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.

 
 
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