Creating a marketing plan that won\'t sit idly in a drawer.

1. Bringing Your Strategic Plan to Life

2. Do you know where your 2010 plan is right now?

6. Evolution of Strategic Marketing Efforts Emerging Optimizing Strategic time Value Returned

7. Organizational Involvement Over time, the plan becomes everyone’s plan. The plan guides activities, forms structure and helps decision making. The key is using and updating the plan consistently and continuously! Input from key areas, staff involvement-- include operations!

8. Reason to Live Making sure your plan starts out healthy

15. Planning Schematic

20. Member & Competition Mapping

23. Your Plan Outline Credit Union Objectives Marketing Objectives Marketing Strategies & Accountabilities Marketing Tactics Measurement Criteria

24. Strategy Examples POOR: We will promote and mail offers of our checking products to our members three times in 2010. GOOD: To gain more non-interest deposits and improve our net margin , we will focus efforts on checking products with our defined target groups. BEST: To gain more non-interest deposits and improve our net margin, we will focus efforts on checking products with our defined target groups. By June 30 we will have a net increase of $1 million in core checking. By December 31, a net increase of $2.5 million and a 85% new member ratio of opening a checking account.

25. Strategy Examples POOR: We will hold a grand opening celebration for 150 people at our new office in the new market of Dayton. GOOD: To generate market awareness, initial brand understanding, and foot traffic we will create a multi-channel PR and advertising approach to our new Dayton market. BEST: To generate market awareness, initial brand understanding, and foot traffic we will create a multi-channel PR and advertising approach to our new Dayton market. By June 30, we will have a awareness factor of 85.

27. Living Every Moment Achieving your plan everyday

28. Strategic Marketing Planning ANNUAL WEEKLY MONTHLY QUARTERLY SEMI-ANNUAL ANNUAL

30. It’s always possible to find time to do what matters most.

36. Questions ??

37. Checking the Pulse Measurement

43. How many checking accounts will I need to generate to pay for the Event Sponsorship ? Hispanic Event Analysis

44. Hispanic Event Analysis

46. Hispanic Event Analysis

51. For the opportunity to talk with you today! Thank You!

52. How to Reach MarketMatch Eric Gagliano Senior Vice President (866) 501-2233, ext. 106 [email_address] www.MarketMatch.com