CUNA
  • Advocacy
    • Priorities we’re fighting for
    • Actions you can take
  • News
  • Learn
  • Compliance
  • Shop
  • Topics
    • Compliance
    • Credit Union System
    • Directors
    • Human Resources
    • Leadership
    • Lending
    • Marketing
    • Operations
    • Policy & Issues
    • Sales & Service
    • Technology
  • Credit Union Magazine
    • Buyers' Guide
    • Digital Edition
    • Credit Union Hero
    • Credit Union Rock Star
    • Subscribe
    • Advertise
    • Contact
  • Advertise
  • Awards
    • Nominate Credit Union Hero
    • Nominate Credit Union Rock Star
  • Podcasts
  • Videos
  • Contact
Learn More about Member Value

News

Member Benefits
Learn more
Learn more about the benefits of membership.
Home » Operational efficiencies focus of new CUNA program
CU System

Operational efficiencies focus of new CUNA program

October 30, 2014

MADISON, Wis. (10/31/14)--The Credit Union National Association and FI Strategies LLC have partnered in a commitment to improve processes and bolster efficiencies for credit union sales and service teams using the Process Analysis and Optimization (PAO) program.

The PAO program sharpens self-sustained process optimization in credit union managers and in select employees.

As a result, CUNA says, credit unions that participate will experience a significant and immediate improvement in efficiencies and, at the same time, form a common "production and efficiency" language that permanently improves their cultures.

"I've seen countless credit unions get bogged down in complex processes when they could be streamlining their operations and establishing a sales and service culture that will continue to improve itself in the long run," said Meghann Dawson, CUNA director of learning events.

"Process Analysis and Optimization is all about doing more with less," Dawson said, adding that she's looking forward to watching the program shift credit unions' focus and enable "leaders to spend more time on worthwhile pursuits and less on the ineffectual tasks that are actually costing money."

FI Strategies travels to individual credit unions to teach managers the PAO program through interactive sessions. FI also works with in-house staff to make sure the new routines are firmly adopted.

During the program, participants will learn to:

  • Measure and improve production quality;
  • Forecast future volumes and capacity;
  • Improve processes through analysis and flow charts;
  • Measure the economic impact of improved processes;
  • Effectively record and track vital performance data; and
  • Differentiate between batch and demand tasks.

  • Related Articles

    Advanced biz lenders focus of new CUNA roundtable

    Refugees, new immigrants focus of Maine CU fin. lit. workshop

    New CUNA school covers ACH operations

Subscriber Exclusives Break-through branding

Break-through branding: Build an emotional connection

When Elevations Credit Union expanded into two new counties, senior leadership set out to tell its story in a bold, fresh way.
How technology transforms marketing

How technology transforms marketing

Artificial intelligence improves member conversions, engagement, and retention.
Analytics drives journey toward data nirvana

Analytics drives journey toward 'data nirvana'

Data analytics can provide the 'oh wow' moment of discovering member behavior.
Subscribe Now

Trending

  • It's time to expand our cooperative principles

  • Compliance: Checklist consolidates final rules, regs from 2018

  • Change is unconventional

Tweets by CUNA_News

Polls

Who should be the 2019 Credit Union Hero of the Year?

View Results
More

Champion of America’s Credit Unions

Credit Union National Association is the only national association that advocates on behalf of all of America’s credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.

More CUNA

  • About
  • Careers
  • Contact Us
  • Recommended Websites

Resources for

  • CUNA Board Members
  • Credit Union Advocates
  • Leagues
  • Press
  • Vendors