Hispanic Resource Center
Hispanic Quick-Start Kit :
A step-by-step guide for credit unions
CUNAs Hispanic Advisory Committee recognized that credit unions have differing degrees of ability to start a Hispanic outreach effort. Larger credit unions obviously have more financial and human resources to begin their efforts than smaller credit unions do. And every credit union wanting to serve this market has to develop a plan and an approach that it believes will achieve success in reaching the fastest growing consumer market for financial services in the U.S.
Serving the Hispanic market is consistent with credit union philosophy and consistent with good business practices.
To obtain a PDF copy of the kit, simply click on the PDF download link below. To download the Microsoft Office file that you'll be able to modify for your credit union's use, simply click on the Microsoft Office download link below.
| 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 |




