Student Project

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.
Students are responsible for sharing a copy of their project with their credit union.
TCU Neeley School of Business