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Presenting MemberXP Results to the Credit Union Board
Are you tasked with preparing a presentation of your MemberXP results for your credit union’s Board? Watch a 25-minute video presentation on preparing a Board presentation and then download a PowerPoint template to prepare your presentation.
VIDEO: Presenting MemberXP Results to Your Credit Union Board
In this video you’ll learn:
- Which metrics to share with the Board (and which not to share!)
- How to educate the Board about key member experience metrics
- How to share your scores so that they are statistically accurate and reliable
- Which historical data to share
- Which peer data to share
- How to share open text data from your shops and surveys to illustrate how your credit union is fulfilling its mission
TEMPLATE: MemberXP Board Presentation Template
Download this template to accompany the video presentation and begin preparing your Board report.
MemberXP Board Presentation Template
