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

Play the video

TEMPLATE:  MemberXP Board Presentation Template

Download this template to accompany the video presentation and begin preparing your Board report.

MemberXP Board Presentation Template