Most Downloaded Policy Exchange Documents Of 2020

One of Callahan’s most-used resources is our Policy Exchange. The Policy Exchange is a depository of credit union-donated and Callahan-created:

• Internal and member-facing policies
• Documented procedures and processes
• Member-facing communications and collateral
• Internal, board, and NCUA-ready reports
• Data-driven scorecards, dashboards, frameworks, questionnaires, and assessments
• Job descriptions

The more than 600 documents now in the Policy Exchange are easy to search. Find what you need, download it, and then customize it for your own use.

Credit union leaders and industry trends drive the Policy Exchange. For example, this past spring we launched a COVID-19 Policy Exchange and collected nearly 100 documents covering health protocol, branch operations, member communications, remote work protocols, and pandemic response plans. Let us help you find what you’re looking for.

Top 10 Downloaded Policy Exchange Documents of 2020

As 2020 comes to a close, now is the time for us to re-cap what your industry peers found to be most valuable this year.

1. Remote Work Guidelines – Guidelines for temporary work from home, including equipment inventory and usage documentation.
2. Business Intelligence Manager – Job Description – A ready-to-use job description for hiring a business intelligence manager.
3. Disinfection Plan – $1B CU Example –  Internal documentation on how to handle the disinfection of branches open and operating during COVID-19.
4. Coronavirus Risk Mitigation Plan – A credit union board presentation detailing its coronavirus risk mitigation plan.
5. Member Hardship Templates – Member-facing communications and internal guidelines for a credit union’s member financial assistance programs.
6. Risk Functions Organization Chart – Organizational chart that shows the relationship between CEO, HR, CFO, IT, Risk, and their teams for a credit union $500M-$1B in assets.
7. Pandemic Plan Response Checklist – A pandemic response plan and checklist submitted by a credit union $250M-$500M in assets.
8. Auto Lending Dashboard – Power BI dashboard (with example data) to track and analyze auto loan production over time.
9. Community Impact Report Example – Member-facing report outlining a credit union’s impact across community engagement, financial literacy, and economic development.
10. Pandemic Continuity of Operations Appendix – A document that guides the implementation of a credit union’s Pandemic Annex to ensure the organization can conduct its critical functions.

Callahan clients, with access to the Policy Exchange, can visit it from their client portal. You can browse by topic, search by keyword, or just copy and paste the document names listed above.

Not a Callahan client or don’t have access to the Policy Exchange? Click the button to learn more, get an overview, and speak with a member of our team.