Credit Union Capacity Assessment Form
Complete this Credit Union Capacity Assessment Form to help us evaluate your organization’s current capacity and operational needs. All responses are confidential and used solely for capacity assessment purposes.
Credit Union Name
*
Number of Full-Time Equivalent Staff
*
Primary Technology Platforms Used (e.g., core banking, CRM, digital banking)
*
Current Member Count
*
Key Operational Challenges (select all that apply)
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Staffing constraints
Technology limitations
Compliance and regulatory demands
Member service delivery
Process inefficiencies
Other
Describe your most significant recent capacity-building initiative
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What are your top three operational priorities for the next 12 months?
*
How would you rate your current risk management practices?
*
Excellent
Good
Adequate
Needs improvement
Which areas would benefit most from additional training or resources?
*
Technology and digital platforms
Compliance and regulatory
Member service
Process improvement
Leadership development
Other
Additional comments or context regarding your credit union’s capacity needs
Submit Assessment
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