QUESTION #1 How can we leverage the chapter program to increase awareness and educate consumers on the credit union difference? 1) Reality Fairs a. Invite the community b. Invite members 2) Credit Unions Care Campaign a. Banner for community outreach b. Care Days 3) College Nights 4) Volunteer a. Food Pantry b. Retirement Homes c. Ronald McDonald House d. Habitat for Humanities 5) Women s Shelter a. Financial education 6) Employer based outreach SEG s a. Lunch & Learns 7) Media outreach 8) Provide financial counseling 9) Cooperative advertising 10) Social media 11) Utilize Toms Pass Along model a. Utilize a service and give a service 12) National Night Out 13) Have a sponsorship/advertise at the local zoo 14) Hold an Elder Expo (Community) 15) Provide credit score classes 16) Media Team for the chapter 17) Toy drives 18) Back to School drives 19) Parades 20) Community events 21) Sponsor Water Bottles @ Schools for the students 22) Academic Calendar (Resources) for the community 23) Chapter sponsor/volunteer for Parents Night Out 24) Brand awareness (messaging) 25) Chamber involvement 26) Billboards Cooperative advertisements 27) Have a common voice a. Be on the same page as the other credit unions in the chapter 28) Ribbon cuttings 29) Serve on boards where banks serve 1
30) Community Outreach 31) Advocacy tie in chapter meetings 32) Sponsor parties at schools 33) Create a Cooperative Brochure with other cooperatives in the chapter 34) League create Public Relations Best Practices model 35) Provide Financial Literacy training 36) Street Teams a. 5k/Parades b. Coffee Shops 37) Be visible in the community and also educate (non-members) 38) Provide credit union speakers at community events 39) Staff education a. Difference between credit unions and banks 40) Have logo for the chapter 41) Media campaign a. Value b. Credit union difference 42) Acts of Kindness a. Gas b. School car-rider line ($100) c. Coffee d. Groceries 43) Collect donations for a charity at local businesses a. Donation jar at the cash register 44) Capture activity 45) Coordinate activities within the chapter, not as separate credit unions 46) BizKid$ 47) Hospital handouts 48) Better Business Bureau community events 49) Rotary Club 50) Board involvement with community groups 51) Boy Scouts/Girl Scouts Financial Literacy Patch a. Credit Unions Care patch 52) Junior Achievement 53) Speak at school Career Days 54) PALS program for foster kids 55) Big Brothers/Big Sisters (Long-term commitment) 56) Holiday based Community Days a. Veterans Day b. MLK Day 2
Question #2 How can we better position the chapter program to be seen as a resource for leadership development? 57) Curriculum/Series a. Leadership focus b. SCMS Training Module c. Leadership Credit Unions i. 4 meetings & 4 Concepts 58) Afternoon training 59) Formal mentoring program a. Walk-a-mile in my shoes 60) YP Committee a. Recruit other YP s to be involved 61) Leadership Advisory Committee 62) Chapter leaders visit with credit unions 63) CEO/Executive Management provide a 5 minute testimony at chapter event a. Leadership skills needed to succeed 64) Social media 65) Chapter meeting awareness a. Make sure all staff are aware of chapter meetings 66) Leadership Designation Program 67) Designated marketing with focus on leadership component of meeting 68) CEO/Leadership Panel: Leadership topics a. What do they look for in their leaders 69) Leadership blog 70) Online leadership library 71) Leadership tip videos 72) Task BOD members to make introductions at meetings for their own development 73) Volunteer speakers your community partners 74) Skype meetings 75) Webinar meetings 76) Give scholarships to SCMS 77) Informal chapter meet-ups 78) Leadership specific training 79) Have more people attend meetings by making it part of CU budget 80) Engage YP s to start attending meetings 81) YP related topics to drive their attendance 82) Have YP Committee responsible for putting on a meeting 83) CEO highlights at each meeting 84) Specific training topics: Front line; Management; CEO 85) Utilize monthly chapter report for League events and training opportunities 86) Bridge the communication gap between the chapter board and chapter committees 87) Standard meetings to cover a. Advocacy 3
b. Principles & Philosophies 88) Community Spotlight 89) Chapter social media 90) Leading by Example mentoring program 2015 Chapter Leaders Conference 91) Dedicated education on soft skills 92) Educate chapter members on education that is available 93) YP Panel 94) Expand credit union training to include chapters 95) Convince management of the importance of sending staff 96) Brown Bag lunch meeting 4
Question #3 What can we do via the chapters to help raise the political capital of credit unions? 97) Have a Chapter Ambassador Program at the capitol or in the district 98) Sponsor tables at political luncheons 99) During elections, host a candidate forum 100) Utilize Project Zip Code 101) Issue Calls to Action through the chapter 102) Encourage credit unions to participate in CUNA s MAP Program 103) Chapter Hike the Hill 104) Chapter Sine Die Party a. Invite elected officials at the end of session 105) Join the area Chamber of Commerce as a Chapter 106) Build relationships with elected officials 107) Send chapter representative to state and federal GAC 108) Invite elected officials to speak at a chapter meeting 109) Campaign Involvement 110) In an open race, invite both candidates to speak at a chapter meeting 111) Have League Advocacy staff speak at a chapter meeting 112) Have a chapter CU:ROAR team 113) Volunteer at the polls on Election Day 114) Attend the Chamber of Commerce Hike the Hill 115) For easier Calls to Action a. League create plug and play form letters 116) PAC Fundraisers 117) Invite elected officials to credit unions 118) Invite candidates to credit unions 119) Build relationships with candidates at the earliest stage possible 120) Chapter Hike at Home (in district) 5