Tips for CEOs - Where Your Members Branch

The following are tips for CEOs using the Where Your Member Branch screens while preparing for Board Report meetings.

Understanding Branch Utilization

  • Ask the group: how do we identify the mailing/contact list for which members used which a certain branch last month?

  • Brainstorm on how you might use that information. Do you have branch loyalty amongst your members for a particular branch/s? Do you promote it? Should you?

  • Then walk them through the data. The titles at the top of the screen will point out the member group perspective on each screen. Other branch designations refer to active shared branching outlets.

  • Good time to discuss your SB tactics or lack of them.

  • Make sure to note that National SB is not yet part of this dashboard. What would it mean if it were?

  • Take the participants through your branch networks by displaying the My CU Branches Used by My Members. Discuss the value of transaction counts and aggregate dollar data.

  • Drill down on a branch: Click on a branch name and click Select to display the detail file by member.

    • Discuss the tools included in Member Connect, and what you should and might do with the communication tools.

    • Discuss tactics, accountability, and the branch view of growing a credit union.

    • Use the Sort/Toggle button to point out the highest and lowest (there are 5 different views here).

  • Use the backup arrow (F3) drill down on totals: choose a branch in the list and click on Totals. Spend some time here, and point out the gender, balance concepts displayed.

  • Use the Conversation Starters below to ask the group what they see in this data.

Conversation Startersimages\ebx_1055229657.gif

Many of the tools described in the following sections are intended as backdrops to start conversations with your teams. Try these questions to ask the group what they see as they review a dashboard:

    • Does the data support a belief they have about how members act?

    • Does the data dispel a belief about how members act?

    • What should we do to motivate a group?

    • Do we want more or less of a particular type of activity?

    • Are we making progress on our goals?

    • List three things that stand out based on this dashboard.