Student Project

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:

  • Mission statement
  • Vision statement
  • Executive summary
  • History highlights
  • SCOT list
    • Strengths
    • Challenges
    • Opportunities
    • Threats
  • External analysis
  • Strategic initiatives (SIs)—minimum of five—the last one is financial management
    For each strategic initiative, 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

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 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 2021 Sponsors

Academic Fellow

CUNA Mutual GroupCornerstone Resources

Academic Patron

Catalyst Corporate FCUCornerstone League

Educational Sponsor

Cornerstone Foundation

Thrive Strategic Services

The BA Group


Rising Above Interprises

Friends of SCMS

Arkansas FCU
Bossier FCU
Callahan & Associates, Inc.
JRF Consulting Services

Neen James Communications, LLC
Sievewright & Associates
South Carolina FCU
Tarrant County's CU

TheAmericanBoomeR Group
Tinker FCU
Young Money University