Sample Tools for Board of Directors

In order to provide you with the tools you need to accomplish your credit union’s mission, vision and annual strategies, the Center for Board Excellence website provides you with best practices information and sample documents. 

Whether you’re preparing for a board meeting, setting the agenda for your annual membership meeting, or trying to improve your strategic planning session, we can help you to be more successful in serving your membership and meeting your credit union and career goals.If you have your own example of tools that have been successfully implemented at your credit union and would like to add to our website, please click here to send us your information.