CU INNOVATE
  • LEADERSHIP WEBINARS FULL TEAM DEVELOPMENT WEBINARS ON DEMAND LEADERSHIP WEBINARS BOARD MEMBER TRAINING SERIES MANAGING CHANGE WEBINARS
  • Strategic Planning Executive & Management Development Board Excellence Profitability Partnership Customized Training Speaking Topics
  • CU KNOWLEDGE CU COMPLIANCE CU IT AUDIT
  • WORKSHOPS
  • About Us
  • MEET STACIE
  • How Can We Help?
CU INNOVATE
  • WEBINARS/
    • LEADERSHIP WEBINARS
    • FULL TEAM DEVELOPMENT WEBINARS
    • ON DEMAND LEADERSHIP WEBINARS
    • BOARD MEMBER TRAINING SERIES
    • MANAGING CHANGE WEBINARS
  • CONSULTING/
    • Strategic Planning
    • Executive & Management Development
    • Board Excellence
    • Profitability Partnership
    • Customized Training
    • Speaking Topics
  • OUR SERVICES/
    • CU KNOWLEDGE
    • CU COMPLIANCE
    • CU IT AUDIT
  • WORKSHOPS/
  • About Us/
  • MEET STACIE/
  • How Can We Help?/
CU INNOVATE

Turning Innovation Into ACTION!

Get It Done PDFs

CU INNOVATE
  • WEBINARS/
    • LEADERSHIP WEBINARS
    • FULL TEAM DEVELOPMENT WEBINARS
    • ON DEMAND LEADERSHIP WEBINARS
    • BOARD MEMBER TRAINING SERIES
    • MANAGING CHANGE WEBINARS
  • CONSULTING/
    • Strategic Planning
    • Executive & Management Development
    • Board Excellence
    • Profitability Partnership
    • Customized Training
    • Speaking Topics
  • OUR SERVICES/
    • CU KNOWLEDGE
    • CU COMPLIANCE
    • CU IT AUDIT
  • WORKSHOPS/
  • About Us/
  • MEET STACIE/
  • How Can We Help?/

Click the links below to access PDF project copies from the 2019 “Get It Done” Retreat!


PROJECT CHARTER ONE SHEETS

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(Click Here for Excel Copies)


PROJECT PLANS

ATM/ITM COST ANALYSIS
PROCEDURAL OVERHAUL
NEW HEADQUARTERS MARKETING
ONBOARDING & ORIENTATION
ONLINE ACCOUNT & LOAN OPENING
CHILDCARE CENTER
INTERNAL SUPPORT
BLANK PROJECT PLAN

(Click Here for Excel Copies)


CLICK HERE TO TAKE POST-EVENT SURVEY

Reading suggestions to take your learning further:

  • Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time

  • Project Management For Dummies

  • Strategic Project Management Made Simple: Practical Tools for Leaders and Teams

  • Project Management for the Unofficial Project Manager: A FranklinCovey Title

  • WEBINARS/
    • LEADERSHIP WEBINARS
    • FULL TEAM DEVELOPMENT WEBINARS
    • ON DEMAND LEADERSHIP WEBINARS
    • BOARD MEMBER TRAINING SERIES
    • MANAGING CHANGE WEBINARS
  • CONSULTING/
    • Strategic Planning
    • Executive & Management Development
    • Board Excellence
    • Profitability Partnership
    • Customized Training
    • Speaking Topics
  • OUR SERVICES/
    • CU KNOWLEDGE
    • CU COMPLIANCE
    • CU IT AUDIT
  • WORKSHOPS/
  • About Us/
  • MEET STACIE/
  • How Can We Help?/

CU INNOVATE

Credit Union Consulting for credit unions wanting profitability help, strategic planning and customized training and workshops.

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