We help credit unions assess organizational, governance, and leadership performance, helping to affirm organizational strengths and identify potential development opportunities.

Assessment Solutions

Our assessment solutions are designed to affirm strengths and identify development opportunities. Our methodology is consistent across each assessment type: we facilitate an assessment and then engage in a constructive debrief to ensure proper understanding of the resuts report. Our assessment areas include:

Risk Profile: We assess risk profiles using the Risk Type Compass, a well-researched tool that offers insight into how individuals and teams are likely to approach and behave in situations involving risk. 

Emotional Intelligence: We assess emotional intelligence using the Emotional Quotient Inventory 2.0, a well-researched tool that offers insight into individual and team emotional intelligence skill competencies and gaps.

Governance Performance: We assess governance performance using a self assessment based on our Credit Union Governance Framework, a set of best-practice governance principles inspired by the globally-respected Organisation for Economic Cooperation and Development's Principles for Effective Governance.

Business Model Performance: We assess business model performance using a self-assessment based on the Business Model Canvas, a construct for visualizing business model structure and composition.

We can extend our working relationship beyond the assessment, helping you and/or your team create and execute relevant development plans.

Ready to work together? Let's get started!

Report Samples