Core conversion sample communication plan

If your credit union is headed to a core conversion, you might be looking for resources on how to best communicate the change to your members.

I have assisted with five conversions in the past 24 months and have developed a few key steps regardless of your credit union size. A solid 90 days pre-conversion and 30 days post-conversion have proven to provide reliable communication. Please see my reference chart below for a basic communication plan for your conversion.

Sample Communication Plan

What if you need help?

You will have many elements to create during this time, including letters, website copy, direct mail, lobby artwork, tutorials, mockups, and other transition content. Your core processor may be able to provide samples from other credit unions. However, it can be of great help to have one person manage the entire communication phase. That’s me! I can fill the gap for you! Please reach out to me to schedule a brief chat.