the message a clear starting point; often just a short opening that explains what’s changing and why it matters, so the rest of the message has direction. Focus helps by limiting the content to what people need now, with a clear path to find more detail if they end up needing it. The goal is to make messages more usable, clear enough to scan quickly, structured enough to act on, and focused enough to keep attention where it’s needed. A well-framed update allows someone to scan quickly, understand what’s changing, and know what action is expected. That saves time on both sides; the sender spends less time fielding clarifying questions, and the recipient spends less time interpreting intent. When messages are shaped with framing and focus, communication becomes easier to follow, and people stop feeling like they have to hunt for the meaning inside the message. They can absorb what matters, apply it to their work, and move forward with more confidence.
The phrase 'just tell them' comes from a place of urgency. A decision is made, a change is coming, and leaders want to move quickly. But in practice, simply telling people what’s happening doesn’t create shared understanding. It may deliver the information, but it doesn’t account for what people need to process it, trust it, or act on it. In any organization, communication is shaped by context. People interpret messages through the lens of past experiences, team culture, pace of change, and their current workload. When communication skips over those realities, even accurate information can feel unclear or incomplete. That’s why the approach is critical. Effective communication takes timing, tone, and structure into account, it considers what questions might surface, what concerns are likely to come up, and how the message fits into everything else competing for people’s attention. Clarity also depends on how information is reinforced. A message shared once, even if it’s well-written, isn’t enough. People need space to ask questions, revisit the details, and hear the message confirmed by different voices they trust. The goal is to meet people where they are; when messages are shaped with care and shared in a way that fits the moment, people are more likely to understand what’s happening and feel equipped to take the next step. When communication is treated as part of the work, not just a step that happens after decisions are made, people feel more informed, more prepared, and more connected to the direction of the organization.
When a new initiative is launched, communication often happens quickly. Leaders want to create momentum, project teams want to get the word out, and teams begin drafting talking points for their areas. Without a shared structure, early communication can spread in multiple directions with each team focusing on different details, timelines, or priorities. A message map brings structure to that process. It helps teams agree on what needs to be said, who needs to hear it, and how it should be delivered. It also creates a shared starting point that teams can build on, allowing for the right level of nuance and personalization based on their role. At its core, a message map outlines the central message, a few supporting themes, and key facts or framing that help people understand what’s changing and why it matters. It can also include specific language for different audiences: what employees need to know, what members might ask, what senior leaders will reinforce. With that foundation in place, each team can share updates that stay aligned, even when tailored to their role. This tool is especially helpful in complex environments where initiatives touch multiple systems, regions, or departments. When teams use a message map, they spend less time asking for clarification and more time focusing on delivery. A message map supports communication throughout the life of an initiative, as plans shift or new questions emerge, the map can be updated to reflect what people need to know next. When used consistently, it helps maintain clarity, reduce mixed messages, and reinforce the overall direction. It keeps everyone anchored in the same message, even as they carry it in different ways.
When teams work across branches, departments, or regions, consistency becomes harder to maintain, but more important to get right. Without clear boundaries around what gets communicated, how it’s delivered, and who owns the message, confusion spreads quickly. People start hearing different things at different times, and the credibility of the message begins to diminish. Message discipline starts with shared standards. When core messages are clearly defined, employees can trust what they’re hearing, no matter where they’re located or which team they’re part of. Templates can help, but alignment comes from consistency in content, timing, and delivery. That includes defining core messages, confirming timing and delivery plans, and agreeing on which channels to use. In distributed organizations, updates often move through several layers before reaching employees. Without alignment up front, the message can shift as it travels. Teams may emphasize different points, leave out key context, or adjust the tone based on their interpretation. These shifts often happen when structure is missing, even if everyone involved is trying to communicate clearly. Strong message discipline starts with clarity at the center. A central team or lead should be responsible for developing the core message, shaped in partnership with those closest to the work. From there, regional or departmental leaders can personalize the delivery, but the foundation stays consistent. Reinforcing that message across multiple touchpoints helps it land. Employees don’t just hear it once, they hear it confirmed, clarified, and supported by the people they trust. When message discipline becomes a habit, communication moves more smoothly across locations, and employees are better equipped to act on what they hear.
When teams from different departments come together, it’s often because something important needs to move forward. These meetings carry weight, decisions need input from multiple perspectives, and priorities need to stay aligned. But without a clear design, the conversation can drift. The meeting ends, and people walk away with different understandings of what was said or what happens next. Cross-functional meetings work best when the structure is set before anyone joins the call. That begins with naming the purpose out loud, the reason the group is meeting, and what needs to be accomplished by the end. When people know whether they’re there to make a decision, raise concerns, or share updates, they show up differently. Agenda design matters, too. Cross-functional groups bring a wide range of context. Some attendees are close to the work; others are there for approval or visibility. Sequencing topics with that in mind helps the meeting stay focused. Lead with shared context, then move into areas where feedback or alignment is needed. Avoid side conversations by capturing questions and assigning follow-up as needed. Clarity at the end is just as important as clarity at the beginning. A short recap of decisions made, open items, and next steps help every department stay on the same page. Even if only a few items move forward, alignment on those few creates momentum. When cross-functional meetings are designed with care, they stop feeling like a check-in and start functioning as a shared decision space. That shift supports better collaboration and makes it easier for everyone to keep progress visible and coordinated.
