Consulting
During these challenging economic times business development efforts are critical to the vitality and longevity of credit unions. Employees are sometimes given responsibilities to grow the organization and yet do not have the adequate skill set to be successful. Bringing someone in from the outside with a breadth of knowledge and expertise can assist you with meeting your membership growth and retention goals. Consulting services will be customized to your specific needs and will provide measurable results.
Consulting Services:
Establishing the Foundation
A Business Development Training Session will ensure that employees responsible for business development have a clear understanding of the techniques and skills required to execute on your business development plan.
The training session covers five key areas;
• Community Outreach
• Employee Group Development
• Business Development Tactics
• Networking
• Enhancing Existing Member Relationships
Business Development Strategy
Work one on one with existing employees responsible for Business Development efforts to analyze existing efforts, determine effective ways to leverage those activities, and develop creative new ideas. Focus will be on areas critical to your credit union, including community outreach, employee group strategy, sponsorships, and overall membership growth activities. A comprehensive plan including tactics and measurable results will be developed.
Board and Management Planning Session Facilitation
JRF Consulting Services provides seasoned professionals to lead your next strategic planning session. Our approach is customized for your credit union’s strengths and abilities.