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Hispanic Quick-Start Kit

Hispanic Quick-Start Kit ™:
A step-by-step guide for credit unions

 

CUNA's Hispanic Advisory Committee recognized that credit unions have differing degrees of ability to start a Hispanic outreach effort. Larger credit unions obviously have more financial and human resources to begin their efforts than smaller credit unions do. And every credit union wanting to serve this market has to develop a plan and an approach that it believes will achieve success in reaching the fastest growing consumer market for financial services in the U.S.

Serving the Hispanic market is consistent with credit union philosophy and consistent with good business practices.

To obtain a PDF copy of the kit, simply click on the PDF download link below. To download the Microsoft Office file that you'll be able to modify for your credit union's use, simply click on the Microsoft Office download link below.

Kit Step Name PDF Download Link Microsoft Office Download Link
Introduction:
Why Focus on Hispanics
Download  
Step 1:
Obtain Initial Board Approval to Research Serving the Hispanic Market
Download MS Word Project Plan
MS PowerPoint Presentation
Step 2:
Identify Regulatory Processes and Procedures
Download  
Step 3:
Perform Market Research
Download MS Word Analysis Matrix
Step 4:
Research Support From Other Credit Unions and Community Partnerships
Download MS Word Analysis Questions
Step 5:
Perform Analysis Regarding Type of Documentation Accepted
Download MS Word Analysis Matrix
Step 6:
Perform Analysis Regarding Product(s) Offerings
Download MS Word Analysis Checklist
MS Excel Cost Analysis
Step 7:
Perform Analysis Regarding Service(s) Offerings
Download MS Word Analysis Checklist
MS Excel Cost Analysis
Step 8:
Perform Analysis Regarding Facility, Technical, and Legal Infrastructure Needed
Download MS Word Analysis Checklist
MS Excel Cost Analysis
Step 9:
Perform Analysis Regarding Matrix Measurements
Download MS Word Measurement Analysis
Step 10:
Obtain Second Board Approval to Pursue Serving Market (if needed)
Download MS Word Analysis Results
MS PowerPoint Presentation
Step 11:
Implement Policy Regarding Type of Documentation Accepted
Download MS Word Policies and Procedures
Step 12:
Implement Product(s) Offerings
Download MS Excel Implementation Work Sheet
MS Word Policies and Procedures
Step 13:
Implement Service(s) Offerings
Download MS Excel Implementation Work Sheet
MS Word Policies and Procedures
Step 14:
Implement Facility, Technical, and Legal Infrastructure Needed
Download MS Excel Implementation Work Sheet
MS Word Policies and Procedures
Step 15:
Secure Community Resources and Partnerships
Download Microsoft Office Word Community Resources and Partnerships Table
Step 16:
Secure Credit Union Support
Download MS Word Credit Union Support Table
Step 17:
Obtain Final Board Approval to Serve Market (if needed)
Download MS Word Business Plan
MS PowerPoint Presentation
Step 18:
Hire and Train Appropriate Staff
Download MS Word Hire and Train Checklist
Step 19:
Launch Hispanic Program
Download MS Word Hispanic Program Checklist
Step 20:
Implement Matrix Measurements to Monitor Program
Download MS Word Policies and Procedures
Conclusion:
Monitor, Measure, and Update Your Program
Download  
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