Students develop a three-year strategic business plan (AKA "The Project") for their own credit unions. This project is divided into sections for completion over a two-year period. The sections include (but are not limited to):

• Mission Statement
• Vision Statement
• Executive Summary
• History Highlights
• SCOT List
  • Strengths
  • Challenges
  • Opportunities
  • Threats
• External Analysis
• Strategic Initiatives (SIs) - minimum of 5 - the last one, Financial Management, includes an outline of the SIs.
  
  For each SI, students must have a minimum of:
  • A Brief Internal Analysis
  • One Two-Year Objective (make sure this is measurable)
  • Two Strategies per Objective
  • One Tactical Action Plan (TAP) per Strategy
  • A Cost-Benefit Analysis with Each Action Plan

Bonus Project Opportunities:

• Core Values
• Code of Ethics
• Governance
• Etc.

In addition to the project, each third year student gives an oral presentation on strategic issues relative to their own credit uion.

Project Honors

• Each year one Award of Excellence is presented to the year's top project.
• Additionally, each year a number of Honor Graduates are also recognized for project excellence.