Branch Transformation Activity Kit

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!

Contents:

• Branch Transformation Planning Activity Sheets [PDF]
• Selecting the Best Partner for a Credit Union Facilities Project [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!