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Policy Exchange provides access to both member-donated and Callahan-created examples of tactical documents, policies, and templates to make life easier.
Can you help?
We've had many recent requests for incentive structure examples. Do you have examples of Call Center, MSR, Branch Manager, etc., incentive structures? Scorecards? Outlines of plans? If you share, we can scrub sensitive employee indentification data (and even credit union data) before uploading.
Please send documents to firstname.lastname@example.org.
Submit A Document
CIOs are tasked with making decisions that have a marked impact on company infrastructure – from evaluating and implementing new IT platforms to ensuring data collection and privacy measures are secure. Here, you’ll find tools and templates that reinforce the IT function.
Identifying, securing, and retaining top quality talent is a critical component of credit union success. Within this resource center, you’ll find tactical documents that support policy creation, interviewing and hiring, employee evaluation, organizational structure development, and more.
CMOs have the all-important job of attracting new members while simultaneously engaging the current member-base. Creating strategies with both in mind can be difficult and time-consuming. Here, you’ll find real examples of successful strategies for engaging the marketplace.
A thriving lending program is key for credit union prosperity. This resource center contains lending playbooks, investment briefs, Excel templates, and procurement procedures that will streamline your lending functions.
Striking the right balance between assets and liabilities can be tricky, but it’s a must for maintaining solvency. Use this center to find ALM models, waivers, accounting documents, and ALCO committee policies you’ll need to ensure your credit union’s finances are always in sync.
Regulatory pressures are an enduring part of credit union management. Handling them efficiently creates more time for member-facing services. That’s why this center contains pre- and post-exam checklists that will make audits go by as smoothly as possible
Credit union members elect their board of directors to help guide the institution towards prosperity. This resource center provides committee structures, training materials, and board policies that will help your board make optimal use of its time.
From call center management and cross-sales to goal setting and incentive structures, Ops and Branching are vital credit union functions. Within this center, you’ll find playbooks, guidelines, and T&D material for streamlining your operations.
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