Test Gravity FormFirst NameLast NameEmail 1) Top 5 items your member would say about your credit union1)2)3)4)5)2) What are the top 5 core competencies of your credit union?1)2)3)4)5)3) What are the top 5 gaps/weaknesses of your credit union? What areas should the CU focus that it currently does not?1)2)3)4)5)4) Does the CU have:Does the CU have:too many branchesnot enough branchesjust right5) How do you think members will conduct business with your CU in the future?How do you think members will conduct business with your CU in the future?6) Where should we open new branches?Where should we open new branches?7) How important is it to have actual physical branch presence for your members?How important is it to have actual physical branch presence for your members?8) Where should we close branches?Where should we close branches?9) Weigh the following options:Weigh the following options:Member Service 3Member Service 2Member Service 1NeutralOperational Efficiency 1Operational Efficiency 2Operational Efficiency 310) What is more important in the near term?What is more important in the near term?Physical Distribution ChannelsEnhance Digital Channels11) What are the key products and services your credit union provides that members demand currently?What are the key products and services your credit union provides that members demand currently?12) What are the key products and services that your members want that you currently do not offer?What are the key products and services that your members want that you currently do not offer?13) Rank the generation as if they were target markets:1)TraditionalistsBaby BoomersGeneration XMillennialsGeneration Z2)TraditionalistsBaby BoomersGeneration XMillennialsGeneration Z3)TraditionalistsBaby BoomersGeneration XMillennialsGeneration Z4)TraditionalistsBaby BoomersGeneration XMillennialsGeneration Z5)TraditionalistsBaby BoomersGeneration XMillennialsGeneration Z14) What is your credit unions brand image?What is your credit unions brand image?Everything to everyone-Nice player-High quality / High price15) What is your credit unions LOAN Pricing philosophy? SHARE Pricing Philosophy? FEE Pricing Philosophy?LOAN pricing philosophyLower than competitorsMiddle of the roadHigher than competitorsSHARE pricing philosophyLower than competitorsMiddle of the roadHigher than competitorsFEE pricing philosophyLower than competitorsMiddle of the roadHigher than competitors16) What is your credit unions Board Culture? (hierarchical, collaborative, etc)What is your credit unions Board Culture?17) What are the top 5 important items that you do NOT want impacted at the board level?1)2)3)4)5)18) What is your credit unions employee Culture? (hierarchical, collaborative, etc)What is your credit unions employee Culture?19) What is your credit unions methods for utilizing technology?(early adopter, slow moving, etc)What is your credit unions methods for utilizing technology?20) How important is if for the BOD to remain current on industry issues through on-going training provided by third parties (Leagues, Consultants etc)?How important is if for the BOD to remain current on industry issues through on-going training provided by third parties (Leagues, Consultants etc)?Very ImportantImportantSomewhat ImportantNot Important21) Rank the following negotiating factors:Name of Continuing Credit UnionKeep nameModify name of combined CUBrand new nameTake on other CU's nameBoard StructureMaintain majorityEqual board seatsSurrender majorityRetain/Implement emeritus programBoard Table OfficersChairVice chairSecretaryTreasurerHeadquartersCurrent HQOpen to moving HQ locationConsider primary and secondary HQCultural AspectsTBDTBDTBD22) To the best of your ability, how much does the CU spend on BOD training and travel per BOD member per year?To the best of your ability, how much does the CU spend on BOD training and travel per BOD member per year?23) What do you think is a reasonable annual budget per board members and what would you consider excessive?What do you think is a reasonable annual budget per board members and what would you consider excessive?24) What are the top 5 outcomes you wish to see from a CU collaboration?1)2)3)4)5)25) What do you think is the optimal size for a credit union to efficiently serve its members?What do you think is the optimal size for a credit union to efficiently serve its members?26) Rank the size of the ideal CU size in terms of assets that you would like to pursue a collaborationRank the size of the ideal CU size in terms of assets that you would like to pursue a collaborationFirst ChoiceSecond ChoiceThird Choice
