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Planning a credit union process improvement
initiative? An Assessment is the ideal way to get started. You will get a comprehensive report that
includes your options for deployment. The onsite visit generally takes one day and includes:- Briefing
with the leadership team to provide an overview of the visit.
- Individual
interviews with staff knowledgeable about the processes.
- In-depth tour
of the operation.
- Determination of ownership of processes.
Upon completion of the visit, a report of the findings is prepared, along
with an implementation plan and detailed project timeline.
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