Transparency builds trust when it gives people the context they need to do their jobs, understand decisions, and stay aligned with the direction of the organization. But when transparency is treated as a constant stream of updates, without structure or purpose, it can create confusion instead of clarity. People want to feel informed, not flooded. When every draft, data point, and in-progress discussion is shared without framing, it becomes hard to tell what’s relevant or what action, if any, is needed. The intent behind sharing is usually positive, but without framing, people end up sorting through too much information, trying to figure out what matters and what they’re supposed to do with it. Transparency works best when it’s guided by intention. That means knowing the audience, naming what’s ready to share, and offering just enough context to help people connect the dots. It also means being clear about what decisions are still in motion, and what’s already been finalized. Oversharing usually comes from a desire to be open, but openness doesn’t require volume. It requires thoughtful timing, clear ownership, and messages that match the pace and needs of the organization. Teams benefit from knowing why something matters and how it fits into the bigger picture. When communication is grounded in relevance and shaped by purpose, transparency becomes a strength. It helps people focus, supports alignment, and reinforces a culture where trust grows from clarity, not from constant access to every detail.
Strategic messages carry more weight when they reflect the reality of the people expected to deliver on them. That’s why involving frontline teams early, before messaging is finalized, strengthens both clarity and credibility. These teams bring a grounded view of what employees and members are asking, how language is landing, and where gaps in understanding tend to form. When messaging is created in isolation, even well-written announcements can fall flat. The tone may feel off and the language might miss how a change affects daily work. The intent may be strong, but the message doesn’t travel well. Involving frontline staff creates space for practical insight. Their perspective helps shape how messages are received and understood, not just how they’re written. That context improves relevance, clarity, and reach without requiring group authorship or slowing down the process. This kind of input can happen in simple ways; a short pre-read shared with a group of branch managers, a quick feedback loop with service center leads, or an informal conversation with teams who’ve been through a similar change before. When people on the front lines are invited to shape the story early, they’re more confident in how to carry it forward. It also strengthens trust. Employees notice when their perspective shapes the message instead of being added as an afterthought. They’re more likely to engage, more willing to ask questions, and more prepared to explain the why behind the change. Good communication creates clarity and builds connection. It helps people understand what’s happening and feel part of where the organization is going. Including frontline voices helps build that connection, not just between teams, but between the strategy and the people responsible for bringing it to life.
When teams can’t see what’s happening across the organization, good work begins to stall. Projects overlap and priorities get questioned. People hesitate before making decisions when they aren’t sure what others are already doing. They want to avoid duplicating work or moving in a direction that conflicts with efforts already in motion. Poor visibility shows up in different ways. A team launches a new tool without realizing another group is working on something similar, staff start preparing for an initiative that’s already been delayed, or two departments ask for the same update in different formats because they don’t know what’s already been shared. In each case, time is spent working around the problem instead of through it. Visibility works best when it creates shared understanding. People need enough context to understand what’s in motion, how it connects to their work, and where to go for reliable information. That might look like a short summary shared at the end of each project sprint. It might mean a single source of truth where timelines, milestones, and ownership are clearly posted. It often requires leadership to name what’s in motion early, not just what’s been completed. Clarity builds coordination. When people know what’s underway and where to go for context, they can move faster, collaborate earlier, and anticipate changes before they arrive. That kind of visibility doesn’t just reduce friction. It increases the organization’s ability to stay connected, aligned, and focused, especially when priorities start to shift.
Project plans often include timelines, dependencies, budget considerations, and resource allocation. What’s less common, but just as essential, is a communication layer built into that plan from the start. Without it, projects move forward technically but lag in adoption, clarity, or cross-functional alignment. Communication is usually treated as something that comes later, once decisions are made and the work is underway. But by then, key opportunities have already passed. When communication is baked into planning early, teams can identify who needs to be informed at each phase, where risks to understanding might emerge, and how messaging can evolve as the project takes shape. This means pausing during planning to ask a few important questions: Who needs to be aware, involved, or equipped as this project progresses? What decisions will create confusion if not communicated well? Where will people look for updates, and how do we make that easy? When this layer is accounted for early, teams move with fewer disruptions. Front line staff aren’t caught off guard by changes, support teams aren’t stuck answering questions they didn’t know were coming and senior leaders aren’t left piecing together a narrative after the fact. Communication can now be proactive, as it’s part of the structure. A strong project plan will guide execution and with a well-defined communication layer, shared understanding is supported. It helps ensure that the people impacted by the work can follow what’s happening, prepare for what’s ahead, and stay aligned as the project moves forward. When both are in place, the organization gains clarity and momentum at the same time.