White Paper

Operations & ME Leadership – Developing Initiatives: Project Management Strategies

By Tracy Scott

posted 06.06.2019 (o & me)

Ideas abound! Credit union operations and member experience leaders have many fantastic ideas for new strategies and initiatives that could improve the credit union. Yet while there are abundant possibilities, those projects face real-world resource limitations, such as time, personnel, and dollars.

This white paper examines approaches to strategic initiatives, given these limitations. Three credit unions contribute how they are tackling the project management in their shops and discuss:

  • Establishing a framework for developing strategic initiatives
  • Prioritizing strategic importance
  • Gaining organization-wide buy-in
  • Relying on various levels of management for implementation
  • Utilizing project management systems and approaches to achieve success

Also available: One Page Summary

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