We help credit union boards customize and implement Glatt Consulting's Credit Union Governance Framework. 

Process Overview

Our process involves three distinct phases designed to immerse board members in global governance best practices and the customization and implementation of our best practice-based Credit Union Governance Framework. 

Activity 1: Knowledge

Knowledge is an improved awareness or familiarity with a subject. For the board to understand, properly customize, and fully utilize the Credit Union Governance Framework, individual board members must be knowledgeable about the Framework. Framework knowledge is particularly important to develop before Framework customization and implementation begins. To that end, we teach board members about:

Activity 2: Customization

The Framework comprises best-practice governance principles, objectives, responsibilities, and activities - and should be informed by a credit union’s bylaws and governance traditions. The Framework is not meant to be a turnkey solution but something that is finely tuned to work well within a given credit union’s unique environment. To that end, we work with the board to:

Activity 3: Implementation

Implementation is putting what has been created into action. Successful implementation is possible only when proper attention is given to planning for and supporting sustainable adoption. To that end,  we work with the board to:

Critical Resource

We developed a tool to help us manage client-specific Framework customization. The tool, built on the Airtable platform, is easily accessible online ensuring all participants remain informed and engaged throughout the framework development process. In addition, access to the tool can easily be transferred to clients that desire to utilize it to manage their customized governance framework after the development process ends.

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