Learn from the expert with these products that will help your board of directors reach its PEAK performance and your credit union leaders EXCEED their goals.

 


Board Succession Planning Made Easy!

With SUCCESSION, an easy-to-use online tool, you can develop a board succession plan that will ensure you feel confident that you will have a committed board, and one with the right knowledge and skills to represent your membership well into the future. SUCCESSION was created by Yvonne Evers, industry expert and long time credit union board member.

This tool will help you:

  1.  Identify important board competencies
  2. Figure out where the gaps are at your credit union
  3. Create a development plan for current board members
  4. Anticipate when director openings may occur
  5. Develop a plan to find potential board members

SUCCESSION comes with a clear and concise instruction manual to lead you through the succession planning process.

The result – a downloadable annual succession planning report that your board can use to plan for the development of current board members, as well as assist your nominating committee in finding potential board members who have the knowledge and expertise needed for future board openings. Using the software, the report can be easily updated each year as changes occur.

Get this invaluable tool to assist you in finally creating that Board Succession Plan you’ve been putting off! The price for this entire package is $2,997, and includes:

  •  Use of the YME Coaching & Consulting SUCCESSION online tool for an entire year. Annual renewal fee is $297.
  • A step-by-step guide to developing your board succession plan and using the software.
  • Up to one hour of telephone support in creating your plan.
  • Done for you, downloadable templates including sample policies, letters, and other forms needed to complete your succession plan.
  • A complete downloadable, customized Board Succession Report with everything you need to plan for your board’s success.

If you would like to learn more about this amazing tool before you purchase your copy, please contact Yvonne Evers at (608) 848-2823 or yvonne@leadtoexceed.com!

 

$2,997.00 initial purchase/$297.00 Annual Renewal

 

WAIT, there’s another option!

Unsure if you can get this project done on your own? For personal telephone or onsite consulting, please contact Yvonne Evers at Yvonne@leadtoexceed.com for a quote.


 

PEAK Credit Union Board Performance
5 Key Strategies to Reach the Top

PEAK Credit Unon Board Performance


The better the board of directors of a credit union, the bigger the impact it makes on the success of the credit union and its members. Each board member contributes to the legacy of the organization.

Shouldn't you have a board that is performing at its peak?

To purchase the book and to learn more about the key strategies that will help your board reach PEAK performance Click here