Strategic Plan
New to the Strategic Plan, this “statement” drives our corporate direction.
Purpose Statement
This # represents the NPS survey goal for the branch network in 2024.
75 or better
The amount of time we commit to acknowledging a coworker’s email or voicemail.
Within 24 hours
The #1 source of income for the credit union comes from this.
Loans/Loan Interest
This group of people approves our 3-Year Corporate Strategic Plan on an annual basis.
Board of Directors
This is the amount of Gross Loan Production needed in 2024 to achieve 4% Net Loan Growth.
$204M
***DAILY DOUBLE***
These 4 words represent the acronym for CARE
***DAILY DOUBLE***
Communication, Accountability, Respect, Efficiency
Your use of CARE SLAs in 2023 helped increase this internal metric from 39% to 69%!
Inter-departmental Satisfaction
***DAILY DOUBLE***
This Corporate KPI represents the CU’s “rainy day” fund and is the foundation for operational success and resilience in challenging times.
***DAILY DOUBLE***
Net Worth/Capital Ratio
This acronym is how we measure results or how we “keep score”.
KPIs
Ordering salmon w/ veggies instead of a burger w/ fries is an example of care for this.
Physical Wellbeing
This is where you’d go to read or obtain a copy of the 2024 – 2026 MS Biz Plan
Policy Tech/Member Services Division
Removing friction wherever possible will help us improve this Corporate Strategy. It is also a key service differentiator.
Member Experience
A shift in focus for UNCLE for 2-year now includes greater emphasis on growing this. Whereas the previous focus was mainly on loans.
Deposits
Acknowledging when you miss a deadline or commitment is an example of this CARE SLA.
Accountability
Your enthusiasm about UNCLE in 2023 moved this internal metric from 34% to 66%!
Employee Engagement
This is the Credit Union’s Purpose Statement.
“Provide trusted service through caring people to support the lifelong financial well-being of our members and growing communities”.
This was the first item listed under “Key Division Strategies” shared in the 2024-2026 MS Business Plan. Increase in-branch cross-sell to promote deposit and loan products
Increase in-branch cross-selling
These are the 5 elements of Wellbeing.
Career, Social, Financial, Community, Physical
How you feel about your job today, the goals you set for tomorrow, and how employment helps you accomplish what you want in life, all contribute to this.
Career Wellbeing