Facility Solutions: Key themes for 2019

Ask yourself these branch, headquarters, staffing and emergency preparedness questions as we ring in the new year.

To align your occupancy strategies with your business agility plan, you must embrace change by regularly asking critical questions about how your facilities are responding to planned and unplanned events. As a former facility manager for two national banks and consultant to many credit unions and banks, I offer a series of questions you can ask yourself to help prepare for the new year.

Branch Occupancy

  • How do your five- and seven-year strategies align with your business plan? What if the business goals are not reached and you have over-customized your network? What if you merge with another credit union? Have you prepared ways to shift direction for each possible scenario? Who is influencing your location planning and what are their motives? Are you in a position to offer alternative strategies?


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