Member Surveys

Our surveys are carefully designed so that you get the answers you need to make important, strategic decisions. Survey services are all inclusive and include: survey questionnaire development, survey printing and mailing, survey receipt and tracking, data tabulation and compilation, survey reporting and recommendations. We provide a comprehensive analysis with full narrative & graphical reporting, complete data tables, all member comments, and specific recommendations tailored to your credit union.

Management Assessment and Development

Periodic management assessment ensures that you have the right people in the right positions doing the right things. Cooke/Andres assists credit unions with management assessment through confidential questionnaires, on-site interviews, and review of appropriate materials. A report is provided that includes organizational recommendations and development plans for managers.

Succession Planning

Succession planning does not just focus on the CEO position but ensures planned backups for key management positions. Cooke/Andres' succession planning process gathers complete information with little disruption to the client organization. Information is gathered via individual questionnaires, existing information, and on-site interviews. Our process provides correlated data from superior, peer and subordinate levels of the organization, in addition to the consultant's findings. We respect anonymity of information sources and data confidentiality. The final product is a succession plan for the CEO and the senior management group that provides valid, useful information and recommendations. High?potential and promotable managers, as well as organizational strengths, weaknesses and recommendations for improvement, are identified.