PRESENTED BY• Debbie Fischer

– Director, Center of Finance– Northeast High School

• Janice Mobley– Team Teacher– Northeast High School

• Debbie Rogers– Vice President of Administration– Pinellas County Teachers Credit Union

From Start To FinishA Credit Union

On CampusIs Born

Northeast High School

TAMPA BAY SPORTS

AGENDA

• How To Develop A Credit Union

• Tools & Materials

• Final Thoughts

• Questions/Answers

GOALDevelop a strong

business partnership to create your own student-run credit

union

Administrative Support

• Involve from the beginning

• Share enthusiasm

• Provide support over obstacles

• Provide liaison

SELLING THE PROGRAM

SPECIFIC NEEDS

• Mentoring• Job shadowing• Tutoring• Internships

STEPS TO BUILD YOUR BUSINESS PARTNER BASE

• Define your potential base of business partners• Recruit your business partners• Organize your advisory board• Define the business partners’ roles and

responsibilities• Develop an activities calendar • Recruit business partners into the classroom• Recruit business partners to provide field trip sites

Steps To Build Your Business Partner Base

• Recruit business partners as mentors• Develop formal partnerships with organizations• Make your local college a business partner• Respond to any business partner concern• Publicize your business partner activities• Continually expand your business partner contacts• Value your business partners

Developing The Vision

Determine the business opportunity/business partner that best fits your program

Step 1

Step 2

Interview and meet with potential business partners. Present your ideas and include the

benefits to all parties involvedStudents

School

Business partners

Community

THE STUDENT-RUN PROJECT

• Site visits

• Search web

• Network with teachers

• Attend conferences

• Involve business partners

Step 3

• Determine the best location/classroom for the student-run business.

Step 4

• Name your business and create a new logo. Be sure to include– Program Director– Business Partner– Students

PCTCU Viking Branch

Step 5

Create a business plan between the school

and business partner.

Student Benefits• Train with professionals• Provide opportunity to learn management skills • Become one of a very small select group• Experience hands on opportunities • Develop actual work experience • Learn procedures used in the finance industry• Create teamwork atmosphere• Improve communication skills• Enhance self esteem• Foster school spirit

Staffing

• Manager• Assistant Manager• Head Teller• 4 Tellers• 3 Member Service Advisors• Receptionist• 3 Auditors• 6 Marketing

Staffing

• Job descriptions

• Employee handbook

Products & Services• Limited Service

– Loans– IRAs

• Full Service– Savings accounts– Club accounts– Checking accounts– ATM cards– Certificates of deposit– Teen Accounts

• Procedures Manual

Training

Auditing

• Transactions

• New accounts

• ATM cards

• Checks

• Teller cash

• Vault cash

Marketing

• In-school branch marketing• Marketing materials• Advertising• Direct mail• Promotions• Giveaway items• Signage• Displays• Outside school marketing

Security

Business Plan

• Legal notifications

• Contacts

• Signatures/approval

• Ongoing operational responsibilities

THE VIKING BRANCH PROJECT

Computers & technologyBenefits to studentsTrainingAuditingMarketingStaffingServiceLegal notificationsStorage of supplies

FurnitureElectricalDesignEquipmentWiringLightingFixturesSecurityCamerasFacility

Step 6

• Contact businesses throughout the community for donations and assistance in the set-up of your student-run business.

Step 7

• Consider a ribbon-cutting and/or open house and invite everyone involved in the process.– School faculty– Students– School administrators– Business partners– Chamber of Commerce

Ribbon Cutting Ceremony

Program Structure

• Classroom Credit

• Student Trainers

• Paid Internships

• Team Meetings

• College Articulation

MULTIMEDIA PRESENTATION

• See the Viking Branch in action

Results of the Project

• Working as a team • Coming to class• Providing additional assistance• Improving attendance and class participation• Providing school wide financial literacy• Display positive professional image• Display positive behavior

DISTRIBUTION OF MATERIALS

• Brochures– Business Partners– Center of Finance– Viking Branch Credit Union

• Check List• Business Partner Introductory Letter• Steps to Build Your Business Partner Base• Sample letters

ANY QUESTIONS?

Debbie Fischer• 727-570-3138, ext. 1021• Debbie_Fischer@places.pcsb.org

Janice Mobley• 727-570-3138, ext. 1113• Janice_Mobley@places.pcsb.org

Debbie Rogers• 727-431-7304• Drogers@pctcu.com

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