Measure what matters: How to win loyal members (even in a recession)

n this month’s episode, we’re excited to explore how your credit union can measure its impact in a meaningful way, and how doing so can help you win over new members and gain more loyalty from existing members.

We recorded this conversation back in early March, about a week before our world as we knew it was turned upside down by COVID-19. While we’ve been focusing on more urgent issues over the last few months, we don’t want to lose sight of the importance of measuring impact, particularly as we head into the 2021 planning season.

Between financial hardship, health concerns, racial strife, and a general atmosphere of fear and anxiety, your members and community need you more than ever. There’s great potential ROI for rigorous impact measurement, particularly during a recession when member loyalty and new member growth are all the more critical.

Dan Osusky, the Director of Standards at B Lab and creator of one of the world’s most comprehensive standards for impact, joins us to talk about how measurement illuminates our blind spots, what the business case is for impact, and how to create a roadmap to greater impact.

continue reading »