Purpose Alignment Tool

Does Your Credit Union’s Purpose Resonate?

Have you ever wondered if your credit union’s purpose is resonating throughout your organization on a day to day basis? 

Effective credit union leaders are always looking for new insights into their organizations performance and mapping out the road ahead. They can often identify weak spots where their mission isn’t resonating as well as it could.

Callahan’s Purpose Alignment Tool is a credit union-wide survey that measures how aligned your institution is across a variety of metrics. Once you figure out your score, our consultants will facilitate a debrief call with your leadership team to review the reporting and results.

Ready To Find Out Where Your Credit Union Stands?

Metrics Include:

  • How well your employees know, understand, and live your purpose.
  • How your credit union measures success as it relates to key goals.
  • How individuals and departments feel their work aligns with the credit union’s mission.
  • Ensuring your members understand and appreciate your purpose.
  • How your credit union’s purpose aligns with community involvement and investments.

What Makes This Tool Different Than Other Surveys?

The Purpose Alignment Tool allows leadership teams to laser focus on where to apply their limited resources to move purpose forward. Since it is segmented by role and tenure, it reveals which group of employees need the most bolstering and in what areas.

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Reduced employee turnover. Organizations that are well-aligned around purpose attract and retain top talent and financially outperform their peers.

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Improved company culture. Employees want to work for a company where they understand the purpose. They can all unify around one common goal.

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Greater visibility across the credit union. Identifies weak spots for having purpose take hold within.

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Get to the true heart and soul of your organization. Find out different ways your purpose is resonating and might spark some new ideas.

Still Have Questions About How It All Works?

How credit unions can become more purpose-driven

Start by downloading Callahan’s Guide To The Purpose Alignment Tool and learn more about how the process works, how to participate and even view some of the survey questions. We also provide more insight through the FAQ’s section. Let us help you start the conversation to greater purpose alignment today. 

Let's Work Together!

Learn more about the Purpose Alignment Tool.

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