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!