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Making High Level Decisions that Set the Organization's Direction
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Assessing the Board's Performance
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Holding Managers Accountable for Assisting with Getting the Organization to Where it Should Be.
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Ensuring Effective Strategic Planning
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Recommending Potential Board Members
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Creating Board Meeting Agendas
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Implementing High-Level Decisions
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Participating in Strategy and Goal Discussions
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Hiring and Firing Staff of the Credit Union (Other than the CEO)
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Day-to-Day Management of the Organization
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Resolving Member Complaints
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Analyzing the Workflow of the Credit Union
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Ensuring the Credit Union is in Compliance with State and Federal Regulations
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Evaluating the Performance of the CEO
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Determining the Pay Levels of Executive Team Members (Other than the CEO)
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Conducting Business Development Activities to Promote Growth of the Credit Union
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Planning and Overseeing the Employee Benefits Program
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Attending all Board Meetings and Committee Meetings as Appropriate
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Recruiting a New CEO
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Approving the Budget and Reviewing Financial Reports
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Orienting New Board Members
Board Responsibility
CEO Responsibility
Shared Responsibility (Both)
Great Job Assessing Your Credit Union!
Now, watch the rest of the video to see who I think should be responsible for each task at the credit union!