Branch Transformation Activity Kit

Start Your Next Project Today!

Start Your Next Project Today!

Do you have a branch transformation project on the horizon, but not sure where to start or how to put together an effective plan that will carry it through to a successful outcome? Download our Branch Transformation Activity Kit and kick off your next project with confidence.

With this kit you’ll…

  • Define Your Requirements
  • Formulate a Plan
  • Build a List of Requirements
  • Bring Project Stakeholders on Board
  • Select Partners with a Value Based RFP
  • Build Your Team
  • Kick off a Project that Delivers Success!


  • Branch Transformation Planning Activity Sheets [PDF]
  • How to Write a Credit Union Facilities RFP [PDF]
  • RFP Template [Word Document]
  • Weighted Proposal Scorecard [Excel Spreadsheet]

This is the most detailed and comprehensive project kick-off guide available for credit union executives. Download it and start your next project today!


Download your activity kit now!

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