White Paper

Applying Agile in a Credit Union Environment

By CUNA Councils

posted 12.05.2019 (tech)

To keep pace with digital advances and members’ ever-evolving expectations, credit unions are looking to agile project management methodology to enhance in-house development and improve workflow with their technology partners. This dynamic and iterative approach to project management offers an alternative to traditional waterfall processes, with the promise of flexibility to add or adapt new features quickly based on feedback from members and colleagues in other business units. 
 
This white paper presents:
  • a brief history of agile methodology, principles, and practice—from its inception in 2001 to its more recent emergence in the financial services industry,
  • how to adopt an agile approach that organizes and empowers self-governing teams to take on projects that add value, 
  • how to open feedback loops with members and staff, and building cognizance of the changes that will be necessary to nurture an agile culture, and
  • in-depth use cases of agile methodology within four credit unions.

Also available: One Page Summary

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