Your credit union leadership needs to attend a two hour overview session that describes our program. These overview sessions happen periodically by region, or through web cam, or conventions/meeting venues. You can also arrange to have a private presentation.

Based on the overview, one of the MEM consultants will help your credit union design a program that is appropriate for your team.

Typically this starts with a minimum of two meetings with the CEO and management.

Then an executive team is created who will attend a minimum of ten module presentations that, based on schedule, could be combined into five meetings.

The executive team is responsible to be the trainers of the balance of the credit union employees, who will meet periodically and move through a predetermined series of homework and feedback exercises.

Depending on the credit union, an ongoing support system is set up to allow for “train the trainer”, “merchandising” and “innovation” programs online. It is also advisable to have quarterly measurements against goals and meet with an accelerate roi consultant to review results.

The process of understanding is illustrated by the chart below. We start with understanding the customer, then create a program designed specifically for that customer and then make sure marketing, performance and facility are organized around that focus.