Member Experience
Associates
Technology
Growth
Strategic Planning Bonus
100

Place Members’ needs at the core of our development lifecycle from inception to delivery to ensure seamless, personalized, and simple experiences.

What is Member-Centered Design (2023 Strategic Initiative)

100

348

What is the number of Associates employed by the Credit Union as of March 31,2023.

100

Ensure a stable, healthy, and secure technology ecosystem through an Effective System Lifecycle Management program.  

What is IT Governance (2023 Strategic Initiative)

100

Achieve meaningful growth that is ethical, equitable, & sustainable by creating Member value while safeguarding the Credit Union

What is the Growth Strategic Long-Term Objective?

100

Simple Banking. For People, Not Profit.

What is the Credit Union's Mission Statement

200

Plus Checking, Access Checking, Manufactured Housing

What are new Financial Inclusion products being launched in 2023?

200

Be confident leaders at all levels thinking, executing, and developing.

What is the Associate Strategic Long-Term Objective?

200

Develop and implement a robust data architecture strategy to support our strategic plan by maturing our infrastructure, systems, tools, processes, and people.

What is Analytics 2.0 (2023 Strategic Initiative)

200

- Awareness & Promotion
- Membership

What are the Growth 2023 Strategic Initiatives?

200

Members, Associates, & Community

What is at the heart of everything we do?

300

Amber Cisneros

Who is the Project Portfolio Manager for Member Experience projects?

300

Barb Krol

Who is the Project Portfolio Manager for Associate projects?

300

Angela Moran

Who is the Project Portfolio Manager for Technology projects?

300

Jeff Harper 

Who is the Project Portfolio Manager for Growth projects?

300

Member Experience, Associates, Technology & Growth

What are the Credit Union's Strategic Long-Term Objectives?

400

We do everything from the Member’s perspective, transforming the banking experience.

What is Orange County's Credit Union's Vision Statement?

400

I have a clear understanding of how my work relates to the overall goals and objectives of Orange County’s Credit Union.

What is the #1 highest rated question by Associates in the most recent PBS Survey?

400

IT Governance, Digital Experience, Analytics 2.0

What are the Technology 2023 Strategic Initiatives?

400

Provide inclusive, competitive, and value-added products and services that are relevant to Members’ lives.

What is Membership (2023 Strategic Initiative)?

400

May

What month do we Initiate AOP Planning for the upcoming year?

500

Define and create extraordinary banking experiences.

What is the Member Experience Strategic Long-Term Objective?

500

14

What is the total number of Associate promotions YTD? 
500

Leverage technology to ensure the experience is simple, quick, secure, and convenient.

What is the Technology Strategic Long-Term Objective?

500

Cards 2.0

What is the #1 Growth Focus for 2023?

500

April & October 

What month do we conduct Roadmap Alignment?