Project Description

Students develop a two-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 is Financial Management
    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 union.

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

Thank You 2020 Sponsors

Academic Fellow

CUNA Mutual GroupCredit Union Resources, Inc.

Academic Patron

Catalyst Corporate FCUCornerstone Credit Union League

Educational Sponsor

Cornerstone Credit Union Foundation

Friends of SCMS

American Airlines FCU
Arkansas FCU
Blalack & Williams, PC
Bossier FCU
Callahan & Associates, Inc.
Cornerstone Advisors
Credit Union of America
CU Direct

CU Strategic Planning
Federal Reserve Bank of Dallas
InTouch CU
JRF Consulting Services, LLC
Las Colinas FCU
Neighbors FCU

Sievewright & Associates
South Carolina FCU
Tarrant County's CU
The BA Group
Tinker FCU
Vantage West CU