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Hispanic Resource CenterHispanic Quick-Start Kit ™: |
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| Kit Step Name | PDF Download Link | Microsoft Office Download Link |
| Introduction: Why Focus on Hispanics |
Download | |
| Step 1: Obtain Initial Board Approval to Research Serving the Hispanic Market |
Download | MS Word Project Plan MS PowerPoint Presentation |
| Step 2: Identify Regulatory Processes and Procedures |
Download | |
| Step 3: Perform Market Research |
Download | MS Word Analysis Matrix |
| Step 4: Research Support From Other Credit Unions and Community Partnerships |
Download | MS Word Analysis Questions |
| Step 5: Perform Analysis Regarding Type of Documentation Accepted |
Download | MS Word Analysis Matrix |
| Step 6: Perform Analysis Regarding Product(s) Offerings |
Download | MS Word Analysis Checklist MS Excel Cost Analysis |
| Step 7: Perform Analysis Regarding Service(s) Offerings |
Download | MS Word Analysis Checklist MS Excel Cost Analysis |
| Step 8: Perform Analysis Regarding Facility, Technical, and Legal Infrastructure Needed |
Download | MS Word Analysis Checklist MS Excel Cost Analysis |
| Step 9: Perform Analysis Regarding Matrix Measurements |
Download | MS Word Measurement Analysis |
| Step 10: Obtain Second Board Approval to Pursue Serving Market (if needed) |
Download | MS Word Analysis Results MS PowerPoint Presentation |
| Step 11: Implement Policy Regarding Type of Documentation Accepted |
Download | MS Word Policies and Procedures |
| Step 12: Implement Product(s) Offerings |
Download | MS Excel
Implementation Work Sheet MS Word Policies and Procedures |
| Step 13: Implement Service(s) Offerings |
Download | MS Excel
Implementation Work Sheet MS Word Policies and Procedures |
| Step 14: Implement Facility, Technical, and Legal Infrastructure Needed |
Download | MS Excel Implementation
Work Sheet MS Word Policies and Procedures |
| Step 15: Secure Community Resources and Partnerships |
Download | Microsoft Office Word Community Resources and Partnerships Table |
| Step 16: Secure Credit Union Support |
Download | MS Word Credit Union Support Table |
| Step 17: Obtain Final Board Approval to Serve Market (if needed) |
Download | MS Word Business Plan MS PowerPoint Presentation |
| Step 18: Hire and Train Appropriate Staff |
Download | MS Word Hire and Train Checklist |
| Step 19: Launch Hispanic Program |
Download | MS Word Hispanic Program Checklist |
| Step 20: Implement Matrix Measurements to Monitor Program |
Download | MS Word Policies and Procedures |
| Conclusion: Monitor, Measure, and Update Your Program |
Download |
Copyright © 2009 - Credit Union National Association, Inc.