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Additional Planning Services
Board Self-Evaluation and Report
Information is collected from the board of directors and analyzed by TEAM Resources. This allows the Board of Directors to assess how the they function as individuals and as a team. This process may shed light on problem areas or clarify roles in the broader leadership picture.
CEO Evaluation and Report
The CEO Evaluation quantifies how satisfied the Board of Directors is with the activisties of the CEO. This evaluation and report help clarify responsibility and accountability.
Staff Survey and Report
Going through this survey gives the Board of Directors and Management an idea of the day to day functions or dysfunctions in the credit union and answers some questions about staff/leadership relations that may otherwise remain below the radar. Prior to the leadership team creating a plan for the next year, or multiple years, check in with your staff and find out where they stand.
Analysis of Marketplace Competition
We will create an analysis of selected marketplace competition in your geographic area. This easy to understand report selects key information to help you gauge your place in your market.
Quarterly Follow-up Package
TEAM Resources will provide quarterly follow-up phone conferences to assist in the monitoring of the Action Plans and progress, and report to management or the Board of Directors on the status of the Plans. We will also make recommendations on how to refine the Goals and Objectives throughout the year for greatest success.
Planning Plus
Begin your planning session with an education session on a variety of areas that can be very useful for volunteers, management and staff. The discussion will be interspersed with ideas from other financial institutions and trends that are occurring regionally and nationally. Topics include:
Strategies of High Performing Organizations
Excelling at Your Volunteer Duties: Improving Board Effectiveness
And many more
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Timothy P. Harrington, CPA, PC
President of TEAM Resources